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Livermore
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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, Q3 2025

Institutional positions in MongoDB, Inc. as of Sep 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
778
+96 vs. Q2 2025
Shares held
74.2M
+5.93M (+8.7%) vs. Q2 2025
Total value
$22.7B
+$8.39B (+58.6%) vs. Q2 2025
New holders
191
249 more added
Sold out
95
249 more reduced

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 778 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 heldQ3 2025: $22.7B
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, Q3 2025

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2025.

Institutions holding MDB in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IMA Wealth, Inc.1$3100.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$3100.00%+1New
Horizon Investments, LLC1$3100.00%+1New
Islay Capital Management, LLC1$3100.00%+1New
Davis Capital Management1$3100.00%+1New
Abich Financial Wealth Management LLC1$3100.00%+1New
Kilter Group LLC1$3110.00%00.0%Unchanged
Quaker Wealth Management, LLC1$3110.00%+1New
Seneschal Advisors, LLC1$3110.00%+1New
AdvisorNet Financial, Inc2$6210.00%00.0%Unchanged
Copia Wealth Management2$6210.00%00.0%Unchanged
SJS Investment Consulting Inc.2$6210.00%+1+100.0%Added
Financial Consulate, Inc2$6210.00%+2New
Breakwater Investment Management2$6210.00%+2New
Wealth Watch Advisors, INC2$6210.00%+2New
HFM Investment Advisors, LLC2$6210.00%+2New
DecisionPoint Financial, LLC2$6440.00%00.0%Unchanged
PayPay Securities Corp2$6650.02%00.0%Unchanged
Spire Wealth Management3$9310.00%−2−40.0%Reduced
Bare Financial Services, Inc3$9310.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$9310.00%+1+50.0%Added
TFC Financial Management3$9320.00%00.0%Unchanged
Golden State Wealth Management, LLC4$1.24K0.00%00.0%Unchanged
Rialto Wealth Management, LLC4$1.24K0.00%+1+33.3%Added
Caitlin John, LLC4$1.24K0.00%+4New
Cheviot Value Management, LLC4$1.35K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.55K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC5$1.55K0.00%00.0%Unchanged
Tortoise Investment Management, LLC5$1.55K0.00%+3+150.0%Added
Johnson Financial Group, Inc.5$1.55K0.00%+5New
IMG Wealth Management, Inc.5$1.55K0.00%+5New
Cornerstone Planning Group LLC5$1.74K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.89K0.00%+1+20.0%Added
Capital Analysts, LLC5$2.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC7$2.00K0.00%+7New
Park Place Capital Corp7$2.17K0.00%−8−53.3%Reduced
Hughes Financial Services, LLC6$2.24K0.00%+3+100.0%Added
Westfuller Advisors, LLC8$2.40K0.00%+8New
Umb Bank N A8$2.48K0.00%+3+60.0%Added
Sunbelt Securities, Inc.8$2.48K0.00%+8New
Sachetta, LLC8$2.48K0.00%00.0%Unchanged
Bogart Wealth, LLC9$2.79K0.00%−44−83.0%Reduced
Raffa Wealth Management, LLC9$2.79K0.00%+4+80.0%Added
Berkshire Capital Holdings Inc10$3.10K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$3.10K0.00%00.0%Unchanged
Cromwell Holdings LLC10$3.10K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC10$3.10K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC10$3.10K0.00%+5+100.0%Added
Atlantic Edge Private Wealth Management, LLC10$3.10K0.00%+10New
Cape Investment Advisory, Inc.11$3.41K0.00%−11−50.0%Reduced
Mather Group, LLC.11$3.41K0.00%+11New
Guerra Advisors Inc11$3.41K0.00%+11New
Salem Investment Counselors Inc11$3.42K0.00%00.0%Unchanged
Trust Co of Vermont12$3.73K0.00%00.0%Unchanged
New Millennium Group LLC13$4.04K0.00%+13New
Country Trust Bank14$4.34K0.00%+1+7.7%Added
Mascoma Wealth Management LLC15$4.66K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC15$4.66K0.00%00.0%Unchanged
TD Capital Management LLC16$4.97K0.00%00.0%Unchanged
Bessemer Group Inc16$5.00K0.00%+16New
Sound Income Strategies, LLC16$5.30K0.00%−4−20.0%Reduced
CBIZ Investment Advisory Services, LLC19$5.90K0.00%00.0%Unchanged
Rise Advisors, LLC19$5.90K0.00%00.0%Unchanged
Binnacle Investments Inc19$5.90K0.00%00.0%Unchanged
Darwin Advisors, LLC19$5.90K0.00%00.0%Unchanged
Marquette Asset Management, LLC21$6.52K0.00%+21New
Murphy & Mullick Capital Management Corp20$6.58K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.22$6.83K0.00%+22New
LRI Investments, LLC23$6.99K0.00%+23New
Cullen/Frost Bankers, Inc.23$7.14K0.00%−132−85.2%Reduced
Groupe la Francaise27$7.29K0.00%+27New
Bell Investment Advisors, Inc25$7.76K0.00%−2−7.4%Reduced
Aspect Partners, LLC25$7.76K0.00%+25New
Kayne Anderson Rudnick Investment Management LLC26$8.07K0.00%−3−10.3%Reduced
Clearstead Advisors, LLC27$8.38K0.00%−2−6.9%Reduced
Wealthspire Advisors, LLC27$8.38K0.00%+27New
Creekmur Asset Management LLC28$8.69K0.00%00.0%Unchanged
Avion Wealth29$9.00K0.00%+2+7.4%Added
Hemington Wealth Management30$9.00K0.00%+17+130.8%Added
JPL Wealth Management, LLC29$9.00K0.00%+29New
Eastern Bank30$9.31K0.00%00.0%Unchanged
Main Street Group, LTD30$9.31K0.00%00.0%Unchanged
Creative Financial Designs Inc30$9.31K0.00%+30New
Atlantic Union Bankshares Corp30$9.31K0.00%+30New
Motco30$9.31K0.00%+30New
Transamerica Financial Advisors, Inc.30$9.31K0.00%+30New
Tradewinds Capital Management, LLC31$9.62K0.00%00.0%Unchanged
UMA Financial Services, Inc.31$9.62K0.00%+25+416.7%Added
Salomon & Ludwin, LLC32$10.3K0.00%+32New
Hantz Financial Services, Inc.35$11.0K0.00%−57−62.0%Reduced
Washington Trust Advisors, Inc.36$11.2K0.00%+36New
Private Wealth Asset Management, LLC42$13.0K0.00%00.0%Unchanged
MV Capital Management, Inc.42$13.0K0.00%+20+90.9%Added
Activest Wealth Management44$13.7K0.00%+34+340.0%Added
Aventura Private Wealth, LLC45$14.0K0.01%−2−4.3%Reduced
Capital Advisors, Ltd. LLC45$14.0K0.00%00.0%Unchanged
Legacy Bridge, LLC47$14.6K0.01%00.0%Unchanged
Medallion Wealth Advisors, LLC48$14.9K0.01%+48New
Front Row Advisors LLC50$15.5K0.01%00.0%Unchanged
SWAN Capital LLC50$15.5K0.01%00.0%Unchanged