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 |
|---|---|---|---|---|---|
| Main Management ETF Advisors, LLC | 3,605 | $632.0K | 0.04% | +3,605 | New |
| CWM, LLC | 3,607 | $633.0K | 0.00% | +289+8.7% | Added |
| US Bancorp | 3,613 | $633.7K | 0.00% | −577−13.8% | Reduced |
| Agf Management Ltd | 3,616 | $634.2K | 0.00% | −2,799−43.6% | Reduced |
| Garda Capital Partners LP | 3,745 | $656.9K | 0.37% | +3,745 | New |
| Pathstone Holdings, LLC | 3,855 | $676.1K | 0.00% | −138−3.5% | Reduced |
| Fox Run Management, L.L.C. | 3,903 | $684.6K | 0.11% | −2,854−42.2% | Reduced |
| Intellectus Partners, LLC | 3,982 | $698.4K | 0.17% | +182+4.8% | Added |
| Advisory Services Network, LLC | 3,988 | $699.5K | 0.01% | +143+3.7% | Added |
| Meiji Yasuda Life Insurance Co | 3,997 | $701.1K | 0.01% | +1,060+36.1% | Added |
| Counterpoint Mutual Funds LLC | 4,113 | $721.4K | 0.10% | +4,113 | New |
| GWM Advisors LLC | 4,238 | $743.3K | 0.00% | +1,504+55.0% | Added |
| Knollwood Investment Advisory, LLC | 4,250 | $745.5K | 0.08% | −200−4.5% | Reduced |
| Snowden Capital Advisors LLC | 4,299 | $754.0K | 0.02% | +921+27.3% | Added |
| Gulf International Bank (UK) Ltd | 4,359 | $764.0K | 0.03% | −1,170−21.2% | Reduced |
| EMC Capital Management | 4,320 | $766.0K | 0.46% | +2,400+125.0% | Added |
| Banco Santander, S.A. | 4,378 | $767.9K | 0.01% | +512+13.2% | Added |
| MetLife Investment Management | 4,403 | $772.3K | 0.00% | −10−0.2% | Reduced |
| ASR Vermogensbeheer N.V. | 4,439 | $778.5K | 0.01% | +4,439 | New |
| NEOS Investment Management LLC | 4,467 | $783.5K | 0.01% | +941+26.7% | Added |
| Hel Ved Capital Management Ltd | 4,475 | $784.9K | 0.40% | −4,285−48.9% | Reduced |
| Ocean Capital Management, LLC | 4,501 | $789.5K | 0.19% | +1,945+76.1% | Added |
| Wealthfront Advisers LLC | 4,511 | $791.2K | 0.00% | +179+4.1% | Added |
| Pier Capital, LLC | 4,578 | $803.0K | 0.13% | +1,616+54.6% | Added |
| Prudential PLC | 4,594 | $805.8K | 0.00% | +1,150+33.4% | Added |
| Rothschild Investment LLC | 4,608 | $808.2K | 0.05% | +10.0% | Added |
| Oppenheimer & Co Inc | 4,614 | $809.3K | 0.01% | −4,579−49.8% | Reduced |
| MIG Capital, LLC | 4,635 | $813.0K | 0.10% | +4,635 | New |
| AnglePoint Asset Management Ltd | 4,640 | $813.9K | 1.46% | 00.0% | Unchanged |
| Tredje AP-fonden | 4,686 | $821.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,704 | $825.0K | 0.04% | +357+8.2% | Added |
| Principal Financial Group Inc | 4,798 | $841.6K | 0.00% | −1,201−20.0% | Reduced |
| Jefferies Financial Group Inc. | 4,800 | $841.9K | 0.01% | −7,843−62.0% | Reduced |
| Bridgefront Capital, LLC | 4,817 | $844.9K | 0.24% | −349−6.8% | Reduced |
| Dark Forest Capital Management LP | 4,819 | $845.3K | 0.04% | +4,819 | New |
| Profund Advisors LLC | 4,836 | $848.2K | 0.04% | −707−12.8% | Reduced |
| Rakuten Investment Management, Inc. | 4,775 | $850.1K | 0.00% | +4,775 | New |
| Kentucky Retirement Systems | 4,887 | $857.2K | 0.03% | +4,887 | New |
| Emerald Advisers, LLC | 4,949 | $868.1K | 0.04% | −638−11.4% | Reduced |
| Xcel Wealth Management, LLC | 4,975 | $872.6K | 0.27% | 00.0% | Unchanged |
| Baader Bank INC | 5,000 | $877.0K | 0.09% | −4,595−47.9% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $877.0K | 2.13% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,012 | $879.1K | 0.00% | −719−12.5% | Reduced |
| Entropy Technologies, LP | 5,116 | $897.3K | 0.09% | +5,116 | New |
| Keybank National Association | 5,126 | $899.1K | 0.00% | +1,892+58.5% | Added |
| WoodTrust Financial Corp | 5,150 | $903.0K | 0.13% | +900+21.2% | Added |
| Circle Wealth Management, LLC | 5,182 | $908.9K | 0.02% | +336+6.9% | Added |
| Amalgamated Bank | 5,197 | $912.0K | 0.01% | +484+10.3% | Added |
| Aster Capital Management (DIFC) Ltd | 3,491 | $933.6K | 0.17% | +3,076+741.2% | Added |
| Louisiana State Employees Retirement System | 5,400 | $947.2K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,416 | $950.0K | 0.00% | −88−1.6% | Reduced |
| Royal Fund Management, LLC | 5,500 | $964.7K | 0.11% | 00.0% | Unchanged |
| Siren, L.L.C. | 5,500 | $964.7K | 0.05% | +5,500 | New |
| Manufacturers Life Insurance Company, The | 5,595 | $984.4K | 0.00% | −9,332−62.5% | Reduced |
| Ethic Inc. | 5,607 | $990.2K | 0.02% | −867−13.4% | Reduced |
| Quantessence Capital LLC | 5,891 | $1.03M | 0.26% | +5,891 | New |
| Corebridge Financial, Inc. | 5,962 | $1.05M | 0.01% | −162−2.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 6,240 | $1.09M | 0.08% | +6,240 | New |
| TrueMark Investments, LLC | 6,419 | $1.13M | 0.30% | +790+14.0% | Added |
| Swiss Life Asset Management Ltd | 6,480 | $1.14M | 0.01% | −150−2.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,631 | $1.16M | 0.01% | −2,230−25.2% | Reduced |
| Schroder Investment Management Group | 6,795 | $1.21M | 0.00% | +890+15.1% | Added |
| Oppenheimer Asset Management Inc. | 7,058 | $1.24M | 0.02% | +2,085+41.9% | Added |
| Brinker Capital Investments, LLC | 7,292 | $1.28M | 0.01% | +1,216+20.0% | Added |
| Orion Portfolio Solutions, LLC | 7,292 | $1.28M | 0.01% | +1,216+20.0% | Added |
| Vista Wealth Management Group, LLC | 7,302 | $1.28M | 0.08% | +7+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,332 | $1.29M | 0.01% | −50−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,364 | $1.29M | 0.01% | +1,020+16.1% | Added |
| Zweig-DiMenna Associates LLC | 7,500 | $1.32M | 0.21% | +7,500 | New |
| Creative Planning | 7,559 | $1.33M | 0.00% | +129+1.7% | Added |
| Public Employees Retirement Association of Colorado | 7,588 | $1.33M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 7,600 | $1.33M | 0.02% | +185+2.5% | Added |
| Jasper Ridge Partners, L.P. | 7,650 | $1.34M | 0.04% | 00.0% | Unchanged |
| OP Asset Management Ltd | 7,730 | $1.36M | 0.02% | +7,730 | New |
| Cambridge Investment Research Advisors, Inc. | 7,748 | $1.36M | 0.00% | +298+4.0% | Added |
| Graham Capital Management, L.P. | 7,823 | $1.37M | 0.04% | −591−7.0% | Reduced |
| Alps Advisors Inc | 8,047 | $1.41M | 0.01% | +2,400+42.5% | Added |
| Janus Henderson Group PLC | 7,935 | $1.41M | 0.00% | −400−4.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 8,058 | $1.41M | 0.74% | +6,777+529.0% | Added |
| iA Global Asset Management Inc. | 8,197 | $1.44M | 0.02% | +235+3.0% | Added |
| Erste Asset Management GmbH | 8,354 | $1.49M | 0.02% | +1,354+19.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,436 | $1.49M | 0.02% | +4,217+100.0% | Added |
| Group One Trading, L.P. | 8,594 | $1.51M | 0.06% | −4,980−36.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,802 | $1.54M | 0.06% | −12−0.1% | Reduced |
| Lighthouse Investment Partners, LLC | 8,848 | $1.55M | 0.07% | −10,152−53.4% | Reduced |
| Shelton Capital Management | 8,864 | $1.55M | 0.04% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 8,969 | $1.60M | 0.02% | +8,969 | New |
| Private Advisor Group, LLC | 9,284 | $1.63M | 0.01% | +28+0.3% | Added |
| Cerity Partners LLC | 9,518 | $1.67M | 0.00% | −156−1.6% | Reduced |
| Vontobel Holding Ltd. | 9,612 | $1.69M | 0.01% | +143+1.5% | Added |
| Altshuler Shaham Ltd | 9,972 | $1.75M | 0.04% | +4,767+91.6% | Added |
| Federated Hermes, Inc. | 10,031 | $1.76M | 0.00% | +10,031 | New |
| Point72 Hong Kong Ltd | 10,113 | $1.77M | 0.13% | −23,486−69.9% | Reduced |
| Mariner, LLC | 10,226 | $1.79M | 0.00% | −1,420−12.2% | Reduced |
| Advisor Group Holdings, Inc. | 10,373 | $1.82M | 0.00% | +1,123+12.1% | Added |
| Macquarie Group Ltd | 10,461 | $1.83M | 0.00% | −489,274−97.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,504 | $1.84M | 0.02% | 00.0% | Unchanged |
| Sig Brokerage, LP | 10,544 | $1.85M | 0.54% | +9,114+637.3% | Added |
| Amitell Capital Pte Ltd | 10,553 | $1.85M | 1.43% | −8,072−43.3% | Reduced |
| Washington Harbour Partners LP | 10,600 | $1.86M | 5.30% | +10,600 | New |