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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 2,866 | $601.8K | 0.00% | +580+25.4% | Added |
| Qtron Investments LLC | 2,793 | $586.5K | 0.07% | 00.0% | Unchanged |
| Prudential PLC | 2,764 | $580.4K | 0.00% | −1,830−39.8% | Reduced |
| Everence Capital Management Inc | 2,700 | $567.0K | 0.04% | +2,700 | New |
| Essential Partners LLC | 2,668 | $560.3K | 0.22% | +2,668 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,588 | $543.5K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,580 | $541.8K | 0.00% | +7+0.3% | Added |
| CIBC World Markets Inc. | 2,569 | $539.5K | 0.00% | −44−1.7% | Reduced |
| IFP Advisors, Inc | 2,504 | $536.7K | 0.02% | +39+1.6% | Added |
| RSM US Wealth Management LLC | 2,531 | $531.5K | 0.01% | +342+15.6% | Added |
| Meiji Yasuda Life Insurance Co | 2,513 | $527.7K | 0.02% | −1,484−37.1% | Reduced |
| Vident Advisory, LLC | 2,505 | $526.0K | 0.01% | +175+7.5% | Added |
| 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 |
| Teza Capital Management LLC | 2,499 | $524.8K | 0.39% | +2,499 | New |
| Guggenheim Capital LLC | 2,471 | $518.9K | 0.00% | −13,932−84.9% | Reduced |
| Park Avenue Securities LLC | 2,465 | $518.0K | 0.00% | −165−6.3% | Reduced |
| Jones Financial Companies LLLP | 2,441 | $512.4K | 0.00% | +586+31.6% | Added |
| GraniteShares Advisors LLC | 2,427 | $509.6K | 0.31% | +547+29.1% | Added |
| Perigon Wealth Management, LLC | 2,425 | $509.2K | 0.01% | +145+6.4% | Added |
| Arkadios Wealth Advisors | 2,377 | $499.1K | 0.01% | +2,377 | New |
| Chicago Partners Investment Group LLC | 2,143 | $489.2K | 0.01% | +2,143 | New |
| Transatlantique Private Wealth LLC | 2,327 | $488.6K | 0.18% | −130−5.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,284 | $479.6K | 0.12% | −165−6.7% | Reduced |
| Algert Global LLC | 2,268 | $476.3K | 0.01% | +2,268 | New |
| The PNC Financial Services Group, Inc. | 2,237 | $469.7K | 0.00% | −130−5.5% | Reduced |
| 111 Capital | 2,225 | $467.2K | 0.08% | +2,225 | New |
| DRW Securities, LLC | 2,186 | $459.0K | 0.03% | +2,186 | New |
| Principal Securities, Inc. | 2,179 | $457.6K | 0.01% | +1,448+198.1% | Added |
| APG Asset Management US Inc. | 2,201 | $453.5K | 0.00% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,065 | $433.6K | 0.22% | −507−19.7% | Reduced |
| Pallas Capital Advisors LLC | 2,058 | $432.2K | 0.02% | +2,058 | New |
| Pine Valley Investments Ltd Liability Co | 2,045 | $429.4K | 0.03% | −227−10.0% | Reduced |
| Bayforest Capital Ltd | 2,035 | $427.3K | 0.19% | +1,581+348.2% | Added |
| Van Eck Associates Corp | 2,031 | $426.0K | 0.00% | +1,146+129.5% | Added |
| Inceptionr LLC | 1,979 | $415.6K | 0.10% | +1,979 | New |
| Avestar Capital, LLC | 1,970 | $413.7K | 0.03% | −3−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,957 | $411.0K | 0.00% | +373+23.5% | Added |
| Cynosure Management, LLC | 1,949 | $409.3K | 0.05% | +153+8.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,947 | $408.9K | 0.03% | −135−6.5% | Reduced |
| Clear Creek Financial Management, LLC | 1,905 | $400.0K | 0.04% | +465+32.3% | Added |
| STRS Ohio | 1,885 | $395.8K | 0.00% | +1,885 | New |
| Commerce Bank | 1,838 | $386.0K | 0.00% | −198−9.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,834 | $385.1K | 0.02% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,830 | $384.3K | 0.02% | +595+48.2% | Added |
| Petrus Trust Company, LTA | 1,817 | $381.6K | 0.04% | +1,817 | New |
| Carnegie Capital Asset Management, LLC | 1,803 | $378.6K | 0.01% | +62+3.6% | Added |
| Moody National Bank Trust Division | 1,797 | $377.4K | 0.03% | +46+2.6% | Added |
| Kera Capital Partners, Inc. | 1,787 | $375.3K | 0.07% | +1,787 | New |
| Polymer Capital Management (HK) LTD | 1,746 | $366.6K | 0.06% | +1,746 | New |
| Meridian Investment Counsel Inc. | 1,742 | $365.8K | 0.10% | 00.0% | Unchanged |
| 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 |
| Circle Wealth Management, LLC | 1,703 | $357.6K | 0.01% | −3,479−67.1% | Reduced |
| Westpac Banking Corp | 1,700 | $357.0K | 0.02% | +1,490+709.5% | Added |
| TD Waterhouse Canada Inc. | 1,715 | $353.4K | 0.00% | −400−18.9% | Reduced |
| Plato Investment Management Ltd | 1,687 | $353.0K | 0.03% | +1,687 | New |
| Natixis | 1,677 | $352.2K | 0.00% | +695+70.8% | Added |
| APG Asset Management N.V. | 1,966 | $351.7K | 0.00% | −425−17.8% | Reduced |
| HM Payson & Co | 1,674 | $351.5K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,666 | $349.8K | 0.01% | +159+10.6% | Added |
| MetLife Investment Management | 1,656 | $347.7K | 0.00% | −2,747−62.4% | Reduced |
| Kazazian Asset Management, LLC | 1,635 | $343.3K | 0.47% | −843−34.0% | Reduced |
| Sivia Capital Partners, LLC | 1,565 | $328.6K | 0.11% | +1,565 | New |
| Two Sigma Securities, LLC | 1,562 | $328.0K | 0.04% | +1,562 | New |
| Cresset Asset Management, LLC | 1,561 | $327.8K | 0.00% | −1,207−43.6% | Reduced |
| Princeton Capital Management LLC | 1,551 | $325.7K | 0.10% | −797−33.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,550 | $325.5K | 0.01% | −17,656−91.9% | Reduced |
| Full Sail Capital, LLC | 1,537 | $322.8K | 0.02% | +1,537 | New |
| Newbridge Financial Services Group, Inc. | 1,536 | $322.5K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,527 | $320.7K | 0.05% | +1,527 | New |
| QRG Capital Management, Inc. | 1,520 | $319.2K | 0.00% | −112−6.9% | Reduced |
| CastleKnight Management LP | 1,500 | $315.0K | 0.02% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,496 | $314.1K | 0.19% | +11+0.7% | Added |
| Parallel Advisors, LLC | 1,494 | $313.7K | 0.01% | +249+20.0% | Added |
| Perpetual Ltd | 1,490 | $312.9K | 0.00% | +1,490 | New |
| United Capital Financial Advisers, LLC | 1,478 | $310.4K | 0.00% | −213−12.6% | Reduced |
| Pacer Advisors, Inc. | 1,472 | $309.1K | 0.00% | −3,944−72.8% | Reduced |
| Eisler Capital Management Ltd. | 1,457 | $306.4K | 0.01% | −1,181−44.8% | Reduced |
| Vestcor Inc | 1,414 | $297.0K | 0.01% | −7−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,405 | $295.0K | 0.00% | −47,814−97.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,400 | $294.4K | 0.00% | −346−19.8% | Reduced |
| Eventide Asset Management, LLC | 1,388 | $291.4K | 0.01% | +1,388 | New |
| Forum Financial Management, LP | 1,376 | $288.9K | 0.00% | +1,376 | New |
| Quarry LP | 1,374 | $288.5K | 0.07% | +1,374 | New |
| Hilltop Holdings Inc. | 1,371 | $287.9K | 0.02% | −394−22.3% | Reduced |
| Chicago Capital, LLC | 1,357 | $285.0K | 0.01% | −444−24.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,331 | $279.5K | 0.00% | −23,673−94.7% | Reduced |
| Farther Finance Advisors, LLC | 1,327 | $278.7K | 0.01% | +85+6.8% | Added |
| Camden Capital, LLC | 1,327 | $278.7K | 0.03% | +144+12.2% | 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 |
| Versant Capital Management, Inc | 1,316 | $276.3K | 0.04% | +709+116.8% | Added |
| Motley Fool Asset Management LLC | 1,308 | $274.7K | 0.01% | −42−3.1% | Reduced |
| Apollon Wealth Management, LLC | 1,303 | $273.6K | 0.01% | +1,303 | New |
| Bridgewater Advisors Inc. | 1,137 | $273.4K | 0.02% | −21−1.8% | Reduced |
| UniSuper Management Pty Ltd | 1,300 | $273.0K | 0.00% | −100−7.1% | Reduced |
| NorthRock Partners, LLC | 1,296 | $272.1K | 0.01% | +1,296 | New |
| Shell Asset Management Co | 1,296 | $272.0K | 0.01% | +750+137.4% | Added |
| EverSource Wealth Advisors, LLC | 1,280 | $268.8K | 0.01% | +1,156+932.3% | Added |