MongoDB, Inc.
MDB- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001441816
In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 3 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.
13F holders, Q4 2024
Institutional positions in MongoDB, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 713
- +62 vs. Q3 2024
- Shares held
- 65.7M
- −1.06M (−1.6%) vs. Q3 2024
- Total value
- $15.3B
- −$2.75B (−15.2%) vs. Q3 2024
- New holders
- 144
- 282 more added
- Sold out
- 82
- 209 more reduced
16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 875 | $25.0B |
| Q1 2026 | 817 | $17.5B |
| Q4 2025 | 915 | $30.5B |
| Q3 2025 | 778 | $22.7B |
| Q2 2025 | 693 | $14.5B |
| Q1 2025 | 663 | $12.1B |
| Q4 2024 | 713 | $15.3B |
| Q3 2024 | 667 | $18.2B |
| Q2 2024 | 662 | $17.0B |
| Q1 2024 | 737 | $23.5B |
| Q4 2023 | 748 | $26.4B |
| Q3 2023 | 668 | $22.3B |
| Q2 2023 | 663 | $26.1B |
| Q1 2023 | 528 | $14.8B |
| Q4 2022 | 522 | $12.2B |
| Q3 2022 | 509 | $12.3B |
| Q2 2022 | 539 | $16.0B |
| Q1 2022 | 571 | $26.8B |
| Q4 2021 | 561 | $31.7B |
| Q3 2021 | 511 | $27.9B |
| Q2 2021 | 463 | $21.1B |
| Q1 2021 | 468 | $14.2B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 2,968 | $691.0K | 0.02% | +96+3.3% | Added |
| Pier Capital, LLC | 2,962 | $689.6K | 0.10% | +236+8.7% | Added |
| Wedbush Securities Inc | 2,945 | $686.0K | 0.02% | +125+4.4% | Added |
| Meiji Yasuda Life Insurance Co | 2,937 | $683.8K | 0.01% | +800+37.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,915 | $678.6K | 0.00% | +634+27.8% | Added |
| SBI Securities Co., Ltd. | 2,877 | $669.8K | 0.02% | +2,877 | New |
| Sanctuary Advisors, LLC | 2,456 | $665.7K | 0.00% | −3,291−57.3% | Reduced |
| Brandywine Managers, LLC | 2,859 | $665.6K | 0.70% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,838 | $660.7K | 0.00% | −2,533−47.2% | Reduced |
| Qtron Investments LLC | 2,793 | $650.2K | 0.09% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,764 | $643.5K | 0.01% | −2,441−46.9% | Reduced |
| CI Private Wealth, LLC | 2,756 | $641.8K | 0.00% | −257−8.5% | Reduced |
| Davenport & Co LLC | 2,748 | $639.8K | 0.00% | −529−16.1% | Reduced |
| GWM Advisors LLC | 2,734 | $636.5K | 0.00% | −864−24.0% | Reduced |
| Two Sigma Securities, LLC | 2,723 | $633.9K | 0.11% | −33,868−92.6% | Reduced |
| SeaBridge Investment Advisors LLC | 2,711 | $631.1K | 0.13% | −726−21.1% | Reduced |
| Perigon Wealth Management, LLC | 2,528 | $626.8K | 0.02% | +66+2.7% | Added |
| Everence Capital Management Inc | 2,680 | $624.0K | 0.04% | +2,680 | New |
| B.O.S.S. Retirement Advisors, LLC | 2,605 | $606.5K | 0.17% | +2,605 | New |
| Tokio Marine Asset Management Co Ltd | 2,596 | $604.4K | 0.02% | +235+10.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,588 | $602.5K | 0.02% | +2,588 | New |
| Palacios Wealth Management, LLC | 2,415 | $598.3K | 0.65% | +2,415 | New |
| Ocean Capital Management, LLC | 2,556 | $595.1K | 0.13% | +2,556 | New |
| Whittier Trust Co | 2,520 | $586.7K | 0.01% | −28,413−91.9% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $582.0K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,499 | $582.0K | 0.04% | +399+19.0% | Added |
| RSM US Wealth Management LLC | 2,485 | $580.7K | 0.01% | −69−2.7% | Reduced |
| Princeton Capital Management LLC | 2,462 | $573.2K | 0.18% | −785−24.2% | Reduced |
| BNP Paribas | 2,411 | $561.3K | 0.02% | +461+23.6% | Added |
| Ameritas Investment Partners, Inc. | 2,350 | $547.1K | 0.02% | +127+5.7% | Added |
| Sherbrooke Park Advisers LLC | 2,307 | $537.1K | 0.17% | −1,103−32.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,297 | $534.8K | 0.04% | +21+0.9% | Added |
| Metis Global Partners, LLC | 2,288 | $532.7K | 0.02% | −31−1.3% | Reduced |
| Bayesian Capital Management, LP | 2,229 | $518.9K | 0.06% | −33,300−93.7% | Reduced |
| APG Asset Management US Inc. | 2,201 | $512.4K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 2,191 | $510.1K | 0.02% | +2,191 | New |
| Avestar Capital, LLC | 2,165 | $504.0K | 0.05% | +42+2.0% | Added |
| Natixis Investment Managers International | 2,159 | $502.6K | 0.04% | +1,774+460.8% | Added |
| Prudential Financial Inc | 2,152 | $501.0K | 0.00% | −105−4.7% | Reduced |
| Prosperity Wealth Management, Inc. | 2,139 | $498.0K | 0.21% | +644+43.1% | Added |
| Axq Capital, LP | 2,116 | $492.6K | 0.22% | +2,116 | New |
| Commerce Bank | 2,083 | $484.9K | 0.00% | +33+1.6% | Added |
| Battery Global Advisors, LLC | 2,045 | $476.1K | 0.25% | −46−2.2% | Reduced |
| Mercer Global Advisors Inc | 2,008 | $467.4K | 0.00% | −2,213−52.4% | Reduced |
| United Capital Financial Advisers, LLC | 1,965 | $457.5K | 0.00% | −3,468−63.8% | Reduced |
| Global Retirement Partners, LLC | 1,945 | $452.8K | 0.01% | +1,830+1,591.3% | Added |
| The PNC Financial Services Group, Inc. | 1,932 | $449.8K | 0.00% | −255−11.7% | Reduced |
| EMC Capital Management | 1,920 | $447.0K | 0.25% | −5,971−75.7% | Reduced |
| SG Americas Securities, LLC | 1,879 | $437.0K | 0.00% | −622−24.9% | Reduced |
| Plato Investment Management Ltd | 1,862 | $435.1K | 0.03% | +960+106.4% | Added |
| Vident Advisory, LLC | 1,851 | $430.9K | 0.01% | +381+25.9% | Added |
| Natixis | 1,850 | $430.7K | 0.00% | +1,252+209.4% | Added |
| Joel Isaacson & Co., LLC | 1,834 | $427.0K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,818 | $423.2K | 0.41% | +1,818 | New |
| XTX Topco Ltd | 1,812 | $421.9K | 0.04% | −538−22.9% | Reduced |
| Vinva Investment Management Ltd | 1,797 | $420.3K | 0.02% | +1,797 | New |
| ING Groep NV | 1,805 | $420.2K | 0.00% | +1,805 | New |
| Marex Group plc | 1,776 | $413.5K | 0.01% | −6,144−77.6% | Reduced |
| HB Wealth Management, LLC | 1,773 | $412.8K | 0.00% | +1,773 | New |
| FNY Investment Advisers, LLC | 1,766 | $411.0K | 0.21% | +1,766 | New |
| GraniteShares Advisors LLC | 1,749 | $407.2K | 0.26% | −495−22.1% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $405.6K | 0.12% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,741 | $405.3K | 0.01% | +24+1.4% | Added |
| Park Avenue Securities LLC | 1,723 | $401.0K | 0.00% | +337+24.3% | Added |
| Eisler Capital Management Ltd. | 1,630 | $398.7K | 0.01% | +1,630 | New |
| QRG Capital Management, Inc. | 1,684 | $392.0K | 0.00% | +18+1.1% | Added |
| 111 Capital | 1,675 | $390.0K | 0.08% | +1,675 | New |
| HM Payson & Co | 1,674 | $389.7K | 0.01% | −29−1.7% | Reduced |
| Moody National Bank Trust Division | 1,658 | $386.0K | 0.04% | −83−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,647 | $383.4K | 0.00% | +75+4.8% | Added |
| Independent Financial Group, LLC | 1,647 | $383.4K | 0.01% | −24−1.4% | Reduced |
| HighPoint Advisor Group LLC | 1,328 | $380.0K | 0.02% | −189−12.5% | Reduced |
| IFP Advisors, Inc | 1,632 | $379.9K | 0.01% | +574+54.3% | Added |
| Occudo Quantitative Strategies LP | 1,600 | $372.5K | 0.07% | −295−15.6% | Reduced |
| Kestra Advisory Services, LLC | 1,600 | $372.5K | 0.00% | −230−12.6% | Reduced |
| First Hawaiian Bank | 1,571 | $365.7K | 0.01% | +243+18.3% | Added |
| Parametrica Management Ltd | 1,568 | $365.0K | 0.48% | +1,568 | New |
| Illinois Municipal Retirement Fund | 1,556 | $362.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,557 | $362.3K | 0.00% | +105+7.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,520 | $353.9K | 0.01% | +30+2.0% | Added |
| CastleKnight Management LP | 1,500 | $349.2K | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 1,489 | $346.7K | 0.00% | −686−31.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,446 | $336.6K | 0.09% | −106−6.8% | Reduced |
| Symmetry Investments LP | 1,435 | $334.1K | 0.02% | +1,435 | New |
| Sig Brokerage, LP | 1,430 | $332.9K | 0.16% | +1,430 | New |
| Vestcor Inc | 1,421 | $331.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,413 | $329.0K | 0.01% | −339−19.3% | Reduced |
| Ostrum Asset Management | 1,403 | $326.6K | 0.03% | +410+41.3% | Added |
| UniSuper Management Pty Ltd | 1,400 | $325.9K | 0.00% | −300−17.6% | Reduced |
| Independent Advisor Alliance | 1,395 | $324.7K | 0.00% | −121−8.0% | Reduced |
| Oxford Asset Management LLP | 1,394 | $324.5K | 0.14% | +1,394 | New |
| Envestnet Portfolio Solutions, Inc. | 1,335 | $310.8K | 0.00% | −294−18.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,328 | $309.2K | 0.00% | +211+18.9% | Added |
| Sentry Investment Management LLC | 1,318 | $307.0K | 0.15% | +284+27.5% | Added |
| Harbor Capital Advisors, Inc. | 1,301 | $303.0K | 0.01% | −2,226−63.1% | Reduced |
| Parallel Advisors, LLC | 1,290 | $300.3K | 0.01% | −48−3.6% | Reduced |
| Empowered Funds, LLC | 1,287 | $299.6K | 0.00% | −271−17.4% | Reduced |
| New York Life Investment Management LLC | 1,287 | $299.6K | 0.00% | −8−0.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,281 | $298.2K | 0.15% | +29+2.3% | Added |
| Clear Creek Financial Management, LLC | 1,265 | $294.5K | 0.03% | +1,265 | New |