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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
Fifth Third Bancorp540$226.6K0.00%−3−0.6%Reduced
Quent Capital, LLC540$226.6K0.02%+3+0.6%Added
Hilltop Holdings Inc.542$227.5K0.01%+542New
C M Bidwell & Associates Ltd543$227.9K0.11%+65+13.6%Added
Journey Retirement Planning & Investment Management LLC543$227.9K0.05%+543New
J. Team Financial, Inc.545$228.7K0.23%+545New
DSM Capital Partners LLC547$229.6K0.00%+547New
Evoke Wealth, LLC548$230.0K0.00%+548New
Archetype Wealth Partners553$232.0K0.03%−506−47.8%Reduced
Optas, LLC555$232.9K0.04%+555New
Livforsakringsbolaget Skandia, Omsesidigt558$234.2K0.01%00.0%Unchanged
Smartleaf Asset Management LLC556$234.2K0.01%+99+21.7%Added
Bridgewater Associates, LP560$235.0K0.00%+560New
R Squared Ltd560$235.0K0.11%+560New
Virtue Capital Management, LLC589$235.4K0.04%+589New
TCG Advisory Services, LLC566$237.5K0.01%+566New
Stratos Wealth Partners, LTD.571$240.0K0.00%−134−19.0%Reduced
E&G Advisors, LP580$243.4K0.05%+580New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management580$243.4K0.00%+580New
MN Wealth Advisors, LLC581$243.8K0.12%−872−60.0%Reduced
Wealth Alliance583$244.7K0.02%+583New
GeoWealth Management, LLC583$244.8K0.01%+583New
PAX Financial Group, LLC595$249.7K0.04%+595New
Tufton Capital Management600$251.0K0.04%+600New
Herbst Group, LLC600$251.8K0.15%+600New
Index Technologies Group LLC602$252.7K0.26%+602New
Verus Capital Partners, LLC603$253.1K0.02%+603New
Mirabella Financial Services LLP617$258.9K0.02%+617New
Portside Wealth Group, LLC626$262.7K0.04%+626New
Ballentine Partners, LLC629$264.0K0.00%+629New
We Are One Seven, LLC630$264.4K0.01%+630New
DLK Investment Management, LLC630$264.4K0.10%+630New
Bridges Investment Management Inc643$269.9K0.00%+643New
Ashton Thomas Private Wealth, LLC645$270.7K0.01%+645New
Baker Avenue Asset Management, LP650$272.8K0.01%−15−2.3%Reduced
Machina Capital S.A.S.656$275.3K0.05%−2,595−79.8%Reduced
Miracle Mile Advisors, LLC659$276.6K0.00%+659New
IPG Investment Advisors LLC670$281.2K0.05%+670New
Lotus Technology Management, LP670$281.2K0.16%+670New
Values First Advisors, Inc.675$283.3K0.15%+675New
Brown Advisory Inc676$283.7K0.00%−668−49.7%Reduced
Parcion Private Wealth LLC686$287.9K0.02%+686New
Caerus Investment Advisors, LLC686$287.9K0.10%+686New
AlphaCore Capital LLC689$289.2K0.01%+689New
NewEdge Wealth, LLC695$291.7K0.00%+695New
Lighthouse Investment Partners, LLC701$294.2K0.01%+701New
Ninepoint Partners LP708$297.1K0.04%+708New
Bayforest Capital Ltd710$298.0K0.22%−537−43.1%Reduced
180 Wealth Advisors, LLC712$298.7K0.03%−4−0.6%Reduced
Appleton Partners Inc712$299.0K0.02%00.0%Unchanged
Ausdal Financial Partners, Inc.713$299.4K0.01%+713New
Symmetry Peak Management LLC720$302.2K6.38%+720New
TABR Capital Management, LLC720$302.2K0.20%+720New
Royal Fund Management, LLC721$302.6K0.03%+721New
BXM Wealth LLC725$304.3K0.23%−125−14.7%Reduced
Counterpoint Mutual Funds LLC729$306.0K0.02%+729New
Everhart Financial Group, Inc.730$306.4K0.03%+730New
Convergence Investment Partners, LLC731$306.8K0.06%+731New
EP Wealth Advisors, LLC732$307.2K0.00%+732New
waypoint wealth counsel733$307.6K0.11%+14+1.9%Added
Ascent Wealth Partners, LLC735$308.5K0.04%+735New
Independent Advisor Alliance747$313.4K0.01%−23−3.0%Reduced
Americana Partners, LLC750$314.8K0.01%00.0%Unchanged
Moody Lynn & Lieberson, LLC762$319.8K0.02%+762New
Cigna Investments Inc765$321.0K0.05%+3+0.4%Added
Concentric Capital Strategies, LP773$324.4K0.02%−4,320−84.8%Reduced
Raleigh Capital Management Inc.775$325.3K0.12%+775New
Oversea-Chinese Banking CORP Ltd780$327.4K0.01%−127−14.0%Reduced
Venturi Wealth Management, LLC782$328.2K0.01%−116−12.9%Reduced
Savant Capital, LLC784$329.2K0.00%−47−5.7%Reduced
American Trust792$332.4K0.03%+97+14.0%Added
Rakuten Securities, Inc.794$333.2K0.11%+411+107.3%Added
Vise Technologies, Inc.807$338.9K0.01%+111+15.9%Added
Twin Peaks Wealth Advisors, LLC951$340.2K0.10%00.0%Unchanged
Impact Investors, Inc814$341.7K0.24%−61−7.0%Reduced
Awm Capital, LLC816$342.5K0.03%00.0%Unchanged
Transamerica Financial Advisors, Inc.816$342.5K0.03%+786+2,620.0%Added
New York Life Investment Management LLC819$343.7K0.00%−135−14.2%Reduced
Sym Financial Corp824$345.8K0.04%+50+6.5%Added
B.O.S.S. Retirement Advisors, LLC825$346.2K0.11%−1,319−61.5%Reduced
Clearstead Advisors, LLC826$346.7K0.00%+799+2,959.3%Added
Titleist Asset Management, LLC830$348.3K0.03%−414−33.3%Reduced
PCM Encore, LLC833$349.4K0.07%+833New
Hirtle Callaghan & Co LLC836$350.9K0.01%+836New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna837$351.3K0.13%+237+39.5%Added
Marex Group plc839$352.1K0.00%+839New
Crossmark Global Holdings, Inc.844$354.2K0.01%+179+26.9%Added
LifeWealth Investments, LLC850$356.7K0.11%+850New
ProShare Advisors LLC858$360.1K0.00%−662−43.6%Reduced
CoreCap Advisors, LLC858$360.1K0.01%+426+98.6%Added
Lido Advisors, LLC1,092$360.2K0.00%+36+3.4%Added
Resources Investment Advisors, LLC.864$362.6K0.00%+39+4.7%Added
Employees Retirement System of Texas869$365.0K0.00%00.0%Unchanged
Syon Capital LLC871$365.6K0.02%−38−4.2%Reduced
Left Brain Wealth Management, LLC875$367.2K0.13%−200−18.6%Reduced
GLOBALT Investments LLC878$368.5K0.01%−4−0.5%Reduced
Legacy Wealth Asset Management, LLC887$372.3K0.09%+887New
Concurrent Investment Advisors, LLC888$372.7K0.00%+888New
Wedmont Private Capital855$376.7K0.01%+53+6.6%Added
Fox Run Management, L.L.C.925$388.2K0.06%−645−41.1%Reduced