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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 9,196 | $2.25M | 0.03% | −2,588−22.0% | Reduced |
| Hantz Financial Services, Inc. | 9,064 | $2.22M | 0.03% | −445−4.7% | Reduced |
| Taylor Frigon Capital Management LLC | 9,029 | $2.21M | 1.26% | −49−0.5% | Reduced |
| Formula Growth Ltd | 9,000 | $2.20M | 0.99% | +9,000 | New |
| Summit Trail Advisors, LLC | 8,875 | $2.17M | 0.03% | +3,023+51.7% | Added |
| Campbell & CO Investment Adviser LLC | 8,874 | $2.17M | 0.12% | +8,874 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,834 | $2.16M | 0.02% | 00.0% | Unchanged |
| Capital International Inc | 8,777 | $2.15M | 0.02% | +642+7.9% | Added |
| OP Asset Management Ltd | 8,658 | $2.12M | 0.02% | −480−5.3% | Reduced |
| Alessandra Capital Management, LLC | 8,650 | $2.12M | 1.80% | −264−3.0% | Reduced |
| Schroder Investment Management Group | 8,958 | $2.11M | 0.00% | −910−9.2% | Reduced |
| Consolidated Investment Group LLC | 8,400 | $2.06M | 0.22% | +8,400 | New |
| Daiwa Securities Group Inc. | 8,395 | $2.05M | 0.01% | +264+3.2% | Added |
| Gradient Investments LLC | 8,099 | $1.98M | 0.03% | +8,099 | New |
| Alamar Capital Management, LLC | 7,933 | $1.94M | 1.19% | −2,875−26.6% | Reduced |
| Wealthfront Advisers LLC | 7,914 | $1.94M | 0.00% | +2,961+59.8% | Added |
| Bank of Nova Scotia | 7,796 | $1.91M | 0.00% | +2,062+36.0% | Added |
| Public Employees Retirement Association of Colorado | 7,588 | $1.86M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 7,578 | $1.85M | 0.03% | −374−4.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,516 | $1.84M | 0.09% | −6,787−47.5% | Reduced |
| WJ Financial Advisors LLC | 7,420 | $1.82M | 1.47% | +3,893+110.4% | Added |
| Winton Group Ltd | 7,410 | $1.81M | 0.06% | +4,574+161.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,400 | $1.81M | 0.93% | +600+8.8% | Added |
| National Bank of Canada | 7,392 | $1.81M | 0.00% | −929−11.2% | Reduced |
| Brighton Jones LLC | 7,319 | $1.79M | 0.04% | +7,319 | New |
| Macquarie Group Ltd | 7,306 | $1.79M | 0.01% | −7,554−50.8% | Reduced |
| NewEdge Wealth, LLC | 7,117 | $1.74M | 0.02% | +6,422+924.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,975 | $1.71M | 0.00% | −329−4.5% | Reduced |
| CMT Capital Markets Trading GmbH | 6,920 | $1.69M | 0.78% | +639+10.2% | Added |
| Landscape Capital Management, L.L.C. | 6,826 | $1.67M | 0.11% | +6,826 | New |
| Merit Financial Group, LLC | 6,825 | $1.67M | 0.01% | +1,758+34.7% | Added |
| Allstate Corp | 6,825 | $1.67M | 0.02% | +656+10.6% | Added |
| Investment Management Corp of Ontario | 6,572 | $1.61M | 0.02% | −2,568−28.1% | Reduced |
| Independence Bank of Kentucky | 6,512 | $1.59M | 0.20% | +3,420+110.6% | Added |
| Inspire Advisors, LLC | 6,507 | $1.59M | 0.13% | +6,507 | New |
| B. Metzler seel. Sohn & Co. AG | 6,502 | $1.59M | 0.01% | +978+17.7% | Added |
| PDT Partners, LLC | 6,500 | $1.59M | 0.09% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 6,451 | $1.58M | 0.01% | +6,451 | New |
| Vestmark Advisory Solutions, Inc. | 6,436 | $1.58M | 0.02% | +6,436 | New |
| CastleKnight Management LP | 6,400 | $1.57M | 0.07% | +4,900+326.7% | Added |
| Gulf International Bank (UK) Ltd | 6,295 | $1.54M | 0.03% | +2,094+49.8% | Added |
| Oppenheimer & Co Inc | 6,294 | $1.54M | 0.02% | +1,834+41.1% | Added |
| Advisors Asset Management, Inc. | 6,187 | $1.51M | 0.03% | +1,269+25.8% | Added |
| TrueMark Investments, LLC | 6,172 | $1.51M | 0.29% | +87+1.4% | Added |
| WoodTrust Financial Corp | 6,150 | $1.51M | 0.19% | −500−7.5% | Reduced |
| Rothschild Investment LLC | 6,138 | $1.50M | 0.08% | +996+19.4% | Added |
| Alps Advisors Inc | 6,053 | $1.48M | 0.01% | +2,174+56.0% | Added |
| BDF-Gestion | 6,047 | $1.48M | 0.20% | −3,218−34.7% | Reduced |
| Krane Funds Advisors LLC | 5,807 | $1.47M | 0.06% | +2,272+64.3% | Added |
| Lecap Asset Management Ltd | 5,950 | $1.46M | 0.55% | +2,533+74.1% | Added |
| Jasper Ridge Partners, L.P. | 5,946 | $1.46M | 0.03% | −1,704−22.3% | Reduced |
| Dark Forest Capital Management LP | 5,907 | $1.45M | 0.13% | −3,800−39.1% | Reduced |
| Chicago Capital, LLC | 5,890 | $1.44M | 0.04% | +119+2.1% | Added |
| Qsemble Capital Management, LP | 5,825 | $1.43M | 0.11% | −667−10.3% | Reduced |
| Assetmark, Inc | 5,801 | $1.42M | 0.00% | −819−12.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,741 | $1.41M | 0.04% | −1,647−22.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 5,631 | $1.38M | 0.06% | +5,631 | New |
| Knollwood Investment Advisory, LLC | 5,603 | $1.37M | 0.14% | +1,353+31.8% | Added |
| Clearbridge Investments, LLC | 5,533 | $1.35M | 0.00% | −201−3.5% | Reduced |
| Banque Cantonale Vaudoise | 5,505 | $1.35M | 0.05% | −1,303−19.1% | Reduced |
| Credit Agricole S A | 5,454 | $1.33M | 0.00% | +1,321+32.0% | Added |
| Volterra Technologies LP | 5,397 | $1.32M | 0.94% | +3,989+283.3% | Added |
| Bradley Foster & Sargent Inc | 5,329 | $1.30M | 0.02% | +5,329 | New |
| Sterling Capital Management LLC | 5,328 | $1.30M | 0.02% | −4,684−46.8% | Reduced |
| Buckingham Strategic Partners | 5,308 | $1.30M | 0.01% | +1,823+52.3% | Added |
| Sig Brokerage, LP | 5,256 | $1.29M | 0.36% | +5,256 | New |
| MML Investors Services, LLC | 5,248 | $1.28M | 0.00% | −3,340−38.9% | Reduced |
| Diversified Trust Co | 5,248 | $1.28M | 0.02% | −509−8.8% | Reduced |
| Avanza Fonder AB | 5,230 | $1.28M | 0.04% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 3,024 | $1.27M | 0.12% | +70+2.4% | Added |
| Mandatum Life Insurance Co Ltd | 5,100 | $1.25M | 0.28% | +5,100 | New |
| Blackstone Group Inc. | 5,055 | $1.24M | 0.01% | +5,055 | New |
| US Bancorp | 5,050 | $1.24M | 0.00% | +182+3.7% | Added |
| Firsthand Capital Management, Inc. | 5,000 | $1.22M | 2.61% | 00.0% | Unchanged |
| Capelight Capital Asset Management LP | 5,000 | $1.22M | 1.02% | +5,000 | New |
| Sanctuary Advisors, LLC | 4,856 | $1.19M | 0.01% | +285+6.2% | Added |
| Fort Washington Investment Advisors Inc | 4,777 | $1.17M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,598 | $1.13M | 0.00% | −676−12.8% | Reduced |
| Plum Street Advisors, LLC | 4,557 | $1.12M | 0.39% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,546 | $1.11M | 0.01% | +3,119+218.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 4,483 | $1.10M | 0.11% | −2,328−34.2% | Reduced |
| ASR Vermogensbeheer N.V. | 4,443 | $1.09M | 0.01% | +78+1.8% | Added |
| Kestra Investment Management, LLC | 4,432 | $1.08M | 0.02% | −254−5.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,394 | $1.08M | 0.01% | −849−16.2% | Reduced |
| Next Capital Management LLC | 4,385 | $1.07M | 0.33% | +173+4.1% | Added |
| Integrated Wealth Concepts LLC | 4,330 | $1.06M | 0.01% | +2,687+163.5% | Added |
| Amalgamated Bank | 4,212 | $1.03M | 0.01% | −197−4.5% | Reduced |
| United Capital Financial Advisers, LLC | 4,148 | $1.02M | 0.01% | +379+10.1% | Added |
| Arkadios Wealth Advisors | 4,116 | $1.01M | 0.02% | +1,982+92.9% | Added |
| Polymer Capital Management (HK) LTD | 4,100 | $1.00M | 0.14% | +2,030+98.1% | Added |
| Pathstone Holdings, LLC | 4,091 | $1.00M | 0.00% | −10.0% | Reduced |
| Osmosis Investment Management UK Ltd | 4,078 | $998.2K | 0.03% | −100−2.4% | Reduced |
| Bank of Hawaii | 4,069 | $996.0K | 0.05% | +57+1.4% | Added |
| Moore Capital Management, LP | 3,996 | $978.1K | 0.04% | −3,128−43.9% | Reduced |
| Pallas Capital Advisors LLC | 3,983 | $974.9K | 0.04% | +1,581+65.8% | Added |
| CIBC Asset Management Inc | 3,938 | $963.9K | 0.00% | +212+5.7% | Added |
| Maryland State Retirement & Pension System | 3,913 | $957.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,887 | $951.4K | 0.00% | −1,485−27.6% | Reduced |
| Cambria Investment Management, L.P. | 3,868 | $946.8K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,843 | $940.7K | 0.01% | −1,483−27.8% | Reduced |