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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 76 | $16.0K | 0.00% | +19+33.3% | Added |
| Covestor Ltd | 82 | $17.0K | 0.01% | −82−50.0% | Reduced |
| Financial Avengers, Inc. | 85 | $17.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 87 | $18.3K | 0.00% | +28+47.5% | Added |
| Adirondack Trust Co | 89 | $18.7K | 0.01% | +1+1.1% | Added |
| Hantz Financial Services, Inc. | 92 | $19.0K | 0.00% | −7−7.1% | Reduced |
| Bruce G. Allen Investments, LLC | 94 | $19.7K | 0.01% | +79+526.7% | Added |
| Bank of Jackson Hole Trust | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 101 | $21.2K | 0.00% | −52−34.0% | Reduced |
| CoreCap Advisors, LLC | 107 | $22.5K | 0.00% | +101+1,683.3% | Added |
| WPG Advisers, LLC | 108 | $22.7K | 0.02% | +81+300.0% | Added |
| South State Corp. | 113 | $23.7K | 0.00% | +97+606.3% | Added |
| GAMMA Investing LLC | 117 | $24.6K | 0.00% | −74−38.7% | Reduced |
| Massmutual Trust Co FSB | 117 | $24.6K | 0.00% | +13+12.5% | Added |
| Abound Wealth Management | 124 | $26.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 129 | $27.1K | 0.00% | +129 | New |
| Cullen/Frost Bankers, Inc. | 155 | $32.5K | 0.00% | −3−1.9% | Reduced |
| Vega Investment Solutions | 164 | $34.4K | 0.01% | −288−63.7% | Reduced |
| S-Bank Fund Management Ltd | 165 | $34.6K | 0.01% | +35+26.9% | Added |
| Promus Capital, LLC | 171 | $35.9K | 0.02% | +171 | New |
| Montag A & Associates Inc | 171 | $35.9K | 0.00% | +101+144.3% | Added |
| Smartleaf Asset Management LLC | 179 | $37.6K | 0.00% | −120−40.1% | Reduced |
| MAI Capital Management | 186 | $39.0K | 0.00% | +71+61.7% | Added |
| True Wealth Design, LLC | 207 | $43.5K | 0.02% | +191+1,193.8% | Added |
| Larson Financial Group LLC | 212 | $44.5K | 0.00% | +186+715.4% | Added |
| Geneos Wealth Management Inc. | 221 | $46.4K | 0.00% | +98+79.7% | Added |
| CVA Family Office, LLC | 232 | $48.7K | 0.01% | +34+17.2% | Added |
| Whittier Trust Co of Nevada Inc | 239 | $50.2K | 0.00% | −123−34.0% | Reduced |
| Global Retirement Partners, LLC | 265 | $55.6K | 0.00% | +265 | New |
| SRS Capital Advisors, Inc. | 268 | $56.3K | 0.00% | +119+79.9% | Added |
| Erste Asset Management GmbH | 300 | $63.0K | 0.00% | −8,054−96.4% | Reduced |
| Provenance Wealth Advisors, LLC | 300 | $63.0K | 0.01% | −227−43.1% | Reduced |
| V-Square Quantitative Management LLC | 321 | $67.4K | 0.01% | −281−46.7% | Reduced |
| Manchester Capital Management LLC | 338 | $71.0K | 0.01% | −46−12.0% | Reduced |
| Capula Management Ltd | 342 | $71.8K | 0.00% | +342 | New |
| Harvest Fund Management Co., Ltd | 344 | $72.0K | 0.00% | −4,360−92.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $79.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 492 | $103.3K | 0.00% | +123+33.3% | Added |
| Bryn Mawr Trust Co | 496 | $104.2K | 0.00% | +306+161.1% | Added |
| Mount Yale Investment Advisors, LLC | 499 | $104.8K | 0.01% | +499 | New |
| Steward Partners Investment Advisory, LLC | 524 | $110.0K | 0.00% | −210−28.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $117.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 569 | $119.5K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 609 | $127.9K | 0.01% | −32−5.0% | Reduced |
| Tidemark, LLC | 630 | $132.3K | 0.04% | −56−8.2% | Reduced |
| Skopos Labs, Inc. | 632 | $132.7K | 0.02% | +225+55.3% | Added |
| State of Wyoming | 641 | $134.6K | 0.02% | +289+82.1% | Added |
| Quest Partners LLC | 650 | $136.5K | 0.01% | +468+257.1% | Added |
| Ostrum Asset Management | 663 | $139.2K | 0.01% | −471−41.5% | Reduced |
| Employees Retirement System of Texas | 671 | $141.0K | 0.00% | +671 | New |
| Financial Perspectives, Inc | 697 | $146.4K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 717 | $150.6K | 0.06% | +29+4.2% | Added |
| Nisa Investment Advisors, LLC | 753 | $158.1K | 0.00% | −47−5.9% | Reduced |
| Vestor Capital, LLC | 670 | $166.0K | 0.02% | +670 | New |
| Morse Asset Management, Inc | 892 | $187.3K | 0.04% | −235−20.9% | Reduced |
| Whittier Trust Co | 913 | $191.7K | 0.00% | −526−36.6% | Reduced |
| FNY Investment Advisers, LLC | 935 | $196.0K | 0.08% | +935 | New |
| Twin Peaks Wealth Advisors, LLC | 951 | $197.6K | 0.06% | +951 | New |
| Allworth Financial LP | 948 | $199.1K | 0.00% | +389+69.6% | Added |
| Avantax Advisory Services, Inc. | 961 | $201.8K | 0.00% | +961 | New |
| Ascent Group, LLC | 964 | $202.4K | 0.01% | +964 | New |
| Nwam LLC | 869 | $206.7K | 0.01% | +869 | New |
| Yousif Capital Management, LLC | 994 | $208.7K | 0.00% | +994 | New |
| SeaBridge Investment Advisors LLC | 995 | $208.9K | 0.04% | +995 | New |
| Uniting Wealth Partners, LLC | 1,000 | $210.0K | 0.08% | −1,000−50.0% | Reduced |
| West Tower Group, LLC | 1,000 | $210.0K | 0.46% | +1,000 | New |
| Cache Advisors, LLC | 1,000 | $210.0K | 0.06% | +1,000 | New |
| Crewe Advisors LLC | 1,002 | $210.4K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,005 | $211.0K | 0.01% | +1,000+20,000.0% | Added |
| Warren Averett Asset Management, LLC | 1,013 | $212.7K | 0.00% | +1,013 | New |
| Callan Family Office, LLC | 1,040 | $218.4K | 0.01% | +1,040 | New |
| Aaron Wealth Advisors | 1,045 | $219.4K | 0.02% | +1,045 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,061 | $222.8K | 0.01% | −499−32.0% | Reduced |
| Resources Investment Advisors, LLC. | 1,100 | $231.0K | 0.00% | +1,100 | New |
| Marex Group plc | 1,105 | $232.0K | 0.00% | −13,320−92.3% | Reduced |
| Hampton Road Capital Management LP | 1,109 | $232.9K | 0.76% | +1,109 | New |
| Signaturefd, LLC | 1,120 | $235.2K | 0.00% | −634−36.1% | Reduced |
| Prelude Capital Management, LLC | 1,124 | $236.0K | 0.02% | +1,124 | New |
| Siemens Fonds Invest GmbH | 1,131 | $237.5K | 0.01% | +284+33.5% | Added |
| Laurion Capital Management LP | 1,136 | $238.5K | 0.03% | −29,479−96.3% | Reduced |
| Pembroke Management, LTD | 1,138 | $239.0K | 0.03% | +1,138 | New |
| NorthCrest Asset Manangement, LLC | 1,185 | $250.5K | 0.01% | +1,185 | New |
| National Pension Service | 1,219 | $256.0K | 0.00% | +942+340.1% | Added |
| Kirtland Hills Capital Management, LLC | 1,234 | $259.1K | 0.12% | +1,234 | New |
| Cornerstone Select Advisors, LLC | 1,235 | $259.3K | 0.23% | +1,235 | New |
| New York Life Investment Management LLC | 1,236 | $259.5K | 0.00% | +72+6.2% | Added |
| Archetype Wealth Partners | 1,236 | $260.0K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,240 | $260.4K | 0.01% | −21−1.7% | Reduced |
| Titleist Asset Management, LLC | 1,255 | $263.5K | 0.03% | +1,255 | New |
| Independence Bank of Kentucky | 1,265 | $265.6K | 0.04% | +1,265 | New |
| Clarius Group, LLC | 1,276 | $267.9K | 0.02% | +1,276 | New |
| Advisors Asset Management, Inc. | 1,279 | $268.6K | 0.00% | +915+251.4% | Added |
| EverSource Wealth Advisors, LLC | 1,280 | $268.8K | 0.01% | +1,156+932.3% | Added |
| Shell Asset Management Co | 1,296 | $272.0K | 0.01% | +750+137.4% | Added |
| NorthRock Partners, LLC | 1,296 | $272.1K | 0.01% | +1,296 | New |
| UniSuper Management Pty Ltd | 1,300 | $273.0K | 0.00% | −100−7.1% | Reduced |
| Bridgewater Advisors Inc. | 1,137 | $273.4K | 0.02% | −21−1.8% | Reduced |
| Apollon Wealth Management, LLC | 1,303 | $273.6K | 0.01% | +1,303 | New |
| Motley Fool Asset Management LLC | 1,308 | $274.7K | 0.01% | −42−3.1% | Reduced |