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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 1,834 | $448.9K | 0.01% | −3,330−64.5% | Reduced |
| Camden Capital, LLC | 1,829 | $447.6K | 0.03% | +217+13.5% | Added |
| Worthington Financial Partners, LLC | 1,825 | $446.7K | 0.38% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,813 | $443.8K | 0.03% | +5+0.3% | Added |
| Ashton Thomas Securities, LLC | 1,761 | $431.0K | 0.05% | +1,761 | New |
| GraniteShares Advisors LLC | 1,749 | $428.1K | 0.31% | −290−14.2% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $426.4K | 0.10% | 00.0% | Unchanged |
| EFG International AG | 1,709 | $418.3K | 0.01% | +1,676+5,078.8% | Added |
| Carnegie Capital Asset Management, LLC | 1,704 | $417.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,674 | $409.7K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,659 | $406.1K | 0.00% | −251−13.1% | Reduced |
| Vestcor Inc | 1,644 | $402.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 1,633 | $399.7K | 0.00% | −21−1.3% | Reduced |
| Bokf, NA | 1,618 | $396.0K | 0.01% | +1,618 | New |
| Baker Avenue Asset Management, LP | 1,603 | $392.3K | 0.01% | +953+146.6% | Added |
| 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 |
| Joel Isaacson & Co., LLC | 1,584 | $387.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,570 | $384.3K | 0.01% | +212+15.6% | Added |
| Westpac Banking Corp | 1,555 | $380.6K | 0.03% | +346+28.6% | Added |
| EP Wealth Advisors, LLC | 1,541 | $377.1K | 0.00% | +809+110.5% | Added |
| Algert Global LLC | 1,540 | $376.9K | 0.01% | +1,540 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,528 | $371.2K | 0.00% | −228−13.0% | Reduced |
| J. Safra Sarasin Holding AG | 1,497 | $365.9K | 0.01% | −973−39.4% | Reduced |
| Net Worth Advisory Group | 1,488 | $364.3K | 0.08% | +1,488 | New |
| Pembroke Management, LTD | 1,483 | $363.0K | 0.05% | −188−11.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,463 | $358.1K | 0.02% | +304+26.2% | Added |
| Capital Performance Advisors LLP | 1,452 | $355.5K | 0.02% | +189+15.0% | Added |
| Seelaus Asset Management LLC | 1,432 | $350.5K | 0.25% | +1,432 | New |
| Voleon Capital Management LP | 1,429 | $349.8K | 0.01% | +230+19.2% | Added |
| Bridgewater Advisors Inc. | 1,178 | $348.4K | 0.02% | +2+0.2% | Added |
| Principal Securities, Inc. | 1,394 | $341.2K | 0.01% | +425+43.9% | Added |
| Vise Technologies, Inc. | 807 | $338.9K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,363 | $334.0K | 0.00% | −602−30.6% | Reduced |
| Skopos Labs, Inc. | 1,362 | $333.3K | 0.01% | +301+28.4% | Added |
| Versant Capital Management, Inc | 1,360 | $332.9K | 0.03% | +48+3.7% | Added |
| Callan Family Office, LLC | 1,359 | $332.6K | 0.01% | −188−12.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,332 | $326.0K | 0.00% | −24,350−94.8% | Reduced |
| Stephens Inc | 1,329 | $325.3K | 0.00% | +249+23.1% | Added |
| Coldstream Capital Management Inc | 1,324 | $324.1K | 0.00% | +113+9.3% | Added |
| Banque Pictet & Cie SA | 1,313 | $321.4K | 0.00% | 00.0% | Unchanged |
| Umpqua Bank | 1,311 | $320.9K | 0.09% | +327+33.2% | Added |
| Signaturefd, LLC | 1,310 | $320.6K | 0.00% | +52+4.1% | Added |
| TCW Group Inc | 1,298 | $317.7K | 0.00% | +62+5.0% | Added |
| Syon Capital LLC | 1,295 | $317.0K | 0.02% | +424+48.7% | Added |
| MAI Capital Management | 1,294 | $316.8K | 0.00% | +1,081+507.5% | Added |
| Inceptionr LLC | 1,290 | $315.8K | 0.08% | +1,290 | New |
| Princeton Capital Management LLC | 1,285 | $314.5K | 0.09% | −111−8.0% | Reduced |
| Nomura Asset Management International Inc. | 1,269 | $311.0K | 0.00% | −4,732−78.9% | Reduced |
| Palumbo Wealth Management LLC | 1,248 | $305.5K | 0.07% | +253+25.4% | Added |
| Laird Norton Trust Company, LLC | 1,243 | $304.2K | 0.01% | −227−15.4% | Reduced |
| 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 |
| Savant Capital, LLC | 1,221 | $299.0K | 0.00% | +437+55.7% | Added |
| Frank, Rimerman Advisors LLC | 1,221 | $298.9K | 0.02% | −1−0.1% | Reduced |
| QRG Capital Management, Inc. | 1,216 | $297.5K | 0.00% | −223−15.5% | Reduced |
| Kestra Advisory Services, LLC | 1,214 | $297.0K | 0.00% | −368−23.3% | Reduced |
| Teacher Retirement System of Texas | 1,213 | $296.9K | 0.00% | −1,479−54.9% | Reduced |
| Clearstead Advisors, LLC | 1,192 | $291.7K | 0.00% | +366+44.3% | Added |
| Thrivent Financial for Lutherans | 1,171 | $287.0K | 0.00% | −576−33.0% | Reduced |
| Financial Perspectives, Inc | 1,172 | $286.9K | 0.08% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,167 | $285.6K | 0.12% | +1,167 | New |
| Ritholtz Wealth Management | 1,162 | $284.4K | 0.00% | +1,162 | New |
| Siemens Fonds Invest GmbH | 1,142 | $279.5K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,132 | $277.1K | 0.02% | +121+12.0% | Added |
| Parallel Advisors, LLC | 1,113 | $272.6K | 0.00% | +15+1.4% | Added |
| Forefront Wealth Partners, LLC | 1,112 | $272.2K | 0.11% | +109+10.9% | Added |
| Mirabella Financial Services LLP | 1,111 | $271.9K | 0.03% | +494+80.1% | Added |
| Evoke Wealth, LLC | 1,107 | $271.0K | 0.00% | +559+102.0% | Added |
| Csenge Advisory Group | 1,105 | $270.5K | 0.01% | +1,105 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,101 | $269.5K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,097 | $268.4K | 0.14% | +422+62.5% | Added |
| Moody National Bank Trust Division | 1,089 | $266.6K | 0.03% | +11+1.0% | Added |
| Bayforest Capital Ltd | 1,081 | $264.6K | 0.30% | +371+52.3% | Added |
| Meeder Advisory Services, Inc. | 1,078 | $263.9K | 0.01% | +21+2.0% | Added |
| SeaBridge Investment Advisors LLC | 1,070 | $261.9K | 0.04% | +2+0.2% | Added |
| Yousif Capital Management, LLC | 1,067 | $261.2K | 0.00% | +25+2.4% | Added |
| TD Waterhouse Canada Inc. | 1,042 | $259.5K | 0.00% | −44−4.1% | Reduced |
| Pensionmark Financial Group, LLC | 1,060 | $259.5K | 0.00% | +101+10.5% | Added |
| Jackson Thornton Asset Management, LLC | 1,144 | $258.5K | 0.02% | +132+13.0% | Added |
| Marex Group plc | 1,050 | $257.0K | 0.00% | +211+25.1% | Added |
| Cornerstone Select Advisors, LLC | 1,049 | $256.8K | 0.16% | −427−28.9% | Reduced |
| 180 Wealth Advisors, LLC | 1,049 | $256.7K | 0.03% | +337+47.3% | Added |
| Lido Advisors, LLC | 1,046 | $256.3K | 0.00% | −46−4.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,042 | $255.1K | 0.00% | −198−16.0% | Reduced |
| VestGen Advisors, LLC | 825 | $254.7K | 0.01% | +825 | New |
| Parcion Private Wealth LLC | 1,040 | $254.6K | 0.02% | +354+51.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,037 | $253.8K | 0.00% | −294−22.1% | Reduced |
| Custom Index Systems, LLC | 1,032 | $252.6K | 0.11% | +35+3.5% | Added |
| AlphaGrep UK Ltd | 1,031 | $252.4K | 0.07% | +1,031 | New |
| Dana Investment Advisors, Inc. | 1,030 | $252.1K | 0.01% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 1,024 | $250.6K | 0.24% | +35+3.5% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,023 | $250.4K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 1,017 | $248.9K | 0.02% | +193+23.4% | Added |
| 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 |
| Ascent Group, LLC | 994 | $243.3K | 0.01% | −200−16.8% | Reduced |
| Crestwood Advisors Group LLC | 976 | $238.8K | 0.00% | +976 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 974 | $238.4K | 0.00% | +394+67.9% | Added |
| Norden Group LLC | 973 | $238.2K | 0.02% | −66−6.4% | Reduced |