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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boreal Capital Management LLC | 50 | $15.5K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $15.5K | 0.00% | +50 | New |
| Grove Bank & Trust | 55 | $17.1K | 0.00% | +17+44.7% | Added |
| Root Financial Partners, LLC | 55 | $17.1K | 0.00% | +55 | New |
| Tidemark, LLC | 56 | $17.4K | 0.01% | −574−91.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $18.6K | 0.00% | −23,000−99.7% | Reduced |
| Meeder Asset Management Inc | 61 | $18.9K | 0.00% | +61 | New |
| Fortitude Family Office, LLC | 66 | $20.5K | 0.01% | +1+1.5% | Added |
| Raiffeisen Bank International AG | 72 | $22.8K | 0.00% | +72 | New |
| Navigoe, LLC | 76 | $23.0K | 0.01% | +76 | New |
| Pittenger & Anderson Inc | 75 | $23.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 75 | $23.3K | 0.00% | +6+8.7% | Added |
| Financial Avengers, Inc. | 80 | $24.8K | 0.01% | −5−5.9% | Reduced |
| Adirondack Trust Co | 88 | $27.3K | 0.01% | −1−1.1% | Reduced |
| Exane Asset Management | 75 | $27.4K | 0.01% | +75 | New |
| Huntington National Bank | 97 | $30.1K | 0.00% | +51+110.9% | Added |
| Provenance Wealth Advisors, LLC | 100 | $31.0K | 0.00% | −200−66.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 100 | $31.0K | 0.01% | +100 | New |
| Truvestments Capital LLC | 101 | $31.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 103 | $32.0K | 0.02% | +9+9.6% | Added |
| Covestor Ltd | 102 | $32.0K | 0.02% | +20+24.4% | Added |
| Harbour Investments, Inc. | 108 | $33.5K | 0.00% | +21+24.1% | Added |
| South State Corp. | 109 | $33.8K | 0.00% | −4−3.5% | Reduced |
| TD Private Client Wealth LLC | 117 | $36.3K | 0.00% | +113+2,825.0% | Added |
| Hollencrest Capital Management | 120 | $37.2K | 0.00% | +120 | New |
| Massmutual Trust Co FSB | 122 | $37.9K | 0.00% | +5+4.3% | Added |
| Harvest Fund Management Co., Ltd | 123 | $38.0K | 0.00% | −221−64.2% | Reduced |
| Abound Wealth Management | 124 | $38.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 122 | $39.2K | 0.01% | +55+82.1% | Added |
| MAI Capital Management | 127 | $39.3K | 0.00% | −59−31.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 129 | $40.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 136 | $42.0K | 0.01% | −799−85.5% | Reduced |
| Strategic Advocates LLC | 137 | $42.5K | 0.01% | +137 | New |
| Principal Securities, Inc. | 140 | $43.5K | 0.00% | −2,039−93.6% | Reduced |
| Montag A & Associates Inc | 140 | $43.5K | 0.00% | −31−18.1% | Reduced |
| Parkside Financial Bank & Trust | 141 | $43.8K | 0.00% | +65+85.5% | Added |
| RiverPark Advisors, LLC | 148 | $45.9K | 0.02% | +148 | New |
| S-Bank Fund Management Ltd | 163 | $50.6K | 0.01% | −2−1.2% | Reduced |
| Rossby Financial, LCC | 159 | $51.1K | 0.02% | +87+120.8% | Added |
| WPG Advisers, LLC | 166 | $51.5K | 0.04% | +58+53.7% | Added |
| Promus Capital, LLC | 171 | $53.1K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 171 | $53.1K | 0.00% | +54+46.2% | Added |
| Group One Trading, L.P. | 178 | $55.2K | 0.00% | +178 | New |
| Larson Financial Group LLC | 196 | $60.8K | 0.00% | −16−7.5% | Reduced |
| Close Asset Management Ltd | 200 | $62.0K | 0.00% | +200 | New |
| Westpac Banking Corp | 210 | $65.2K | 0.00% | −1,490−87.6% | Reduced |
| CVA Family Office, LLC | 234 | $72.6K | 0.01% | +2+0.9% | Added |
| Geneos Wealth Management Inc. | 234 | $72.6K | 0.00% | +13+5.9% | Added |
| Whittier Trust Co of Nevada Inc | 227 | $72.9K | 0.00% | −12−5.0% | Reduced |
| Manchester Capital Management LLC | 240 | $74.5K | 0.01% | −98−29.0% | Reduced |
| First Horizon Corp | 241 | $74.8K | 0.00% | +241 | New |
| Eisler Capital Management Ltd. | 270 | $85.0K | 0.00% | −1,187−81.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 300 | $93.1K | 0.06% | +300 | New |
| State of Wyoming | 365 | $113.3K | 0.01% | −276−43.1% | Reduced |
| Rakuten Securities, Inc. | 383 | $118.9K | 0.04% | −334−46.6% | Reduced |
| True Wealth Design, LLC | 383 | $118.9K | 0.04% | +176+85.0% | Added |
| Quarry LP | 400 | $124.2K | 0.03% | −974−70.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $125.4K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 411 | $127.6K | 0.01% | −198−32.5% | Reduced |
| CoreCap Advisors, LLC | 432 | $134.1K | 0.00% | +325+303.7% | Added |
| Smartleaf Asset Management LLC | 457 | $144.9K | 0.01% | +278+155.3% | Added |
| C M Bidwell & Associates Ltd | 478 | $148.4K | 0.07% | +478 | New |
| Quadrant Capital Group LLC | 501 | $155.5K | 0.01% | +501 | New |
| Quent Capital, LLC | 537 | $166.7K | 0.01% | +537 | New |
| Fifth Third Bancorp | 543 | $168.5K | 0.00% | −26−4.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $173.0K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 600 | $186.2K | 0.07% | +600 | New |
| Ostrum Asset Management | 643 | $199.6K | 0.01% | −20−3.0% | Reduced |
| FDx Advisors, Inc. | 556 | $200.0K | 0.06% | +556 | New |
| Baker Avenue Asset Management, LP | 665 | $206.3K | 0.00% | +665 | New |
| Tower Research Capital LLC (TRC) | 665 | $206.4K | 0.01% | −2,969−81.7% | Reduced |
| Crossmark Global Holdings, Inc. | 665 | $206.4K | 0.00% | +665 | New |
| Atomi Financial Group, Inc. | 670 | $207.9K | 0.01% | +670 | New |
| Waddell & Associates, LLC | 677 | $210.1K | 0.02% | +677 | New |
| Evanson Asset Management, LLC | 687 | $213.2K | 0.01% | +687 | New |
| Atria Investments LLC | 692 | $214.8K | 0.00% | +692 | New |
| American Trust | 695 | $215.7K | 0.02% | +695 | New |
| Vise Technologies, Inc. | 696 | $216.1K | 0.01% | +696 | New |
| Financial Perspectives, Inc | 697 | $216.3K | 0.06% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 706 | $219.0K | 0.03% | +706 | New |
| Stratos Wealth Partners, LTD. | 705 | $219.1K | 0.00% | +705 | New |
| Appleton Partners Inc | 712 | $221.0K | 0.01% | +712 | New |
| 180 Wealth Advisors, LLC | 716 | $222.2K | 0.03% | +716 | New |
| waypoint wealth counsel | 719 | $223.2K | 0.09% | +719 | New |
| Requisite Capital Management, LLC | 729 | $226.3K | 0.04% | +729 | New |
| Americana Partners, LLC | 750 | $232.8K | 0.01% | +750 | New |
| Maridea Wealth Management LLC | 716 | $234.4K | 0.04% | +716 | New |
| Beirne Wealth Consulting Services, LLC | 759 | $235.6K | 0.06% | +759 | New |
| Cigna Investments Inc | 762 | $237.0K | 0.03% | +762 | New |
| Meeder Advisory Services, Inc. | 765 | $237.4K | 0.01% | +765 | New |
| Magnetar Financial LLC | 766 | $237.8K | 0.00% | −37,838−98.0% | Reduced |
| Independent Advisor Alliance | 770 | $238.9K | 0.01% | +770 | New |
| Steward Partners Investment Advisory, LLC | 770 | $239.0K | 0.00% | +246+46.9% | Added |
| Sym Financial Corp | 774 | $240.2K | 0.03% | +774 | New |
| National Bank of Canada | 785 | $243.3K | 0.00% | −54,029−98.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 792 | $245.8K | 0.01% | +792 | New |
| Awm Capital, LLC | 816 | $253.3K | 0.02% | +816 | New |
| Wedmont Private Capital | 802 | $255.4K | 0.01% | +802 | New |