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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
Kazazian Asset Management, LLC1,635$507.5K0.61%00.0%Unchanged
Clark Financial Services Group Inc1,644$510.3K0.27%+148+9.9%Added
Camden Capital, LLC1,670$518.3K0.04%+343+25.8%Added
APG Asset Management N.V.1,966$519.3K0.00%00.0%Unchanged
HM Payson & Co1,674$519.6K0.01%00.0%Unchanged
Plato Investment Management Ltd1,687$519.6K0.04%00.0%Unchanged
Leonteq Securities AG1,708$530.1K0.03%−11,072−86.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.1,706$532.8K0.00%+301+21.4%Added
Carnegie Capital Asset Management, LLC1,722$534.5K0.01%−81−4.5%Reduced
Moody National Bank Trust Division1,739$539.8K0.05%−58−3.2%Reduced
Meridian Investment Counsel Inc.1,742$540.7K0.13%00.0%Unchanged
Aigen Investment Management, LP1,757$545.3K0.08%+1,757New
Virtus Wealth Solutions LLC1,765$547.8K0.11%+1,765New
AXA Investment Managers S.A.1,809$561.5K0.00%+1,809New
Avestar Capital, LLC1,824$566.1K0.04%−146−7.4%Reduced
Joel Isaacson & Co., LLC1,834$569.2K0.02%00.0%Unchanged
Occudo Quantitative Strategies LP1,854$575.4K0.07%+1,854New
STRS Ohio1,886$585.4K0.00%+1+0.1%Added
IFP Advisors, Inc1,897$588.8K0.02%−607−24.2%Reduced
111 Capital1,899$589.4K0.11%−326−14.7%Reduced
Shell Asset Management Co1,916$595.0K0.06%+620+47.8%Added
GraniteShares Advisors LLC1,922$596.5K0.35%−505−20.8%Reduced
Kera Capital Partners, Inc.1,926$597.8K0.09%+139+7.8%Added
Essential Partners LLC1,945$603.7K0.20%−723−27.1%Reduced
Cynosure Management, LLC1,949$604.9K0.07%00.0%Unchanged
Fluent Financial, LLC1,972$612.1K0.24%−3,066−60.9%Reduced
Commerce Bank1,976$613.3K0.00%+138+7.5%Added
Aft, Forsyth & Company, Inc.1,990$617.7K0.30%−75−3.6%Reduced
Hampton Road Capital Management LP2,018$626.3K1.35%+909+82.0%Added
Polymer Capital Management (HK) LTD2,020$627.0K0.09%+274+15.7%Added
Centaurus Financial, Inc.2,019$627.0K0.03%−1,000−33.1%Reduced
Pine Valley Investments Ltd Liability Co2,026$628.8K0.03%−19−0.9%Reduced
Ronald Blue Trust, Inc.2,054$637.5K0.01%+97+5.0%Added
Transatlantique Private Wealth LLC2,057$638.5K0.21%−270−11.6%Reduced
Pallas Capital Advisors LLC2,058$638.8K0.02%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund2,075$644.0K0.04%+128+6.6%Added
Wedbush Securities Inc2,091$649.0K0.02%−1,932−48.0%Reduced
B.O.S.S. Retirement Advisors, LLC2,144$665.5K0.16%−140−6.1%Reduced
RSM US Wealth Management LLC2,149$667.0K0.01%−382−15.1%Reduced
Ocean Capital Management, LLC2,191$680.0K0.14%−1,701−43.7%Reduced
Ground Swell Capital, LLC2,208$685.3K1.50%+2,208New
StepStone Group LP2,217$688.1K0.32%+2,217New
Edgestream Partners, L.P.2,224$690.3K0.02%+2,224New
Prosperity Wealth Management, Inc.2,250$698.4K0.24%+2,250New
Keybank National Association2,252$699.0K0.00%−2,596−53.5%Reduced
Graham Capital Management, L.P.2,262$702.1K0.03%−12,286−84.5%Reduced
APG Asset Management US Inc.2,201$707.7K0.01%00.0%Unchanged
Catalytic Wealth RIA, LLC2,293$711.7K0.02%+2,293New
Cresset Asset Management, LLC2,338$725.7K0.00%+777+49.8%Added
Phoenix Holdings Ltd.2,344$727.5K0.01%+2,344New
Point72 Asia (Singapore) Pte. Ltd.2,368$734.9K0.11%−1,340−36.1%Reduced
EMC Capital Management2,370$736.0K0.35%−3,050−56.3%Reduced
Keystone Investors Pte Ltd2,399$744.6K0.09%+2,399New
Arkadios Wealth Advisors2,401$745.2K0.02%+24+1.0%Added
O'Shaughnessy Asset Management, LLC2,416$749.9K0.00%+689+39.9%Added
Van Eck Associates Corp2,415$750.0K0.00%+384+18.9%Added
Integrated Wealth Concepts LLC2,420$751.1K0.01%−995−29.1%Reduced
LBMC Investment Advisors, LLC2,500$776.0K0.05%00.0%Unchanged
E. Ohman J:or Asset Management AB2,500$776.0K0.02%00.0%Unchanged
Jones Financial Companies LLLP2,441$777.2K0.00%00.0%Unchanged
Virtu Financial LLC2,515$780.0K0.04%−17,047−87.1%Reduced
Chicago Partners Investment Group LLC2,329$783.7K0.02%+186+8.7%Added
Snowden Capital Advisors LLC2,538$787.7K0.02%−1,771−41.1%Reduced
M&T Bank Corp2,576$800.0K0.00%−300−10.4%Reduced
National Pension Service2,596$805.7K0.00%+1,377+113.0%Added
Lecap Asset Management Ltd2,599$806.7K0.28%−6,777−72.3%Reduced
Washington Capital Management Inc2,600$807.0K0.58%−800−23.5%Reduced
The PNC Financial Services Group, Inc.2,628$815.7K0.00%+391+17.5%Added
MML Investors Services, LLC2,692$835.6K0.00%−17,547−86.7%Reduced
Perigon Wealth Management, LLC2,720$844.2K0.02%+295+12.2%Added
Prudential PLC2,764$857.9K0.01%00.0%Unchanged
Krilogy Financial LLC2,450$858.2K0.03%+2,450New
Itau Unibanco Holding S.A.2,784$864.1K0.03%+2,784New
Palacios Wealth Management, LLC2,789$865.6K0.57%−141−4.8%Reduced
Pinebridge Investments, L.P.2,792$866.6K0.01%−27,077−90.7%Reduced
Advisors Asset Management, Inc.2,821$875.6K0.01%+1,542+120.6%Added
Ofi Invest Asset Management3,400$898.1K0.02%00.0%Unchanged
Allstate Corp2,900$900.1K0.02%+2,900New
Guggenheim Capital LLC2,912$903.8K0.01%+441+17.8%Added
CIBC Bancorp USA Inc.2,930$909.4K0.01%+2,930New
Qtron Investments LLC2,945$914.1K0.11%+152+5.4%Added
Benjamin Edwards Inc2,966$920.6K0.01%−295−9.0%Reduced
AE Wealth Management LLC2,982$925.6K0.01%−225−7.0%Reduced
Vident Advisory, LLC2,991$928.3K0.01%+486+19.4%Added
Greenland Capital Management LP3,000$931.1K0.14%00.0%Unchanged
Quest Partners LLC3,078$955.4K0.06%+2,428+373.5%Added
SBI Securities Co., Ltd.3,106$964.0K0.02%−313−9.2%Reduced
Independence Bank of Kentucky3,125$969.9K0.12%+1,860+147.0%Added
Independent Financial Group, LLC3,126$970.2K0.02%−580−15.7%Reduced
Metis Global Partners, LLC3,129$971.2K0.02%−96−3.0%Reduced
CI Private Wealth, LLC3,144$975.8K0.00%−2,985−48.7%Reduced
CIBC Asset Management Inc3,191$990.4K0.00%+22+0.7%Added
QVT Financial LP3,205$994.8K0.11%+3,205New
Tokio Marine Asset Management Co Ltd3,233$1.00M0.04%+111+3.6%Added
Inscription Capital, LLC3,233$1.00M0.11%+1,706+111.7%Added
CIBC World Markets Inc.3,236$1.00M0.00%+667+26.0%Added
Machina Capital S.A.S.3,251$1.01M0.18%−2,177−40.1%Reduced
Buckingham Strategic Partners2,881$1.01M0.01%−538−15.7%Reduced
Massachusetts Institute of Technology3,325$1.03M0.11%+3,325New
SVB Capital Management, LLC3,325$1.03M3.25%+3,325New