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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 1,756 | $737.4K | 0.00% | +50+2.9% | Added |
| Wedbush Securities Inc | 1,754 | $736.0K | 0.02% | −337−16.1% | Reduced |
| Sherman Porfolios, LLC | 1,747 | $733.2K | 0.05% | +1,747 | New |
| Thrivent Financial for Lutherans | 1,747 | $733.0K | 0.00% | +1,747 | New |
| Stanley-Laman Group, Ltd. | 1,744 | $731.9K | 0.09% | +1,744 | New |
| Meridian Investment Counsel Inc. | 1,742 | $731.1K | 0.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,719 | $721.5K | 0.01% | +693+67.5% | Added |
| Carnegie Capital Asset Management, LLC | 1,704 | $715.2K | 0.01% | −18−1.0% | Reduced |
| Versor Investments LP | 1,684 | $706.8K | 0.11% | +1,684 | New |
| Braeburn Wealth Management LLC | 1,677 | $703.8K | 0.36% | +1,677 | New |
| HM Payson & Co | 1,674 | $702.6K | 0.01% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,669 | $702.3K | 0.37% | +25+1.5% | Added |
| IFP Advisors, Inc | 1,672 | $701.7K | 0.02% | −225−11.9% | Reduced |
| Pembroke Management, LTD | 1,671 | $701.3K | 0.07% | +84+5.3% | Added |
| Change Path, LLC | 1,655 | $694.6K | 0.02% | +1,655 | New |
| MetLife Investment Management | 1,654 | $694.2K | 0.00% | −2,455−59.7% | Reduced |
| Allworth Financial LP | 1,654 | $694.0K | 0.00% | +487+41.7% | Added |
| Vestcor Inc | 1,644 | $690.0K | 0.02% | +230+16.3% | Added |
| Integrated Wealth Concepts LLC | 1,643 | $689.5K | 0.01% | −777−32.1% | Reduced |
| Davenport & Co LLC | 1,640 | $688.3K | 0.00% | −1,738−51.5% | Reduced |
| Kera Capital Partners, Inc. | 1,841 | $683.6K | 0.08% | −85−4.4% | Reduced |
| Prelude Capital Management, LLC | 1,627 | $682.8K | 0.05% | −3,406−67.7% | Reduced |
| Camden Capital, LLC | 1,612 | $676.9K | 0.04% | −58−3.5% | Reduced |
| Aaron Wealth Advisors | 1,611 | $676.1K | 0.04% | +450+38.8% | Added |
| 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 |
| Capstone Investment Advisors, LLC | 1,596 | $669.8K | 0.01% | −2,595−61.9% | Reduced |
| Natixis | 1,593 | $668.6K | 0.00% | −43,061−96.4% | Reduced |
| Joel Isaacson & Co., LLC | 1,584 | $664.8K | 0.02% | −250−13.6% | Reduced |
| Kestra Advisory Services, LLC | 1,582 | $663.8K | 0.00% | +437+38.2% | Added |
| Fieldview Capital Management, LLC | 1,571 | $659.3K | 0.11% | −5,956−79.1% | Reduced |
| Callan Family Office, LLC | 1,547 | $649.3K | 0.01% | +350+29.2% | Added |
| Atria Investments LLC | 1,544 | $648.0K | 0.01% | +852+123.1% | Added |
| Prudential PLC | 1,504 | $631.2K | 0.01% | −1,260−45.6% | Reduced |
| CastleKnight Management LP | 1,500 | $629.5K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,494 | $627.0K | 0.01% | −402,280−99.6% | Reduced |
| Woodline Partners LP | 1,488 | $624.5K | 0.00% | +1,488 | New |
| Cornerstone Select Advisors, LLC | 1,476 | $619.5K | 0.43% | +17+1.2% | Added |
| Laird Norton Trust Company, LLC | 1,470 | $616.9K | 0.01% | +1,470 | New |
| QRG Capital Management, Inc. | 1,439 | $604.1K | 0.01% | +483+50.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,427 | $598.9K | 0.00% | +1,427 | New |
| Volterra Technologies LP | 1,408 | $590.9K | 0.61% | +1,408 | New |
| Evolve Private Wealth, LLC | 1,407 | $590.5K | 0.03% | +1,407 | New |
| Princeton Capital Management LLC | 1,396 | $585.9K | 0.15% | −145−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,358 | $569.9K | 0.02% | +309+29.5% | Added |
| D.A. Davidson & Co. | 1,357 | $569.5K | 0.00% | +196+16.9% | Added |
| Q Fund Management (Hong Kong) Ltd | 1,350 | $566.6K | 0.53% | +1,350 | New |
| Warren Averett Asset Management, LLC | 1,347 | $565.3K | 0.00% | +338+33.5% | Added |
| Azzad Asset Management Inc | 1,342 | $563.1K | 0.06% | −34−2.5% | Reduced |
| EMC Capital Management | 1,370 | $559.0K | 0.25% | −1,000−42.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,331 | $558.6K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,313 | $551.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,312 | $550.6K | 0.07% | −65−4.7% | Reduced |
| Capital Performance Advisors LLP | 1,263 | $530.0K | 0.04% | +1,263 | New |
| Signaturefd, LLC | 1,258 | $528.1K | 0.01% | +133+11.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,248 | $523.8K | 0.00% | +393+46.0% | Added |
| Axxcess Wealth Management, LLC | 1,247 | $523.4K | 0.01% | −115−8.4% | Reduced |
| Colonial River Wealth Management, LLC | 1,244 | $522.1K | 0.19% | −118−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,240 | $520.4K | 0.00% | +188+17.9% | Added |
| TCW Group Inc | 1,236 | $518.7K | 0.00% | +1,236 | New |
| Frank, Rimerman Advisors LLC | 1,222 | $512.9K | 0.03% | +1+0.1% | Added |
| Forum Financial Management, LP | 1,218 | $511.2K | 0.01% | +1+0.1% | Added |
| Coldstream Capital Management Inc | 1,211 | $508.2K | 0.01% | +339+38.9% | Added |
| Westpac Banking Corp | 1,209 | $507.4K | 0.03% | +999+475.7% | Added |
| Voleon Capital Management LP | 1,199 | $503.2K | 0.01% | +1,199 | New |
| Ascent Group, LLC | 1,194 | $501.1K | 0.02% | +101+9.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,186 | $497.8K | 0.08% | −92−7.2% | Reduced |
| Financial Perspectives, Inc | 1,172 | $491.9K | 0.13% | +475+68.1% | Added |
| Verdad Advisers, LP | 1,171 | $491.5K | 0.56% | +1,171 | New |
| 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 |
| Integrated Advisors Network LLC | 1,148 | $481.8K | 0.02% | +87+8.2% | Added |
| Siemens Fonds Invest GmbH | 1,142 | $481.0K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,120 | $470.1K | 0.00% | +178+18.9% | Added |
| NorthCrest Asset Manangement, LLC | 1,112 | $467.7K | 0.01% | +305+37.8% | Added |
| Two Sigma Securities, LLC | 1,104 | $463.3K | 0.06% | +1,104 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,101 | $462.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,098 | $461.1K | 0.01% | −110−9.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,086 | $455.8K | 0.00% | −441−28.9% | Reduced |
| Stephens Inc | 1,080 | $453.3K | 0.01% | +213+24.6% | Added |
| Moody National Bank Trust Division | 1,078 | $452.4K | 0.04% | −661−38.0% | Reduced |
| Skopos Labs, Inc. | 1,061 | $448.7K | 0.02% | +1,061 | New |
| SeaBridge Investment Advisors LLC | 1,068 | $448.2K | 0.07% | +72+7.2% | Added |
| Bridgewater Advisors Inc. | 1,176 | $445.5K | 0.03% | +17+1.5% | Added |
| DRW Securities, LLC | 1,059 | $444.5K | 0.03% | −20,659−95.1% | Reduced |
| Meeder Advisory Services, Inc. | 1,057 | $443.6K | 0.02% | +292+38.2% | Added |
| Clarius Group, LLC | 1,052 | $441.5K | 0.03% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,012 | $441.1K | 0.04% | −25−2.4% | Reduced |
| Shay Capital LLC | 1,050 | $440.7K | 0.07% | +1,050 | New |
| Keystone Investors Pte Ltd | 1,045 | $438.6K | 0.04% | −1,354−56.4% | Reduced |
| Norden Group LLC | 1,039 | $436.1K | 0.04% | +1,039 | New |
| Meridian Wealth Management, LLC | 1,030 | $432.3K | 0.02% | +1,030 | New |
| Dana Investment Advisors, Inc. | 1,030 | $432.3K | 0.01% | +1,030 | New |
| Waddell & Associates, LLC | 1,028 | $431.4K | 0.03% | +351+51.8% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,023 | $429.3K | 0.01% | +1,023 | New |
| Whittier Trust Co | 976 | $425.4K | 0.00% | +40+4.3% | Added |
| Transcend Wealth Collective, LLC | 1,011 | $424.3K | 0.03% | −297−22.7% | Reduced |
| Forefront Wealth Partners, LLC | 1,003 | $420.9K | 0.20% | +12+1.2% | Added |
| 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 |