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 3 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 |
|---|---|---|---|---|---|
| Allstate Corp | 2,900 | $900.1K | 0.02% | +2,900 | New |
| Ofi Invest Asset Management | 3,400 | $898.1K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,821 | $875.6K | 0.01% | +1,542+120.6% | Added |
| Pinebridge Investments, L.P. | 2,792 | $866.6K | 0.01% | −27,077−90.7% | Reduced |
| Palacios Wealth Management, LLC | 2,789 | $865.6K | 0.57% | −141−4.8% | Reduced |
| Itau Unibanco Holding S.A. | 2,784 | $864.1K | 0.03% | +2,784 | New |
| Krilogy Financial LLC | 2,450 | $858.2K | 0.03% | +2,450 | New |
| Prudential PLC | 2,764 | $857.9K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,720 | $844.2K | 0.02% | +295+12.2% | Added |
| MML Investors Services, LLC | 2,692 | $835.6K | 0.00% | −17,547−86.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,628 | $815.7K | 0.00% | +391+17.5% | Added |
| Washington Capital Management Inc | 2,600 | $807.0K | 0.58% | −800−23.5% | Reduced |
| Lecap Asset Management Ltd | 2,599 | $806.7K | 0.28% | −6,777−72.3% | Reduced |
| National Pension Service | 2,596 | $805.7K | 0.00% | +1,377+113.0% | Added |
| M&T Bank Corp | 2,576 | $800.0K | 0.00% | −300−10.4% | Reduced |
| Snowden Capital Advisors LLC | 2,538 | $787.7K | 0.02% | −1,771−41.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,329 | $783.7K | 0.02% | +186+8.7% | Added |
| Virtu Financial LLC | 2,515 | $780.0K | 0.04% | −17,047−87.1% | Reduced |
| Jones Financial Companies LLLP | 2,441 | $777.2K | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,500 | $776.0K | 0.05% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,500 | $776.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,420 | $751.1K | 0.01% | −995−29.1% | Reduced |
| Van Eck Associates Corp | 2,415 | $750.0K | 0.00% | +384+18.9% | Added |
| O'Shaughnessy Asset Management, LLC | 2,416 | $749.9K | 0.00% | +689+39.9% | Added |
| Arkadios Wealth Advisors | 2,401 | $745.2K | 0.02% | +24+1.0% | Added |
| Keystone Investors Pte Ltd | 2,399 | $744.6K | 0.09% | +2,399 | New |
| EMC Capital Management | 2,370 | $736.0K | 0.35% | −3,050−56.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,368 | $734.9K | 0.11% | −1,340−36.1% | Reduced |
| Phoenix Holdings Ltd. | 2,344 | $727.5K | 0.01% | +2,344 | New |
| Cresset Asset Management, LLC | 2,338 | $725.7K | 0.00% | +777+49.8% | Added |
| Catalytic Wealth RIA, LLC | 2,293 | $711.7K | 0.02% | +2,293 | New |
| APG Asset Management US Inc. | 2,201 | $707.7K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,262 | $702.1K | 0.03% | −12,286−84.5% | Reduced |
| Keybank National Association | 2,252 | $699.0K | 0.00% | −2,596−53.5% | Reduced |
| Prosperity Wealth Management, Inc. | 2,250 | $698.4K | 0.24% | +2,250 | New |
| Edgestream Partners, L.P. | 2,224 | $690.3K | 0.02% | +2,224 | New |
| StepStone Group LP | 2,217 | $688.1K | 0.32% | +2,217 | New |
| Ground Swell Capital, LLC | 2,208 | $685.3K | 1.50% | +2,208 | New |
| Ocean Capital Management, LLC | 2,191 | $680.0K | 0.14% | −1,701−43.7% | Reduced |
| RSM US Wealth Management LLC | 2,149 | $667.0K | 0.01% | −382−15.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,144 | $665.5K | 0.16% | −140−6.1% | Reduced |
| Wedbush Securities Inc | 2,091 | $649.0K | 0.02% | −1,932−48.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,075 | $644.0K | 0.04% | +128+6.6% | Added |
| Pallas Capital Advisors LLC | 2,058 | $638.8K | 0.02% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,057 | $638.5K | 0.21% | −270−11.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,054 | $637.5K | 0.01% | +97+5.0% | Added |
| Pine Valley Investments Ltd Liability Co | 2,026 | $628.8K | 0.03% | −19−0.9% | Reduced |
| Centaurus Financial, Inc. | 2,019 | $627.0K | 0.03% | −1,000−33.1% | Reduced |
| Polymer Capital Management (HK) LTD | 2,020 | $627.0K | 0.09% | +274+15.7% | Added |
| Hampton Road Capital Management LP | 2,018 | $626.3K | 1.35% | +909+82.0% | Added |
| Aft, Forsyth & Company, Inc. | 1,990 | $617.7K | 0.30% | −75−3.6% | Reduced |
| Commerce Bank | 1,976 | $613.3K | 0.00% | +138+7.5% | Added |
| Fluent Financial, LLC | 1,972 | $612.1K | 0.24% | −3,066−60.9% | Reduced |
| Cynosure Management, LLC | 1,949 | $604.9K | 0.07% | 00.0% | Unchanged |
| Essential Partners LLC | 1,945 | $603.7K | 0.20% | −723−27.1% | Reduced |
| Kera Capital Partners, Inc. | 1,926 | $597.8K | 0.09% | +139+7.8% | Added |
| GraniteShares Advisors LLC | 1,922 | $596.5K | 0.35% | −505−20.8% | Reduced |
| Shell Asset Management Co | 1,916 | $595.0K | 0.06% | +620+47.8% | Added |
| 111 Capital | 1,899 | $589.4K | 0.11% | −326−14.7% | Reduced |
| IFP Advisors, Inc | 1,897 | $588.8K | 0.02% | −607−24.2% | Reduced |
| STRS Ohio | 1,886 | $585.4K | 0.00% | +1+0.1% | Added |
| Occudo Quantitative Strategies LP | 1,854 | $575.4K | 0.07% | +1,854 | New |
| Joel Isaacson & Co., LLC | 1,834 | $569.2K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,824 | $566.1K | 0.04% | −146−7.4% | Reduced |
| AXA Investment Managers S.A. | 1,809 | $561.5K | 0.00% | +1,809 | New |
| Virtus Wealth Solutions LLC | 1,765 | $547.8K | 0.11% | +1,765 | New |
| Aigen Investment Management, LP | 1,757 | $545.3K | 0.08% | +1,757 | New |
| Meridian Investment Counsel Inc. | 1,742 | $540.7K | 0.13% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,739 | $539.8K | 0.05% | −58−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,722 | $534.5K | 0.01% | −81−4.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,706 | $532.8K | 0.00% | +301+21.4% | Added |
| Leonteq Securities AG | 1,708 | $530.1K | 0.03% | −11,072−86.6% | Reduced |
| Plato Investment Management Ltd | 1,687 | $519.6K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,674 | $519.6K | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 1,966 | $519.3K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,670 | $518.3K | 0.04% | +343+25.8% | Added |
| Clark Financial Services Group Inc | 1,644 | $510.3K | 0.27% | +148+9.9% | Added |
| Kazazian Asset Management, LLC | 1,635 | $507.5K | 0.61% | 00.0% | Unchanged |
| Pembroke Management, LTD | 1,587 | $492.6K | 0.05% | +449+39.5% | Added |
| TD Waterhouse Canada Inc. | 1,527 | $491.4K | 0.00% | −188−11.0% | Reduced |
| Fox Run Management, L.L.C. | 1,570 | $487.3K | 0.08% | −14,013−89.9% | Reduced |
| United Capital Financial Advisers, LLC | 1,544 | $479.2K | 0.00% | +66+4.5% | Added |
| Princeton Capital Management LLC | 1,541 | $478.3K | 0.13% | −10−0.6% | Reduced |
| Algert Global LLC | 1,522 | $472.4K | 0.01% | −746−32.9% | Reduced |
| ProShare Advisors LLC | 1,520 | $471.8K | 0.00% | −207−12.0% | Reduced |
| Apollon Wealth Management, LLC | 1,507 | $467.7K | 0.01% | +204+15.7% | Added |
| CastleKnight Management LP | 1,500 | $465.6K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,496 | $464.3K | 0.13% | −69−4.4% | Reduced |
| Custom Index Systems, LLC | 1,474 | $457.5K | 0.14% | +1,474 | New |
| Cornerstone Select Advisors, LLC | 1,459 | $452.8K | 0.33% | +224+18.1% | Added |
| HighPoint Advisor Group LLC | 1,455 | $451.6K | 0.02% | +215+17.3% | Added |
| MN Wealth Advisors, LLC | 1,453 | $451.0K | 0.24% | −1,915−56.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,435 | $450.1K | 0.00% | +35+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 1,429 | $443.5K | 0.00% | +1,429 | New |
| Vestcor Inc | 1,414 | $439.0K | 0.01% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 1,400 | $434.5K | 0.09% | −14,473−91.2% | Reduced |
| Versant Capital Management, Inc | 1,377 | $427.4K | 0.06% | +61+4.6% | Added |
| Azzad Asset Management Inc | 1,376 | $427.0K | 0.04% | +1,376 | New |
| Colonial River Wealth Management, LLC | 1,362 | $422.7K | 0.16% | +1,362 | New |
| Axxcess Wealth Management, LLC | 1,362 | $422.7K | 0.01% | +1,362 | New |