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 3 季 13F 持有人
MongoDB, Inc. 在 2025/9/30 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
- 778
- 較 2025 年第 2 季 +96 家
- 持有股數
- 7,419 萬
- 較 2025 年第 2 季 +593.0 萬 (+8.7%)
- 總市值
- $227.2 億
- 較 2025 年第 2 季 +$83.9 億 (+58.6%)
- 新進機構
- 191
- 另有 249 家加碼
- 清倉機構
- 95
- 另有 249 家減碼
另有 11 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LMR Partners LLP | 175,500 | $5,447 萬 | 0.70% | +88,458+101.6% | 加碼 |
| Westfield Capital Management Co LP | 181,314 | $5,628 萬 | 0.24% | −143,919−44.3% | 減碼 |
| Lead Edge Capital Management, LLC | 188,524 | $5,851 萬 | 15.46% | −36,335−16.2% | 減碼 |
| Kinetic Partners Management, LP | 195,769 | $6,076 萬 | 2.94% | +41,810+27.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 197,976 | $6,145 萬 | 0.04% | +783+0.4% | 加碼 |
| Southpoint Capital Advisors LP | 200,000 | $6,208 萬 | 1.63% | +200,000 | 新進 |
| Robeco Institutional Asset Management B.V. | 203,808 | $6,326 萬 | 0.09% | +199,392+4,515.2% | 加碼 |
| Barclays PLC | 215,555 | $6,690 萬 | 0.02% | −172,295−44.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 232,167 | $7,206 萬 | 0.23% | +45,056+24.1% | 加碼 |
| Swiss National Bank | 235,500 | $7,309 萬 | 0.04% | −10,200−4.2% | 減碼 |
| Nuveen, LLC | 240,329 | $7,459 萬 | 0.02% | +34,439+16.7% | 加碼 |
| Candlestick Capital Management LP | 255,493 | $7,930 萬 | 3.08% | +255,493 | 新進 |
| Marshall Wace, LLP | 271,270 | $8,420 萬 | 0.09% | +118,015+77.0% | 加碼 |
| Summit Partners Public Asset Management, LLC | 272,176 | $8,448 萬 | 2.75% | +272,176 | 新進 |
| Avala Global LP | 274,800 | $8,529 萬 | 3.52% | +274,800 | 新進 |
| Frontier Capital Management Co LLC | 284,704 | $8,837 萬 | 0.79% | −84,587−22.9% | 減碼 |
| American Century Companies Inc | 289,620 | $8,989 萬 | 0.05% | −104,675−26.5% | 減碼 |
| Susquehanna International Group, LLP | 298,764 | $9,273 萬 | 0.14% | −24,244−7.5% | 減碼 |
| Blair William & Co | 300,010 | $9,312 萬 | 0.25% | −61,122−16.9% | 減碼 |
| Federated Hermes, Inc. | 307,613 | $9,548 萬 | 0.17% | +307,577+854,380.6% | 加碼 |
| Alliancebernstein L.P. | 336,320 | $1.04 億 | 0.03% | +227,941+210.3% | 加碼 |
| Pictet Asset Management Holding SA | 339,665 | $1.05 億 | 0.10% | −408,378−54.6% | 減碼 |
| Spyglass Capital Management LLC | 339,723 | $1.05 億 | 5.62% | −5,404−1.6% | 減碼 |
| Franklin Resources Inc | 340,259 | $1.06 億 | 0.03% | −338,708−49.9% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 341,000 | $1.06 億 | 0.33% | +341,000 | 新進 |
| Raymond James Financial Inc | 346,419 | $1.08 億 | 0.03% | −2,296−0.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 360,458 | $1.12 億 | 0.10% | +360,458 | 新進 |
| Charles Schwab Investment Management Inc | 375,717 | $1.17 億 | 0.02% | +28,116+8.1% | 加碼 |
| Artisan Partners Limited Partnership | 375,719 | $1.17 億 | 0.17% | +375,719 | 新進 |
| Dimensional Fund Advisors LP | 378,799 | $1.18 億 | 0.03% | +187,260+97.8% | 加碼 |
| First Trust Advisors LP | 388,929 | $1.21 億 | 0.09% | −278,291−41.7% | 減碼 |
| Goldman Sachs Group Inc | 389,076 | $1.21 億 | 0.02% | −547,459−58.5% | 減碼 |
| Altshuler Shaham Ltd | 403,774 | $1.25 億 | 2.07% | +394,592+4,297.5% | 加碼 |
| UBS Group AG | 405,543 | $1.26 億 | 0.02% | −34,473−7.8% | 減碼 |
| Millennium Management LLC | 412,656 | $1.28 億 | 0.10% | −158,114−27.7% | 減碼 |
| Capital World Investors | 427,748 | $1.33 億 | 0.02% | +23,156+5.7% | 加碼 |
| Eminence Capital, LP | 433,045 | $1.34 億 | 1.98% | +433,045 | 新進 |
| Citigroup Inc | 436,329 | $1.35 億 | 0.09% | +135,412+45.0% | 加碼 |
| Jane Street Group, LLC | 505,425 | $1.57 億 | 0.18% | +251,751+99.2% | 加碼 |
| Northern Trust Corp | 510,308 | $1.58 億 | 0.02% | +9,188+1.8% | 加碼 |
| Employees Provident Fund Board | 512,710 | $1.59 億 | 1.28% | +220,107+75.2% | 加碼 |
| Fred Alger Management, LLC | 523,389 | $1.62 億 | 0.63% | +523,389 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 527,267 | $1.64 億 | 0.42% | +5,735+1.1% | 加碼 |
| Legal & General Group Plc | 530,344 | $1.65 億 | 0.04% | +12,590+2.4% | 加碼 |
| SRS Investment Management, LLC | 539,727 | $1.68 億 | 1.82% | −856,991−61.4% | 減碼 |
| Ensign Peak Advisors, Inc | 540,732 | $1.68 億 | 0.28% | +41,151+8.2% | 加碼 |
| Champlain Investment Partners, LLC | 544,822 | $1.69 億 | 1.28% | −143,997−20.9% | 減碼 |
| Whale Rock Capital Management LLC | 552,100 | $1.71 億 | 2.02% | +132,537+31.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 571,973 | $1.78 億 | 0.11% | +63,518+12.5% | 加碼 |
| AQR Capital Management LLC | 578,725 | $1.80 億 | 0.12% | −532,922−47.9% | 減碼 |
| Ameriprise Financial Inc | 604,039 | $1.88 億 | 0.04% | +435,455+258.3% | 加碼 |
| Bank of New York Mellon Corp | 652,099 | $2.02 億 | 0.04% | −43,525−6.3% | 減碼 |
| Deutsche Bank AG | 700,180 | $2.17 億 | 0.07% | −41,179−5.6% | 減碼 |
| Citadel Advisors LLC | 701,362 | $2.18 億 | 0.17% | +334,774+91.3% | 加碼 |
| Royal Bank of Canada | 704,612 | $2.19 億 | 0.04% | −167,757−19.2% | 減碼 |
| Voya Investment Management LLC | 716,779 | $2.22 億 | 0.22% | +597,937+503.1% | 加碼 |
| Acadian Asset Management LLC | 727,931 | $2.26 億 | 0.39% | −305,600−29.6% | 減碼 |
| Swedbank AB | 731,464 | $2.27 億 | 0.23% | −30,800−4.0% | 減碼 |
| 1832 Asset Management L.P. | 859,700 | $2.67 億 | 0.45% | +833,309+3,157.5% | 加碼 |
| Invesco Ltd. | 910,168 | $2.82 億 | 0.04% | +467,836+105.8% | 加碼 |
| Bank of America Corp | 976,656 | $3.03 億 | 0.02% | −802,308−45.1% | 減碼 |
| Primecap Management Co | 989,279 | $3.07 億 | 0.24% | −56,440−5.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,097,059 | $3.41 億 | 0.21% | +678,746+162.3% | 加碼 |
| JPMorgan Chase & Co | 1,125,343 | $3.49 億 | 0.02% | −553,927−33.0% | 減碼 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 2,118,200 | $3.67 億 | 6.19% | +1,427,700+206.8% | 加碼 |
| FIL Ltd | 1,189,682 | $3.69 億 | 0.29% | −1,171,356−49.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,283,892 | $3.98 億 | 0.09% | −456,461−26.2% | 減碼 |
| Point72 Asset Management, L.P. | 1,332,489 | $4.14 億 | 0.90% | −603,593−31.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,342,222 | $4.17 億 | 0.34% | +516,608+62.6% | 加碼 |
| Jericho Capital Asset Management L.P. | 1,378,540 | $4.28 億 | 4.45% | +852,540+162.1% | 加碼 |
| Geode Capital Management, LLC | 1,434,691 | $4.44 億 | 0.03% | +36,793+2.6% | 加碼 |
| Amundi | 1,483,396 | $4.78 億 | 0.15% | +563,995+61.3% | 加碼 |
| State Street Corp | 1,756,628 | $5.45 億 | 0.02% | +63,434+3.7% | 加碼 |
| Price T Rowe Associates Inc | 1,953,085 | $6.06 億 | 0.06% | +1,840,251+1,630.9% | 加碼 |
| FMR LLC | 1,985,625 | $6.16 億 | 0.03% | +987,736+99.0% | 加碼 |
| Morgan Stanley | 2,720,046 | $8.44 億 | 0.05% | +933,176+52.2% | 加碼 |
| BlackRock, Inc. | 4,987,364 | $15.5 億 | 0.03% | +172,714+3.6% | 加碼 |
| Vanguard Group Inc | 8,985,697 | $27.9 億 | 0.04% | +431,382+5.0% | 加碼 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −343,305−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −259,900−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −202,248−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −199,805−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −156,958−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −150,270−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −144,886−100.0% | 清倉 |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −130,000−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −95,810−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −89,481−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −80,961−100.0% | 清倉 |
| Infinitum Asset Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −57,006−100.0% | 清倉 |
| Sycomore Asset Management | 0 | $0 | 0.00% | −41,780−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −42,847−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −40,500−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −39,000−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −37,064−100.0% | 清倉 |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −32,316−100.0% | 清倉 |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −27,200−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −27,088−100.0% | 清倉 |