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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 2,518 | $441.5K | 0.00% | −519−17.1% | 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 |
| Kazazian Asset Management, LLC | 2,478 | $434.6K | 0.36% | −2,800−53.1% | Reduced |
| IFP Advisors, Inc | 2,465 | $432.4K | 0.01% | +833+51.0% | Added |
| Transatlantique Private Wealth LLC | 2,457 | $431.0K | 0.17% | −816−24.9% | Reduced |
| Keystone Investors Pte Ltd | 2,451 | $429.9K | 0.06% | +2,451 | New |
| B.O.S.S. Retirement Advisors, LLC | 2,449 | $429.6K | 0.12% | −156−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,438 | $427.6K | 0.01% | +88+3.7% | Added |
| ING Groep NV | 2,422 | $424.8K | 0.00% | +617+34.2% | Added |
| Landscape Capital Management, L.L.C. | 2,403 | $421.5K | 0.04% | +2,403 | New |
| The PNC Financial Services Group, Inc. | 2,367 | $415.2K | 0.00% | +435+22.5% | Added |
| Princeton Capital Management LLC | 2,348 | $411.8K | 0.14% | −114−4.6% | Reduced |
| Vident Advisory, LLC | 2,330 | $408.7K | 0.01% | +479+25.9% | Added |
| Palacios Wealth Management, LLC | 2,325 | $407.8K | 0.37% | −90−3.7% | Reduced |
| Kestra Advisory Services, LLC | 2,286 | $401.0K | 0.00% | +686+42.9% | Added |
| Mercer Global Advisors Inc | 2,281 | $400.0K | 0.00% | +273+13.6% | Added |
| Perigon Wealth Management, LLC | 2,280 | $399.9K | 0.01% | −248−9.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,272 | $398.5K | 0.03% | −25−1.1% | Reduced |
| Credit Agricole S A | 2,265 | $397.3K | 0.00% | −1,548−40.6% | Reduced |
| APG Asset Management US Inc. | 2,201 | $388.7K | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 2,391 | $388.2K | 0.00% | −1,028−30.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,203 | $386.4K | 0.00% | +1,320+149.5% | Added |
| RSM US Wealth Management LLC | 2,189 | $383.9K | 0.01% | −296−11.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,115 | $373.3K | 0.00% | +558+35.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,120 | $371.8K | 0.00% | −200,392−99.0% | Reduced |
| Investment Management Corp of Ontario | 2,091 | $366.8K | 0.01% | −1,828−46.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,082 | $365.2K | 0.03% | +2,082 | New |
| Commerce Bank | 2,036 | $357.1K | 0.00% | −47−2.3% | Reduced |
| Norinchukin Bank, The | 2,031 | $356.2K | 0.01% | +2,031 | New |
| Uniting Wealth Partners, LLC | 2,000 | $350.8K | 0.18% | −1,000−33.3% | Reduced |
| Avestar Capital, LLC | 1,973 | $346.1K | 0.03% | −192−8.9% | Reduced |
| Scientech Research LLC | 1,905 | $334.1K | 0.09% | −1,649−46.4% | Reduced |
| E Fund Management Co., Ltd. | 1,901 | $333.4K | 0.02% | +1,023+116.5% | Added |
| Jones Financial Companies LLLP | 1,855 | $330.2K | 0.00% | +835+81.9% | Added |
| GraniteShares Advisors LLC | 1,880 | $329.8K | 0.21% | +131+7.5% | Added |
| Independent Financial Group, LLC | 1,861 | $326.4K | 0.01% | +214+13.0% | Added |
| China Universal Asset Management Co., Ltd. | 1,839 | $322.6K | 0.03% | +637+53.0% | Added |
| Joel Isaacson & Co., LLC | 1,834 | $321.7K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,801 | $315.9K | 0.01% | +1,801 | New |
| Cynosure Management, LLC | 1,796 | $315.0K | 0.04% | +568+46.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,746 | $309.9K | 0.00% | +425+32.2% | Added |
| Hilltop Holdings Inc. | 1,765 | $309.6K | 0.02% | +632+55.8% | Added |
| Signaturefd, LLC | 1,754 | $307.7K | 0.01% | +341+24.1% | Added |
| Moody National Bank Trust Division | 1,751 | $307.1K | 0.03% | +93+5.6% | Added |
| Meridian Investment Counsel Inc. | 1,742 | $305.5K | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,691 | $296.6K | 0.00% | −274−13.9% | Reduced |
| CI Private Wealth, LLC | 1,688 | $296.1K | 0.00% | −1,068−38.8% | Reduced |
| Atria Investments LLC | 1,685 | $295.5K | 0.00% | +196+13.2% | Added |
| HM Payson & Co | 1,674 | $293.6K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,648 | $289.1K | 0.00% | −10,535−86.5% | Reduced |
| Colony Group, LLC | 1,745 | $288.5K | 0.00% | −29,387−94.4% | Reduced |
| QRG Capital Management, Inc. | 1,632 | $286.3K | 0.00% | −52−3.1% | Reduced |
| Gsa Capital Partners LLP | 1,610 | $282.0K | 0.03% | +487+43.4% | Added |
| Ronald Blue Trust, Inc. | 1,584 | $277.8K | 0.00% | +403+34.1% | Added |
| QVT Financial LP | 1,581 | $277.3K | 0.03% | +1,581 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,580 | $277.0K | 0.00% | −2,344−59.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,560 | $273.6K | 0.01% | +40+2.6% | Added |
| Illinois Municipal Retirement Fund | 1,556 | $272.9K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 1,546 | $271.2K | 0.01% | −645−29.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,536 | $269.4K | 0.07% | +90+6.2% | Added |
| Prospera Financial Services Inc | 1,507 | $264.3K | 0.01% | +477+46.3% | Added |
| Sowell Financial Services LLC | 1,502 | $263.5K | 0.01% | +1,502 | New |
| CastleKnight Management LP | 1,500 | $263.1K | 0.03% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,485 | $260.5K | 0.18% | +1,485 | New |
| Carnegie Capital Asset Management, LLC | 1,741 | $256.6K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,448 | $254.0K | 0.00% | −90,096−98.4% | Reduced |
| Clear Creek Financial Management, LLC | 1,440 | $252.6K | 0.03% | +175+13.8% | Added |
| Whittier Trust Co | 1,439 | $252.4K | 0.00% | −1,081−42.9% | Reduced |
| Vestcor Inc | 1,421 | $249.0K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $245.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,363 | $239.0K | 0.00% | +327+31.6% | Added |
| Fulton Bank, N.A. | 1,356 | $237.8K | 0.01% | +133+10.9% | Added |
| Motley Fool Asset Management LLC | 1,350 | $236.8K | 0.01% | +254+23.2% | Added |
| Empowered Funds, LLC | 1,287 | $225.7K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,261 | $220.3K | 0.01% | −67−5.0% | Reduced |
| Farther Finance Advisors, LLC | 1,242 | $219.3K | 0.01% | +452+57.2% | Added |
| Parallel Advisors, LLC | 1,245 | $218.4K | 0.00% | −45−3.5% | Reduced |
| Archetype Wealth Partners | 1,236 | $217.0K | 0.03% | +258+26.4% | Added |
| Krane Funds Advisors LLC | 1,235 | $216.6K | 0.01% | +1,235 | New |
| Independent Advisor Alliance | 1,235 | $216.6K | 0.01% | −160−11.5% | Reduced |
| Antipodes Partners Ltd | 1,218 | $213.7K | 0.01% | +1,218 | New |
| NewEdge Wealth, LLC | 1,202 | $210.9K | 0.00% | +7+0.6% | Added |
| Camden Capital, LLC | 1,183 | $207.5K | 0.02% | +1,183 | New |
| Tower Research Capital LLC (TRC) | 1,190 | $205.8K | 0.01% | −6,887−85.3% | Reduced |
| New York Life Investment Management LLC | 1,164 | $204.2K | 0.00% | −123−9.6% | Reduced |
| Lido Advisors, LLC | 1,160 | $203.6K | 0.00% | −48−4.0% | Reduced |
| Bridgewater Advisors Inc. | 1,158 | $202.3K | 0.02% | +1,158 | New |
| Ostrum Asset Management | 1,134 | $198.9K | 0.01% | −269−19.2% | Reduced |
| Sentry Investment Management LLC | 1,345 | $198.0K | 0.13% | +27+2.0% | Added |
| Morse Asset Management, Inc | 1,127 | $197.7K | 0.05% | +345+44.1% | Added |
| Coldstream Capital Management Inc | 1,049 | $184.0K | 0.00% | +1,049 | New |
| Crewe Advisors LLC | 1,002 | $175.8K | 0.02% | +2+0.2% | Added |
| Natixis | 982 | $171.6K | 0.00% | −868−46.9% | Reduced |
| Principal Securities, Inc. | 731 | $170.2K | 0.00% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 955 | $167.5K | 0.02% | −6−0.6% | Reduced |
| Van Eck Associates Corp | 885 | $155.0K | 0.00% | −20−2.2% | Reduced |
| Siemens Fonds Invest GmbH | 847 | $148.6K | 0.01% | +847 | New |
| Nisa Investment Advisors, LLC | 800 | $140.3K | 0.00% | −4,955−86.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 734 | $128.7K | 0.00% | −434−37.2% | Reduced |