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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, Q4 2025

Institutional positions in MongoDB, Inc. as of Dec 31, 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
915
+156 vs. Q3 2025
Shares held
72.7M
−1.33M (−1.8%) vs. Q3 2025
Total value
$30.5B
+$7.82B (+34.5%) vs. Q3 2025
New holders
238
311 more added
Sold out
82
272 more reduced

19 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 915 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 heldQ4 2025: $30.5B
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, Q4 2025

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2025.

Institutions holding MDB in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IMA Wealth, Inc.1$4190.00%00.0%Unchanged
Seneschal Advisors, LLC1$4200.00%00.0%Unchanged
Kilter Group LLC1$4200.00%00.0%Unchanged
Horizon Investments, LLC1$4200.00%00.0%Unchanged
Davis Capital Management1$4200.00%00.0%Unchanged
Triumph Capital Management1$4200.00%+1New
Atlantic Private Wealth, LLC1$4200.00%+1New
Highline Wealth Partners LLC1$4200.00%+1New
Investors Portfolio Services LLC2$7050.00%+2New
AdvisorNet Financial, Inc2$8390.00%00.0%Unchanged
Wealth Watch Advisors, INC2$8390.00%00.0%Unchanged
Copia Wealth Management2$8390.00%00.0%Unchanged
Prosperity Bancshares Inc2$8390.00%+2New
Lodestone Wealth Management LLC2$8390.00%+2New
1015 Capital Partners, LLC2$8390.00%+2New
DecisionPoint Financial, LLC2$8400.00%00.0%Unchanged
Financial Consulate, Inc2$8400.00%00.0%Unchanged
Quaker Wealth Management, LLC2$8400.00%+1+100.0%Added
American Capital Advisory, LLC2$8400.00%+2New
PEAK6 LLC2$9590.00%−24,706−100.0%Reduced
Bare Financial Services, Inc3$1.26K0.00%00.0%Unchanged
PayPay Securities Corp3$1.26K0.04%+1+50.0%Added
Atlas Capital Advisors LLC3$1.26K0.00%+3New
Trust Co3$1.26K0.00%+3New
Optima Capital LLC3$1.26K0.00%+3New
TFC Financial Management3$1.26K0.00%00.0%Unchanged
Cheviot Value Management, LLC4$1.64K0.00%00.0%Unchanged
Caitlin John, LLC4$1.68K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$1.68K0.00%+4New
High Note Wealth, LLC4$1.68K0.00%+4New
Addison Advisors LLC4$1.68K0.00%+4New
Dogwood Wealth Management LLC4$1.68K0.00%+4New
Capital Analysts, LLC5$2.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$2.10K0.00%+2+66.7%Added
Thurston, Springer, Miller, Herd & Titak, Inc.5$2.10K0.00%+5New
First Command Advisory Services, Inc.5$2.10K0.00%+5New
Johnson Financial Group, Inc.5$2.10K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$2.10K0.00%00.0%Unchanged
HFM Investment Advisors, LLC5$2.10K0.00%+3+150.0%Added
Hughes Financial Services, LLC6$2.52K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$2.52K0.00%+1+20.0%Added
DiNuzzo Private Wealth, Inc.6$2.52K0.00%00.0%Unchanged
Rialto Wealth Management, LLC6$2.52K0.00%+2+50.0%Added
Private Trust Co NA7$2.94K0.00%+7New
Atlantic Trust, LLC7$2.94K0.00%+7New
Kayne Anderson Rudnick Investment Management LLC7$2.97K0.00%−19−73.1%Reduced
Raffa Wealth Management, LLC8$3.36K0.00%−1−11.1%Reduced
Sachetta, LLC8$3.36K0.00%00.0%Unchanged
Manchester Capital Management LLC10$4.20K0.00%−230−95.8%Reduced
Cromwell Holdings LLC10$4.20K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC10$4.20K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd10$4.20K0.00%+10New
Cape Investment Advisory, Inc.11$4.62K0.00%00.0%Unchanged
Umb Bank N A11$4.62K0.00%+3+37.5%Added
North Star Investment Management Corp.11$4.62K0.00%+11New
Elyxium Wealth, LLC11$4.62K0.00%+11New
Motiv8 Investments LLC12$5.00K0.00%+12New
Trust Co of Vermont12$5.04K0.00%00.0%Unchanged
Bogart Wealth, LLC12$5.04K0.00%+3+33.3%Added
Sunbelt Securities, Inc.12$5.04K0.00%+4+50.0%Added
Country Trust Bank13$5.46K0.00%−1−7.1%Reduced
POM Investment Strategies, LLC13$5.46K0.00%+13New
Mascoma Wealth Management LLC15$6.29K0.00%00.0%Unchanged
Cornerstone Financial Management LLC15$6.29K0.01%+15New
SHP Wealth Management15$6.50K0.00%+15New
TD Capital Management LLC16$6.71K0.00%00.0%Unchanged
Activest Wealth Management18$7.55K0.00%−26−59.1%Reduced
Kingdom Financial Group LLC.18$7.55K0.00%+18New
Darwin Advisors, LLC19$7.97K0.00%00.0%Unchanged
Curio Wealth, LLC19$8.28K0.00%+19New
CBIZ Investment Advisory Services, LLC20$8.39K0.00%+1+5.3%Added
GHP Investment Advisors, Inc.20$8.39K0.00%+20New
Flagship Harbor Advisors, LLC20$8.39K0.00%+20New
Morse Asset Management, Inc20$8.39K0.00%+20New
Strategic Investment Solutions, Inc.22$9.23K0.00%00.0%Unchanged
Sound Income Strategies, LLC24$9.59K0.00%+8+50.0%Added
Aspect Partners, LLC23$9.65K0.00%−2−8.0%Reduced
JFS Wealth Advisors, LLC23$9.65K0.00%+13+130.0%Added
Arlington Trust Co LLC26$10.9K0.00%+26New
Torren Management, LLC27$11.3K0.01%+27New
LRI Investments, LLC28$11.8K0.00%+5+21.7%Added
Avion Wealth29$12.0K0.00%00.0%Unchanged
Bessemer Group Inc27$12.0K0.00%+11+68.8%Added
Creative Financial Designs Inc30$12.6K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp30$12.6K0.00%00.0%Unchanged
Eastern Bank30$12.6K0.00%00.0%Unchanged
Motco30$12.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc30$12.6K0.00%+5+20.0%Added
Rosenberg Matthew Hamilton30$12.6K0.00%+30New
Tradewinds Capital Management, LLC31$13.0K0.00%00.0%Unchanged
Salomon & Ludwin, LLC32$13.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)33$13.8K0.00%−632−95.0%Reduced
Keating Financial Advisory Services, Inc.33$13.8K0.00%+33New
EFG International AG33$13.8K0.00%+33New
Signature Equity Partners, LLC36$15.1K0.01%+36New
Brown Brothers Harriman & Co37$15.5K0.00%−38−50.7%Reduced
Rachor Investment Advisory Services, LLC37$15.5K0.01%+37New
State of Wyoming38$15.9K0.00%−327−89.6%Reduced
Aventura Private Wealth, LLC41$17.2K0.01%−4−8.9%Reduced
MV Capital Management, Inc.42$17.6K0.00%00.0%Unchanged