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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 928 | $389.5K | 0.01% | +44+5.0% | Added |
| Accurate Wealth Management, LLC | 961 | $392.4K | 0.05% | +961 | New |
| Tanager Wealth Management LLP | 940 | $394.5K | 0.04% | +13+1.4% | Added |
| Yousif Capital Management, LLC | 1,042 | $401.0K | 0.00% | +24+2.4% | Added |
| Janney Montgomery Scott LLC | 955 | $401.0K | 0.00% | +955 | New |
| Pensionmark Financial Group, LLC | 959 | $402.5K | 0.01% | +9+0.9% | Added |
| Moran Wealth Management, LLC | 963 | $404.2K | 0.01% | +74+8.3% | Added |
| Principal Securities, Inc. | 969 | $406.7K | 0.01% | +829+592.1% | Added |
| Sandler Capital Management | 969 | $406.7K | 0.18% | +969 | New |
| Atomi Financial Group, Inc. | 972 | $407.9K | 0.01% | +302+45.1% | Added |
| Umpqua Bank | 984 | $413.0K | 0.11% | +984 | New |
| Dara Capital US, Inc. | 989 | $415.1K | 0.37% | +989 | New |
| Palumbo Wealth Management LLC | 995 | $417.6K | 0.10% | +85+9.3% | Added |
| Custom Index Systems, LLC | 997 | $418.4K | 0.18% | −477−32.4% | Reduced |
| Crewe Advisors LLC | 1,000 | $419.7K | 0.04% | −2−0.2% | Reduced |
| Praxis Capital Management LLC | 1,000 | $419.7K | 1.50% | +1,000 | New |
| Forefront Wealth Partners, LLC | 1,003 | $420.9K | 0.20% | +12+1.2% | Added |
| Transcend Wealth Collective, LLC | 1,011 | $424.3K | 0.03% | −297−22.7% | Reduced |
| Whittier Trust Co | 976 | $425.4K | 0.00% | +40+4.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,023 | $429.3K | 0.01% | +1,023 | New |
| Waddell & Associates, LLC | 1,028 | $431.4K | 0.03% | +351+51.8% | Added |
| Dana Investment Advisors, Inc. | 1,030 | $432.3K | 0.01% | +1,030 | New |
| Meridian Wealth Management, LLC | 1,030 | $432.3K | 0.02% | +1,030 | New |
| Norden Group LLC | 1,039 | $436.1K | 0.04% | +1,039 | New |
| Keystone Investors Pte Ltd | 1,045 | $438.6K | 0.04% | −1,354−56.4% | Reduced |
| Shay Capital LLC | 1,050 | $440.7K | 0.07% | +1,050 | New |
| Jackson Thornton Asset Management, LLC | 1,012 | $441.1K | 0.04% | −25−2.4% | Reduced |
| Clarius Group, LLC | 1,052 | $441.5K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,057 | $443.6K | 0.02% | +292+38.2% | Added |
| DRW Securities, LLC | 1,059 | $444.5K | 0.03% | −20,659−95.1% | Reduced |
| Bridgewater Advisors Inc. | 1,176 | $445.5K | 0.03% | +17+1.5% | Added |
| SeaBridge Investment Advisors LLC | 1,068 | $448.2K | 0.07% | +72+7.2% | Added |
| Skopos Labs, Inc. | 1,061 | $448.7K | 0.02% | +1,061 | New |
| Moody National Bank Trust Division | 1,078 | $452.4K | 0.04% | −661−38.0% | Reduced |
| Stephens Inc | 1,080 | $453.3K | 0.01% | +213+24.6% | Added |
| TD Waterhouse Canada Inc. | 1,086 | $455.8K | 0.00% | −441−28.9% | Reduced |
| Parallel Advisors, LLC | 1,098 | $461.1K | 0.01% | −110−9.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,101 | $462.1K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,104 | $463.3K | 0.06% | +1,104 | New |
| NorthCrest Asset Manangement, LLC | 1,112 | $467.7K | 0.01% | +305+37.8% | Added |
| HB Wealth Management, LLC | 1,120 | $470.1K | 0.00% | +178+18.9% | Added |
| Siemens Fonds Invest GmbH | 1,142 | $481.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,148 | $481.8K | 0.02% | +87+8.2% | Added |
| Emerald Mutual Fund Advisers Trust | 1,159 | $486.4K | 0.02% | +748+182.0% | Added |
| F/M Investments LLC | 1,159 | $486.4K | 0.02% | +1,159 | New |
| Verdad Advisers, LP | 1,171 | $491.5K | 0.56% | +1,171 | New |
| Financial Perspectives, Inc | 1,172 | $491.9K | 0.13% | +475+68.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,186 | $497.8K | 0.08% | −92−7.2% | Reduced |
| Ascent Group, LLC | 1,194 | $501.1K | 0.02% | +101+9.2% | Added |
| Voleon Capital Management LP | 1,199 | $503.2K | 0.01% | +1,199 | New |
| Westpac Banking Corp | 1,209 | $507.4K | 0.03% | +999+475.7% | Added |
| Coldstream Capital Management Inc | 1,211 | $508.2K | 0.01% | +339+38.9% | Added |
| Forum Financial Management, LP | 1,218 | $511.2K | 0.01% | +1+0.1% | Added |
| Frank, Rimerman Advisors LLC | 1,222 | $512.9K | 0.03% | +1+0.1% | Added |
| TCW Group Inc | 1,236 | $518.7K | 0.00% | +1,236 | New |
| Moneta Group Investment Advisors LLC | 1,240 | $520.4K | 0.00% | +188+17.9% | Added |
| Colonial River Wealth Management, LLC | 1,244 | $522.1K | 0.19% | −118−8.7% | Reduced |
| Axxcess Wealth Management, LLC | 1,247 | $523.4K | 0.01% | −115−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,248 | $523.8K | 0.00% | +393+46.0% | Added |
| Signaturefd, LLC | 1,258 | $528.1K | 0.01% | +133+11.8% | Added |
| Capital Performance Advisors LLP | 1,263 | $530.0K | 0.04% | +1,263 | New |
| Versant Capital Management, Inc | 1,312 | $550.6K | 0.07% | −65−4.7% | Reduced |
| Banque Pictet & Cie SA | 1,313 | $551.1K | 0.01% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 1,331 | $558.6K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 1,370 | $559.0K | 0.25% | −1,000−42.2% | Reduced |
| Azzad Asset Management Inc | 1,342 | $563.1K | 0.06% | −34−2.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,347 | $565.3K | 0.00% | +338+33.5% | Added |
| Q Fund Management (Hong Kong) Ltd | 1,350 | $566.6K | 0.53% | +1,350 | New |
| D.A. Davidson & Co. | 1,357 | $569.5K | 0.00% | +196+16.9% | Added |
| EverSource Wealth Advisors, LLC | 1,358 | $569.9K | 0.02% | +309+29.5% | Added |
| Princeton Capital Management LLC | 1,396 | $585.9K | 0.15% | −145−9.4% | Reduced |
| Evolve Private Wealth, LLC | 1,407 | $590.5K | 0.03% | +1,407 | New |
| Volterra Technologies LP | 1,408 | $590.9K | 0.61% | +1,408 | New |
| Envestnet Portfolio Solutions, Inc. | 1,427 | $598.9K | 0.00% | +1,427 | New |
| QRG Capital Management, Inc. | 1,439 | $604.1K | 0.01% | +483+50.5% | Added |
| Laird Norton Trust Company, LLC | 1,470 | $616.9K | 0.01% | +1,470 | New |
| Cornerstone Select Advisors, LLC | 1,476 | $619.5K | 0.43% | +17+1.2% | Added |
| Woodline Partners LP | 1,488 | $624.5K | 0.00% | +1,488 | New |
| Altshuler Shaham Ltd | 1,494 | $627.0K | 0.01% | −402,280−99.6% | Reduced |
| CastleKnight Management LP | 1,500 | $629.5K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 1,504 | $631.2K | 0.01% | −1,260−45.6% | Reduced |
| Atria Investments LLC | 1,544 | $648.0K | 0.01% | +852+123.1% | Added |
| Callan Family Office, LLC | 1,547 | $649.3K | 0.01% | +350+29.2% | Added |
| Fieldview Capital Management, LLC | 1,571 | $659.3K | 0.11% | −5,956−79.1% | Reduced |
| Kestra Advisory Services, LLC | 1,582 | $663.8K | 0.00% | +437+38.2% | Added |
| Joel Isaacson & Co., LLC | 1,584 | $664.8K | 0.02% | −250−13.6% | Reduced |
| Natixis | 1,593 | $668.6K | 0.00% | −43,061−96.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,596 | $669.8K | 0.01% | −2,595−61.9% | Reduced |
| Kazazian Asset Management, LLC | 1,600 | $671.5K | 0.71% | −35−2.1% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $671.5K | 0.00% | +300+23.1% | Added |
| Aaron Wealth Advisors | 1,611 | $676.1K | 0.04% | +450+38.8% | Added |
| Camden Capital, LLC | 1,612 | $676.9K | 0.04% | −58−3.5% | Reduced |
| Prelude Capital Management, LLC | 1,627 | $682.8K | 0.05% | −3,406−67.7% | Reduced |
| Kera Capital Partners, Inc. | 1,841 | $683.6K | 0.08% | −85−4.4% | Reduced |
| Davenport & Co LLC | 1,640 | $688.3K | 0.00% | −1,738−51.5% | Reduced |
| Integrated Wealth Concepts LLC | 1,643 | $689.5K | 0.01% | −777−32.1% | Reduced |
| Vestcor Inc | 1,644 | $690.0K | 0.02% | +230+16.3% | Added |
| Allworth Financial LP | 1,654 | $694.0K | 0.00% | +487+41.7% | Added |
| MetLife Investment Management | 1,654 | $694.2K | 0.00% | −2,455−59.7% | Reduced |
| Change Path, LLC | 1,655 | $694.6K | 0.02% | +1,655 | New |