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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 1,321 | $292.0K | 0.00% | −33−2.4% | Reduced |
| Quest Partners LLC | 1,247 | $290.3K | 0.04% | +1,247 | New |
| Values First Advisors, Inc. | 1,236 | $287.8K | 0.16% | +24+2.0% | Added |
| DC Investments Management, LLC | 1,229 | $286.1K | 0.19% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,228 | $285.9K | 0.04% | −76−5.8% | Reduced |
| Kornitzer Capital Management Inc | 1,225 | $285.2K | 0.01% | +1,225 | New |
| Fulton Bank, N.A. | 1,223 | $284.7K | 0.01% | +24+2.0% | Added |
| Lido Advisors, LLC | 1,208 | $281.1K | 0.00% | +17+1.4% | Added |
| China Universal Asset Management Co., Ltd. | 1,202 | $279.8K | 0.03% | +265+28.3% | Added |
| NewEdge Wealth, LLC | 1,195 | $278.3K | 0.00% | +102+9.3% | Added |
| Ronald Blue Trust, Inc. | 1,181 | $274.9K | 0.00% | +254+27.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,168 | $271.9K | 0.00% | +133+12.9% | Added |
| Wetherby Asset Management Inc | 1,160 | $270.1K | 0.01% | −118−9.2% | Reduced |
| Hilltop Holdings Inc. | 1,133 | $263.8K | 0.02% | +54+5.0% | Added |
| Yarbrough Capital, LLC | 1,125 | $261.9K | 0.01% | −1,852−62.2% | Reduced |
| Gsa Capital Partners LLP | 1,123 | $261.0K | 0.02% | −475−29.7% | Reduced |
| Motley Fool Asset Management LLC | 1,096 | $255.2K | 0.01% | −2,261−67.4% | Reduced |
| Evanson Asset Management, LLC | 1,087 | $253.1K | 0.02% | −150−12.1% | Reduced |
| Ofi Invest Asset Management | 1,124 | $252.7K | 0.01% | +1,124 | New |
| Woodline Partners LP | 1,060 | $246.8K | 0.00% | +1,060 | New |
| Resources Investment Advisors, LLC. | 1,044 | $243.0K | 0.00% | +39+3.9% | Added |
| Tealwood Asset Management Inc | 1,045 | $243.0K | 0.10% | +1,045 | New |
| Integrated Wealth Concepts LLC | 1,036 | $241.2K | 0.00% | −139−11.8% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,030 | $239.8K | 0.15% | +1,030 | New |
| Prospera Financial Services Inc | 1,030 | $239.8K | 0.01% | +173+20.2% | Added |
| Jones Financial Companies LLLP | 1,020 | $237.5K | 0.00% | +413+68.0% | Added |
| Stephens Inc | 1,014 | $236.1K | 0.00% | −43−4.1% | Reduced |
| Crewe Advisors LLC | 1,000 | $232.8K | 0.03% | 00.0% | Unchanged |
| Cache Advisors, LLC | 1,000 | $232.8K | 0.10% | +1,000 | New |
| Versor Investments LP | 997 | $232.1K | 0.04% | −498−33.3% | Reduced |
| Captrust Financial Advisors | 995 | $231.6K | 0.00% | −450−31.1% | Reduced |
| Ellevest, Inc. | 989 | $230.2K | 0.01% | −127−11.4% | Reduced |
| Archetype Wealth Partners | 978 | $228.0K | 0.03% | 00.0% | Unchanged |
| TFB Advisors LLC | 964 | $224.4K | 0.06% | +3+0.3% | Added |
| Summit Trail Advisors, LLC | 962 | $224.0K | 0.01% | +962 | New |
| ICICI Prudential Asset Management Co Ltd | 961 | $223.7K | 0.02% | −3−0.3% | Reduced |
| Tanager Wealth Management LLP | 958 | $223.0K | 0.03% | +1+0.1% | Added |
| Bayforest Capital Ltd | 955 | $222.3K | 0.28% | +955 | New |
| Stevens Capital Management LP | 952 | $222.0K | 0.09% | +952 | New |
| Twin Peaks Wealth Advisors, LLC | 949 | $220.9K | 0.09% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 940 | $219.9K | 0.09% | +466+98.3% | Added |
| Clarius Group, LLC | 943 | $219.5K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 940 | $218.8K | 0.09% | +940 | New |
| Yousif Capital Management, LLC | 920 | $214.2K | 0.00% | +15+1.7% | Added |
| Van Eck Associates Corp | 905 | $211.0K | 0.00% | +905 | New |
| Bedell Frazier Investment Counseling, LLC | 896 | $208.6K | 0.05% | +896 | New |
| Mutual of America Capital Management LLC | 886 | $206.3K | 0.00% | −81−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 883 | $205.6K | 0.00% | −108−10.9% | Reduced |
| E Fund Management Co., Ltd. | 878 | $204.4K | 0.01% | +878 | New |
| Ossiam | 791 | $184.2K | 0.00% | +109+16.0% | Added |
| Farther Finance Advisors, LLC | 790 | $183.9K | 0.01% | −87−9.9% | Reduced |
| Morse Asset Management, Inc | 782 | $182.1K | 0.04% | +482+160.7% | Added |
| Venturi Wealth Management, LLC | 755 | $175.8K | 0.01% | +129+20.6% | Added |
| Principal Securities, Inc. | 731 | $170.2K | 0.00% | +214+41.4% | Added |
| Emerald Mutual Fund Advisers Trust | 717 | $166.9K | 0.01% | −161−18.3% | Reduced |
| R Squared Ltd | 700 | $163.0K | 0.16% | +700 | New |
| Financial Perspectives, Inc | 697 | $162.3K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 686 | $159.7K | 0.06% | +5+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 672 | $156.4K | 0.00% | −14,424−95.5% | Reduced |
| Quent Capital, LLC | 665 | $154.8K | 0.02% | −18−2.6% | Reduced |
| Allworth Financial LP | 580 | $151.2K | 0.00% | +10+1.8% | Added |
| Edmond de Rothschild Holding S.A. | 637 | $148.3K | 0.00% | 00.0% | Unchanged |
| STF Management LP | 634 | $147.6K | 0.07% | −419−39.8% | Reduced |
| V-Square Quantitative Management LLC | 618 | $143.9K | 0.02% | +618 | New |
| Pilgrim Partners Asia Pte Ltd | 600 | $139.7K | 0.12% | +600 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $129.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 546 | $127.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 533 | $124.1K | 0.06% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 493 | $114.8K | 0.05% | +161+48.5% | Added |
| Fifth Third Bancorp | 491 | $114.3K | 0.00% | −117−19.2% | Reduced |
| First Horizon Advisors, Inc. | 486 | $113.1K | 0.00% | +232+91.3% | Added |
| Icon Wealth Advisors, LLC | 444 | $103.4K | 0.01% | +40+9.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $100.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 415 | $96.6K | 0.04% | +415 | New |
| CSS LLC | 400 | $93.1K | 0.01% | +400 | New |
| J.Safra Asset Management Corp | 387 | $90.5K | 0.01% | +162+72.0% | Added |
| Manchester Capital Management LLC | 384 | $89.4K | 0.01% | +140+57.4% | Added |
| Lazard Asset Management LLC | 384 | $88.0K | 0.00% | +380+9,500.0% | Added |
| Smartleaf Asset Management LLC | 370 | $86.5K | 0.01% | +134+56.8% | Added |
| Bessemer Group Inc | 357 | $83.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 355 | $82.6K | 0.00% | −111−23.8% | Reduced |
| Advisors Asset Management, Inc. | 350 | $81.5K | 0.00% | −10−2.8% | Reduced |
| Quadrant Capital Group LLC | 335 | $78.0K | 0.01% | −22−6.2% | Reduced |
| Provenance Wealth Advisors, LLC | 324 | $75.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 303 | $70.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 302 | $70.3K | 0.02% | −5−1.6% | Reduced |
| Lindbrook Capital, LLC | 272 | $63.3K | 0.01% | −5−1.8% | Reduced |
| MAI Capital Management | 247 | $57.4K | 0.00% | +247 | New |
| Horizon Investments, LLC | 236 | $54.9K | 0.00% | +20+9.3% | Added |
| Coppell Advisory Solutions LLC | 232 | $54.3K | 0.01% | +182+364.0% | Added |
| Strategic Investment Solutions, Inc. | 125 | $51.1K | 0.02% | +125 | New |
| Westpac Banking Corp | 210 | $48.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $44.0K | 0.03% | −148−43.8% | Reduced |
| Clearstead Advisors, LLC | 186 | $43.2K | 0.00% | −217−53.8% | Reduced |
| CVA Family Office, LLC | 184 | $42.8K | 0.01% | −15−7.5% | Reduced |
| Versant Capital Management, Inc | 180 | $41.9K | 0.01% | +165+1,100.0% | Added |
| GAMMA Investing LLC | 171 | $39.8K | 0.00% | +26+17.9% | Added |
| Aventura Private Wealth, LLC | 155 | $36.1K | 0.02% | +155 | New |
| NCP Inc. | 150 | $34.9K | 0.02% | +150 | New |
| Bryn Mawr Trust Co | 141 | $32.8K | 0.00% | −20−12.4% | Reduced |