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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 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.

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
Custom Index Systems, LLC997$418.4K0.18%−477−32.4%Reduced
Palumbo Wealth Management LLC995$417.6K0.10%+85+9.3%Added
Dara Capital US, Inc.989$415.1K0.37%+989New
Umpqua Bank984$413.0K0.11%+984New
Atomi Financial Group, Inc.972$407.9K0.01%+302+45.1%Added
Principal Securities, Inc.969$406.7K0.01%+829+592.1%Added
Sandler Capital Management969$406.7K0.18%+969New
Moran Wealth Management, LLC963$404.2K0.01%+74+8.3%Added
Pensionmark Financial Group, LLC959$402.5K0.01%+9+0.9%Added
Janney Montgomery Scott LLC955$401.0K0.00%+955New
Yousif Capital Management, LLC1,042$401.0K0.00%+24+2.4%Added
Tanager Wealth Management LLP940$394.5K0.04%+13+1.4%Added
Accurate Wealth Management, LLC961$392.4K0.05%+961New
Savvy Advisors, Inc.928$389.5K0.01%+44+5.0%Added
Fox Run Management, L.L.C.925$388.2K0.06%−645−41.1%Reduced
Wedmont Private Capital855$376.7K0.01%+53+6.6%Added
Concurrent Investment Advisors, LLC888$372.7K0.00%+888New
Legacy Wealth Asset Management, LLC887$372.3K0.09%+887New
GLOBALT Investments LLC878$368.5K0.01%−4−0.5%Reduced
Left Brain Wealth Management, LLC875$367.2K0.13%−200−18.6%Reduced
Syon Capital LLC871$365.6K0.02%−38−4.2%Reduced
Employees Retirement System of Texas869$365.0K0.00%00.0%Unchanged
Resources Investment Advisors, LLC.864$362.6K0.00%+39+4.7%Added
Lido Advisors, LLC1,092$360.2K0.00%+36+3.4%Added
ProShare Advisors LLC858$360.1K0.00%−662−43.6%Reduced
CoreCap Advisors, LLC858$360.1K0.01%+426+98.6%Added
LifeWealth Investments, LLC850$356.7K0.11%+850New
Crossmark Global Holdings, Inc.844$354.2K0.01%+179+26.9%Added
Marex Group plc839$352.1K0.00%+839New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna837$351.3K0.13%+237+39.5%Added
Hirtle Callaghan & Co LLC836$350.9K0.01%+836New
PCM Encore, LLC833$349.4K0.07%+833New
Titleist Asset Management, LLC830$348.3K0.03%−414−33.3%Reduced
Clearstead Advisors, LLC826$346.7K0.00%+799+2,959.3%Added
B.O.S.S. Retirement Advisors, LLC825$346.2K0.11%−1,319−61.5%Reduced
Sym Financial Corp824$345.8K0.04%+50+6.5%Added
New York Life Investment Management LLC819$343.7K0.00%−135−14.2%Reduced
Awm Capital, LLC816$342.5K0.03%00.0%Unchanged
Transamerica Financial Advisors, Inc.816$342.5K0.03%+786+2,620.0%Added
Impact Investors, Inc814$341.7K0.24%−61−7.0%Reduced
Twin Peaks Wealth Advisors, LLC951$340.2K0.10%00.0%Unchanged
Vise Technologies, Inc.807$338.9K0.01%+111+15.9%Added
Rakuten Securities, Inc.794$333.2K0.11%+411+107.3%Added
American Trust792$332.4K0.03%+97+14.0%Added
Savant Capital, LLC784$329.2K0.00%−47−5.7%Reduced
Venturi Wealth Management, LLC782$328.2K0.01%−116−12.9%Reduced
Oversea-Chinese Banking CORP Ltd780$327.4K0.01%−127−14.0%Reduced
Raleigh Capital Management Inc.775$325.3K0.12%+775New
Concentric Capital Strategies, LP773$324.4K0.02%−4,320−84.8%Reduced
Cigna Investments Inc765$321.0K0.05%+3+0.4%Added
Moody Lynn & Lieberson, LLC762$319.8K0.02%+762New
Americana Partners, LLC750$314.8K0.01%00.0%Unchanged
Independent Advisor Alliance747$313.4K0.01%−23−3.0%Reduced
Ascent Wealth Partners, LLC735$308.5K0.04%+735New
waypoint wealth counsel733$307.6K0.11%+14+1.9%Added
EP Wealth Advisors, LLC732$307.2K0.00%+732New
Convergence Investment Partners, LLC731$306.8K0.06%+731New
Everhart Financial Group, Inc.730$306.4K0.03%+730New
Counterpoint Mutual Funds LLC729$306.0K0.02%+729New
BXM Wealth LLC725$304.3K0.23%−125−14.7%Reduced
Royal Fund Management, LLC721$302.6K0.03%+721New
Symmetry Peak Management LLC720$302.2K6.38%+720New
TABR Capital Management, LLC720$302.2K0.20%+720New
Ausdal Financial Partners, Inc.713$299.4K0.01%+713New
Appleton Partners Inc712$299.0K0.02%00.0%Unchanged
180 Wealth Advisors, LLC712$298.7K0.03%−4−0.6%Reduced
Bayforest Capital Ltd710$298.0K0.22%−537−43.1%Reduced
Ninepoint Partners LP708$297.1K0.04%+708New
Lighthouse Investment Partners, LLC701$294.2K0.01%+701New
NewEdge Wealth, LLC695$291.7K0.00%+695New
AlphaCore Capital LLC689$289.2K0.01%+689New
Parcion Private Wealth LLC686$287.9K0.02%+686New
Caerus Investment Advisors, LLC686$287.9K0.10%+686New
Brown Advisory Inc676$283.7K0.00%−668−49.7%Reduced
Values First Advisors, Inc.675$283.3K0.15%+675New
IPG Investment Advisors LLC670$281.2K0.05%+670New
Lotus Technology Management, LP670$281.2K0.16%+670New
Miracle Mile Advisors, LLC659$276.6K0.00%+659New
Machina Capital S.A.S.656$275.3K0.05%−2,595−79.8%Reduced
Baker Avenue Asset Management, LP650$272.8K0.01%−15−2.3%Reduced
Ashton Thomas Private Wealth, LLC645$270.7K0.01%+645New
Bridges Investment Management Inc643$269.9K0.00%+643New
We Are One Seven, LLC630$264.4K0.01%+630New
DLK Investment Management, LLC630$264.4K0.10%+630New
Ballentine Partners, LLC629$264.0K0.00%+629New
Portside Wealth Group, LLC626$262.7K0.04%+626New
Mirabella Financial Services LLP617$258.9K0.02%+617New
Verus Capital Partners, LLC603$253.1K0.02%+603New
Index Technologies Group LLC602$252.7K0.26%+602New
Herbst Group, LLC600$251.8K0.15%+600New
Tufton Capital Management600$251.0K0.04%+600New
PAX Financial Group, LLC595$249.7K0.04%+595New
GeoWealth Management, LLC583$244.8K0.01%+583New
Wealth Alliance583$244.7K0.02%+583New
MN Wealth Advisors, LLC581$243.8K0.12%−872−60.0%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management580$243.4K0.00%+580New
E&G Advisors, LP580$243.4K0.05%+580New
Stratos Wealth Partners, LTD.571$240.0K0.00%−134−19.0%Reduced
TCG Advisory Services, LLC566$237.5K0.01%+566New
Virtue Capital Management, LLC589$235.4K0.04%+589New