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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 697 | $122.3K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 688 | $120.7K | 0.06% | +195+39.6% | Added |
| Tidemark, LLC | 686 | $120.3K | 0.04% | 00.0% | Unchanged |
| STF Management LP | 682 | $119.6K | 0.06% | +48+7.6% | Added |
| Emerald Mutual Fund Advisers Trust | 641 | $112.4K | 0.01% | −76−10.6% | Reduced |
| Ossiam | 614 | $107.7K | 0.00% | −177−22.4% | Reduced |
| Versant Capital Management, Inc | 607 | $106.5K | 0.02% | +427+237.2% | Added |
| V-Square Quantitative Management LLC | 602 | $105.6K | 0.02% | −16−2.6% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 600 | $105.2K | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 569 | $99.8K | 0.00% | +78+15.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $97.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 559 | $96.8K | 0.00% | −21−3.6% | Reduced |
| Boston Private Wealth LLC | 547 | $96.0K | 0.00% | +547 | New |
| Shell Asset Management Co | 546 | $96.0K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 527 | $92.4K | 0.01% | +203+62.7% | Added |
| Nalls Sherbakoff Group, LLC | 500 | $87.7K | 0.07% | +500 | New |
| Quent Capital, LLC | 492 | $86.3K | 0.01% | −173−26.0% | Reduced |
| Quadrant Capital Group LLC | 470 | $82.4K | 0.00% | +135+40.3% | Added |
| Bayforest Capital Ltd | 454 | $79.6K | 0.03% | −501−52.5% | Reduced |
| Vega Investment Solutions | 452 | $79.3K | 0.02% | +452 | New |
| Skopos Labs, Inc. | 407 | $71.4K | 0.02% | +290+247.9% | Added |
| Manchester Capital Management LLC | 384 | $67.4K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $66.0K | 0.00% | −4−1.0% | Reduced |
| First Horizon Advisors, Inc. | 369 | $64.7K | 0.00% | −117−24.1% | Reduced |
| Advisors Asset Management, Inc. | 364 | $63.8K | 0.00% | +14+4.0% | Added |
| Whittier Trust Co of Nevada Inc | 362 | $63.5K | 0.00% | −310−46.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $61.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 352 | $61.7K | 0.01% | +352 | New |
| Johnson Financial Group, Inc. | 312 | $54.7K | 0.00% | +312 | New |
| Smartleaf Asset Management LLC | 299 | $53.2K | 0.01% | −71−19.2% | Reduced |
| Laurel Wealth Advisors LLC | 303 | $53.1K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 277 | $48.6K | 0.00% | −116,157−99.8% | Reduced |
| Horizon Investments, LLC | 238 | $41.7K | 0.00% | +2+0.8% | Added |
| Westpac Banking Corp | 210 | $36.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 199 | $34.9K | 0.00% | −2,769−93.3% | Reduced |
| CVA Family Office, LLC | 198 | $34.7K | 0.01% | +14+7.6% | Added |
| GAMMA Investing LLC | 191 | $33.5K | 0.00% | +20+11.7% | Added |
| Bryn Mawr Trust Co | 190 | $33.3K | 0.00% | +49+34.8% | Added |
| Quest Partners LLC | 182 | $31.9K | 0.00% | −1,065−85.4% | Reduced |
| Covestor Ltd | 164 | $29.0K | 0.02% | −26−13.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 158 | $27.7K | 0.00% | +120+315.8% | Added |
| Lindbrook Capital, LLC | 155 | $27.2K | 0.00% | −117−43.0% | Reduced |
| Clearstead Advisors, LLC | 154 | $27.0K | 0.00% | −32−17.2% | Reduced |
| Truvestments Capital LLC | 153 | $26.8K | 0.01% | −149−49.3% | Reduced |
| Bank of Jackson Hole Trust | 100 | $26.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $26.3K | 0.00% | +150 | New |
| SRS Capital Advisors, Inc. | 149 | $26.1K | 0.00% | +46+44.7% | Added |
| Cloud Capital Management, LLC | 147 | $25.0K | 0.02% | +147 | New |
| S-Bank Fund Management Ltd | 130 | $22.8K | 0.00% | +130 | New |
| EverSource Wealth Advisors, LLC | 124 | $21.8K | 0.00% | −15−10.8% | Reduced |
| Abound Wealth Management | 124 | $21.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Aventura Private Wealth, LLC | 116 | $20.3K | 0.01% | −39−25.2% | Reduced |
| MAI Capital Management | 115 | $20.2K | 0.00% | −132−53.4% | Reduced |
| Central Trust Co | 108 | $18.9K | 0.00% | −13−10.7% | Reduced |
| Massmutual Trust Co FSB | 104 | $18.2K | 0.00% | +29+38.7% | Added |
| Asset Dedication, LLC | 102 | $17.9K | 0.00% | −11−9.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $17.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $17.0K | 0.00% | −1−1.0% | Reduced |
| Clean Yield Group | 90 | $15.8K | 0.01% | +90 | New |
| Adirondack Trust Co | 88 | $15.4K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 85 | $14.9K | 0.01% | −15−15.0% | Reduced |
| Pittenger & Anderson Inc | 85 | $14.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 70 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 68 | $11.9K | 0.00% | −59−46.5% | Reduced |
| Continuum Advisory, LLC | 67 | $11.8K | 0.00% | −13−16.3% | Reduced |
| Harbor Investment Advisory, LLC | 64 | $11.2K | 0.00% | +3+4.9% | Added |
| Putney Financial Group LLC | 60 | $10.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 59 | $10.3K | 0.00% | −10−14.5% | Reduced |
| Parkside Financial Bank & Trust | 57 | $10.0K | 0.00% | +16+39.0% | Added |
| Catalyst Capital Advisors LLC | 56 | $9.82K | 0.00% | −2−3.4% | Reduced |
| Avion Wealth | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $8.77K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $8.77K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $8.77K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 50 | $8.77K | 0.00% | +50 | New |
| Legacy Bridge, LLC | 47 | $8.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 46 | $8.07K | 0.00% | +46 | New |
| Wolff Wiese Magana LLC | 45 | $7.89K | 0.01% | −13−22.4% | Reduced |
| VSM Wealth Advisory, LLC | 45 | $7.89K | 0.00% | +45 | New |
| Northwest Capital Management Inc | 38 | $6.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $6.14K | 0.00% | +12+52.2% | Added |
| Darwin Advisors, LLC | 25 | $5.94K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $5.79K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 30 | $5.26K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 30 | $5.26K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 29 | $5.09K | 0.03% | +29 | New |
| Capital Advisors, Ltd. LLC | 27 | $5.00K | 0.00% | −47−63.5% | Reduced |
| Tradewinds Capital Management, LLC | 28 | $4.91K | 0.00% | +5+21.7% | Added |
| Creekmur Asset Management LLC | 28 | $4.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $4.88K | 0.00% | +7+30.4% | Added |
| WPG Advisers, LLC | 27 | $4.74K | 0.00% | −42−60.9% | Reduced |
| West Branch Capital LLC | 26 | $4.56K | 0.00% | +26 | New |
| Larson Financial Group LLC | 26 | $4.56K | 0.00% | −50−65.8% | Reduced |
| Capital A Wealth Management, LLC | 26 | $4.56K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $4.42K | 0.00% | +1 | New |
| Spire Wealth Management | 25 | $4.38K | 0.00% | +17+212.5% | Added |
| Bell Investment Advisors, Inc | 24 | $4.21K | 0.00% | −5−17.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $4.00K | 0.00% | +18+300.0% | Added |