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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 692 | $214.8K | 0.00% | +692 | New |
| Evanson Asset Management, LLC | 687 | $213.2K | 0.01% | +687 | New |
| Waddell & Associates, LLC | 677 | $210.1K | 0.02% | +677 | New |
| Atomi Financial Group, Inc. | 670 | $207.9K | 0.01% | +670 | 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 |
| Baker Avenue Asset Management, LP | 665 | $206.3K | 0.00% | +665 | New |
| FDx Advisors, Inc. | 556 | $200.0K | 0.06% | +556 | New |
| Ostrum Asset Management | 643 | $199.6K | 0.01% | −20−3.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 600 | $186.2K | 0.07% | +600 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $173.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 543 | $168.5K | 0.00% | −26−4.6% | Reduced |
| Quent Capital, LLC | 537 | $166.7K | 0.01% | +537 | New |
| Quadrant Capital Group LLC | 501 | $155.5K | 0.01% | +501 | New |
| C M Bidwell & Associates Ltd | 478 | $148.4K | 0.07% | +478 | New |
| Smartleaf Asset Management LLC | 457 | $144.9K | 0.01% | +278+155.3% | Added |
| CoreCap Advisors, LLC | 432 | $134.1K | 0.00% | +325+303.7% | Added |
| Emerald Mutual Fund Advisers Trust | 411 | $127.6K | 0.01% | −198−32.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $125.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 400 | $124.2K | 0.03% | −974−70.9% | 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 |
| State of Wyoming | 365 | $113.3K | 0.01% | −276−43.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 300 | $93.1K | 0.06% | +300 | New |
| Eisler Capital Management Ltd. | 270 | $85.0K | 0.00% | −1,187−81.5% | Reduced |
| First Horizon Corp | 241 | $74.8K | 0.00% | +241 | New |
| Manchester Capital Management LLC | 240 | $74.5K | 0.01% | −98−29.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 227 | $72.9K | 0.00% | −12−5.0% | 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 |
| Westpac Banking Corp | 210 | $65.2K | 0.00% | −1,490−87.6% | Reduced |
| Close Asset Management Ltd | 200 | $62.0K | 0.00% | +200 | New |
| Larson Financial Group LLC | 196 | $60.8K | 0.00% | −16−7.5% | Reduced |
| Group One Trading, L.P. | 178 | $55.2K | 0.00% | +178 | New |
| Promus Capital, LLC | 171 | $53.1K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 171 | $53.1K | 0.00% | +54+46.2% | Added |
| WPG Advisers, LLC | 166 | $51.5K | 0.04% | +58+53.7% | Added |
| Rossby Financial, LCC | 159 | $51.1K | 0.02% | +87+120.8% | Added |
| S-Bank Fund Management Ltd | 163 | $50.6K | 0.01% | −2−1.2% | Reduced |
| RiverPark Advisors, LLC | 148 | $45.9K | 0.02% | +148 | New |
| Parkside Financial Bank & Trust | 141 | $43.8K | 0.00% | +65+85.5% | Added |
| Montag A & Associates Inc | 140 | $43.5K | 0.00% | −31−18.1% | Reduced |
| Principal Securities, Inc. | 140 | $43.5K | 0.00% | −2,039−93.6% | Reduced |
| Strategic Advocates LLC | 137 | $42.5K | 0.01% | +137 | New |
| FNY Investment Advisers, LLC | 136 | $42.0K | 0.01% | −799−85.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 129 | $40.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 127 | $39.3K | 0.00% | −59−31.7% | Reduced |
| Westside Investment Management, Inc. | 122 | $39.2K | 0.01% | +55+82.1% | Added |
| Abound Wealth Management | 124 | $38.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 123 | $38.0K | 0.00% | −221−64.2% | Reduced |
| Massmutual Trust Co FSB | 122 | $37.9K | 0.00% | +5+4.3% | Added |
| Hollencrest Capital Management | 120 | $37.2K | 0.00% | +120 | New |
| TD Private Client Wealth LLC | 117 | $36.3K | 0.00% | +113+2,825.0% | Added |
| South State Corp. | 109 | $33.8K | 0.00% | −4−3.5% | Reduced |
| Harbour Investments, Inc. | 108 | $33.5K | 0.00% | +21+24.1% | Added |
| Covestor Ltd | 102 | $32.0K | 0.02% | +20+24.4% | Added |
| Bruce G. Allen Investments, LLC | 103 | $32.0K | 0.02% | +9+9.6% | Added |
| Truvestments Capital LLC | 101 | $31.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | 97 | $30.1K | 0.00% | +51+110.9% | Added |
| Exane Asset Management | 75 | $27.4K | 0.01% | +75 | New |
| Adirondack Trust Co | 88 | $27.3K | 0.01% | −1−1.1% | Reduced |
| Financial Avengers, Inc. | 80 | $24.8K | 0.01% | −5−5.9% | Reduced |
| Pittenger & Anderson Inc | 75 | $23.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 75 | $23.3K | 0.00% | +6+8.7% | Added |
| Navigoe, LLC | 76 | $23.0K | 0.01% | +76 | New |
| Raiffeisen Bank International AG | 72 | $22.8K | 0.00% | +72 | New |
| Fortitude Family Office, LLC | 66 | $20.5K | 0.01% | +1+1.5% | Added |
| Meeder Asset Management Inc | 61 | $18.9K | 0.00% | +61 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $18.6K | 0.00% | −23,000−99.7% | Reduced |
| Tidemark, LLC | 56 | $17.4K | 0.01% | −574−91.1% | Reduced |
| Grove Bank & Trust | 55 | $17.1K | 0.00% | +17+44.7% | Added |
| Root Financial Partners, LLC | 55 | $17.1K | 0.00% | +55 | New |
| Front Row Advisors LLC | 50 | $15.5K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $15.5K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $15.5K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $15.5K | 0.00% | +50 | New |
| Medallion Wealth Advisors, LLC | 48 | $14.9K | 0.01% | +48 | New |
| Legacy Bridge, LLC | 47 | $14.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 45 | $14.0K | 0.01% | −2−4.3% | Reduced |
| Activest Wealth Management | 44 | $13.7K | 0.00% | +34+340.0% | Added |
| Private Wealth Asset Management, LLC | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 42 | $13.0K | 0.00% | +20+90.9% | Added |
| Washington Trust Advisors, Inc. | 36 | $11.2K | 0.00% | +36 | New |
| Hantz Financial Services, Inc. | 35 | $11.0K | 0.00% | −57−62.0% | Reduced |
| Salomon & Ludwin, LLC | 32 | $10.3K | 0.00% | +32 | New |
| Tradewinds Capital Management, LLC | 31 | $9.62K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $9.62K | 0.00% | +25+416.7% | Added |
| Eastern Bank | 30 | $9.31K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 30 | $9.31K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $9.31K | 0.00% | +30 | New |
| Atlantic Union Bankshares Corp | 30 | $9.31K | 0.00% | +30 | New |
| Motco | 30 | $9.31K | 0.00% | +30 | New |
| Transamerica Financial Advisors, Inc. | 30 | $9.31K | 0.00% | +30 | New |
| JPL Wealth Management, LLC | 29 | $9.00K | 0.00% | +29 | New |
| Avion Wealth | 29 | $9.00K | 0.00% | +2+7.4% | Added |