MongoDB, Inc.
MDB- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001441816
近 90 天,MongoDB, Inc. 內部人申報 0 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 875 家機構在 13F 申報持有,市值合計 $249.7 億;大師中只有ValueAct 資本持有。
2025 年第 1 季 13F 持有人
MongoDB, Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 663
- 較 2024 年第 4 季 −39 家
- 持有股數
- 6,901 萬
- 較 2024 年第 4 季 +431.2 萬 (+6.7%)
- 總市值
- $120.9 億
- 較 2024 年第 4 季 −$30.0 億 (−19.9%)
- 新進機構
- 103
- 另有 275 家加碼
- 清倉機構
- 142
- 另有 204 家減碼
另有 11 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 MDB 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 875 | $249.7 億 |
| 2026 年第 1 季 | 817 | $175.0 億 |
| 2025 年第 4 季 | 915 | $304.8 億 |
| 2025 年第 3 季 | 778 | $227.2 億 |
| 2025 年第 2 季 | 693 | $145.1 億 |
| 2025 年第 1 季 | 663 | $120.9 億 |
| 2024 年第 4 季 | 713 | $153.2 億 |
| 2024 年第 3 季 | 667 | $181.6 億 |
| 2024 年第 2 季 | 662 | $170.0 億 |
| 2024 年第 1 季 | 737 | $235.2 億 |
| 2023 年第 4 季 | 748 | $263.7 億 |
| 2023 年第 3 季 | 668 | $223.3 億 |
| 2023 年第 2 季 | 663 | $261.4 億 |
| 2023 年第 1 季 | 528 | $147.6 億 |
| 2022 年第 4 季 | 522 | $122.2 億 |
| 2022 年第 3 季 | 509 | $123.1 億 |
| 2022 年第 2 季 | 539 | $160.2 億 |
| 2022 年第 1 季 | 571 | $268.2 億 |
| 2021 年第 4 季 | 561 | $316.9 億 |
| 2021 年第 3 季 | 511 | $279.1 億 |
| 2021 年第 2 季 | 463 | $210.9 億 |
| 2021 年第 1 季 | 468 | $142.4 億 |
2025 年第 1 季持有機構
每家機構持有 MongoDB, Inc. 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kodai Capital Management LP | 227,736 | $3,994 萬 | 1.58% | +76,524+50.6% | 加碼 |
| Clearbridge Investments, LLC | 230,089 | $4,036 萬 | 0.04% | −53,674−18.9% | 減碼 |
| Two Sigma Investments, LP | 239,770 | $4,206 萬 | 0.09% | +236,470+7,165.8% | 加碼 |
| Nuveen, LLC | 244,524 | $4,289 萬 | 0.01% | +244,524 | 新進 |
| Holocene Advisors, LP | 250,827 | $4,400 萬 | 0.13% | +250,827 | 新進 |
| Spyglass Capital Management LLC | 269,595 | $4,729 萬 | 3.25% | +19,912+8.0% | 加碼 |
| Nicholas Company, Inc. | 275,859 | $4,839 萬 | 0.84% | +73,350+36.2% | 加碼 |
| Employees Provident Fund Board | 292,603 | $5,132 萬 | 0.58% | +1,600+0.5% | 加碼 |
| Fiera Capital Corp | 302,671 | $5,309 萬 | 0.19% | +83,627+38.2% | 加碼 |
| Charles Schwab Investment Management Inc | 311,975 | $5,472 萬 | 0.01% | +16,762+5.7% | 加碼 |
| Woodline Partners LP | 322,208 | $5,652 萬 | 0.37% | +321,148+30,297.0% | 加碼 |
| Voya Investment Management LLC | 322,418 | $5,655 萬 | 0.06% | −151,601−32.0% | 減碼 |
| Jane Street Group, LLC | 328,403 | $5,760 萬 | 0.10% | +87,474+36.3% | 加碼 |
| Citigroup Inc | 344,779 | $6,047 萬 | 0.05% | +77,369+28.9% | 加碼 |
| Pictet Asset Management Holding SA | 346,871 | $6,084 萬 | 0.07% | −10,093−2.8% | 減碼 |
| Raymond James Financial Inc | 363,429 | $6,375 萬 | 0.02% | −25,200−6.5% | 減碼 |
| Assenagon Asset Management S.A. | 369,313 | $6,478 萬 | 0.12% | +72,424+24.4% | 加碼 |
| Capital Research Global Investors | 381,705 | $6,695 萬 | 0.01% | −170,835−30.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 399,022 | $6,999 萬 | 0.91% | +34,449+9.4% | 加碼 |
| Capital World Investors | 411,024 | $7,209 萬 | 0.01% | +180,418+78.2% | 加碼 |
| Whale Rock Capital Management LLC | 412,974 | $7,244 萬 | 1.26% | +412,974 | 新進 |
| Blair William & Co | 447,025 | $7,841 萬 | 0.24% | +76,568+20.7% | 加碼 |
| Barclays PLC | 450,493 | $7,902 萬 | 0.04% | +79,308+21.4% | 加碼 |
| Legal & General Group Plc | 453,703 | $7,958 萬 | 0.02% | +38,052+9.2% | 加碼 |
| Royal Bank of Canada | 453,780 | $7,959 萬 | 0.02% | +42,826+10.4% | 加碼 |
| Northern Trust Corp | 477,812 | $8,381 萬 | 0.01% | +9,802+2.1% | 加碼 |
| Goldman Sachs Group Inc | 481,178 | $8,440 萬 | 0.02% | −17,737−3.6% | 減碼 |
| Frontier Capital Management Co LLC | 483,879 | $8,487 萬 | 0.93% | +144,622+42.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 507,110 | $8,895 萬 | 0.06% | −1,776−0.3% | 減碼 |
| Marshall Wace, LLP | 507,301 | $8,898 萬 | 0.12% | +33,282+7.0% | 加碼 |
| Alyeska Investment Group, L.P. | 556,144 | $9,755 萬 | 0.39% | +450,336+425.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 560,280 | $9,827 萬 | 0.26% | −12,109−2.1% | 減碼 |
| Acadian Asset Management LLC | 562,190 | $9,859 萬 | 0.28% | +362,705+181.8% | 加碼 |
| Millennium Management LLC | 568,949 | $9,979 萬 | 0.10% | +90,862+19.0% | 加碼 |
| Invesco Ltd. | 636,256 | $1.12 億 | 0.02% | −181,894−22.2% | 減碼 |
| Bank of New York Mellon Corp | 665,378 | $1.17 億 | 0.02% | −18,731−2.7% | 減碼 |
| Canada Pension Plan Investment Board | 666,209 | $1.17 億 | 0.11% | +211,023+46.4% | 加碼 |
| Citadel Advisors LLC | 680,133 | $1.19 億 | 0.12% | +93,813+16.0% | 加碼 |
| Deutsche Bank AG | 690,774 | $1.21 億 | 0.05% | +396,311+134.6% | 加碼 |
| Champlain Investment Partners, LLC | 708,639 | $1.24 億 | 0.90% | −56,830−7.4% | 減碼 |
| American Century Companies Inc | 732,463 | $1.28 億 | 0.08% | +47,567+6.9% | 加碼 |
| Westfield Capital Management Co LP | 733,787 | $1.29 億 | 0.63% | +733,787 | 新進 |
| Norges Bank | 746,762 | $1.31 億 | 0.02% | −67,569−8.3% | 減碼 |
| UBS Group AG | 825,579 | $1.45 億 | 0.03% | +317,691+62.6% | 加碼 |
| Primecap Management Co | 870,550 | $1.53 億 | 0.13% | +780,200+863.5% | 加碼 |
| Morgan Stanley | 911,119 | $1.60 億 | 0.01% | +80,034+9.6% | 加碼 |
| Jericho Capital Asset Management L.P. | 921,000 | $1.62 億 | 2.94% | +921,000 | 新進 |
| Amundi | 1,061,457 | $1.73 億 | 0.06% | +367,717+53.0% | 加碼 |
| First Trust Advisors LP | 1,014,126 | $1.78 億 | 0.16% | +159,220+18.6% | 加碼 |
| FMR LLC | 1,092,299 | $1.92 億 | 0.01% | −2,387,946−68.6% | 減碼 |
| Franklin Resources Inc | 1,218,443 | $2.14 億 | 0.06% | −836,445−40.7% | 減碼 |
| UBS Asset Management Americas Inc | 1,271,444 | $2.23 億 | 0.06% | +129,451+11.3% | 加碼 |
| Geode Capital Management, LLC | 1,329,287 | $2.33 億 | 0.02% | +77,145+6.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,394,393 | $2.45 億 | 0.69% | +1,155,682+484.1% | 加碼 |
| SRS Investment Management, LLC | 1,396,718 | $2.45 億 | 3.29% | +1,396,718 | 新進 |
| Wellington Management Group LLP | 1,471,343 | $2.58 億 | 0.05% | −92,356−5.9% | 減碼 |
| Bank of America Corp | 1,474,995 | $2.59 億 | 0.02% | +167,671+12.8% | 加碼 |
| State Street Corp | 1,612,860 | $2.83 億 | 0.01% | +1,139+0.1% | 加碼 |
| FIL Ltd | 1,629,144 | $2.86 億 | 0.27% | +1,629,144 | 新進 |
| JPMorgan Chase & Co | 3,763,173 | $6.60 億 | 0.05% | +301,150+8.7% | 加碼 |
| BlackRock, Inc. | 6,037,094 | $10.6 億 | 0.02% | −811,152−11.8% | 減碼 |
| Vanguard Group Inc | 7,809,768 | $13.7 億 | 0.02% | +481,023+6.6% | 加碼 |
| Aurora Investment Managers, LLC. | 16,932 | – | – | −145−0.8% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −468,693−100.0% | 清倉 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −327,000−100.0% | 清倉 |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −205,694−100.0% | 清倉 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −193,604−100.0% | 清倉 |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −102,961−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −87,111−100.0% | 清倉 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −82,000−100.0% | 清倉 |
| Delta Global Management LP | 0 | $0 | 0.00% | −81,606−100.0% | 清倉 |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −66,675−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −62,039−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −61,295−100.0% | 清倉 |
| Senvest Management, LLC | 0 | $0 | 0.00% | −59,100−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −55,818−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −55,620−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −54,104−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −51,719−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −44,103−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −40,583−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −37,641−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −35,133−100.0% | 清倉 |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −33,194−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −31,250−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,100−100.0% | 清倉 |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −29,535−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −27,397−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −25,823−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −25,320−100.0% | 清倉 |
| GMT Capital Corp | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,617−100.0% | 清倉 |
| GenTrust, LLC | 0 | $0 | 0.00% | −19,098−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −18,590−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −18,130−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −17,838−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −17,203−100.0% | 清倉 |