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, 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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 6,795 | $1.21M | 0.00% | +890+15.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,631 | $1.16M | 0.01% | −2,230−25.2% | Reduced |
| Swiss Life Asset Management Ltd | 6,480 | $1.14M | 0.01% | −150−2.3% | Reduced |
| TrueMark Investments, LLC | 6,419 | $1.13M | 0.30% | +790+14.0% | Added |
| Cramer Rosenthal McGlynn LLC | 6,240 | $1.09M | 0.08% | +6,240 | New |
| Corebridge Financial, Inc. | 5,962 | $1.05M | 0.01% | −162−2.6% | Reduced |
| Quantessence Capital LLC | 5,891 | $1.03M | 0.26% | +5,891 | New |
| Ethic Inc. | 5,607 | $990.2K | 0.02% | −867−13.4% | Reduced |
| Manufacturers Life Insurance Company, The | 5,595 | $984.4K | 0.00% | −9,332−62.5% | 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 |
| Pacer Advisors, Inc. | 5,416 | $950.0K | 0.00% | −88−1.6% | Reduced |
| Louisiana State Employees Retirement System | 5,400 | $947.2K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,491 | $933.6K | 0.17% | +3,076+741.2% | Added |
| Amalgamated Bank | 5,197 | $912.0K | 0.01% | +484+10.3% | Added |
| Circle Wealth Management, LLC | 5,182 | $908.9K | 0.02% | +336+6.9% | Added |
| WoodTrust Financial Corp | 5,150 | $903.0K | 0.13% | +900+21.2% | Added |
| Keybank National Association | 5,126 | $899.1K | 0.00% | +1,892+58.5% | Added |
| Entropy Technologies, LP | 5,116 | $897.3K | 0.09% | +5,116 | New |
| Mackenzie Financial Corp | 5,012 | $879.1K | 0.00% | −719−12.5% | Reduced |
| 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 |
| Xcel Wealth Management, LLC | 4,975 | $872.6K | 0.27% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,949 | $868.1K | 0.04% | −638−11.4% | Reduced |
| Kentucky Retirement Systems | 4,887 | $857.2K | 0.03% | +4,887 | New |
| Rakuten Investment Management, Inc. | 4,775 | $850.1K | 0.00% | +4,775 | New |
| Profund Advisors LLC | 4,836 | $848.2K | 0.04% | −707−12.8% | Reduced |
| Dark Forest Capital Management LP | 4,819 | $845.3K | 0.04% | +4,819 | New |
| Bridgefront Capital, LLC | 4,817 | $844.9K | 0.24% | −349−6.8% | Reduced |
| Jefferies Financial Group Inc. | 4,800 | $841.9K | 0.01% | −7,843−62.0% | Reduced |
| Principal Financial Group Inc | 4,798 | $841.6K | 0.00% | −1,201−20.0% | Reduced |
| Harvest Fund Management Co., Ltd | 4,704 | $825.0K | 0.04% | +357+8.2% | Added |
| Tredje AP-fonden | 4,686 | $821.9K | 0.01% | 00.0% | Unchanged |
| AnglePoint Asset Management Ltd | 4,640 | $813.9K | 1.46% | 00.0% | Unchanged |
| MIG Capital, LLC | 4,635 | $813.0K | 0.10% | +4,635 | New |
| Oppenheimer & Co Inc | 4,614 | $809.3K | 0.01% | −4,579−49.8% | Reduced |
| Rothschild Investment LLC | 4,608 | $808.2K | 0.05% | +10.0% | Added |
| Prudential PLC | 4,594 | $805.8K | 0.00% | +1,150+33.4% | Added |
| Pier Capital, LLC | 4,578 | $803.0K | 0.13% | +1,616+54.6% | Added |
| Wealthfront Advisers LLC | 4,511 | $791.2K | 0.00% | +179+4.1% | Added |
| Ocean Capital Management, LLC | 4,501 | $789.5K | 0.19% | +1,945+76.1% | Added |
| Hel Ved Capital Management Ltd | 4,475 | $784.9K | 0.40% | −4,285−48.9% | Reduced |
| NEOS Investment Management LLC | 4,467 | $783.5K | 0.01% | +941+26.7% | Added |
| ASR Vermogensbeheer N.V. | 4,439 | $778.5K | 0.01% | +4,439 | New |
| MetLife Investment Management | 4,403 | $772.3K | 0.00% | −10−0.2% | Reduced |
| Banco Santander, S.A. | 4,378 | $767.9K | 0.01% | +512+13.2% | Added |
| EMC Capital Management | 4,320 | $766.0K | 0.46% | +2,400+125.0% | Added |
| Gulf International Bank (UK) Ltd | 4,359 | $764.0K | 0.03% | −1,170−21.2% | Reduced |
| Snowden Capital Advisors LLC | 4,299 | $754.0K | 0.02% | +921+27.3% | Added |
| Knollwood Investment Advisory, LLC | 4,250 | $745.5K | 0.08% | −200−4.5% | Reduced |
| GWM Advisors LLC | 4,238 | $743.3K | 0.00% | +1,504+55.0% | Added |
| Counterpoint Mutual Funds LLC | 4,113 | $721.4K | 0.10% | +4,113 | New |
| Meiji Yasuda Life Insurance Co | 3,997 | $701.1K | 0.01% | +1,060+36.1% | Added |
| Advisory Services Network, LLC | 3,988 | $699.5K | 0.01% | +143+3.7% | Added |
| Intellectus Partners, LLC | 3,982 | $698.4K | 0.17% | +182+4.8% | Added |
| Fox Run Management, L.L.C. | 3,903 | $684.6K | 0.11% | −2,854−42.2% | Reduced |
| Pathstone Holdings, LLC | 3,855 | $676.1K | 0.00% | −138−3.5% | Reduced |
| Garda Capital Partners LP | 3,745 | $656.9K | 0.37% | +3,745 | New |
| Agf Management Ltd | 3,616 | $634.2K | 0.00% | −2,799−43.6% | Reduced |
| US Bancorp | 3,613 | $633.7K | 0.00% | −577−13.8% | Reduced |
| CWM, LLC | 3,607 | $633.0K | 0.00% | +289+8.7% | Added |
| Main Management ETF Advisors, LLC | 3,605 | $632.0K | 0.04% | +3,605 | New |
| Battery Global Advisors, LLC | 3,590 | $629.7K | 0.35% | +1,545+75.6% | Added |
| AE Wealth Management LLC | 3,564 | $625.1K | 0.01% | −712−16.7% | Reduced |
| Davenport & Co LLC | 3,544 | $621.6K | 0.00% | +796+29.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,540 | $620.9K | 0.29% | +2,510+243.7% | Added |
| Tyler-Stone Wealth Management | 3,526 | $618.5K | 0.11% | −10−0.3% | Reduced |
| Bokf, NA | 3,520 | $617.4K | 0.01% | −902−20.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,509 | $615.5K | 0.00% | +594+20.4% | Added |
| Brandywine Managers, LLC | 3,501 | $614.1K | 0.74% | +642+22.5% | Added |
| MN Wealth Advisors, LLC | 3,450 | $605.1K | 0.36% | −663−16.1% | Reduced |
| Point72 (DIFC) Ltd | 3,442 | $603.8K | 0.06% | −1,694−33.0% | Reduced |
| Ofi Invest Asset Management | 3,702 | $601.1K | 0.02% | +2,578+229.4% | Added |
| CIBC World Markets Corp | 3,389 | $594.4K | 0.00% | −1,591−31.9% | Reduced |
| Boothbay Fund Management, LLC | 3,354 | $588.3K | 0.02% | −6,712−66.7% | Reduced |
| Maryland State Retirement & Pension System | 3,346 | $586.9K | 0.01% | −561−14.4% | Reduced |
| Intech Investment Management LLC | 3,269 | $573.4K | 0.01% | +505+18.3% | Added |
| Benjamin Edwards Inc | 3,266 | $572.9K | 0.01% | −9−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,196 | $564.4K | 0.00% | −187,919−98.3% | Reduced |
| Banque Cantonale Vaudoise | 3,124 | $548.0K | 0.02% | +3,124 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,042 | $534.0K | 0.01% | +2,993+6,108.2% | Added |
| Wedbush Securities Inc | 3,022 | $530.0K | 0.02% | +77+2.6% | Added |
| Washington Capital Management Inc | 2,800 | $491.1K | 0.40% | +2,800 | New |
| Qtron Investments LLC | 2,793 | $489.9K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,768 | $485.5K | 0.00% | −70−2.5% | Reduced |
| Fort Washington Investment Advisors Inc | 2,720 | $477.1K | 0.00% | +2,720 | New |
| Centaurus Financial, Inc. | 2,719 | $477.0K | 0.03% | +220+8.8% | Added |
| Prudential Financial Inc | 2,712 | $475.7K | 0.00% | +560+26.0% | Added |
| Bank of Nova Scotia | 2,660 | $466.6K | 0.00% | −8,980−77.1% | Reduced |
| Eisler Capital Management Ltd. | 2,638 | $462.6K | 0.01% | +1,008+61.8% | Added |
| Park Avenue Securities LLC | 2,630 | $461.0K | 0.01% | +907+52.6% | Added |
| Metis Global Partners, LLC | 2,621 | $459.7K | 0.01% | +333+14.6% | Added |
| SBI Securities Co., Ltd. | 2,619 | $459.4K | 0.02% | −258−9.0% | Reduced |
| CIBC World Markets Inc. | 2,613 | $458.3K | 0.00% | −3,942−60.1% | Reduced |
| Janney Montgomery Scott LLC | 2,612 | $458.0K | 0.00% | +2,612 | New |
| O'Shaughnessy Asset Management, LLC | 2,602 | $456.4K | 0.00% | +955+58.0% | Added |
| Tokio Marine Asset Management Co Ltd | 2,596 | $455.3K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 2,588 | $453.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,573 | $451.2K | 0.00% | +117+4.8% | Added |
| Aft, Forsyth & Company, Inc. | 2,572 | $451.1K | 0.24% | −1,005−28.1% | Reduced |