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 5 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, Q1 2025
Institutional positions in MongoDB, Inc. as of Mar 31, 2025. 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
- 663
- −39 vs. Q4 2024
- Shares held
- 69.0M
- +4.31M (+6.7%) vs. Q4 2024
- Total value
- $12.1B
- −$3.00B (−19.9%) vs. Q4 2024
- New holders
- 103
- 275 more added
- Sold out
- 142
- 204 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adirondack Trust Co | 88 | $15.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 90 | $15.8K | 0.01% | +90 | New |
| Hantz Financial Services, Inc. | 99 | $17.0K | 0.00% | −1−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $17.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 102 | $17.9K | 0.00% | −11−9.7% | Reduced |
| Massmutual Trust Co FSB | 104 | $18.2K | 0.00% | +29+38.7% | Added |
| Central Trust Co | 108 | $18.9K | 0.00% | −13−10.7% | Reduced |
| MAI Capital Management | 115 | $20.2K | 0.00% | −132−53.4% | Reduced |
| Aventura Private Wealth, LLC | 116 | $20.3K | 0.01% | −39−25.2% | Reduced |
| Geneos Wealth Management Inc. | 123 | $21.6K | 0.00% | +43+53.8% | Added |
| AdvisorNet Financial, Inc | 123 | $21.6K | 0.00% | +121+6,050.0% | Added |
| EverSource Wealth Advisors, LLC | 124 | $21.8K | 0.00% | −15−10.8% | Reduced |
| Abound Wealth Management | 124 | $21.8K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 130 | $22.8K | 0.00% | +130 | New |
| Cloud Capital Management, LLC | 147 | $25.0K | 0.02% | +147 | New |
| SRS Capital Advisors, Inc. | 149 | $26.1K | 0.00% | +46+44.7% | Added |
| Hollencrest Capital Management | 150 | $26.3K | 0.00% | +150 | New |
| Bank of Jackson Hole Trust | 100 | $26.7K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 153 | $26.8K | 0.01% | −149−49.3% | Reduced |
| Clearstead Advisors, LLC | 154 | $27.0K | 0.00% | −32−17.2% | Reduced |
| Lindbrook Capital, LLC | 155 | $27.2K | 0.00% | −117−43.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 158 | $27.7K | 0.00% | +120+315.8% | Added |
| Covestor Ltd | 164 | $29.0K | 0.02% | −26−13.7% | Reduced |
| Quest Partners LLC | 182 | $31.9K | 0.00% | −1,065−85.4% | Reduced |
| Bryn Mawr Trust Co | 190 | $33.3K | 0.00% | +49+34.8% | Added |
| GAMMA Investing LLC | 191 | $33.5K | 0.00% | +20+11.7% | Added |
| CVA Family Office, LLC | 198 | $34.7K | 0.01% | +14+7.6% | Added |
| Optiver Holding B.V. | 199 | $34.9K | 0.00% | −2,769−93.3% | Reduced |
| Westpac Banking Corp | 210 | $36.8K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 238 | $41.7K | 0.00% | +2+0.8% | Added |
| National Pension Service | 277 | $48.6K | 0.00% | −116,157−99.8% | Reduced |
| Laurel Wealth Advisors LLC | 303 | $53.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 299 | $53.2K | 0.01% | −71−19.2% | Reduced |
| Johnson Financial Group, Inc. | 312 | $54.7K | 0.00% | +312 | New |
| State of Wyoming | 352 | $61.7K | 0.01% | +352 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $61.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 362 | $63.5K | 0.00% | −310−46.1% | Reduced |
| Advisors Asset Management, Inc. | 364 | $63.8K | 0.00% | +14+4.0% | Added |
| First Horizon Advisors, Inc. | 369 | $64.7K | 0.00% | −117−24.1% | Reduced |
| Lazard Asset Management LLC | 380 | $66.0K | 0.00% | −4−1.0% | Reduced |
| Manchester Capital Management LLC | 384 | $67.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 407 | $71.4K | 0.02% | +290+247.9% | Added |
| Vega Investment Solutions | 452 | $79.3K | 0.02% | +452 | New |
| Bayforest Capital Ltd | 454 | $79.6K | 0.03% | −501−52.5% | Reduced |
| Quadrant Capital Group LLC | 470 | $82.4K | 0.00% | +135+40.3% | Added |
| Quent Capital, LLC | 492 | $86.3K | 0.01% | −173−26.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 500 | $87.7K | 0.07% | +500 | New |
| Provenance Wealth Advisors, LLC | 527 | $92.4K | 0.01% | +203+62.7% | Added |
| Shell Asset Management Co | 546 | $96.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 547 | $96.0K | 0.00% | +547 | New |
| Allworth Financial LP | 559 | $96.8K | 0.00% | −21−3.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $97.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 569 | $99.8K | 0.00% | +78+15.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 600 | $105.2K | 0.10% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 602 | $105.6K | 0.02% | −16−2.6% | Reduced |
| Versant Capital Management, Inc | 607 | $106.5K | 0.02% | +427+237.2% | Added |
| Ossiam | 614 | $107.7K | 0.00% | −177−22.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 641 | $112.4K | 0.01% | −76−10.6% | Reduced |
| STF Management LP | 682 | $119.6K | 0.06% | +48+7.6% | Added |
| Tidemark, LLC | 686 | $120.3K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 688 | $120.7K | 0.06% | +195+39.6% | Added |
| Financial Perspectives, Inc | 697 | $122.3K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 734 | $128.7K | 0.00% | −434−37.2% | Reduced |
| Nisa Investment Advisors, LLC | 800 | $140.3K | 0.00% | −4,955−86.1% | Reduced |
| Siemens Fonds Invest GmbH | 847 | $148.6K | 0.01% | +847 | New |
| Van Eck Associates Corp | 885 | $155.0K | 0.00% | −20−2.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 955 | $167.5K | 0.02% | −6−0.6% | Reduced |
| Principal Securities, Inc. | 731 | $170.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 982 | $171.6K | 0.00% | −868−46.9% | Reduced |
| Crewe Advisors LLC | 1,002 | $175.8K | 0.02% | +2+0.2% | Added |
| Coldstream Capital Management Inc | 1,049 | $184.0K | 0.00% | +1,049 | New |
| Morse Asset Management, Inc | 1,127 | $197.7K | 0.05% | +345+44.1% | Added |
| Sentry Investment Management LLC | 1,345 | $198.0K | 0.13% | +27+2.0% | Added |
| Ostrum Asset Management | 1,134 | $198.9K | 0.01% | −269−19.2% | Reduced |
| Bridgewater Advisors Inc. | 1,158 | $202.3K | 0.02% | +1,158 | New |
| Lido Advisors, LLC | 1,160 | $203.6K | 0.00% | −48−4.0% | Reduced |
| New York Life Investment Management LLC | 1,164 | $204.2K | 0.00% | −123−9.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,190 | $205.8K | 0.01% | −6,887−85.3% | Reduced |
| Camden Capital, LLC | 1,183 | $207.5K | 0.02% | +1,183 | New |
| NewEdge Wealth, LLC | 1,202 | $210.9K | 0.00% | +7+0.6% | Added |
| Antipodes Partners Ltd | 1,218 | $213.7K | 0.01% | +1,218 | New |
| Independent Advisor Alliance | 1,235 | $216.6K | 0.01% | −160−11.5% | Reduced |
| Krane Funds Advisors LLC | 1,235 | $216.6K | 0.01% | +1,235 | New |
| Archetype Wealth Partners | 1,236 | $217.0K | 0.03% | +258+26.4% | Added |
| Parallel Advisors, LLC | 1,245 | $218.4K | 0.00% | −45−3.5% | Reduced |
| Farther Finance Advisors, LLC | 1,242 | $219.3K | 0.01% | +452+57.2% | Added |
| HighPoint Advisor Group LLC | 1,261 | $220.3K | 0.01% | −67−5.0% | Reduced |
| Empowered Funds, LLC | 1,287 | $225.7K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 1,350 | $236.8K | 0.01% | +254+23.2% | Added |
| Fulton Bank, N.A. | 1,356 | $237.8K | 0.01% | +133+10.9% | Added |
| Integrated Wealth Concepts LLC | 1,363 | $239.0K | 0.00% | +327+31.6% | Added |
| UniSuper Management Pty Ltd | 1,400 | $245.6K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,421 | $249.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,439 | $252.4K | 0.00% | −1,081−42.9% | Reduced |
| Clear Creek Financial Management, LLC | 1,440 | $252.6K | 0.03% | +175+13.8% | Added |
| Tudor Investment Corp Et Al | 1,448 | $254.0K | 0.00% | −90,096−98.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,741 | $256.6K | 0.01% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,485 | $260.5K | 0.18% | +1,485 | New |
| CastleKnight Management LP | 1,500 | $263.1K | 0.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,502 | $263.5K | 0.01% | +1,502 | New |