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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 1,360 | $422.1K | 0.00% | +1,360 | New |
| Brown Advisory Inc | 1,344 | $417.2K | 0.00% | −11,444−89.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,331 | $413.1K | 0.00% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,159 | $412.4K | 0.03% | +22+1.9% | Added |
| Motley Fool Asset Management LLC | 1,325 | $411.3K | 0.02% | +17+1.3% | Added |
| Banque Pictet & Cie SA | 1,313 | $407.5K | 0.00% | +1,313 | New |
| WBI Investments | 1,309 | $406.3K | 0.10% | +1,309 | New |
| Transcend Wealth Collective, LLC | 1,308 | $406.0K | 0.03% | +1,308 | New |
| UniSuper Management Pty Ltd | 1,300 | $403.5K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,288 | $399.8K | 0.05% | +1,288 | New |
| Newbridge Financial Services Group, Inc. | 1,278 | $396.7K | 0.06% | −258−16.8% | Reduced |
| Bayforest Capital Ltd | 1,247 | $387.0K | 0.18% | −788−38.7% | Reduced |
| Titleist Asset Management, LLC | 1,244 | $386.1K | 0.03% | −11−0.9% | Reduced |
| Frank, Rimerman Advisors LLC | 1,221 | $379.0K | 0.02% | +1,221 | New |
| Forum Financial Management, LP | 1,217 | $377.7K | 0.01% | −159−11.6% | Reduced |
| Parallel Advisors, LLC | 1,208 | $375.1K | 0.01% | −286−19.1% | Reduced |
| Callan Family Office, LLC | 1,197 | $371.5K | 0.01% | +157+15.1% | Added |
| Allworth Financial LP | 1,167 | $362.3K | 0.00% | +219+23.1% | Added |
| Aaron Wealth Advisors | 1,161 | $360.4K | 0.02% | +116+11.1% | Added |
| D.A. Davidson & Co. | 1,161 | $360.4K | 0.00% | +1,161 | New |
| Uniting Wealth Partners, LLC | 1,150 | $356.9K | 0.08% | +150+15.0% | Added |
| Kestra Advisory Services, LLC | 1,145 | $355.4K | 0.00% | −1,721−60.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,142 | $354.5K | 0.02% | +11+1.0% | Added |
| Signaturefd, LLC | 1,125 | $349.2K | 0.01% | +5+0.4% | Added |
| Belpointe Asset Management LLC | 1,120 | $347.6K | 0.01% | +1,120 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,101 | $341.7K | 0.02% | +40+3.8% | Added |
| Caisse des Depots Et Consignations | 1,099 | $341.1K | 0.01% | +1,099 | New |
| Sequoia Financial Advisors, LLC | 1,095 | $339.7K | 0.00% | +1,095 | New |
| Ascent Group, LLC | 1,093 | $339.2K | 0.01% | +129+13.4% | Added |
| Jackson Thornton Asset Management, LLC | 1,037 | $338.9K | 0.03% | +1,037 | New |
| Bridgefront Capital, LLC | 1,079 | $334.9K | 0.10% | −8,100−88.2% | Reduced |
| Left Brain Wealth Management, LLC | 1,075 | $333.7K | 0.10% | +1,075 | New |
| Integrated Advisors Network LLC | 1,061 | $329.3K | 0.01% | +1,061 | New |
| Archetype Wealth Partners | 1,059 | $329.0K | 0.04% | −177−14.3% | Reduced |
| Lido Advisors, LLC | 1,056 | $328.1K | 0.00% | +1,056 | New |
| Clarius Group, LLC | 1,052 | $326.5K | 0.02% | −224−17.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,052 | $326.5K | 0.00% | +1,052 | New |
| EverSource Wealth Advisors, LLC | 1,049 | $325.6K | 0.01% | −231−18.0% | Reduced |
| Tealwood Asset Management Inc | 1,045 | $324.0K | 0.13% | +1,045 | New |
| Farther Finance Advisors, LLC | 1,026 | $318.5K | 0.00% | −301−22.7% | Reduced |
| Yousif Capital Management, LLC | 1,018 | $316.0K | 0.00% | +24+2.4% | Added |
| Prospera Financial Services Inc | 1,014 | $314.7K | 0.01% | −652−39.1% | Reduced |
| Congress Park Capital LLC | 1,010 | $313.5K | 0.10% | +1,010 | New |
| Warren Averett Asset Management, LLC | 1,009 | $313.2K | 0.00% | −4−0.4% | Reduced |
| Crewe Advisors LLC | 1,002 | $311.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,003 | $311.0K | 0.00% | −1,462−59.3% | Reduced |
| SeaBridge Investment Advisors LLC | 996 | $309.1K | 0.05% | +1+0.1% | Added |
| Forefront Wealth Partners, LLC | 991 | $307.6K | 0.08% | +991 | New |
| NorthRock Partners, LLC | 985 | $305.7K | 0.01% | −311−24.0% | Reduced |
| Full Sail Capital, LLC | 978 | $303.6K | 0.02% | −559−36.4% | Reduced |
| Whittier Trust Co | 936 | $300.7K | 0.00% | +23+2.5% | Added |
| QRG Capital Management, Inc. | 956 | $296.7K | 0.00% | −564−37.1% | Reduced |
| New York Life Investment Management LLC | 954 | $296.1K | 0.00% | −282−22.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 951 | $295.2K | 0.10% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 950 | $294.9K | 0.01% | +950 | New |
| HB Wealth Management, LLC | 942 | $292.4K | 0.00% | +942 | New |
| Tanager Wealth Management LLP | 927 | $287.7K | 0.03% | +927 | New |
| Palumbo Wealth Management LLC | 910 | $282.4K | 0.09% | +910 | New |
| Syon Capital LLC | 909 | $282.1K | 0.02% | +909 | New |
| Oversea-Chinese Banking CORP Ltd | 907 | $281.5K | 0.01% | −643−41.5% | Reduced |
| Keebeck Alpha, LP | 904 | $280.6K | 0.39% | +904 | New |
| Venturi Wealth Management, LLC | 898 | $278.7K | 0.01% | +898 | New |
| Moran Wealth Management, LLC | 889 | $275.9K | 0.01% | +889 | New |
| GTS Securities LLC | 887 | $275.3K | 0.01% | +887 | New |
| Savvy Advisors, Inc. | 884 | $274.4K | 0.01% | +884 | New |
| GLOBALT Investments LLC | 882 | $273.8K | 0.01% | +882 | New |
| Impact Investors, Inc | 875 | $271.7K | 0.18% | +875 | New |
| Coldstream Capital Management Inc | 872 | $270.7K | 0.00% | +872 | New |
| Employees Retirement System of Texas | 869 | $270.0K | 0.00% | +198+29.5% | Added |
| Wetherby Asset Management Inc | 867 | $269.1K | 0.01% | +867 | New |
| Stephens Inc | 867 | $269.1K | 0.00% | +867 | New |
| Sender Co & Partners, Inc. | 864 | $268.2K | 0.10% | −2,601−75.1% | Reduced |
| Nisa Investment Advisors, LLC | 862 | $267.5K | 0.00% | +109+14.5% | Added |
| Northwestern Mutual Wealth Management Co | 855 | $265.4K | 0.00% | −2,032−70.4% | Reduced |
| BXM Wealth LLC | 850 | $263.8K | 0.25% | +850 | New |
| Savant Capital, LLC | 831 | $258.1K | 0.00% | +831 | New |
| NorthCrest Asset Manangement, LLC | 807 | $256.9K | 0.01% | −378−31.9% | Reduced |
| Resources Investment Advisors, LLC. | 825 | $256.1K | 0.00% | −275−25.0% | Reduced |
| Wedmont Private Capital | 802 | $255.4K | 0.01% | +802 | New |
| Awm Capital, LLC | 816 | $253.3K | 0.02% | +816 | New |
| U.S. Capital Wealth Advisors, LLC | 792 | $245.8K | 0.01% | +792 | New |
| National Bank of Canada | 785 | $243.3K | 0.00% | −54,029−98.6% | Reduced |
| Sym Financial Corp | 774 | $240.2K | 0.03% | +774 | New |
| Steward Partners Investment Advisory, LLC | 770 | $239.0K | 0.00% | +246+46.9% | Added |
| Independent Advisor Alliance | 770 | $238.9K | 0.01% | +770 | New |
| Magnetar Financial LLC | 766 | $237.8K | 0.00% | −37,838−98.0% | Reduced |
| Meeder Advisory Services, Inc. | 765 | $237.4K | 0.01% | +765 | New |
| Cigna Investments Inc | 762 | $237.0K | 0.03% | +762 | New |
| Beirne Wealth Consulting Services, LLC | 759 | $235.6K | 0.06% | +759 | New |
| Maridea Wealth Management LLC | 716 | $234.4K | 0.04% | +716 | New |
| Americana Partners, LLC | 750 | $232.8K | 0.01% | +750 | New |
| Requisite Capital Management, LLC | 729 | $226.3K | 0.04% | +729 | New |
| waypoint wealth counsel | 719 | $223.2K | 0.09% | +719 | New |
| 180 Wealth Advisors, LLC | 716 | $222.2K | 0.03% | +716 | New |
| Appleton Partners Inc | 712 | $221.0K | 0.01% | +712 | New |
| Stratos Wealth Partners, LTD. | 705 | $219.1K | 0.00% | +705 | New |
| Zevin Asset Management LLC | 706 | $219.0K | 0.03% | +706 | New |
| Financial Perspectives, Inc | 697 | $216.3K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 696 | $216.1K | 0.01% | +696 | New |
| American Trust | 695 | $215.7K | 0.02% | +695 | New |