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, 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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 3,726 | $1.56M | 0.00% | +535+16.8% | Added |
| Capstone Triton Financial Group, LLC | 3,722 | $1.56M | 1.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,535 | $1.48M | 0.05% | −1,129−24.2% | Reduced |
| WJ Financial Advisors LLC | 3,527 | $1.48M | 1.32% | −4,921−58.3% | Reduced |
| Emerald Advisers, LLC | 3,523 | $1.48M | 0.05% | −119−3.3% | Reduced |
| Intech Investment Management LLC | 3,522 | $1.48M | 0.01% | −198−5.3% | Reduced |
| Brandywine Managers, LLC | 3,521 | $1.48M | 0.73% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,504 | $1.47M | 0.05% | +271+8.4% | Added |
| CIBC World Markets Inc. | 3,494 | $1.47M | 0.00% | +258+8.0% | Added |
| M&T Bank Corp | 3,490 | $1.46M | 0.00% | +914+35.5% | Added |
| Buckingham Strategic Partners | 3,485 | $1.46M | 0.02% | +604+21.0% | Added |
| Rakuten Investment Management, Inc. | 3,446 | $1.46M | 0.00% | −125,475−97.3% | Reduced |
| Lecap Asset Management Ltd | 3,417 | $1.43M | 0.57% | +818+31.5% | Added |
| Meiji Yasuda Life Insurance Co | 3,344 | $1.40M | 0.04% | 00.0% | Unchanged |
| Stance Capital LLC | 3,320 | $1.39M | 0.51% | +3,320 | New |
| Jones Financial Companies LLLP | 3,309 | $1.39M | 0.00% | +868+35.6% | Added |
| TD Private Client Wealth LLC | 3,206 | $1.35M | 0.03% | +3,089+2,640.2% | Added |
| QVT Financial LP | 3,205 | $1.35M | 0.13% | 00.0% | Unchanged |
| Quest Partners LLC | 3,161 | $1.33M | 0.07% | +83+2.7% | Added |
| Range Financial Group LLC | 3,131 | $1.31M | 0.45% | +3,131 | New |
| Independent Financial Group, LLC | 3,101 | $1.30M | 0.03% | −25−0.8% | Reduced |
| Independence Bank of Kentucky | 3,092 | $1.30M | 0.16% | −33−1.1% | Reduced |
| Gotham Asset Management, LLC | 3,086 | $1.30M | 0.00% | −2,323−42.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,049 | $1.28M | 0.21% | +3,049 | New |
| BFSG, LLC | 3,036 | $1.27M | 0.12% | +3,036 | New |
| The PNC Financial Services Group, Inc. | 3,034 | $1.27M | 0.00% | +406+15.4% | Added |
| 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 |
| Everence Capital Management Inc | 2,987 | $1.25M | 0.07% | −854−22.2% | Reduced |
| Keybank National Association | 2,984 | $1.25M | 0.00% | +732+32.5% | Added |
| Inscription Capital, LLC | 2,957 | $1.24M | 0.13% | −276−8.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 2,954 | $1.24M | 0.13% | +2,954 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,928 | $1.23M | 0.85% | +3,928 | New |
| Northwest & Ethical Investments L.P. | 2,850 | $1.20M | 0.03% | −2,680−48.5% | Reduced |
| Plato Investment Management Ltd | 2,839 | $1.20M | 0.08% | +1,152+68.3% | Added |
| Winton Group Ltd | 2,836 | $1.19M | 0.04% | −14,361−83.5% | Reduced |
| CIBC World Markets Corp | 2,823 | $1.18M | 0.01% | +2,823 | New |
| AE Wealth Management LLC | 2,820 | $1.18M | 0.01% | −162−5.4% | Reduced |
| 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 |
| North Dakota State Investment Board | 2,779 | $1.17M | 0.04% | +2,779 | New |
| Intellectus Partners, LLC | 2,769 | $1.16M | 0.22% | −696−20.1% | Reduced |
| Centiva Capital, LP | 2,767 | $1.16M | 0.07% | −15,502−84.9% | Reduced |
| Palacios Wealth Management, LLC | 2,763 | $1.16M | 0.89% | −26−0.9% | Reduced |
| Qtron Investments LLC | 2,760 | $1.16M | 0.15% | −185−6.3% | Reduced |
| Benjamin Edwards Inc | 2,756 | $1.16M | 0.01% | −210−7.1% | Reduced |
| E. Ohman J:or Asset Management AB | 2,739 | $1.15M | 0.03% | +239+9.6% | Added |
| CAPROCK Group, Inc. | 2,728 | $1.15M | 0.02% | −1,023−27.3% | Reduced |
| WBI Investments | 2,724 | $1.14M | 0.30% | +1,415+108.1% | Added |
| Teacher Retirement System of Texas | 2,692 | $1.13M | 0.00% | −8,008−74.8% | Reduced |
| FirstWave Capital Management LLC | 2,675 | $1.12M | 0.67% | +2,675 | New |
| Pier Capital, LLC | 2,617 | $1.10M | 0.18% | −1,502−36.5% | Reduced |
| Prosperity Wealth Management, Inc. | 2,555 | $1.07M | 0.36% | +305+13.6% | Added |
| Oak Thistle LLC | 2,542 | $1.07M | 0.15% | −3,053−54.6% | Reduced |
| Aigen Investment Management, LP | 2,519 | $1.06M | 0.24% | +762+43.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,504 | $1.05M | 0.01% | +1,734+225.2% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $1.05M | 0.06% | 00.0% | Unchanged |
| 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 |
| J. Safra Sarasin Holding AG | 2,470 | $1.04M | 0.02% | +2,470 | New |
| Vident Advisory, LLC | 2,463 | $1.03M | 0.01% | −528−17.7% | Reduced |
| Transatlantique Private Wealth LLC | 2,518 | $1.03M | 0.32% | +461+22.4% | Added |
| HighPoint Advisor Group LLC | 2,435 | $1.02M | 0.02% | +980+67.4% | Added |
| Pallas Capital Advisors LLC | 2,402 | $1.01M | 0.03% | +344+16.7% | Added |
| Scientech Research LLC | 2,390 | $1.00M | 0.63% | −3,075−56.3% | Reduced |
| Krilogy Financial LLC | 2,439 | $1.00M | 0.03% | −11−0.4% | Reduced |
| XTX Topco Ltd | 2,386 | $1.00M | 0.03% | +2,386 | New |
| Brevan Howard Capital Management LP | 2,369 | $994.2K | 0.02% | −3,108−56.7% | Reduced |
| SummitTX Capital, L.P. | 2,302 | $966.1K | 0.03% | +2,302 | New |
| Gsa Capital Partners LLP | 2,283 | $958.0K | 0.08% | −2,001−46.7% | Reduced |
| Van Eck Associates Corp | 2,253 | $946.0K | 0.00% | −162−6.7% | Reduced |
| Snowden Capital Advisors LLC | 2,212 | $928.4K | 0.02% | −326−12.8% | Reduced |
| Chicago Partners Investment Group LLC | 2,301 | $917.5K | 0.02% | −28−1.2% | Reduced |
| Commerce Bank | 2,183 | $916.2K | 0.01% | +207+10.5% | Added |
| Sivia Capital Partners, LLC | 2,175 | $912.8K | 0.18% | +679+45.4% | Added |
| Metis Global Partners, LLC | 2,163 | $907.8K | 0.02% | −966−30.9% | Reduced |
| Arkadios Wealth Advisors | 2,134 | $895.4K | 0.02% | −267−11.1% | Reduced |
| Centaurus Financial, Inc. | 2,117 | $888.0K | 0.04% | +98+4.9% | Added |
| Essential Partners LLC | 2,113 | $886.8K | 0.27% | +168+8.6% | Added |
| RSM US Wealth Management LLC | 2,086 | $878.7K | 0.01% | −63−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,093 | $878.0K | 0.00% | +658+45.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,075 | $870.9K | 0.06% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 2,070 | $868.8K | 0.14% | +50+2.5% | Added |
| GraniteShares Advisors LLC | 2,039 | $855.7K | 0.52% | +117+6.1% | Added |
| Pine Valley Investments Ltd Liability Co | 2,007 | $842.3K | 0.04% | −19−0.9% | Reduced |
| Park Avenue Securities LLC | 1,965 | $825.0K | 0.01% | +962+95.9% | Added |
| Aft, Forsyth & Company, Inc. | 1,965 | $824.7K | 0.36% | −25−1.3% | Reduced |
| 111 Capital | 1,946 | $816.7K | 0.18% | +47+2.5% | Added |
| Mission Wealth Management, LP | 1,939 | $813.8K | 0.02% | +1,939 | New |
| Perpetual Ltd | 1,914 | $803.3K | 0.01% | +1,914 | New |
| Sequoia Financial Advisors, LLC | 1,914 | $803.1K | 0.00% | +819+74.8% | Added |
| Guggenheim Capital LLC | 1,910 | $801.6K | 0.01% | −1,002−34.4% | Reduced |
| Cresset Asset Management, LLC | 1,891 | $793.7K | 0.00% | −447−19.1% | Reduced |
| Leonteq Securities AG | 1,870 | $784.8K | 0.04% | +162+9.5% | Added |
| Washington Capital Management Inc | 1,850 | $776.4K | 0.63% | −750−28.8% | Reduced |
| Worthington Financial Partners, LLC | 1,825 | $765.9K | 0.68% | +1,825 | New |
| Ronald Blue Trust, Inc. | 1,822 | $764.7K | 0.01% | −232−11.3% | Reduced |
| Avestar Capital, LLC | 1,808 | $758.8K | 0.05% | −16−0.9% | Reduced |
| Catalytic Wealth RIA, LLC | 1,807 | $758.4K | 0.03% | −486−21.2% | Reduced |