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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 1,507 | $264.3K | 0.01% | +477+46.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,536 | $269.4K | 0.07% | +90+6.2% | Added |
| Allstate Corp | 1,546 | $271.2K | 0.01% | −645−29.4% | Reduced |
| Illinois Municipal Retirement Fund | 1,556 | $272.9K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,560 | $273.6K | 0.01% | +40+2.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,580 | $277.0K | 0.00% | −2,344−59.7% | Reduced |
| QVT Financial LP | 1,581 | $277.3K | 0.03% | +1,581 | New |
| Ronald Blue Trust, Inc. | 1,584 | $277.8K | 0.00% | +403+34.1% | Added |
| Gsa Capital Partners LLP | 1,610 | $282.0K | 0.03% | +487+43.4% | Added |
| QRG Capital Management, Inc. | 1,632 | $286.3K | 0.00% | −52−3.1% | Reduced |
| Colony Group, LLC | 1,745 | $288.5K | 0.00% | −29,387−94.4% | Reduced |
| Nomura Holdings Inc | 1,648 | $289.1K | 0.00% | −10,535−86.5% | Reduced |
| HM Payson & Co | 1,674 | $293.6K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 1,685 | $295.5K | 0.00% | +196+13.2% | Added |
| CI Private Wealth, LLC | 1,688 | $296.1K | 0.00% | −1,068−38.8% | Reduced |
| United Capital Financial Advisers, LLC | 1,691 | $296.6K | 0.00% | −274−13.9% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $305.5K | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,751 | $307.1K | 0.03% | +93+5.6% | Added |
| Signaturefd, LLC | 1,754 | $307.7K | 0.01% | +341+24.1% | Added |
| Hilltop Holdings Inc. | 1,765 | $309.6K | 0.02% | +632+55.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,746 | $309.9K | 0.00% | +425+32.2% | Added |
| Cynosure Management, LLC | 1,796 | $315.0K | 0.04% | +568+46.3% | Added |
| Chicago Capital, LLC | 1,801 | $315.9K | 0.01% | +1,801 | New |
| Joel Isaacson & Co., LLC | 1,834 | $321.7K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,839 | $322.6K | 0.03% | +637+53.0% | Added |
| Independent Financial Group, LLC | 1,861 | $326.4K | 0.01% | +214+13.0% | Added |
| GraniteShares Advisors LLC | 1,880 | $329.8K | 0.21% | +131+7.5% | Added |
| Jones Financial Companies LLLP | 1,855 | $330.2K | 0.00% | +835+81.9% | Added |
| E Fund Management Co., Ltd. | 1,901 | $333.4K | 0.02% | +1,023+116.5% | Added |
| Scientech Research LLC | 1,905 | $334.1K | 0.09% | −1,649−46.4% | Reduced |
| Avestar Capital, LLC | 1,973 | $346.1K | 0.03% | −192−8.9% | Reduced |
| Uniting Wealth Partners, LLC | 2,000 | $350.8K | 0.18% | −1,000−33.3% | Reduced |
| Norinchukin Bank, The | 2,031 | $356.2K | 0.01% | +2,031 | New |
| Commerce Bank | 2,036 | $357.1K | 0.00% | −47−2.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,082 | $365.2K | 0.03% | +2,082 | New |
| Investment Management Corp of Ontario | 2,091 | $366.8K | 0.01% | −1,828−46.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,120 | $371.8K | 0.00% | −200,392−99.0% | Reduced |
| TD Waterhouse Canada Inc. | 2,115 | $373.3K | 0.00% | +558+35.8% | Added |
| RSM US Wealth Management LLC | 2,189 | $383.9K | 0.01% | −296−11.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,203 | $386.4K | 0.00% | +1,320+149.5% | Added |
| APG Asset Management N.V. | 2,391 | $388.2K | 0.00% | −1,028−30.1% | Reduced |
| APG Asset Management US Inc. | 2,201 | $388.7K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 2,265 | $397.3K | 0.00% | −1,548−40.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,272 | $398.5K | 0.03% | −25−1.1% | Reduced |
| Perigon Wealth Management, LLC | 2,280 | $399.9K | 0.01% | −248−9.8% | Reduced |
| Mercer Global Advisors Inc | 2,281 | $400.0K | 0.00% | +273+13.6% | Added |
| Kestra Advisory Services, LLC | 2,286 | $401.0K | 0.00% | +686+42.9% | Added |
| Palacios Wealth Management, LLC | 2,325 | $407.8K | 0.37% | −90−3.7% | Reduced |
| Vident Advisory, LLC | 2,330 | $408.7K | 0.01% | +479+25.9% | Added |
| Princeton Capital Management LLC | 2,348 | $411.8K | 0.14% | −114−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,367 | $415.2K | 0.00% | +435+22.5% | Added |
| Landscape Capital Management, L.L.C. | 2,403 | $421.5K | 0.04% | +2,403 | New |
| ING Groep NV | 2,422 | $424.8K | 0.00% | +617+34.2% | Added |
| Ameritas Investment Partners, Inc. | 2,438 | $427.6K | 0.01% | +88+3.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,449 | $429.6K | 0.12% | −156−6.0% | Reduced |
| Keystone Investors Pte Ltd | 2,451 | $429.9K | 0.06% | +2,451 | New |
| Transatlantique Private Wealth LLC | 2,457 | $431.0K | 0.17% | −816−24.9% | Reduced |
| IFP Advisors, Inc | 2,465 | $432.4K | 0.01% | +833+51.0% | Added |
| Kazazian Asset Management, LLC | 2,478 | $434.6K | 0.36% | −2,800−53.1% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $438.5K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,500 | $438.5K | 0.01% | +2,500 | New |
| M&T Bank Corp | 2,518 | $441.5K | 0.00% | −519−17.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,572 | $451.1K | 0.24% | −1,005−28.1% | Reduced |
| Sanctuary Advisors, LLC | 2,573 | $451.2K | 0.00% | +117+4.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,588 | $453.9K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,596 | $455.3K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,602 | $456.4K | 0.00% | +955+58.0% | Added |
| Janney Montgomery Scott LLC | 2,612 | $458.0K | 0.00% | +2,612 | New |
| CIBC World Markets Inc. | 2,613 | $458.3K | 0.00% | −3,942−60.1% | Reduced |
| SBI Securities Co., Ltd. | 2,619 | $459.4K | 0.02% | −258−9.0% | Reduced |
| Metis Global Partners, LLC | 2,621 | $459.7K | 0.01% | +333+14.6% | Added |
| Park Avenue Securities LLC | 2,630 | $461.0K | 0.01% | +907+52.6% | Added |
| Eisler Capital Management Ltd. | 2,638 | $462.6K | 0.01% | +1,008+61.8% | Added |
| Bank of Nova Scotia | 2,660 | $466.6K | 0.00% | −8,980−77.1% | Reduced |
| Prudential Financial Inc | 2,712 | $475.7K | 0.00% | +560+26.0% | Added |
| Centaurus Financial, Inc. | 2,719 | $477.0K | 0.03% | +220+8.8% | Added |
| Fort Washington Investment Advisors Inc | 2,720 | $477.1K | 0.00% | +2,720 | New |
| Cresset Asset Management, LLC | 2,768 | $485.5K | 0.00% | −70−2.5% | Reduced |
| Qtron Investments LLC | 2,793 | $489.9K | 0.07% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,800 | $491.1K | 0.40% | +2,800 | New |
| Wedbush Securities Inc | 3,022 | $530.0K | 0.02% | +77+2.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,042 | $534.0K | 0.01% | +2,993+6,108.2% | Added |
| Banque Cantonale Vaudoise | 3,124 | $548.0K | 0.02% | +3,124 | New |
| Allspring Global Investments Holdings, LLC | 3,196 | $564.4K | 0.00% | −187,919−98.3% | Reduced |
| Benjamin Edwards Inc | 3,266 | $572.9K | 0.01% | −9−0.3% | Reduced |
| Intech Investment Management LLC | 3,269 | $573.4K | 0.01% | +505+18.3% | Added |
| Maryland State Retirement & Pension System | 3,346 | $586.9K | 0.01% | −561−14.4% | Reduced |
| Boothbay Fund Management, LLC | 3,354 | $588.3K | 0.02% | −6,712−66.7% | Reduced |
| CIBC World Markets Corp | 3,389 | $594.4K | 0.00% | −1,591−31.9% | Reduced |
| Ofi Invest Asset Management | 3,702 | $601.1K | 0.02% | +2,578+229.4% | Added |
| Point72 (DIFC) Ltd | 3,442 | $603.8K | 0.06% | −1,694−33.0% | Reduced |
| MN Wealth Advisors, LLC | 3,450 | $605.1K | 0.36% | −663−16.1% | Reduced |
| Brandywine Managers, LLC | 3,501 | $614.1K | 0.74% | +642+22.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,509 | $615.5K | 0.00% | +594+20.4% | Added |
| Bokf, NA | 3,520 | $617.4K | 0.01% | −902−20.4% | Reduced |
| Tyler-Stone Wealth Management | 3,526 | $618.5K | 0.11% | −10−0.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,540 | $620.9K | 0.29% | +2,510+243.7% | Added |
| Davenport & Co LLC | 3,544 | $621.6K | 0.00% | +796+29.0% | Added |
| AE Wealth Management LLC | 3,564 | $625.1K | 0.01% | −712−16.7% | Reduced |
| Battery Global Advisors, LLC | 3,590 | $629.7K | 0.35% | +1,545+75.6% | Added |