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 |
|---|---|---|---|---|---|
| Pembroke Management, LTD | 1,671 | $701.3K | 0.07% | +84+5.3% | Added |
| IFP Advisors, Inc | 1,672 | $701.7K | 0.02% | −225−11.9% | Reduced |
| Clark Financial Services Group Inc | 1,669 | $702.3K | 0.37% | +25+1.5% | Added |
| HM Payson & Co | 1,674 | $702.6K | 0.01% | 00.0% | Unchanged |
| Braeburn Wealth Management LLC | 1,677 | $703.8K | 0.36% | +1,677 | New |
| Versor Investments LP | 1,684 | $706.8K | 0.11% | +1,684 | New |
| Carnegie Capital Asset Management, LLC | 1,704 | $715.2K | 0.01% | −18−1.0% | Reduced |
| Farther Finance Advisors, LLC | 1,719 | $721.5K | 0.01% | +693+67.5% | Added |
| Meridian Investment Counsel Inc. | 1,742 | $731.1K | 0.18% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,744 | $731.9K | 0.09% | +1,744 | New |
| Thrivent Financial for Lutherans | 1,747 | $733.0K | 0.00% | +1,747 | New |
| Sherman Porfolios, LLC | 1,747 | $733.2K | 0.05% | +1,747 | New |
| Wedbush Securities Inc | 1,754 | $736.0K | 0.02% | −337−16.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,756 | $737.4K | 0.00% | +50+2.9% | Added |
| Catalytic Wealth RIA, LLC | 1,807 | $758.4K | 0.03% | −486−21.2% | Reduced |
| Avestar Capital, LLC | 1,808 | $758.8K | 0.05% | −16−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,822 | $764.7K | 0.01% | −232−11.3% | Reduced |
| Worthington Financial Partners, LLC | 1,825 | $765.9K | 0.68% | +1,825 | New |
| Washington Capital Management Inc | 1,850 | $776.4K | 0.63% | −750−28.8% | Reduced |
| Leonteq Securities AG | 1,870 | $784.8K | 0.04% | +162+9.5% | Added |
| Cresset Asset Management, LLC | 1,891 | $793.7K | 0.00% | −447−19.1% | Reduced |
| Guggenheim Capital LLC | 1,910 | $801.6K | 0.01% | −1,002−34.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,914 | $803.1K | 0.00% | +819+74.8% | Added |
| Perpetual Ltd | 1,914 | $803.3K | 0.01% | +1,914 | New |
| Mission Wealth Management, LP | 1,939 | $813.8K | 0.02% | +1,939 | New |
| 111 Capital | 1,946 | $816.7K | 0.18% | +47+2.5% | Added |
| Aft, Forsyth & Company, Inc. | 1,965 | $824.7K | 0.36% | −25−1.3% | Reduced |
| Park Avenue Securities LLC | 1,965 | $825.0K | 0.01% | +962+95.9% | Added |
| Pine Valley Investments Ltd Liability Co | 2,007 | $842.3K | 0.04% | −19−0.9% | Reduced |
| GraniteShares Advisors LLC | 2,039 | $855.7K | 0.52% | +117+6.1% | Added |
| Polymer Capital Management (HK) LTD | 2,070 | $868.8K | 0.14% | +50+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,075 | $870.9K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,093 | $878.0K | 0.00% | +658+45.9% | Added |
| RSM US Wealth Management LLC | 2,086 | $878.7K | 0.01% | −63−2.9% | Reduced |
| Essential Partners LLC | 2,113 | $886.8K | 0.27% | +168+8.6% | Added |
| Centaurus Financial, Inc. | 2,117 | $888.0K | 0.04% | +98+4.9% | Added |
| Arkadios Wealth Advisors | 2,134 | $895.4K | 0.02% | −267−11.1% | Reduced |
| Metis Global Partners, LLC | 2,163 | $907.8K | 0.02% | −966−30.9% | Reduced |
| Sivia Capital Partners, LLC | 2,175 | $912.8K | 0.18% | +679+45.4% | Added |
| Commerce Bank | 2,183 | $916.2K | 0.01% | +207+10.5% | Added |
| Chicago Partners Investment Group LLC | 2,301 | $917.5K | 0.02% | −28−1.2% | Reduced |
| Snowden Capital Advisors LLC | 2,212 | $928.4K | 0.02% | −326−12.8% | Reduced |
| Van Eck Associates Corp | 2,253 | $946.0K | 0.00% | −162−6.7% | Reduced |
| Gsa Capital Partners LLP | 2,283 | $958.0K | 0.08% | −2,001−46.7% | Reduced |
| SummitTX Capital, L.P. | 2,302 | $966.1K | 0.03% | +2,302 | New |
| Brevan Howard Capital Management LP | 2,369 | $994.2K | 0.02% | −3,108−56.7% | Reduced |
| XTX Topco Ltd | 2,386 | $1.00M | 0.03% | +2,386 | New |
| Krilogy Financial LLC | 2,439 | $1.00M | 0.03% | −11−0.4% | Reduced |
| Scientech Research LLC | 2,390 | $1.00M | 0.63% | −3,075−56.3% | Reduced |
| Pallas Capital Advisors LLC | 2,402 | $1.01M | 0.03% | +344+16.7% | Added |
| HighPoint Advisor Group LLC | 2,435 | $1.02M | 0.02% | +980+67.4% | Added |
| Transatlantique Private Wealth LLC | 2,518 | $1.03M | 0.32% | +461+22.4% | Added |
| Vident Advisory, LLC | 2,463 | $1.03M | 0.01% | −528−17.7% | Reduced |
| J. Safra Sarasin Holding AG | 2,470 | $1.04M | 0.02% | +2,470 | New |
| Belpointe Asset Management LLC | 2,482 | $1.04M | 0.04% | +1,362+121.6% | Added |
| Fortis Capital Advisors, LLC | 2,482 | $1.04M | 0.15% | +2,482 | New |
| LBMC Investment Advisors, LLC | 2,500 | $1.05M | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,504 | $1.05M | 0.01% | +1,734+225.2% | Added |
| Aigen Investment Management, LP | 2,519 | $1.06M | 0.24% | +762+43.4% | Added |
| Oak Thistle LLC | 2,542 | $1.07M | 0.15% | −3,053−54.6% | Reduced |
| Prosperity Wealth Management, Inc. | 2,555 | $1.07M | 0.36% | +305+13.6% | Added |
| Pier Capital, LLC | 2,617 | $1.10M | 0.18% | −1,502−36.5% | Reduced |
| FirstWave Capital Management LLC | 2,675 | $1.12M | 0.67% | +2,675 | New |
| Teacher Retirement System of Texas | 2,692 | $1.13M | 0.00% | −8,008−74.8% | Reduced |
| WBI Investments | 2,724 | $1.14M | 0.30% | +1,415+108.1% | Added |
| CAPROCK Group, Inc. | 2,728 | $1.15M | 0.02% | −1,023−27.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,739 | $1.15M | 0.03% | +239+9.6% | Added |
| Benjamin Edwards Inc | 2,756 | $1.16M | 0.01% | −210−7.1% | Reduced |
| Qtron Investments LLC | 2,760 | $1.16M | 0.15% | −185−6.3% | Reduced |
| Palacios Wealth Management, LLC | 2,763 | $1.16M | 0.89% | −26−0.9% | Reduced |
| Centiva Capital, LP | 2,767 | $1.16M | 0.07% | −15,502−84.9% | Reduced |
| Intellectus Partners, LLC | 2,769 | $1.16M | 0.22% | −696−20.1% | Reduced |
| North Dakota State Investment Board | 2,779 | $1.17M | 0.04% | +2,779 | New |
| Perigon Wealth Management, LLC | 2,797 | $1.17M | 0.02% | +77+2.8% | Added |
| Highland Capital Management, LLC | 2,797 | $1.17M | 0.06% | +2,797 | New |
| AE Wealth Management LLC | 2,820 | $1.18M | 0.01% | −162−5.4% | Reduced |
| CIBC World Markets Corp | 2,823 | $1.18M | 0.01% | +2,823 | New |
| Winton Group Ltd | 2,836 | $1.19M | 0.04% | −14,361−83.5% | Reduced |
| Plato Investment Management Ltd | 2,839 | $1.20M | 0.08% | +1,152+68.3% | Added |
| Northwest & Ethical Investments L.P. | 2,850 | $1.20M | 0.03% | −2,680−48.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,928 | $1.23M | 0.85% | +3,928 | New |
| Pinkerton Retirement Specialists, LLC | 2,954 | $1.24M | 0.13% | +2,954 | New |
| Inscription Capital, LLC | 2,957 | $1.24M | 0.13% | −276−8.5% | Reduced |
| Keybank National Association | 2,984 | $1.25M | 0.00% | +732+32.5% | Added |
| Everence Capital Management Inc | 2,987 | $1.25M | 0.07% | −854−22.2% | Reduced |
| SBI Securities Co., Ltd. | 3,000 | $1.26M | 0.03% | −106−3.4% | Reduced |
| Greenland Capital Management LP | 3,000 | $1.26M | 0.18% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3,000 | $1.26M | 0.14% | +3,000 | New |
| The PNC Financial Services Group, Inc. | 3,034 | $1.27M | 0.00% | +406+15.4% | Added |
| BFSG, LLC | 3,036 | $1.27M | 0.12% | +3,036 | New |
| Capital Group Investment Management Pte. Ltd. | 3,049 | $1.28M | 0.21% | +3,049 | New |
| Gotham Asset Management, LLC | 3,086 | $1.30M | 0.00% | −2,323−42.9% | Reduced |
| Independence Bank of Kentucky | 3,092 | $1.30M | 0.16% | −33−1.1% | Reduced |
| Independent Financial Group, LLC | 3,101 | $1.30M | 0.03% | −25−0.8% | Reduced |
| Range Financial Group LLC | 3,131 | $1.31M | 0.45% | +3,131 | New |
| Quest Partners LLC | 3,161 | $1.33M | 0.07% | +83+2.7% | Added |
| QVT Financial LP | 3,205 | $1.35M | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,206 | $1.35M | 0.03% | +3,089+2,640.2% | Added |
| Jones Financial Companies LLLP | 3,309 | $1.39M | 0.00% | +868+35.6% | Added |
| Stance Capital LLC | 3,320 | $1.39M | 0.51% | +3,320 | New |