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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 886 | $216.9K | 0.01% | −1,596−64.3% | Reduced |
| Crossmark Global Holdings, Inc. | 887 | $217.1K | 0.00% | +43+5.1% | Added |
| Moran Wealth Management, LLC | 893 | $218.6K | 0.01% | −70−7.3% | Reduced |
| ProShare Advisors LLC | 904 | $221.3K | 0.00% | +46+5.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 905 | $221.5K | 0.04% | +905 | New |
| Ostrum Asset Management | 909 | $222.5K | 0.01% | +428+89.0% | Added |
| Concurrent Investment Advisors, LLC | 910 | $222.7K | 0.00% | +22+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 925 | $226.5K | 0.01% | +925 | New |
| Legacy Wealth Asset Management, LLC | 926 | $226.7K | 0.06% | +39+4.4% | Added |
| Citizens Financial Group Inc | 938 | $229.5K | 0.00% | +938 | New |
| New York Life Investment Management LLC | 940 | $230.1K | 0.00% | +121+14.8% | Added |
| HighPoint Advisor Group LLC | 944 | $231.1K | 0.01% | −1,491−61.2% | Reduced |
| Tanager Wealth Management LLP | 945 | $231.3K | 0.02% | +5+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 947 | $231.8K | 0.01% | +947 | New |
| Twin Peaks Wealth Advisors, LLC | 955 | $233.8K | 0.06% | +4+0.4% | Added |
| Wedmont Private Capital | 942 | $235.8K | 0.01% | +87+10.2% | Added |
| Savvy Advisors, Inc. | 972 | $237.9K | 0.01% | +44+4.7% | Added |
| Norden Group LLC | 973 | $238.2K | 0.02% | −66−6.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 974 | $238.4K | 0.00% | +394+67.9% | Added |
| Crestwood Advisors Group LLC | 976 | $238.8K | 0.00% | +976 | New |
| Ascent Group, LLC | 994 | $243.3K | 0.01% | −200−16.8% | Reduced |
| Crewe Advisors LLC | 1,000 | $244.8K | 0.02% | 00.0% | Unchanged |
| Praxis Capital Management LLC | 1,000 | $244.8K | 0.57% | 00.0% | Unchanged |
| Sym Financial Corp | 1,017 | $248.9K | 0.02% | +193+23.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,023 | $250.4K | 0.01% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 1,024 | $250.6K | 0.24% | +35+3.5% | Added |
| Dana Investment Advisors, Inc. | 1,030 | $252.1K | 0.01% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,031 | $252.4K | 0.07% | +1,031 | New |
| Custom Index Systems, LLC | 1,032 | $252.6K | 0.11% | +35+3.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,037 | $253.8K | 0.00% | −294−22.1% | Reduced |
| Parcion Private Wealth LLC | 1,040 | $254.6K | 0.02% | +354+51.6% | Added |
| VestGen Advisors, LLC | 825 | $254.7K | 0.01% | +825 | New |
| Moneta Group Investment Advisors LLC | 1,042 | $255.1K | 0.00% | −198−16.0% | Reduced |
| Lido Advisors, LLC | 1,046 | $256.3K | 0.00% | −46−4.2% | Reduced |
| 180 Wealth Advisors, LLC | 1,049 | $256.7K | 0.03% | +337+47.3% | Added |
| Cornerstone Select Advisors, LLC | 1,049 | $256.8K | 0.16% | −427−28.9% | Reduced |
| Marex Group plc | 1,050 | $257.0K | 0.00% | +211+25.1% | Added |
| Jackson Thornton Asset Management, LLC | 1,144 | $258.5K | 0.02% | +132+13.0% | Added |
| Pensionmark Financial Group, LLC | 1,060 | $259.5K | 0.00% | +101+10.5% | Added |
| TD Waterhouse Canada Inc. | 1,042 | $259.5K | 0.00% | −44−4.1% | Reduced |
| Yousif Capital Management, LLC | 1,067 | $261.2K | 0.00% | +25+2.4% | Added |
| SeaBridge Investment Advisors LLC | 1,070 | $261.9K | 0.04% | +2+0.2% | Added |
| Meeder Advisory Services, Inc. | 1,078 | $263.9K | 0.01% | +21+2.0% | Added |
| Bayforest Capital Ltd | 1,081 | $264.6K | 0.30% | +371+52.3% | Added |
| Moody National Bank Trust Division | 1,089 | $266.6K | 0.03% | +11+1.0% | Added |
| Values First Advisors, Inc. | 1,097 | $268.4K | 0.14% | +422+62.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,101 | $269.5K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,105 | $270.5K | 0.01% | +1,105 | New |
| Evoke Wealth, LLC | 1,107 | $271.0K | 0.00% | +559+102.0% | Added |
| Mirabella Financial Services LLP | 1,111 | $271.9K | 0.03% | +494+80.1% | Added |
| Forefront Wealth Partners, LLC | 1,112 | $272.2K | 0.11% | +109+10.9% | Added |
| Parallel Advisors, LLC | 1,113 | $272.6K | 0.00% | +15+1.4% | Added |
| Transcend Wealth Collective, LLC | 1,132 | $277.1K | 0.02% | +121+12.0% | Added |
| Siemens Fonds Invest GmbH | 1,142 | $279.5K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,162 | $284.4K | 0.00% | +1,162 | New |
| Oxford Asset Management LLP | 1,167 | $285.6K | 0.12% | +1,167 | New |
| Financial Perspectives, Inc | 1,172 | $286.9K | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,171 | $287.0K | 0.00% | −576−33.0% | Reduced |
| Clearstead Advisors, LLC | 1,192 | $291.7K | 0.00% | +366+44.3% | Added |
| Teacher Retirement System of Texas | 1,213 | $296.9K | 0.00% | −1,479−54.9% | Reduced |
| Kestra Advisory Services, LLC | 1,214 | $297.0K | 0.00% | −368−23.3% | Reduced |
| QRG Capital Management, Inc. | 1,216 | $297.5K | 0.00% | −223−15.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,221 | $298.9K | 0.02% | −1−0.1% | Reduced |
| Savant Capital, LLC | 1,221 | $299.0K | 0.00% | +437+55.7% | Added |
| Davenport & Co LLC | 1,235 | $302.3K | 0.00% | −405−24.7% | Reduced |
| Prosperity Consulting Group, LLC | 1,235 | $302.3K | 0.01% | +1,235 | New |
| Laird Norton Trust Company, LLC | 1,243 | $304.2K | 0.01% | −227−15.4% | Reduced |
| Palumbo Wealth Management LLC | 1,248 | $305.5K | 0.07% | +253+25.4% | Added |
| Nomura Asset Management International Inc. | 1,269 | $311.0K | 0.00% | −4,732−78.9% | Reduced |
| Princeton Capital Management LLC | 1,285 | $314.5K | 0.09% | −111−8.0% | Reduced |
| Inceptionr LLC | 1,290 | $315.8K | 0.08% | +1,290 | New |
| MAI Capital Management | 1,294 | $316.8K | 0.00% | +1,081+507.5% | Added |
| Syon Capital LLC | 1,295 | $317.0K | 0.02% | +424+48.7% | Added |
| TCW Group Inc | 1,298 | $317.7K | 0.00% | +62+5.0% | Added |
| Signaturefd, LLC | 1,310 | $320.6K | 0.00% | +52+4.1% | Added |
| Umpqua Bank | 1,311 | $320.9K | 0.09% | +327+33.2% | Added |
| Banque Pictet & Cie SA | 1,313 | $321.4K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,324 | $324.1K | 0.00% | +113+9.3% | Added |
| Stephens Inc | 1,329 | $325.3K | 0.00% | +249+23.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,332 | $326.0K | 0.00% | −24,350−94.8% | Reduced |
| Callan Family Office, LLC | 1,359 | $332.6K | 0.01% | −188−12.2% | Reduced |
| Versant Capital Management, Inc | 1,360 | $332.9K | 0.03% | +48+3.7% | Added |
| Skopos Labs, Inc. | 1,362 | $333.3K | 0.01% | +301+28.4% | Added |
| Park Avenue Securities LLC | 1,363 | $334.0K | 0.00% | −602−30.6% | Reduced |
| Vise Technologies, Inc. | 807 | $338.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,394 | $341.2K | 0.01% | +425+43.9% | Added |
| Bridgewater Advisors Inc. | 1,178 | $348.4K | 0.02% | +2+0.2% | Added |
| Voleon Capital Management LP | 1,429 | $349.8K | 0.01% | +230+19.2% | Added |
| Seelaus Asset Management LLC | 1,432 | $350.5K | 0.25% | +1,432 | New |
| Capital Performance Advisors LLP | 1,452 | $355.5K | 0.02% | +189+15.0% | Added |
| Emerald Mutual Fund Advisers Trust | 1,463 | $358.1K | 0.02% | +304+26.2% | Added |
| Pembroke Management, LTD | 1,483 | $363.0K | 0.05% | −188−11.3% | Reduced |
| Net Worth Advisory Group | 1,488 | $364.3K | 0.08% | +1,488 | New |
| J. Safra Sarasin Holding AG | 1,497 | $365.9K | 0.01% | −973−39.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,528 | $371.2K | 0.00% | −228−13.0% | Reduced |
| Algert Global LLC | 1,540 | $376.9K | 0.01% | +1,540 | New |
| EP Wealth Advisors, LLC | 1,541 | $377.1K | 0.00% | +809+110.5% | Added |
| Westpac Banking Corp | 1,555 | $380.6K | 0.03% | +346+28.6% | Added |
| EverSource Wealth Advisors, LLC | 1,570 | $384.3K | 0.01% | +212+15.6% | Added |
| Joel Isaacson & Co., LLC | 1,584 | $387.7K | 0.01% | 00.0% | Unchanged |