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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 1,279 | $268.6K | 0.00% | +915+251.4% | Added |
| Clarius Group, LLC | 1,276 | $267.9K | 0.02% | +1,276 | New |
| Independence Bank of Kentucky | 1,265 | $265.6K | 0.04% | +1,265 | New |
| Titleist Asset Management, LLC | 1,255 | $263.5K | 0.03% | +1,255 | New |
| HighPoint Advisor Group LLC | 1,240 | $260.4K | 0.01% | −21−1.7% | Reduced |
| Archetype Wealth Partners | 1,236 | $260.0K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 1,236 | $259.5K | 0.00% | +72+6.2% | Added |
| Cornerstone Select Advisors, LLC | 1,235 | $259.3K | 0.23% | +1,235 | New |
| Kirtland Hills Capital Management, LLC | 1,234 | $259.1K | 0.12% | +1,234 | New |
| National Pension Service | 1,219 | $256.0K | 0.00% | +942+340.1% | Added |
| NorthCrest Asset Manangement, LLC | 1,185 | $250.5K | 0.01% | +1,185 | New |
| Pembroke Management, LTD | 1,138 | $239.0K | 0.03% | +1,138 | New |
| Laurion Capital Management LP | 1,136 | $238.5K | 0.03% | −29,479−96.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,131 | $237.5K | 0.01% | +284+33.5% | Added |
| Prelude Capital Management, LLC | 1,124 | $236.0K | 0.02% | +1,124 | New |
| Signaturefd, LLC | 1,120 | $235.2K | 0.00% | −634−36.1% | Reduced |
| Hampton Road Capital Management LP | 1,109 | $232.9K | 0.76% | +1,109 | New |
| Marex Group plc | 1,105 | $232.0K | 0.00% | −13,320−92.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,100 | $231.0K | 0.00% | +1,100 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,061 | $222.8K | 0.01% | −499−32.0% | Reduced |
| Aaron Wealth Advisors | 1,045 | $219.4K | 0.02% | +1,045 | New |
| Callan Family Office, LLC | 1,040 | $218.4K | 0.01% | +1,040 | New |
| Warren Averett Asset Management, LLC | 1,013 | $212.7K | 0.00% | +1,013 | New |
| Garde Capital, Inc. | 1,005 | $211.0K | 0.01% | +1,000+20,000.0% | Added |
| Crewe Advisors LLC | 1,002 | $210.4K | 0.03% | 00.0% | Unchanged |
| 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 |
| SeaBridge Investment Advisors LLC | 995 | $208.9K | 0.04% | +995 | New |
| Yousif Capital Management, LLC | 994 | $208.7K | 0.00% | +994 | New |
| Nwam LLC | 869 | $206.7K | 0.01% | +869 | New |
| Ascent Group, LLC | 964 | $202.4K | 0.01% | +964 | New |
| Avantax Advisory Services, Inc. | 961 | $201.8K | 0.00% | +961 | New |
| Allworth Financial LP | 948 | $199.1K | 0.00% | +389+69.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 951 | $197.6K | 0.06% | +951 | New |
| FNY Investment Advisers, LLC | 935 | $196.0K | 0.08% | +935 | New |
| Whittier Trust Co | 913 | $191.7K | 0.00% | −526−36.6% | Reduced |
| Morse Asset Management, Inc | 892 | $187.3K | 0.04% | −235−20.9% | Reduced |
| Vestor Capital, LLC | 670 | $166.0K | 0.02% | +670 | New |
| Nisa Investment Advisors, LLC | 753 | $158.1K | 0.00% | −47−5.9% | Reduced |
| Rakuten Securities, Inc. | 717 | $150.6K | 0.06% | +29+4.2% | Added |
| Financial Perspectives, Inc | 697 | $146.4K | 0.04% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 671 | $141.0K | 0.00% | +671 | New |
| Ostrum Asset Management | 663 | $139.2K | 0.01% | −471−41.5% | Reduced |
| Quest Partners LLC | 650 | $136.5K | 0.01% | +468+257.1% | Added |
| State of Wyoming | 641 | $134.6K | 0.02% | +289+82.1% | Added |
| Skopos Labs, Inc. | 632 | $132.7K | 0.02% | +225+55.3% | Added |
| Tidemark, LLC | 630 | $132.3K | 0.04% | −56−8.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 609 | $127.9K | 0.01% | −32−5.0% | Reduced |
| Fifth Third Bancorp | 569 | $119.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $117.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 524 | $110.0K | 0.00% | −210−28.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 499 | $104.8K | 0.01% | +499 | New |
| Bryn Mawr Trust Co | 496 | $104.2K | 0.00% | +306+161.1% | Added |
| First Horizon Advisors, Inc. | 492 | $103.3K | 0.00% | +123+33.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $79.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 344 | $72.0K | 0.00% | −4,360−92.7% | Reduced |
| Capula Management Ltd | 342 | $71.8K | 0.00% | +342 | New |
| Manchester Capital Management LLC | 338 | $71.0K | 0.01% | −46−12.0% | Reduced |
| V-Square Quantitative Management LLC | 321 | $67.4K | 0.01% | −281−46.7% | Reduced |
| Provenance Wealth Advisors, LLC | 300 | $63.0K | 0.01% | −227−43.1% | Reduced |
| Erste Asset Management GmbH | 300 | $63.0K | 0.00% | −8,054−96.4% | Reduced |
| SRS Capital Advisors, Inc. | 268 | $56.3K | 0.00% | +119+79.9% | Added |
| Global Retirement Partners, LLC | 265 | $55.6K | 0.00% | +265 | New |
| Whittier Trust Co of Nevada Inc | 239 | $50.2K | 0.00% | −123−34.0% | Reduced |
| CVA Family Office, LLC | 232 | $48.7K | 0.01% | +34+17.2% | Added |
| Geneos Wealth Management Inc. | 221 | $46.4K | 0.00% | +98+79.7% | Added |
| Larson Financial Group LLC | 212 | $44.5K | 0.00% | +186+715.4% | Added |
| True Wealth Design, LLC | 207 | $43.5K | 0.02% | +191+1,193.8% | Added |
| MAI Capital Management | 186 | $39.0K | 0.00% | +71+61.7% | Added |
| Smartleaf Asset Management LLC | 179 | $37.6K | 0.00% | −120−40.1% | Reduced |
| Montag A & Associates Inc | 171 | $35.9K | 0.00% | +101+144.3% | Added |
| Promus Capital, LLC | 171 | $35.9K | 0.02% | +171 | New |
| S-Bank Fund Management Ltd | 165 | $34.6K | 0.01% | +35+26.9% | Added |
| Vega Investment Solutions | 164 | $34.4K | 0.01% | −288−63.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 155 | $32.5K | 0.00% | −3−1.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 129 | $27.1K | 0.00% | +129 | New |
| Abound Wealth Management | 124 | $26.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| South State Corp. | 113 | $23.7K | 0.00% | +97+606.3% | Added |
| WPG Advisers, LLC | 108 | $22.7K | 0.02% | +81+300.0% | Added |
| CoreCap Advisors, LLC | 107 | $22.5K | 0.00% | +101+1,683.3% | Added |
| Truvestments Capital LLC | 101 | $21.2K | 0.00% | −52−34.0% | Reduced |
| 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 |
| Bruce G. Allen Investments, LLC | 94 | $19.7K | 0.01% | +79+526.7% | Added |
| Hantz Financial Services, Inc. | 92 | $19.0K | 0.00% | −7−7.1% | Reduced |
| Adirondack Trust Co | 89 | $18.7K | 0.01% | +1+1.1% | Added |
| Harbour Investments, Inc. | 87 | $18.3K | 0.00% | +28+47.5% | Added |
| Financial Avengers, Inc. | 85 | $17.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 82 | $17.0K | 0.01% | −82−50.0% | Reduced |
| Parkside Financial Bank & Trust | 76 | $16.0K | 0.00% | +19+33.3% | Added |
| Pittenger & Anderson Inc | 75 | $15.8K | 0.00% | −10−11.8% | Reduced |
| REAP Financial Group, LLC | 75 | $15.7K | 0.00% | +75 | New |
| Rossby Financial, LCC | 72 | $15.1K | 0.01% | +72 | New |
| Brown Brothers Harriman & Co | 69 | $14.5K | 0.00% | +57+475.0% | Added |
| Westside Investment Management, Inc. | 67 | $13.8K | 0.00% | +55+458.3% | Added |
| Fortitude Family Office, LLC | 65 | $13.6K | 0.00% | +60+1,200.0% | Added |
| Putney Financial Group LLC | 60 | $12.6K | 0.01% | 00.0% | Unchanged |