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, 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Awm Capital, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Impact Investors, Inc | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| BXM Wealth LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| TABR Capital Management, LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| DLK Investment Management, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Index Technologies Group LLC | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Herbst Group, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Tufton Capital Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| MN Wealth Advisors, LLC | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| J. Team Financial, Inc. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Impact Capital Partners LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Northside Capital Management, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| All Terrain Financial Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Nalls Sherbakoff Group, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| SBI Okasan Asset Management Co.Ltd. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Navigoe, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |