HolderBook

MONGODB INC (MDB)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

32
Reporting holders
$268.8M
Reported value
0.0%
Calls
0.0%
Puts
-853
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$175.1M502,3461.13%4q-1.7%-$3.1M
Artemis Investment Management LLP$64.2M184,1620.56%2q-42.2%-$46.8M
ZEVENBERGEN CAPITAL INVESTMENTS LLC$14.7M42,1000.34%30q+26.8%+$3.1M
Red Spruce Capital, LLC$4.1M11,6541.44%26qHELD
MassMutual Private Wealth & Trust, FSB$2.8M8,1500.07%16q+5333.3%+$2.8M
Gradient Investments LLC$2.4M6,9610.03%3q+2.8%+$66.9K
Farther Finance Advisors, LLC$825.3K2,3670.01%16q-9.9%-$90.3K
Wedmont Private Capital$708.5K1,9080.02%5q+78.7%+$311.9K
STABLEFORD CAPITAL II LLC$660.3K1,8940.23%2q-12.4%-$93.4K
Versant Capital Management, Inc$596.8K1,7120.05%26q+8.7%+$47.8K
Everhart Financial Group, Inc.$495.4K1,4210.03%2q+25.3%+$100.1K
Legacy Wealth Asset Management, LLC$444.8K1,2760.10%4q+6.0%+$25.1K
RIVERSEDGE ADVISORS, LLC$308.9K8860.04%2q+45.2%+$96.2K
MOODY NATIONAL BANK TRUST DIVISION$291.4K8360.02%23q-25.6%-$100.1K
JUNCTURE WEALTH STRATEGIES, LLC$276.1K7920.07%2q+10.3%+$25.8K
David J Yvars Group$236.4K6780.11%2qHELD
DLK Investment Management, LLC$219.6K6300.08%newNEW
GAMMA Investing LLC$183.0K5250.01%12q+26.8%+$38.7K
ELEVATION WEALTH PARTNERS, LLC$70.1K2010.02%3q+209.2%+$47.4K
CoreCap Advisors, LLC$58.2K1670.00%11q-15.2%-$10.5K
Wealth Enhancement Trust Services, Inc.$24.4K700.00%4q-72.0%-$62.8K
Grove Bank & Trust$19.2K550.00%15q+44.7%+$5.9K
Marquette Asset Management, LLC$15.0K430.00%2qHELD
GK Wealth Management LLC$13.6K390.01%newNEW
MJT & Associates Financial Advisory Group, Inc.$10.8K310.01%3q+6.9%
Mn Services Vermogensbeheer B.V.$8.0K23,0090.06%11qHELD
Noble Wealth Management PBC$7.7K220.00%3qHELD
GoalVest Advisory LLC$6.3K180.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$5.2K150.00%newNEW
Trust Co$1.0K30.00%4qHELD
Retirement Wealth Solutions LLC$1.0K30.00%3qHELD
Planning Strategies Inc.$1.0K30.00%2qHELD
Davis Capital Management$69720.00%5qHELD
CX Institutional$391110.00%3q+7.8%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-282026-09-24Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-02BOTHA ROELOFDirectorSold44,050$17.5M ×5
2026-06-04Ittycheria DevDirectorSold40,000$15.3M ×8
2026-08-14MERRIMAN DWIGHT ADirectorSold10,000$4.7M ×2
2026-06-12MERRIMAN DWIGHT ADirectorSold10,000$3.5M ×4
2026-07-14MERRIMAN DWIGHT ADirectorSold10,000$3.2M ×7
2026-05-14MERRIMAN DWIGHT ADirectorSold10,000$3.0M ×11
2026-08-17MERRIMAN DWIGHT ADirectorSold6,000$2.7M ×7
2026-06-15MERRIMAN DWIGHT ADirectorSold6,000$2.1M
2026-07-16MERRIMAN DWIGHT ADirectorSold6,000$2.0M ×6
2026-05-18MERRIMAN DWIGHT ADirectorSold6,000$1.9M ×6
2026-06-15BERRY MICHAEL JChief Financial OfficerSold5,000$1.8M ×14
2026-06-16BERRY MICHAEL JChief Financial OfficerSold5,000$1.8M ×18

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202632$268.8M770,97041370.0%
Q2 2026885$31.9B77,449,43016432426518.5%
Q1 2026821$20.4B72,023,13411532723913.4%
Q4 2025923$36.8B73,530,87018929626116.1%
Q3 2025789$29.7B75,917,99719124924821.8%
Q2 2025697$18.5B70,052,78514024722320.4%
Q1 2025668$15.1B69,393,1089826519819.5%
Q4 2024712$19.6B65,755,41110226820121.6%
Q3 2024668$22.7B70,358,4669625120216.2%
Q2 2024664$20.8B72,087,1987923524414.4%
Q1 2024739$28.9B70,244,6389729522412.8%
Q4 2023755$33.4B69,152,53912727920315.5%
Q3 2023675$26.5B64,889,7099123620315.2%
Q2 2023667$29.7B64,008,31218019718711.7%
Q1 2023536$17.8B68,394,6498419016110.6%
Q4 2022521$15.3B62,120,3687820714620.2%
Q3 2022510$14.1B62,132,9057019316112.7%
Q2 2022539$18.8B61,701,4877222115214.9%
Q1 2022574$30.7B60,492,4098721416712.6%
Q4 2021568$36.4B60,015,0029519215512.7%
Q3 2021520$31.2B59,217,2249317313910.6%
Q2 2021470$23.2B58,274,070691461589.2%
Q1 2021470$15.4B53,251,273841751337.8%
Q4 2020447$21.6B52,860,7587015313311.9%
Q3 2020387$13.3B53,178,55159161887.5%
Q2 2020368$12.5B51,168,48299120897.7%
Q1 2020308$7.3B49,640,42354102946.7%
Q4 2019304$6.9B47,924,92543100767.9%
Q3 2019298$5.9B44,424,46253129679.6%
Q2 2019313$7.1B40,998,211120956312.0%
Q1 2019236$5.8B36,418,4057461688.2%
Q4 2018193$3.0B34,362,5502353.2%