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 |
|---|---|---|---|---|---|
| Kazazian Asset Management, LLC | 1,600 | $391.6K | 0.43% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,600 | $391.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,603 | $392.3K | 0.01% | +953+146.6% | Added |
| Bokf, NA | 1,618 | $396.0K | 0.01% | +1,618 | New |
| MetLife Investment Management | 1,633 | $399.7K | 0.00% | −21−1.3% | Reduced |
| Vestcor Inc | 1,644 | $402.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,659 | $406.1K | 0.00% | −251−13.1% | Reduced |
| HM Payson & Co | 1,674 | $409.7K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,704 | $417.1K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 1,709 | $418.3K | 0.01% | +1,676+5,078.8% | Added |
| Meridian Investment Counsel Inc. | 1,742 | $426.4K | 0.10% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,749 | $428.1K | 0.31% | −290−14.2% | Reduced |
| Ashton Thomas Securities, LLC | 1,761 | $431.0K | 0.05% | +1,761 | New |
| Avestar Capital, LLC | 1,813 | $443.8K | 0.03% | +5+0.3% | Added |
| Worthington Financial Partners, LLC | 1,825 | $446.7K | 0.38% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,829 | $447.6K | 0.03% | +217+13.5% | Added |
| Caxton Associates LLP | 1,834 | $448.9K | 0.01% | −3,330−64.5% | Reduced |
| Evolve Private Wealth, LLC | 1,852 | $453.3K | 0.02% | +445+31.6% | Added |
| STRS Ohio | 1,886 | $461.6K | 0.00% | −14,803−88.7% | Reduced |
| Catalytic Wealth RIA, LLC | 1,890 | $462.6K | 0.02% | +83+4.6% | Added |
| Polymer Capital Management (US) LLC | 1,899 | $464.8K | 0.07% | +1,899 | New |
| Essential Partners LLC | 1,901 | $465.3K | 0.16% | −212−10.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,909 | $467.2K | 0.00% | −5−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,922 | $470.4K | 0.01% | +100+5.5% | Added |
| D.A. Davidson & Co. | 1,928 | $471.9K | 0.00% | +571+42.1% | Added |
| Colonial River Wealth Management, LLC | 1,938 | $474.4K | 0.17% | +694+55.8% | Added |
| Gsa Capital Partners LLP | 1,956 | $479.0K | 0.03% | −327−14.3% | Reduced |
| Aaron Wealth Advisors | 1,962 | $480.2K | 0.03% | +351+21.8% | Added |
| F/M Investments LLC | 1,963 | $480.5K | 0.03% | +804+69.4% | Added |
| Aft, Forsyth & Company, Inc. | 1,965 | $481.0K | 0.23% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,985 | $485.9K | 0.00% | +865+77.2% | Added |
| MYDA Advisors LLC | 2,000 | $489.5K | 0.12% | −10,000−83.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,948 | $493.1K | 0.02% | +836+75.2% | Added |
| Mission Wealth Management, LP | 2,028 | $496.3K | 0.01% | +89+4.6% | Added |
| StepStone Group LP | 2,030 | $496.9K | 0.24% | +2,030 | New |
| Waddell & Associates, LLC | 2,040 | $499.3K | 0.03% | +1,012+98.4% | Added |
| Pine Valley Investments Ltd Liability Co | 2,058 | $503.7K | 0.02% | +51+2.5% | Added |
| Perpetual Ltd | 2,059 | $504.0K | 0.01% | +145+7.6% | Added |
| Metis Global Partners, LLC | 2,071 | $506.9K | 0.01% | −92−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,075 | $507.9K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,118 | $518.4K | 0.00% | +227+12.0% | Added |
| RSM US Wealth Management LLC | 2,144 | $524.9K | 0.01% | +58+2.8% | Added |
| SBI Securities Co., Ltd. | 2,151 | $526.5K | 0.01% | −849−28.3% | Reduced |
| Kera Capital Partners, Inc. | 2,178 | $533.1K | 0.07% | +337+18.3% | Added |
| Intech Investment Management LLC | 2,184 | $534.6K | 0.01% | −1,338−38.0% | Reduced |
| Intellectus Partners, LLC | 2,219 | $543.1K | 0.11% | −550−19.9% | Reduced |
| Commerce Bank | 2,221 | $543.6K | 0.00% | +38+1.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,225 | $544.6K | 0.02% | +2,225 | New |
| Shelton Wealth Management, LLC | 2,240 | $548.3K | 0.24% | +2,240 | New |
| Allworth Financial LP | 2,257 | $552.5K | 0.00% | +603+36.5% | Added |
| Principal Financial Group Inc | 2,279 | $557.8K | 0.00% | −7,621−77.0% | Reduced |
| North Dakota State Investment Board | 2,279 | $557.8K | 0.02% | −500−18.0% | Reduced |
| Natixis | 2,289 | $560.3K | 0.00% | +696+43.7% | Added |
| Capstone Investment Advisors, LLC | 2,310 | $565.4K | 0.00% | +714+44.7% | Added |
| Centaurus Financial, Inc. | 2,319 | $568.0K | 0.03% | +202+9.5% | Added |
| Nisa Investment Advisors, LLC | 2,376 | $581.6K | 0.00% | −1,958−45.2% | Reduced |
| Warren Averett Asset Management, LLC | 2,378 | $582.1K | 0.00% | +1,031+76.5% | Added |
| Sivia Capital Partners, LLC | 2,386 | $584.0K | 0.11% | +211+9.7% | Added |
| Gotham Asset Management, LLC | 2,391 | $585.2K | 0.00% | −695−22.5% | Reduced |
| Independent Financial Group, LLC | 2,475 | $605.8K | 0.01% | −626−20.2% | Reduced |
| Twin Tree Management, LP | 2,489 | $609.2K | 0.13% | −6,209−71.4% | Reduced |
| Snowden Capital Advisors LLC | 2,493 | $610.2K | 0.02% | +281+12.7% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $611.9K | 0.04% | 00.0% | Unchanged |
| Shay Capital LLC | 2,500 | $611.9K | 0.09% | +1,450+138.1% | Added |
| Palacios Wealth Management, LLC | 2,465 | $618.3K | 0.39% | −298−10.8% | Reduced |
| Janney Montgomery Scott LLC | 2,560 | $627.0K | 0.00% | +1,605+168.1% | Added |
| Northwest & Ethical Investments L.P. | 2,538 | $647.2K | 0.01% | −312−10.9% | Reduced |
| Benjamin Edwards Inc | 2,654 | $649.6K | 0.01% | −102−3.7% | Reduced |
| Steel Peak Wealth Management LLC | 2,667 | $652.7K | 0.02% | +2,667 | New |
| SC US (TTGP), Ltd. | 2,706 | $662.3K | 0.01% | +2,706 | New |
| E. Ohman J:or Asset Management AB | 2,739 | $670.4K | 0.02% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 2,753 | $673.9K | 0.18% | +2,753 | New |
| Lighthouse Investment Partners, LLC | 2,759 | $675.3K | 0.03% | +2,058+293.6% | Added |
| Qtron Investments LLC | 2,762 | $676.1K | 0.09% | +2+0.1% | Added |
| Prudential PLC | 2,776 | $679.5K | 0.01% | +1,272+84.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,809 | $687.6K | 0.02% | +2,809 | New |
| Krilogy Financial LLC | 2,816 | $707.2K | 0.02% | +377+15.5% | Added |
| Vident Advisory, LLC | 2,909 | $712.0K | 0.01% | +446+18.1% | Added |
| Banque Transatlantique SA | 2,913 | $713.0K | 0.02% | +2,913 | New |
| Xcel Wealth Management, LLC | 2,945 | $720.8K | 0.20% | −1,600−35.2% | Reduced |
| Farther Finance Advisors, LLC | 2,891 | $721.0K | 0.01% | +1,172+68.2% | Added |
| Keybank National Association | 2,967 | $726.2K | 0.00% | −17−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,980 | $729.9K | 0.00% | +887+42.4% | Added |
| Everence Capital Management Inc | 2,987 | $731.0K | 0.04% | 00.0% | Unchanged |
| Saudi Central Bank | 3,004 | $735.3K | 0.02% | +3,004 | New |
| Western Financial Corp | 3,011 | $737.0K | 0.29% | +3,011 | New |
| Plato Investment Management Ltd | 3,035 | $743.3K | 0.05% | +196+6.9% | Added |
| Inscription Capital, LLC | 3,047 | $745.8K | 0.08% | +90+3.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,049 | $746.3K | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,109 | $761.0K | 0.02% | −97−3.0% | Reduced |
| QVT Financial LP | 3,142 | $769.1K | 0.06% | −63−2.0% | Reduced |
| IFP Advisors, Inc | 3,156 | $772.5K | 0.02% | +1,484+88.8% | Added |
| CAPROCK Group, Inc. | 3,184 | $779.6K | 0.02% | +456+16.7% | Added |
| Perigon Wealth Management, LLC | 3,186 | $779.7K | 0.01% | +389+13.9% | Added |
| Holocene Advisors, LP | 3,229 | $790.4K | 0.00% | +3,229 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 3,252 | $796.0K | 0.01% | +3,252 | New |
| Blueshift Asset Management, LLC | 3,338 | $817.0K | 0.25% | +3,338 | New |
| Meiji Yasuda Life Insurance Co | 3,344 | $818.5K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,361 | $822.6K | 0.01% | +2,823+524.7% | Added |
| Phoenix Holdings Ltd. | 3,362 | $822.9K | 0.01% | −699−17.2% | Reduced |