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Who Owns MongoDB Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in MongoDB Inc.

Who crossed 5% of MDB →
Managers holding
29
as of 2026-09-30
Reported value
$276.2M
summed across filings
Shares held
792.2K
Added vs trimmed
13 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CONGRESS ASSET MANAGEMENT COCOM502.3K shtrimmed$175.1M
Artemis Investment Management LLPCL A184.2K shtrimmed$64.2M
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM42.1K shadded$14.7M
Mn Services Vermogensbeheer B.V.CL A23K shheld$8M
Red Spruce Capital, LLCCL A11.7K shadded$4.1M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock8.2K shadded$2.8M
Gradient Investments LLCCL A7K shadded$2.4M
Farther Finance Advisors, LLCStock2.4K shtrimmed$825.3K
Wedmont Private CapitalCL A1.9K shadded$708.5K
STABLEFORD CAPITAL II LLCCL A1.9K shtrimmed$660.3K
Everhart Financial Group, Inc.CL A1.4K shadded$495.4K
Legacy Wealth Asset Management, LLCCL A1.3K shadded$444.8K
RIVERSEDGE ADVISORS, LLCCL A886 shadded$308.9K
MOODY NATIONAL BANK TRUST DIVISIONCL A836 shtrimmed$291.4K
JUNCTURE WEALTH STRATEGIES, LLCCL A792 shadded$276.1K
David J Yvars GroupCL A678 shheld$236.4K
DLK Investment Management, LLCCL A630 shheld$219.6K
GAMMA Investing LLCCommon Stock525 shadded$183K
ELEVATION WEALTH PARTNERS, LLCCL A201 shadded$70.1K
CoreCap Advisors, LLCStock167 shtrimmed$58.2K
Wealth Enhancement Trust Services, Inc.CL A70 shheld$24.4K
Grove Bank & TrustCL A55 shadded$19.2K
Marquette Asset Management, LLCCL A43 shheld$15K
GK Wealth Management LLCCL A39 sh—$13.6K
MJT & Associates Financial Advisory Group, Inc.Stock31 shadded$10.8K
GILPIN WEALTH MANAGEMENT, LLCCL A15 sh—$5.2K
Trust CoStock3 shheld$1K
Retirement Wealth Solutions LLCCL A3 shheld$1K
Davis Capital ManagementStock2 shheld$697

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on MDB

Company overviewEverything on MDB in one place, with the price.SEC filingsWhat MDB's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat MDB's own officers and directors buy and sell.Planned salesSales MDB insiders have filed notice of.Funds holding itWhich funds and ETFs hold MDB, and how big a bet.PatentsWhat MDB is filing at the patent office.

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