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Livermore
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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 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, Q1 2026

Institutional positions in MongoDB, Inc. as of Mar 31, 2026. 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
817
−83 vs. Q4 2025
Shares held
71.4M
+8.79M (+14.0%) vs. Q4 2025
Total value
$17.5B
−$8.75B (−33.3%) vs. Q4 2025
New holders
123
340 more added
Sold out
206
245 more reduced

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 817 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 heldQ1 2026: $17.5B
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, Q1 2026

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2025.

Institutions holding MDB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Measured Wealth Private Client Group, LLC0$690.00%0New
IMA Wealth, Inc.1$2440.00%00.0%Unchanged
Robinswood Financial LLC1$2440.00%+1New
Cullen/Frost Bankers, Inc.1$2450.00%−168−99.4%Reduced
Rachor Investment Advisory Services, LLC1$2450.00%−36−97.3%Reduced
Addison Advisors LLC1$2450.00%−3−75.0%Reduced
Quaker Wealth Management, LLC1$2450.00%−1−50.0%Reduced
Davis Capital Management1$2450.00%00.0%Unchanged
Atlantic Private Wealth, LLC1$2450.00%00.0%Unchanged
Seneschal Advisors, LLC1$2450.00%00.0%Unchanged
Highline Wealth Partners LLC1$2450.00%00.0%Unchanged
Kilter Group LLC1$2450.00%00.0%Unchanged
TopTier Wealth Management, LLC1$2450.00%+1New
Bay Harbor Wealth Management, LLC2$4890.00%−3−60.0%Reduced
North Star Investment Management Corp.2$4900.00%−9−81.8%Reduced
HFM Investment Advisors, LLC2$4900.00%−3−60.0%Reduced
Bare Financial Services, Inc2$4900.00%−1−33.3%Reduced
DecisionPoint Financial, LLC2$4900.00%00.0%Unchanged
Prosperity Bancshares Inc2$4900.00%00.0%Unchanged
AdvisorNet Financial, Inc2$4900.00%00.0%Unchanged
Copia Wealth Management2$4900.00%00.0%Unchanged
Horizon Investments, LLC2$4900.00%+1+100.0%Added
Retirement Wealth Solutions LLC2$4900.00%+2New
Sunrise Financial Services, LLC2$4900.00%+2New
Sunbelt Securities, Inc.3$7340.00%−9−75.0%Reduced
Atlas Capital Advisors LLC3$7340.00%00.0%Unchanged
Trust Co3$7340.00%00.0%Unchanged
Vermillion Wealth Management, Inc.3$7340.00%+3New
Wall Street Financial Group, Inc.3$7340.00%+3New
TFC Financial Management3$7350.00%00.0%Unchanged
PayPay Securities Corp3$7530.03%00.0%Unchanged
Caitlin John, LLC4$9790.00%00.0%Unchanged
Cheviot Value Management, LLC4$9790.00%00.0%Unchanged
Rialto Wealth Management, LLC4$9800.00%−2−33.3%Reduced
Prestige Wealth Management Group LLC4$9800.00%00.0%Unchanged
American Capital Advisory, LLC4$9800.00%+2+100.0%Added
Harvest Fund Management Co., Ltd4$1.00K0.00%−7,132−99.9%Reduced
Capital Analysts, LLC5$1.00K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.5$1.22K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC5$1.22K0.00%−1−16.7%Reduced
Johnson Financial Group, Inc.5$1.22K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.22K0.00%00.0%Unchanged
NBT Bank N A5$1.22K0.00%+5New
Kayne Anderson Rudnick Investment Management LLC5$1.33K0.00%−2−28.6%Reduced
Raleigh Capital Management Inc.6$1.47K0.00%−769−99.2%Reduced
Umb Bank N A6$1.47K0.00%−5−45.5%Reduced
DiNuzzo Private Wealth, Inc.6$1.47K0.00%00.0%Unchanged
ZRC Wealth Management, LLC6$1.47K0.00%+6New
RMG Wealth Management LLC5$1.47K0.00%+5New
Bogart Wealth, LLC7$1.71K0.00%−5−41.7%Reduced
Hughes Financial Services, LLC7$1.71K0.00%+1+16.7%Added
GHP Investment Advisors, Inc.8$1.96K0.00%−12−60.0%Reduced
Colonial Trust Co9$2.15K0.00%+9New
Raffa Wealth Management, LLC9$2.20K0.00%+1+12.5%Added
Berkshire Capital Holdings Inc10$2.45K0.00%−24,880−100.0%Reduced
Legacy Wealth Managment, LLC10$2.45K0.00%00.0%Unchanged
Sachetta, LLC10$2.45K0.00%+2+25.0%Added
Evolution Wealth Management Inc.10$2.45K0.00%+10New
Mather Group, LLC.11$2.69K0.00%+11New
First Command Advisory Services, Inc.11$2.69K0.00%+6+120.0%Added
Salem Investment Counselors Inc11$2.69K0.00%+11New
CoreCap Advisors, LLC13$3.18K0.00%−845−98.5%Reduced
Country Trust Bank13$3.18K0.00%00.0%Unchanged
Cromwell Holdings LLC13$3.18K0.00%+3+30.0%Added
Mascoma Wealth Management LLC15$3.67K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC15$3.67K0.00%+15New
HighMark Wealth Management LLC16$3.92K0.00%+16New
Private Wealth Management Group, LLC17$4.16K0.00%+17New
Lloyd Advisory Services, LLC.18$4.41K0.00%−31−63.3%Reduced
JFS Wealth Advisors, LLC18$4.41K0.00%−5−21.7%Reduced
Kingdom Financial Group LLC.18$4.41K0.00%00.0%Unchanged
Curio Wealth, LLC19$4.65K0.00%00.0%Unchanged
Cornerstone Financial Management LLC19$4.65K0.00%+4+26.7%Added
Sound Income Strategies, LLC20$4.99K0.00%−4−16.7%Reduced
Ancora Advisors, LLC21$5.14K0.00%+21New
Strategic Investment Solutions, Inc.22$5.38K0.00%00.0%Unchanged
Noble Wealth Management PBC22$5.38K0.00%+22New
SHP Wealth Management22$5.51K0.00%+7+46.7%Added
Bell Investment Advisors, Inc23$5.63K0.00%−7−23.3%Reduced
State of Wyoming24$5.87K0.00%−14−36.8%Reduced
Arlington Trust Co LLC26$6.36K0.00%00.0%Unchanged
Private Trust Co NA27$6.61K0.00%+20+285.7%Added
Darwin Advisors, LLC28$6.85K0.00%+9+47.4%Added
Keating Financial Advisory Services, Inc.28$6.85K0.00%−5−15.2%Reduced
Avion Wealth29$7.00K0.00%00.0%Unchanged
Creative Financial Designs Inc30$7.34K0.00%00.0%Unchanged
Eastern Bank30$7.34K0.00%00.0%Unchanged
Main Street Group, LTD30$7.34K0.00%+30New
MV Capital Management, Inc.30$7.34K0.00%−12−28.6%Reduced
Tradewinds Capital Management, LLC31$7.59K0.00%00.0%Unchanged
Aspect Partners, LLC31$7.59K0.00%+8+34.8%Added
Activest Wealth Management31$7.59K0.00%+13+72.2%Added
MJT & Associates Financial Advisory Group, Inc.31$7.59K0.01%+31New
Whipplewood Advisors, LLC32$7.83K0.00%+32New
Brown, Lisle/Cummings, Inc.33$8.08K0.00%+33New
UMA Financial Services, Inc.33$8.08K0.00%−15−31.3%Reduced
Salomon & Ludwin, LLC32$8.10K0.00%00.0%Unchanged
LRI Investments, LLC33$8.14K0.00%+5+17.9%Added
Horizon Financial Services, LLC35$8.57K0.00%+35New
Brown Brothers Harriman & Co36$8.81K0.00%−1−2.7%Reduced