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.
| 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 |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 36 | $8.81K | 0.00% | +36 | New |
| Bruce G. Allen Investments, LLC | 39 | $9.55K | 0.01% | −8−17.0% | Reduced |
| Fortitude Family Office, LLC | 40 | $9.79K | 0.00% | −29−42.0% | Reduced |
| Signature Equity Partners, LLC | 40 | $9.79K | 0.01% | +4+11.1% | Added |
| First Pacific Financial | 40 | $9.79K | 0.00% | +40 | New |
| Aventura Private Wealth, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 42 | $10.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 46 | $11.0K | 0.01% | −51−52.6% | Reduced |
| Medallion Wealth Advisors, LLC | 48 | $11.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $12.0K | 0.00% | +3+6.7% | Added |
| Osbon Capital Management LLC | 50 | $12.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $12.2K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $12.2K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 50 | $12.4K | 0.00% | −29−36.7% | Reduced |
| Zions Bancorporation, National Association | 52 | $12.7K | 0.00% | +7+15.6% | Added |
| 1015 Capital Partners, LLC | 53 | $13.0K | 0.01% | +51+2,550.0% | Added |
| CX Institutional | 53 | $13.0K | 0.00% | +53 | New |
| Legacy Bridge, LLC | 55 | $13.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 56 | $13.7K | 0.00% | −1,438−96.3% | Reduced |
| Tidemark, LLC | 56 | $13.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 58 | $14.2K | 0.00% | −42−42.0% | Reduced |
| Wealth Preservation Advisors, LLC | 59 | $14.4K | 0.01% | +59 | New |
| Root Financial Partners, LLC | 65 | $15.9K | 0.00% | −22−25.3% | Reduced |
| Raiffeisen Bank International AG | 72 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 69 | $17.0K | 0.00% | +42+155.6% | Added |
| RWM Asset Management, LLC | 70 | $17.1K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 67 | $17.9K | 0.00% | +1+1.5% | Added |
| Pittenger & Anderson Inc | 75 | $18.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $18.4K | 0.00% | +45+150.0% | Added |
| Gill Capital Partners, LLC | 75 | $18.4K | 0.01% | +75 | New |
| Schonfeld Strategic Advisors LLC | 77 | $18.8K | 0.00% | −79,485−99.9% | Reduced |
| Financial Avengers, Inc. | 80 | $19.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 84 | $20.6K | 0.00% | +51+154.5% | Added |
| Adirondack Trust Co | 88 | $21.5K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 93 | $22.8K | 0.00% | +93 | New |
| Huntington National Bank | 98 | $24.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 99 | $24.2K | 0.00% | +99 | New |
| Bank of Jackson Hole Trust | 100 | $24.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 101 | $24.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $26.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 109 | $26.7K | 0.00% | −3−2.7% | Reduced |
| Strategic Advocates LLC | 115 | $28.1K | 0.12% | −18−13.5% | Reduced |
| Elequin Capital LP | 117 | $28.6K | 0.00% | +117 | New |
| Murphy & Mullick Capital Management Corp | 118 | $28.9K | 0.02% | −2−1.7% | Reduced |
| S-Bank Fund Management Ltd | 123 | $30.1K | 0.00% | −5−3.9% | Reduced |
| Intentional Wealth Strategies, LLC | 123 | $30.1K | 0.03% | +123 | New |
| Abound Wealth Management | 125 | $30.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 122 | $30.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 128 | $31.3K | 0.01% | −9−6.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 129 | $31.6K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 140 | $34.3K | 0.00% | +140 | New |
| Napier Financial, LLC | 140 | $34.3K | 0.01% | +140 | New |
| Parkside Financial Bank & Trust | 140 | $34.3K | 0.00% | −13−8.5% | Reduced |
| Massmutual Trust Co FSB | 155 | $37.9K | 0.00% | +30+24.0% | Added |
| Vega Investment Solutions | 164 | $40.1K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 173 | $40.6K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 180 | $44.1K | 0.02% | −614−77.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 180 | $44.1K | 0.01% | +110+157.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 184 | $45.0K | 0.00% | −3−1.6% | Reduced |
| Rossby Financial, LCC | 185 | $46.1K | 0.01% | +20+12.1% | Added |
| WPG Advisers, LLC | 193 | $47.2K | 0.03% | −30−13.5% | Reduced |
| SJS Investment Consulting Inc. | 194 | $47.5K | 0.01% | −5−2.5% | Reduced |
| McGuire Capital Advisors Inc | 200 | $49.0K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $49.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 205 | $50.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 213 | $52.3K | 0.00% | −90−29.7% | Reduced |
| CVA Family Office, LLC | 215 | $52.6K | 0.01% | −20−8.5% | Reduced |
| Morse Asset Management, Inc | 220 | $53.8K | 0.01% | +200+1,000.0% | Added |
| First Horizon Corp | 222 | $54.3K | 0.00% | −3−1.3% | Reduced |
| Geneos Wealth Management Inc. | 234 | $57.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 242 | $59.2K | 0.00% | +32+15.2% | Added |
| GAMMA Investing LLC | 244 | $59.7K | 0.00% | −7−2.8% | Reduced |
| Golden State Equity Partners | 271 | $66.3K | 0.01% | +271 | New |
| Larson Financial Group LLC | 271 | $66.3K | 0.00% | +33+13.9% | Added |
| Basecamp Wealth Advisors LLC | 287 | $70.2K | 0.01% | +36+14.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $85.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 407 | $99.6K | 0.01% | −89−17.9% | Reduced |
| Meeder Asset Management Inc | 437 | $107.0K | 0.01% | +374+593.7% | Added |
| Smartleaf Asset Management LLC | 491 | $115.5K | 0.00% | −65−11.7% | Reduced |
| Quent Capital, LLC | 501 | $122.6K | 0.01% | −39−7.2% | Reduced |
| SRS Capital Advisors, Inc. | 472 | $124.4K | 0.00% | +96+25.5% | Added |
| True Wealth Design, LLC | 530 | $129.7K | 0.04% | +111+26.5% | Added |
| Quadrant Capital Group LLC | 531 | $130.0K | 0.00% | +28+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $136.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 621 | $152.0K | 0.02% | −565−47.6% | Reduced |
| Los Angeles Capital Management LLC | 646 | $158.1K | 0.00% | −52,710−98.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 664 | $162.5K | 0.00% | −1,840−73.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 802 | $196.3K | 0.00% | −446−35.7% | Reduced |
| Alphadyne Asset Management LP | 803 | $196.6K | 0.03% | +803 | New |
| GLOBALT Investments LLC | 818 | $200.2K | 0.01% | −60−6.8% | Reduced |
| Caerus Investment Advisors, LLC | 819 | $200.5K | 0.08% | +133+19.4% | Added |
| Diversify Wealth Management, LLC | 783 | $202.2K | 0.00% | +783 | New |
| Focus Financial Network, Inc. | 827 | $202.4K | 0.01% | +827 | New |
| We Are One Seven, LLC | 829 | $202.9K | 0.00% | +199+31.6% | Added |
| PCM Encore, LLC | 834 | $204.0K | 0.04% | +1+0.1% | Added |
| Hirtle Callaghan & Co LLC | 836 | $204.6K | 0.01% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 863 | $211.2K | 0.02% | +128+17.4% | Added |
| Employees Retirement System of Texas | 869 | $213.0K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 879 | $215.2K | 0.04% | +879 | New |
| Numerai GP LLC | 885 | $216.6K | 0.02% | +885 | New |