MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2025: 663 institutions

Value heldQ1 2025: $12.1B

Institutions holding MDB and their total value by quarter
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.

Institutions holding MDB in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
ORG Partners LLC	21	$3.71K	0.00%	+21	New
Private Wealth Management Group, LLC	20	$3.51K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	20	$3.51K	0.00%	+2+11.1%	Added
CBIZ Investment Advisory Services, LLC	20	$3.51K	0.00%	+14+233.3%	Added
Murphy & Mullick Capital Management Corp	20	$3.51K	0.00%	+20	New
Grove Bank & Trust	19	$3.33K	0.00%	−27−58.7%	Reduced
Mather Group, LLC.	17	$3.06K	0.00%	−7−29.2%	Reduced
Golden State Wealth Management, LLC	17	$2.98K	0.00%	+2+13.3%	Added
True Wealth Design, LLC	16	$2.81K	0.00%	+15+1,500.0%	Added
South State Corp.	16	$2.81K	0.00%	+16	New
Tower View Investment Management & Research LLC	15	$2.63K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	15	$2.63K	0.00%	+15	New
Park Place Capital Corp	15	$2.63K	0.00%	+15	New
Bruce G. Allen Investments, LLC	15	$2.63K	0.00%	+15	New
Hexagon Capital Partners LLC	14	$2.46K	0.00%	−56−80.0%	Reduced
Whipplewood Advisors, LLC	18	$2.46K	0.00%	+4+28.6%	Added
Westside Investment Management, Inc.	12	$2.12K	0.00%	00.0%	Unchanged
Brown Brothers Harriman & Co	12	$2.10K	0.00%	−11−47.8%	Reduced
Trust Co of Vermont	12	$2.10K	0.00%	00.0%	Unchanged
Private Trust Co NA	12	$2.10K	0.00%	+1+9.1%	Added
Sierra Ocean, LLC	12	$2.10K	0.00%	+6+100.0%	Added
Salem Investment Counselors Inc	11	$1.93K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	11	$1.93K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	10	$1.75K	0.00%	−6−37.5%	Reduced
Legacy Wealth Managment, LLC	10	$1.75K	0.00%	00.0%	Unchanged
Berkshire Capital Holdings Inc	10	$1.75K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	10	$1.75K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	10	$1.75K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	10	$1.75K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	10	$1.75K	0.00%	+1+11.1%	Added
Ameriflex Group, Inc.	9	$1.58K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	9	$1.58K	0.00%	+9	New
Valued Wealth Advisors LLC	7	$1.23K	0.00%	00.0%	Unchanged
CoreCap Advisors, LLC	6	$1.08K	0.00%	+1+20.0%	Added
Caldwell Sutter Capital, Inc.	6	$1.05K	0.00%	00.0%	Unchanged
TD Private Client Wealth LLC	6	$1.05K	0.00%	+1+20.0%	Added
Capital Analysts, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	5	$877	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	5	$877	0.00%	00.0%	Unchanged
Garde Capital, Inc.	5	$877	0.00%	+5	New
UMA Financial Services, Inc.	5	$877	0.00%	+5	New
Atlantic Trust, LLC	4	$702	0.00%	+4	New
Cheviot Value Management, LLC	4	$692	0.00%	+4	New
PayPay Securities Corp	3	$685	0.04%	−8−72.7%	Reduced
Beacon Capital Management, LLC	3	$526	0.00%	+3	New
Wealth Preservation Advisors, LLC	3	$526	0.00%	+3	New
Hughes Financial Services, LLC	2	$353	0.00%	+2	New
Key Financial Inc	2	$351	0.00%	00.0%	Unchanged
Copia Wealth Management	2	$351	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	2	$351	0.00%	+2	New
Cromwell Holdings LLC	2	$351	0.00%	+2	New
Mowery & Schoenfeld Wealth Management, LLC	2	$351	0.00%	+2	New
Binnacle Investments Inc	2	$351	0.00%	+2	New
Winnow Wealth LLC	2	$310	0.00%	00.0%	Unchanged
TFC Financial Management	1	$176	0.00%	+1	New
American Capital Advisory, LLC	1	$176	0.00%	+1	New
Global Financial Private Client, LLC	1	$175	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	1	$175	0.00%	+1	New
Umb Bank N A	1	$175	0.00%	+1	New
TD Capital Management LLC	1	$175	0.00%	+1	New
Bessemer Group Inc	1	$0	0.00%	−356−99.7%	Reduced
Hemington Wealth Management	4	$0	0.00%	−18−81.8%	Reduced
Aurora Investment Managers, LLC.	16,932	–	–	−145−0.8%	Reduced
Proequities, Inc.	0	$0	0.00%	−12−100.0%	Sold out
Activest Wealth Management	0	$0	0.00%	−1−100.0%	Sold out
Hudson Bay Capital Management LP	0	$0	0.00%	−468,693−100.0%	Sold out
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners	0	$0	0.00%	−327,000−100.0%	Sold out
Contour Asset Management LLC	0	$0	0.00%	−205,694−100.0%	Sold out
Summit Partners Public Asset Management, LLC	0	$0	0.00%	−193,604−100.0%	Sold out
Eventide Asset Management, LLC	0	$0	0.00%	−102,961−100.0%	Sold out
Qube Research & Technologies Ltd	0	$0	0.00%	−87,111−100.0%	Sold out
Rheos Capital Works Inc.	0	$0	0.00%	−82,000−100.0%	Sold out
Delta Global Management LP	0	$0	0.00%	−81,606−100.0%	Sold out
Vaughan Nelson Investment Management, L.P.	0	$0	0.00%	−66,675−100.0%	Sold out
IMC-Chicago, LLC	0	$0	0.00%	−62,039−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−61,295−100.0%	Sold out
Senvest Management, LLC	0	$0	0.00%	−59,100−100.0%	Sold out
Brevan Howard Capital Management LP	0	$0	0.00%	−55,818−100.0%	Sold out
Cinctive Capital Management LP	0	$0	0.00%	−55,620−100.0%	Sold out
Liontrust Investment Partners LLP	0	$0	0.00%	−54,104−100.0%	Sold out
Driehaus Capital Management LLC	0	$0	0.00%	−51,719−100.0%	Sold out
Caisse de Depot Et Placement du Quebec	0	$0	0.00%	−44,103−100.0%	Sold out
Engineers Gate Manager LP	0	$0	0.00%	−40,583−100.0%	Sold out
Los Angeles Capital Management LLC	0	$0	0.00%	−37,641−100.0%	Sold out
Calamos Advisors LLC	0	$0	0.00%	−35,133−100.0%	Sold out
Ilmarinen Mutual Pension Insurance Co	0	$0	0.00%	−35,000−100.0%	Sold out
Crestline Management, LP	0	$0	0.00%	−33,194−100.0%	Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0	$0	0.00%	−31,250−100.0%	Sold out
ExodusPoint Capital Management, LP	0	$0	0.00%	−30,100−100.0%	Sold out
Empire Life Investments Inc.	0	$0	0.00%	−29,535−100.0%	Sold out
Natixis Advisors, L.P.	0	$0	0.00%	−27,397−100.0%	Sold out
Rokos Capital Management LLP	0	$0	0.00%	−25,823−100.0%	Sold out
Alberta Investment Management Corp	0	$0	0.00%	−25,320−100.0%	Sold out
GMT Capital Corp	0	$0	0.00%	−21,000−100.0%	Sold out
Qsemble Capital Management, LP	0	$0	0.00%	−20,617−100.0%	Sold out
GenTrust, LLC	0	$0	0.00%	−19,098−100.0%	Sold out
Jennison Associates LLC	0	$0	0.00%	−18,590−100.0%	Sold out
Hidden Lake Asset Management LP	0	$0	0.00%	−18,130−100.0%	Sold out
Interval Partners, LP	0	$0	0.00%	−17,838−100.0%	Sold out
Kadensa Capital Ltd	0	$0	0.00%	−17,203−100.0%	Sold out