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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
Bridgewater Associates, LP560$235.0K0.00%+560New
R Squared Ltd560$235.0K0.11%+560New
Smartleaf Asset Management LLC556$234.2K0.01%+99+21.7%Added
Livforsakringsbolaget Skandia, Omsesidigt558$234.2K0.01%00.0%Unchanged
Optas, LLC555$232.9K0.04%+555New
Archetype Wealth Partners553$232.0K0.03%−506−47.8%Reduced
Evoke Wealth, LLC548$230.0K0.00%+548New
DSM Capital Partners LLC547$229.6K0.00%+547New
J. Team Financial, Inc.545$228.7K0.23%+545New
C M Bidwell & Associates Ltd543$227.9K0.11%+65+13.6%Added
Journey Retirement Planning & Investment Management LLC543$227.9K0.05%+543New
Hilltop Holdings Inc.542$227.5K0.01%+542New
Fifth Third Bancorp540$226.6K0.00%−3−0.6%Reduced
Quent Capital, LLC540$226.6K0.02%+3+0.6%Added
McGlone Suttner Wealth Management, Inc.538$225.8K0.03%+538New
Prospera Financial Services Inc538$225.8K0.00%−476−46.9%Reduced
Evanson Asset Management, LLC537$225.4K0.01%−150−21.8%Reduced
Impact Capital Partners LLC536$225.0K0.07%+536New
Transcendent Capital Group LLC533$223.7K0.10%+533New
Concorde Asset Management, LLC529$222.0K0.09%+529New
Kingswood Wealth Advisors, LLC524$219.9K0.01%+524New
Northside Capital Management, LLC510$214.0K0.02%+510New
Teza Capital Management LLC510$214.0K0.69%+510New
Brookstone Capital Management503$211.2K0.00%+503New
Quadrant Capital Group LLC503$211.1K0.01%+2+0.4%Added
Peregrine Asset Advisers, Inc.500$209.8K0.06%+500New
All Terrain Financial Advisors, LLC500$209.8K0.06%+500New
V-Square Quantitative Management LLC496$208.2K0.02%+496New
Howard Bailey Securities, LLC495$207.7K0.08%+495New
Bayesian Capital Management, LP490$205.6K0.47%+490New
Howard Capital Management Inc.490$205.6K0.00%+490New
Kingsview Wealth Management, LLC487$204.4K0.00%+487New
Ostrum Asset Management481$201.9K0.01%−162−25.2%Reduced
David J Yvars Group478$200.6K0.11%+478New
HCR Wealth Advisors477$200.2K0.02%+477New
True Wealth Design, LLC419$175.9K0.05%+36+9.4%Added
Nalls Sherbakoff Group, LLC400$167.9K0.12%+100+33.3%Added
SRS Capital Advisors, Inc.376$157.8K0.00%−16,514−97.8%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP380$156.5K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.363$152.3K0.02%+363New
Laurel Wealth Advisors LLC303$127.2K0.02%+303New
Harbour Investments, Inc.303$127.2K0.00%+195+180.6%Added
Maxi Investments CY Ltd280$118.0K0.02%+280New
Hollencrest Capital Management275$115.4K0.00%+155+129.2%Added
GAMMA Investing LLC251$105.3K0.01%+80+46.8%Added
Basecamp Wealth Advisors LLC251$105.3K0.02%+251New
Larson Financial Group LLC238$99.9K0.00%+42+21.4%Added
CVA Family Office, LLC235$98.6K0.01%+1+0.4%Added
Geneos Wealth Management Inc.234$98.2K0.00%00.0%Unchanged
First Horizon Corp225$94.4K0.00%−16−6.6%Reduced
WPG Advisers, LLC223$93.6K0.07%+57+34.3%Added
MAI Capital Management213$89.3K0.00%+86+67.7%Added
NBC Securities, Inc.210$88.1K0.01%+210New
Whittier Trust Co of Nevada Inc200$87.2K0.00%−27−11.9%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA205$86.0K0.02%+145+241.7%Added
Close Asset Management Ltd200$84.0K0.00%00.0%Unchanged
McGuire Capital Advisors Inc200$83.9K0.05%+200New
SJS Investment Consulting Inc.199$83.5K0.01%+197+9,850.0%Added
Pinnacle Wealth Planning Services, Inc.187$78.5K0.01%+187New
SBI Okasan Asset Management Co.Ltd.180$76.2K0.00%+180New
Cullen/Frost Bankers, Inc.169$70.9K0.00%+146+634.8%Added
Rossby Financial, LCC165$69.2K0.02%+6+3.8%Added
Vega Investment Solutions164$68.8K0.01%+164New
Reflection Asset Management157$65.9K0.05%+157New
Parkside Financial Bank & Trust153$64.2K0.00%+12+8.5%Added
Quarry LP152$63.8K0.01%−248−62.0%Reduced
RiverPark Advisors, LLC147$61.7K0.02%−1−0.7%Reduced
Park Place Capital Corp137$57.5K0.01%+130+1,857.1%Added
Sankala Group LLC173$56.8K0.05%+173New
Strategic Advocates LLC133$56.0K0.01%−4−2.9%Reduced
Strategic Wealth Partners, Ltd.129$54.1K0.00%00.0%Unchanged
S-Bank Fund Management Ltd128$53.7K0.01%−35−21.5%Reduced
Massmutual Trust Co FSB125$52.5K0.00%+3+2.5%Added
Abound Wealth Management125$52.3K0.01%+1+0.8%Added
Murphy & Mullick Capital Management Corp120$50.4K0.04%+100+500.0%Added
Westside Investment Management, Inc.122$48.8K0.01%00.0%Unchanged
South State Corp.112$47.0K0.00%+3+2.8%Added
Truvestments Capital LLC101$42.4K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$42.0K0.00%00.0%Unchanged
Bank of Jackson Hole Trust100$42.0K0.02%00.0%Unchanged
Grove Bank & Trust100$42.0K0.00%+45+81.8%Added
Huntington National Bank98$41.1K0.00%+1+1.0%Added
Covestor Ltd97$41.0K0.02%−5−4.9%Reduced
Global Trust Asset Management, LLC90$37.8K0.01%+90New
Adirondack Trust Co88$36.9K0.01%00.0%Unchanged
Root Financial Partners, LLC87$36.5K0.00%+32+58.2%Added
Financial Avengers, Inc.80$33.6K0.01%00.0%Unchanged
International Assets Investment Management, LLC79$33.2K0.00%+79New
Pittenger & Anderson Inc75$31.5K0.00%00.0%Unchanged
Navigoe, LLC76$31.0K0.02%00.0%Unchanged
Raiffeisen Bank International AG72$30.3K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.70$29.4K0.00%+70New
Fortitude Family Office, LLC69$29.0K0.01%+3+4.5%Added
Central Pacific Bank - Trust Division66$27.7K0.00%+66New
Cornerstone Planning Group LLC66$27.1K0.00%+61+1,220.0%Added
Meeder Asset Management Inc63$26.4K0.00%+2+3.3%Added
SageView Advisory Group, LLC61$25.6K0.00%+61New
Tidemark, LLC56$23.5K0.01%00.0%Unchanged
Legacy Bridge, LLC55$23.1K0.01%+8+17.0%Added
Greenline Wealth Management LLC50$21.0K0.02%+50New