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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,316 | $276.3K | 0.04% | +709+116.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,323 | $277.8K | 0.00% | −47,405−97.3% | Reduced |
| XTX Topco Ltd | 1,323 | $277.8K | 0.01% | −19,360−93.6% | Reduced |
| Camden Capital, LLC | 1,327 | $278.7K | 0.03% | +144+12.2% | Added |
| Farther Finance Advisors, LLC | 1,327 | $278.7K | 0.01% | +85+6.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,331 | $279.5K | 0.00% | −23,673−94.7% | Reduced |
| Chicago Capital, LLC | 1,357 | $285.0K | 0.01% | −444−24.7% | Reduced |
| Hilltop Holdings Inc. | 1,371 | $287.9K | 0.02% | −394−22.3% | Reduced |
| Quarry LP | 1,374 | $288.5K | 0.07% | +1,374 | New |
| Forum Financial Management, LP | 1,376 | $288.9K | 0.00% | +1,376 | New |
| Eventide Asset Management, LLC | 1,388 | $291.4K | 0.01% | +1,388 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,400 | $294.4K | 0.00% | −346−19.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,405 | $295.0K | 0.00% | −47,814−97.1% | Reduced |
| Vestcor Inc | 1,414 | $297.0K | 0.01% | −7−0.5% | Reduced |
| Eisler Capital Management Ltd. | 1,457 | $306.4K | 0.01% | −1,181−44.8% | Reduced |
| Pacer Advisors, Inc. | 1,472 | $309.1K | 0.00% | −3,944−72.8% | Reduced |
| United Capital Financial Advisers, LLC | 1,478 | $310.4K | 0.00% | −213−12.6% | Reduced |
| Perpetual Ltd | 1,490 | $312.9K | 0.00% | +1,490 | New |
| Parallel Advisors, LLC | 1,494 | $313.7K | 0.01% | +249+20.0% | Added |
| Clark Financial Services Group Inc | 1,496 | $314.1K | 0.19% | +11+0.7% | Added |
| CastleKnight Management LP | 1,500 | $315.0K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,520 | $319.2K | 0.00% | −112−6.9% | Reduced |
| Inscription Capital, LLC | 1,527 | $320.7K | 0.05% | +1,527 | New |
| Newbridge Financial Services Group, Inc. | 1,536 | $322.5K | 0.05% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,537 | $322.8K | 0.02% | +1,537 | New |
| Oversea-Chinese Banking CORP Ltd | 1,550 | $325.5K | 0.01% | −17,656−91.9% | Reduced |
| Princeton Capital Management LLC | 1,551 | $325.7K | 0.10% | −797−33.9% | Reduced |
| Cresset Asset Management, LLC | 1,561 | $327.8K | 0.00% | −1,207−43.6% | Reduced |
| Two Sigma Securities, LLC | 1,562 | $328.0K | 0.04% | +1,562 | New |
| Sivia Capital Partners, LLC | 1,565 | $328.6K | 0.11% | +1,565 | New |
| Kazazian Asset Management, LLC | 1,635 | $343.3K | 0.47% | −843−34.0% | Reduced |
| MetLife Investment Management | 1,656 | $347.7K | 0.00% | −2,747−62.4% | Reduced |
| Prospera Financial Services Inc | 1,666 | $349.8K | 0.01% | +159+10.6% | Added |
| HM Payson & Co | 1,674 | $351.5K | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 1,966 | $351.7K | 0.00% | −425−17.8% | Reduced |
| Natixis | 1,677 | $352.2K | 0.00% | +695+70.8% | Added |
| Plato Investment Management Ltd | 1,687 | $353.0K | 0.03% | +1,687 | New |
| TD Waterhouse Canada Inc. | 1,715 | $353.4K | 0.00% | −400−18.9% | Reduced |
| Westpac Banking Corp | 1,700 | $357.0K | 0.02% | +1,490+709.5% | Added |
| Circle Wealth Management, LLC | 1,703 | $357.6K | 0.01% | −3,479−67.1% | Reduced |
| ProShare Advisors LLC | 1,727 | $362.7K | 0.00% | −96,500−98.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,727 | $362.7K | 0.00% | −875−33.6% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $365.8K | 0.10% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 1,746 | $366.6K | 0.06% | +1,746 | New |
| Kera Capital Partners, Inc. | 1,787 | $375.3K | 0.07% | +1,787 | New |
| Moody National Bank Trust Division | 1,797 | $377.4K | 0.03% | +46+2.6% | Added |
| Carnegie Capital Asset Management, LLC | 1,803 | $378.6K | 0.01% | +62+3.6% | Added |
| Petrus Trust Company, LTA | 1,817 | $381.6K | 0.04% | +1,817 | New |
| Krane Funds Advisors LLC | 1,830 | $384.3K | 0.02% | +595+48.2% | Added |
| Joel Isaacson & Co., LLC | 1,834 | $385.1K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 1,838 | $386.0K | 0.00% | −198−9.7% | Reduced |
| STRS Ohio | 1,885 | $395.8K | 0.00% | +1,885 | New |
| Clear Creek Financial Management, LLC | 1,905 | $400.0K | 0.04% | +465+32.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,947 | $408.9K | 0.03% | −135−6.5% | Reduced |
| Cynosure Management, LLC | 1,949 | $409.3K | 0.05% | +153+8.5% | Added |
| Ronald Blue Trust, Inc. | 1,957 | $411.0K | 0.00% | +373+23.5% | Added |
| Avestar Capital, LLC | 1,970 | $413.7K | 0.03% | −3−0.2% | Reduced |
| Inceptionr LLC | 1,979 | $415.6K | 0.10% | +1,979 | New |
| Van Eck Associates Corp | 2,031 | $426.0K | 0.00% | +1,146+129.5% | Added |
| Bayforest Capital Ltd | 2,035 | $427.3K | 0.19% | +1,581+348.2% | Added |
| Pine Valley Investments Ltd Liability Co | 2,045 | $429.4K | 0.03% | −227−10.0% | Reduced |
| Pallas Capital Advisors LLC | 2,058 | $432.2K | 0.02% | +2,058 | New |
| Aft, Forsyth & Company, Inc. | 2,065 | $433.6K | 0.22% | −507−19.7% | Reduced |
| APG Asset Management US Inc. | 2,201 | $453.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,179 | $457.6K | 0.01% | +1,448+198.1% | Added |
| DRW Securities, LLC | 2,186 | $459.0K | 0.03% | +2,186 | New |
| 111 Capital | 2,225 | $467.2K | 0.08% | +2,225 | New |
| The PNC Financial Services Group, Inc. | 2,237 | $469.7K | 0.00% | −130−5.5% | Reduced |
| Algert Global LLC | 2,268 | $476.3K | 0.01% | +2,268 | New |
| B.O.S.S. Retirement Advisors, LLC | 2,284 | $479.6K | 0.12% | −165−6.7% | Reduced |
| Transatlantique Private Wealth LLC | 2,327 | $488.6K | 0.18% | −130−5.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,143 | $489.2K | 0.01% | +2,143 | New |
| Arkadios Wealth Advisors | 2,377 | $499.1K | 0.01% | +2,377 | New |
| Perigon Wealth Management, LLC | 2,425 | $509.2K | 0.01% | +145+6.4% | Added |
| GraniteShares Advisors LLC | 2,427 | $509.6K | 0.31% | +547+29.1% | Added |
| Jones Financial Companies LLLP | 2,441 | $512.4K | 0.00% | +586+31.6% | Added |
| Park Avenue Securities LLC | 2,465 | $518.0K | 0.00% | −165−6.3% | Reduced |
| Guggenheim Capital LLC | 2,471 | $518.9K | 0.00% | −13,932−84.9% | Reduced |
| Teza Capital Management LLC | 2,499 | $524.8K | 0.39% | +2,499 | New |
| LBMC Investment Advisors, LLC | 2,500 | $525.0K | 0.04% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,500 | $525.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,505 | $526.0K | 0.01% | +175+7.5% | Added |
| Meiji Yasuda Life Insurance Co | 2,513 | $527.7K | 0.02% | −1,484−37.1% | Reduced |
| RSM US Wealth Management LLC | 2,531 | $531.5K | 0.01% | +342+15.6% | Added |
| IFP Advisors, Inc | 2,504 | $536.7K | 0.02% | +39+1.6% | Added |
| CIBC World Markets Inc. | 2,569 | $539.5K | 0.00% | −44−1.7% | Reduced |
| Sanctuary Advisors, LLC | 2,580 | $541.8K | 0.00% | +7+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,588 | $543.5K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 2,668 | $560.3K | 0.22% | +2,668 | New |
| Everence Capital Management Inc | 2,700 | $567.0K | 0.04% | +2,700 | New |
| Prudential PLC | 2,764 | $580.4K | 0.00% | −1,830−39.8% | Reduced |
| Qtron Investments LLC | 2,793 | $586.5K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,866 | $601.8K | 0.00% | +580+25.4% | Added |
| M&T Bank Corp | 2,876 | $603.8K | 0.00% | +358+14.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,887 | $606.2K | 0.00% | +684+31.0% | Added |
| Ofi Invest Asset Management | 3,400 | $608.2K | 0.02% | −302−8.2% | Reduced |
| Palacios Wealth Management, LLC | 2,930 | $615.3K | 0.51% | +605+26.0% | Added |
| Greenland Capital Management LP | 3,000 | $630.0K | 0.08% | +3,000 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,000 | $630.0K | 0.01% | −42−1.4% | Reduced |
| Centaurus Financial, Inc. | 3,019 | $634.0K | 0.04% | +300+11.0% | Added |