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Livermore
ZHEN

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, Q2 2025

Institutional positions in MongoDB, Inc. as of Jun 30, 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
693
+38 vs. Q1 2025
Shares held
69.1M
+358.2K (+0.5%) vs. Q1 2025
Total value
$14.5B
+$2.46B (+20.5%) vs. Q1 2025
New holders
145
255 more added
Sold out
107
229 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 693 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ2 2025: $14.5B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2025.

Institutions holding MDB in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IMA Wealth, Inc.1$2100.00%+1New
SJS Investment Consulting Inc.1$2100.00%+1New
Kilter Group LLC1$2100.00%+1New
DecisionPoint Financial, LLC2$4130.00%+2New
Bay Harbor Wealth Management, LLC2$4190.00%+2New
AdvisorNet Financial, Inc2$4200.00%−121−98.4%Reduced
PayPay Securities Corp2$4200.02%−1−33.3%Reduced
Key Financial Inc2$4200.00%00.0%Unchanged
Copia Wealth Management2$4200.00%00.0%Unchanged
Tortoise Investment Management, LLC2$4200.00%+2New
WealthTrak Capital Management LLC2$4200.00%+2New
Atlantic Trust, LLC3$6300.00%−1−25.0%Reduced
TFC Financial Management3$6300.00%+2+200.0%Added
Stephens Consulting, LLC3$6300.00%+3New
Bare Financial Services, Inc3$6300.00%+3New
Parkworth Wealth Management, Inc.3$6300.00%+3New
Rialto Wealth Management, LLC3$6300.00%+3New
Hughes Financial Services, LLC3$7070.00%+1+50.0%Added
Cheviot Value Management, LLC4$8370.00%00.0%Unchanged
Golden State Wealth Management, LLC4$8400.00%−13−76.5%Reduced
TD Private Client Wealth LLC4$8400.00%−2−33.3%Reduced
Capital Analysts, LLC5$1.00K0.00%−3−37.5%Reduced
Wolff Wiese Magana LLC5$1.05K0.00%−40−88.9%Reduced
Spire Wealth Management5$1.05K0.00%−20−80.0%Reduced
JFS Wealth Advisors, LLC5$1.05K0.00%−5−50.0%Reduced
Raffa Wealth Management, LLC5$1.05K0.00%00.0%Unchanged
Umb Bank N A5$1.05K0.00%+4+400.0%Added
DiNuzzo Private Wealth, Inc.5$1.05K0.00%+5New
Principia Wealth Advisory, LLC5$1.05K0.00%+5New
Cornerstone Planning Group LLC5$1.14K0.00%−25−83.3%Reduced
Sierra Ocean, LLC6$1.26K0.00%−6−50.0%Reduced
UMA Financial Services, Inc.6$1.26K0.00%+1+20.0%Added
Zions Bancorporation, National Association6$1.26K0.00%+6New
Total Investment Management Inc6$1.26K0.00%+6New
Central Trust Co8$1.68K0.00%−100−92.6%Reduced
Riggs Asset Managment Co. Inc.8$1.68K0.00%+8New
Ameritas Advisory Services, LLC8$1.68K0.00%+8New
Sachetta, LLC8$1.68K0.00%+8New
Hemington Wealth Management13$2.00K0.00%+9+225.0%Added
NBC Securities, Inc.13$2.00K0.00%+13New
Berkshire Capital Holdings Inc10$2.10K0.00%00.0%Unchanged
Ridgewood Investments LLC10$2.10K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$2.10K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC10$2.10K0.00%00.0%Unchanged
Cromwell Holdings LLC10$2.10K0.00%+8+400.0%Added
Activest Wealth Management10$2.10K0.00%+10New
Legacy Investment Solutions, LLC10$2.10K0.00%+10New
Bokf, NA11$2.31K0.00%−3,509−99.7%Reduced
Salem Investment Counselors Inc11$2.31K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd11$2.31K0.00%+11New
Trust Co of Vermont12$2.52K0.00%00.0%Unchanged
Atticus Wealth Management, LLC12$2.52K0.00%+1+9.1%Added
Country Trust Bank13$2.73K0.00%+13New
Park Place Capital Corp15$3.09K0.00%00.0%Unchanged
Mascoma Wealth Management LLC15$3.15K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC15$3.15K0.00%00.0%Unchanged
Asset Dedication, LLC16$3.36K0.00%−86−84.3%Reduced
TD Capital Management LLC16$3.36K0.00%+15+1,500.0%Added
Darwin Advisors, LLC19$3.99K0.00%−6−24.0%Reduced
Curio Wealth, LLC19$3.99K0.00%+18+1,800.0%Added
CBIZ Investment Advisory Services, LLC19$3.99K0.00%−1−5.0%Reduced
Rise Advisors, LLC19$3.99K0.00%+9+90.0%Added
Binnacle Investments Inc19$3.99K0.00%+17+850.0%Added
LGT Financial Advisors LLC19$3.99K0.01%+19New
Sound Income Strategies, LLC20$4.20K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$4.20K0.00%00.0%Unchanged
Whipplewood Advisors, LLC20$4.20K0.00%+2+11.1%Added
Private Trust Co NA20$4.20K0.00%+8+66.7%Added
Murphy & Mullick Capital Management Corp20$4.48K0.00%00.0%Unchanged
MV Capital Management, Inc.22$4.62K0.00%+12+120.0%Added
Cape Investment Advisory, Inc.22$4.62K0.00%+22New
Avion Wealth27$5.00K0.00%−15−35.7%Reduced
Bell Investment Advisors, Inc27$5.67K0.00%+3+12.5%Added
Creekmur Asset Management LLC28$5.88K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC29$6.09K0.00%−2,091−98.6%Reduced
Clearstead Advisors, LLC29$6.09K0.00%−125−81.2%Reduced
Eastern Bank30$6.30K0.00%00.0%Unchanged
Main Street Group, LTD30$6.30K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC31$6.51K0.00%+3+10.7%Added
Federated Hermes, Inc.36$7.56K0.00%−9,995−99.6%Reduced
Northwest Capital Management Inc38$7.98K0.00%00.0%Unchanged
Grove Bank & Trust38$7.98K0.00%+19+100.0%Added
Fuller & Thaler Asset Management, Inc.39$8.19K0.00%+39New
Harbor Investment Advisory, LLC42$8.82K0.00%−22−34.4%Reduced
Private Wealth Asset Management, LLC42$8.82K0.00%−4−8.7%Reduced
Capital Advisors, Ltd. LLC45$9.00K0.00%+18+66.7%Added
Huntington National Bank46$9.66K0.00%+11+31.4%Added
Aventura Private Wealth, LLC47$9.87K0.00%−69−59.5%Reduced
Legacy Bridge, LLC47$9.87K0.00%00.0%Unchanged
Boreal Capital Management LLC50$10.5K0.01%+50New
Front Row Advisors LLC50$10.5K0.00%00.0%Unchanged
SWAN Capital LLC50$10.5K0.00%00.0%Unchanged
Bogart Wealth, LLC53$11.1K0.00%+44+488.9%Added
Putney Financial Group LLC60$12.6K0.01%00.0%Unchanged
Fortitude Family Office, LLC65$13.6K0.00%+60+1,200.0%Added
Westside Investment Management, Inc.67$13.8K0.00%+55+458.3%Added
Brown Brothers Harriman & Co69$14.5K0.00%+57+475.0%Added
Rossby Financial, LCC72$15.1K0.01%+72New
REAP Financial Group, LLC75$15.7K0.00%+75New
Pittenger & Anderson Inc75$15.8K0.00%−10−11.8%Reduced