# MONGODB INC (MDB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MDB/

- Reporting holders: 32
- Reported value: $268.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $175.1M | 502,346 | 1.1% | 4 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $64.2M | 184,162 | 0.6% | 2 |
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $14.7M | 42,100 | 0.3% | 30 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $4.1M | 11,654 | 1.4% | 26 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.8M | 8,150 | 0.1% | 16 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $2.4M | 6,961 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $825.3K | 2,367 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $708.5K | 1,908 | 0.0% | 5 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $660.3K | 1,894 | 0.2% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $596.8K | 1,712 | 0.1% | 26 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $495.4K | 1,421 | 0.0% | 2 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $444.8K | 1,276 | 0.1% | 4 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $308.9K | 886 | 0.0% | 2 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $291.4K | 836 | 0.0% | 23 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $276.1K | 792 | 0.1% | 2 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $236.4K | 678 | 0.1% | 2 |
| [DLK Investment Management, LLC](https://holderbook.com/funds/2016793-dlk-investment-management-llc/) | $219.6K | 630 | 0.1% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $183.0K | 525 | 0.0% | 12 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $70.1K | 201 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $58.2K | 167 | 0.0% | 11 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $24.4K | 70 | 0.0% | 4 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $19.2K | 55 | 0.0% | 15 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $15.0K | 43 | 0.0% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $13.6K | 39 | 0.0% | 1 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $10.8K | 31 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $268.8M |
| Q2 2026 | 885 | $31.9B |
| Q1 2026 | 821 | $20.4B |
| Q4 2025 | 923 | $36.8B |
| Q3 2025 | 789 | $29.7B |
| Q2 2025 | 697 | $18.5B |
| Q1 2025 | 668 | $15.1B |
| Q4 2024 | 712 | $19.6B |
| Q3 2024 | 668 | $22.7B |
| Q2 2024 | 664 | $20.8B |
| Q1 2024 | 739 | $28.9B |
| Q4 2023 | 755 | $33.4B |