MongoDB Ownership 2024 | Who Owns MongoDB Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

92.58%

Insider Ownership

3.24%

Retail Ownership

4.18%

Institutional Holders

684.00

MongoDB Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.71%0.03%7,089,766179,0052.59%1,772,157,908Jun 30, 2024
BLACKROCK INC.8.38%0.03%6,120,150-305,691-4.76%1,529,792,581Jun 30, 2024
FMR LLC6.99%0.08%5,099,877162,5813.29%1,274,765,354Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP4.82%0.16%3,519,0141,460,66470.96%879,612,741Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/4.71%0.10%3,438,431308,3639.85%859,471,000Jun 30, 2024
JPMORGAN CHASE & CO4.52%0.07%3,295,947318,05510.68%823,855,036Jun 30, 2024
JENNISON ASSOCIATES LLC3.44%0.40%2,509,986-1,898,438-43.06%627,396,064Jun 30, 2024
FRANKLIN RESOURCES INC2.79%0.16%2,034,15077,4963.96%508,456,238Jun 30, 2024
STATE STREET CORP2.11%0.02%1,539,61433,7762.24%384,841,915,000Jun 30, 2024
BANK OF AMERICA CORP /DE/1.88%0.03%1,369,257354,03834.87%342,259,504Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS1.80%0.07%1,310,308553,51773.14%327,524,588Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.64%0.03%1,195,22246,4564.04%298,220,485Jun 30, 2024
MORGAN STANLEY1.46%0.02%1,067,016311,77941.28%266,711,820Jun 30, 2024
FIRST TRUST ADVISORS LP1.37%0.25%998,428370,38558.97%249,567,067Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC1.34%0.28%976,576-104,230-9.64%244,104,938Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC1.16%1.30%847,514296,83053.90%211,844,599Jun 30, 2024
CAPITAL WORLD INVESTORS1.08%0.03%791,417-799,716-50.26%197,822,506Jun 30, 2024
INVESCO LTD.1.00%0.04%728,483-832,262-53.32%182,091,610Jun 30, 2024
SWEDBANK AB0.90%0.22%656,993400,705156.35%164,221,970Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.82%0.09%601,274433,630258.66%150,294,449Jun 30, 2024

MongoDB's largest institutional shareholder is VANGUARD GROUP INC, holding 9.71% of the company's total share outstanding, currently valued at $1.77B. The top 10 institutional shareholders own together 49.34% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SQN INVESTORS LP0.06%7.50%40,84726,907193.02%10,210,116Jun 30, 2024
AURORA INVESTMENT MANAGERS, LLC.0.03%6.92%19,139-2,009-9.50%9,651,000Jun 30, 2024
ARTHEDGE CAPITAL MANAGEMENT, LLC0.04%4.95%30,200--7,548,792Jun 30, 2024
GLADSTONE CAPITAL MANAGEMENT LLP0.30%4.88%221,039-535-0.24%55,250,908Jun 30, 2024
GLYNN CAPITAL MANAGEMENT LLC0.12%4.40%87,14732,78160.30%21,783,264Jun 30, 2024
ICAPITAL WEALTH LLC0.03%3.09%22,6895312.40%5,671,342Jun 30, 2024
HIDDEN LAKE ASSET MANAGEMENT LP0.02%2.98%15,36015,360100.00%3,839,386Jun 30, 2024
SPYGLASS CAPITAL MANAGEMENT LLC0.21%2.86%156,515156,515100.00%39,122,489Jun 30, 2024
ANGLEPOINT ASSET MANAGEMENT LTD0.01%1.98%7,5465,992385.59%1,886,198Jun 30, 2024
KODAI CAPITAL MANAGEMENT LP0.57%1.98%415,276335,187418.52%103,802,389Jun 30, 2024
CONTOUR ASSET MANAGEMENT LLC0.32%1.96%231,9532,5171.10%57,978,972Jun 30, 2024
ALAMAR CAPITAL MANAGEMENT, LLC0.01%1.95%10,77010,770100.00%2,692,069Jun 30, 2024
JAT CAPITAL MGMT LP0.08%1.81%56,247-3,203-5.39%14,059,500Jun 30, 2024
FIRSTHAND CAPITAL MANAGEMENT, INC.0.01%1.75%4,000-1,000-20.00%901,840Jun 30, 2024
DELTA GLOBAL MANAGEMENT LP0.14%1.74%104,80376,905275.66%26,196,558Jun 30, 2024
WASHINGTON HARBOUR PARTNERS LP0.01%1.70%3,9003,900100.00%974,844Jun 30, 2024
CAPSTONE TRITON FINANCIAL GROUP, LLC0.01%1.63%9,272-124-1.32%2,317,629Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC0.03%1.60%20,599-707-3.32%5,148,801Jun 30, 2024
MAYTUS CAPITAL MANAGEMENT, LLC0.02%1.52%17,00017,000100.00%4,249,320Jun 30, 2024
SIERRA SUMMIT ADVISORS LLC0.03%1.49%24,05024,050100.00%6,011,538Jun 30, 2024

The largest MongoDB shareholder by % of total assets is SQN INVESTORS LP. The company owns 40.85K shares of MongoDB (MDB), representing 7.50% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP4.82%0.16%3,519,0141,460,66470.96%879,612,741Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS1.80%0.07%1,310,308553,51773.14%327,524,588Jun 30, 2024
NORGES BANK0.75%0.02%549,137549,137100.00%137,262,285Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.82%0.09%601,274433,630258.66%150,294,449Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.70%0.06%510,926401,891368.59%127,711,063Jun 30, 2024
SWEDBANK AB0.90%0.22%656,993400,705156.35%164,221,970Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.58%0.21%424,402388,9791098.10%106,084,000Jun 30, 2024
FIRST TRUST ADVISORS LP1.37%0.25%998,428370,38558.97%249,567,067Jun 30, 2024
BANK OF AMERICA CORP /DE/1.88%0.03%1,369,257354,03834.87%342,259,504Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.0.69%0.33%505,183345,010215.40%126,275,000Jun 30, 2024
KODAI CAPITAL MANAGEMENT LP0.57%1.98%415,276335,187418.52%103,802,389Jun 30, 2024
JPMORGAN CHASE & CO4.52%0.07%3,295,947318,05510.68%823,855,036Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.43%0.13%316,900316,20045171.43%79,212,324Jun 30, 2024
MORGAN STANLEY1.46%0.02%1,067,016311,77941.28%266,711,820Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/4.71%0.10%3,438,431308,3639.85%859,471,000Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC1.16%1.30%847,514296,83053.90%211,844,599Jun 30, 2024
HOLOCENE ADVISORS, LP0.41%0.31%295,873295,873100.00%73,956,415Jun 30, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP0.38%0.10%275,989275,989100.00%68,986,210Jun 30, 2024
WESTFIELD CAPITAL MANAGEMENT CO LP0.67%0.60%488,722266,864120.29%122,160,897Jun 30, 2024
FIL LTD0.36%0.07%265,996265,996100.00%66,488,360Jun 30, 2024

As of Jun 30 2024, MongoDB's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 1.46M stocks of MDB, valued at $879.61M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JENNISON ASSOCIATES LLC3.44%0.40%2,509,986-1,898,438-43.06%627,396,064Jun 30, 2024
INVESCO LTD.1.00%0.04%728,483-832,262-53.32%182,091,610Jun 30, 2024
CAPITAL WORLD INVESTORS1.08%0.03%791,417-799,716-50.26%197,822,506Jun 30, 2024
MARSHALL WACE, LLP0.37%0.09%268,958-337,490-55.65%67,228,743Jun 30, 2024
1832 ASSET MANAGEMENT L.P.0.25%0.04%181,707-334,493-64.80%45,419,482Jun 30, 2024
BLACKROCK INC.8.38%0.03%6,120,150-305,691-4.76%1,529,792,581Jun 30, 2024
ATREIDES MANAGEMENT, LP----294,577-100.00%-Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.----250,700-100.00%-Jun 30, 2024
AXIOM INVESTORS LLC /DE----247,275-100.00%-Jun 30, 2024
AMERIPRISE FINANCIAL INC0.53%0.03%388,216-207,999-34.89%97,038,472Jun 30, 2024
FRED ALGER MANAGEMENT, LLC0.03%0.02%19,979-206,275-91.17%4,993,951Jun 30, 2024
LORD, ABBETT & CO. LLC----191,994-100.00%-Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.08%0.00%54,790-184,595-77.11%13,695,308Jun 30, 2024
EAGLE ASSET MANAGEMENT INC----176,017-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC0.16%0.05%118,128-171,257-59.18%29,527,275Jun 30, 2024
POLAR CAPITAL HOLDINGS PLC0.10%0.11%74,436-161,487-68.45%18,606,023Jun 30, 2024
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC----149,646-100.00%-Jun 30, 2024
POINTSTATE CAPITAL LP----140,506-100.00%-Jun 30, 2024
BARCLAYS PLC----136,700-100.00%-Jun 30, 2024
EVENTIDE ASSET MANAGEMENT, LLC0.01%0.04%9,432-133,316-93.39%2,357,623Jun 30, 2024

As of Jun 30 2024, MongoDB's biggest institutional seller is JENNISON ASSOCIATES LLC. The company sold -1.90M shares of MDB, valued at $627.40M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.75%0.02%549,137549,137100.00%137,262,285Jun 30, 2024
HOLOCENE ADVISORS, LP0.41%0.31%295,873295,873100.00%73,956,415Jun 30, 2024
FIL LTD0.36%0.07%265,996265,996100.00%66,488,360Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.29%0.14%208,556208,556100.00%52,130,658Jun 30, 2024
SPYGLASS CAPITAL MANAGEMENT LLC0.21%2.86%156,515156,515100.00%39,122,489Jun 30, 2024
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC0.14%0.96%100,000100,000100.00%24,996,000Jun 30, 2024
LA FINANCIERE DE L'ECHIQUIER0.11%0.85%78,00078,000100.00%19,496,880Jun 30, 2024
NISHKAMA CAPITAL, LLC0.07%0.97%50,97650,976100.00%12,741,961Jun 30, 2024
TREXQUANT INVESTMENT LP0.07%0.19%48,69048,690100.00%12,170,552Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.06%0.03%46,24746,247100.00%11,559,900Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.06%0.07%42,00042,000100.00%10,498,000Jun 30, 2024
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.0.06%0.18%42,00042,000100.00%10,498,000Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.0.06%0.03%40,89840,898100.00%10,222,864Jun 30, 2024
SIERRA SUMMIT ADVISORS LLC0.03%1.49%24,05024,050100.00%6,011,538Jun 30, 2024
GMT CAPITAL CORP0.03%0.19%21,00021,000100.00%5,249,160Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.02%0.03%17,85317,853100.00%4,463,000Jun 30, 2024
HAP TRADING, LLC0.02%0.04%17,50017,500100.00%303,306Jun 30, 2024
MAYTUS CAPITAL MANAGEMENT, LLC0.02%1.52%17,00017,000100.00%4,249,320Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.02%0.04%15,88715,887100.00%3,971,000Jun 30, 2024
HIDDEN LAKE ASSET MANAGEMENT LP0.02%2.98%15,36015,360100.00%3,839,386Jun 30, 2024
ILMARINEN MUTUAL PENSION INSURANCE CO0.02%0.04%15,00015,000100.00%3,749,000Jun 30, 2024
SCIENTECH RESEARCH LLC0.02%0.74%14,39414,394100.00%3,597,924Jun 30, 2024
CLEARLINE CAPITAL LP0.02%0.09%12,34212,342100.00%3,085,006Jun 30, 2024
ALAMAR CAPITAL MANAGEMENT, LLC0.01%1.95%10,77010,770100.00%2,692,069Jun 30, 2024
WELLS FARGO & COMPANY/MN0.01%0.00%10,00010,000100.00%2,499,600Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.01%0.09%9,0009,000100.00%2,249,640Jun 30, 2024
TRUEMARK INVESTMENTS, LLC0.01%0.60%7,0757,075100.00%1,768,467Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.01%0.18%6,8196,819100.00%1,704,477Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.01%0.05%6,6006,600100.00%1,649,736Jun 30, 2024
ITAU UNIBANCO HOLDING S.A.0.01%0.07%6,3826,382100.00%1,595,245Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.01%0.01%6,2396,239100.00%1,559,500Jun 30, 2024
GREENLAND CAPITAL MANAGEMENT LP0.01%0.21%5,7135,713100.00%1,428,021Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.03%5,4405,440100.00%1,359,782Jun 30, 2024
KNOLLWOOD INVESTMENT ADVISORY, LLC0.01%0.12%4,4504,450100.00%1,112,322Jun 30, 2024
EXANE ASSET MANAGEMENT0.01%0.75%4,2654,265100.00%1,066,079Jun 30, 2024
WASHINGTON HARBOUR PARTNERS LP0.01%1.70%3,9003,900100.00%974,844Jun 30, 2024
BRANDYWINE MANAGERS, LLC0.00%0.76%2,8592,859100.00%714,636Jun 30, 2024
OMERS ADMINISTRATION CORP0.00%0.01%2,5182,518100.00%629,399Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.07%2,4882,488100.00%621,900Jun 30, 2024
CIRCLE WEALTH MANAGEMENT, LLC0.00%0.01%2,4492,449100.00%612,153Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.04%2,3972,397100.00%599,154Jun 30, 2024
MN WEALTH ADVISORS, LLC0.00%0.33%2,3032,303100.00%575,658Jun 30, 2024
VIRTU FINANCIAL LLC0.00%0.04%2,2202,220100.00%555,000Jun 30, 2024
OCTAHEDRON CAPITAL MANAGEMENT L.P.0.00%0.53%2,1002,100100.00%524,916Jun 30, 2024
INTELLECTUS PARTNERS, LLC0.00%0.10%1,5301,530100.00%382,439Jun 30, 2024
CASTLEKNIGHT MANAGEMENT LP0.00%0.02%1,5001,500100.00%374,940Jun 30, 2024
CHILTON INVESTMENT CO INC.0.00%0.01%1,3731,373100.00%343,195Jun 30, 2024
CONGRESS PARK CAPITAL LLC0.00%0.13%1,2751,275100.00%318,699Jun 30, 2024
EISLER CAPITAL (US) LLC0.00%0.01%1,1951,195100.00%298,702Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.00%0.02%1,1581,158100.00%289,000Jun 30, 2024
POLYMER CAPITAL MANAGEMENT (HK) LTD0.00%0.05%1,0501,050100.00%262,458Jun 30, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.00%0.03%1,0001,000100.00%249,960Jun 30, 2024
SYMMETRY INVESTMENTS LP0.00%0.03%1,0001,000100.00%250,000Jun 30, 2024
UBS GROUP AG0.00%0.00%900900100.00%224,964Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.0.00%0.00%852852100.00%212,928Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.0.00%0.00%815815100.00%203,717Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.00%0.00%700700100.00%174,972Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-500500100.00%124,980Jun 30, 2024
PERENNIAL INVESTMENT ADVISORS, LLC0.00%0.01%400400100.00%99,984Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%374374100.00%93,486Jun 30, 2024
ASSET DEDICATION, LLC0.00%0.00%163163100.00%40,744Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC0.00%0.02%152152100.00%37,000Jun 30, 2024
TIDEMARK, LLC0.00%0.01%106106100.00%26,496Jun 30, 2024
MFA WEALTH ADVISORS, LLC0.00%0.01%100100100.00%24,996Jun 30, 2024
INTERVAL PARTNERS, LP0.00%0.03%5151100.00%1,274,796Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%5050100.00%12,498Jun 30, 2024
TRIFECTA CAPITAL ADVISORS, LLC0.00%0.00%4040100.00%9,999Jun 30, 2024
GLEN EAGLE ADVISORS, LLC-0.00%2929100.00%7,249Jun 30, 2024
CBIZ INVESTMENT ADVISORY SERVICES, LLC-0.00%1717100.00%4,249Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC-0.00%1010100.00%2,500Jun 30, 2024
PLANNING CAPITAL MANAGEMENT CORP-0.00%1010100.00%2,500Jun 30, 2024
LARSON FINANCIAL GROUP LLC-0.00%99100.00%2,250Jun 30, 2024

MongoDB's largest new institutional shareholder by number of shares is NORGES BANK, purchased 549.14K shares, valued at $137.26M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ATREIDES MANAGEMENT, LP----294,577-100.00%-Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.----250,700-100.00%-Jun 30, 2024
AXIOM INVESTORS LLC /DE----247,275-100.00%-Jun 30, 2024
LORD, ABBETT & CO. LLC----191,994-100.00%-Jun 30, 2024
EAGLE ASSET MANAGEMENT INC----176,017-100.00%-Jun 30, 2024
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC----149,646-100.00%-Jun 30, 2024
POINTSTATE CAPITAL LP----140,506-100.00%-Jun 30, 2024
BARCLAYS PLC----136,700-100.00%-Jun 30, 2024
CARMIGNAC GESTION----103,929-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----81,396-100.00%-Jun 30, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.----58,559-100.00%-Jun 30, 2024
ALTA PARK CAPITAL, LP----53,126-100.00%-Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT----51,996-100.00%-Jun 30, 2024
ATALANTA SOSNOFF CAPITAL, LLC----49,427-100.00%-Jun 30, 2024
WAFRA INC.----47,850-100.00%-Jun 30, 2024
VISTA EQUITY PARTNERS MANAGEMENT, LLC----42,280-100.00%-Jun 30, 2024
LMR PARTNERS LLP----40,422-100.00%-Jun 30, 2024
GREENWOODS ASSET MANAGEMENT HONG KONG LTD.----40,009-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----34,300-100.00%-Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC----30,508-100.00%-Jun 30, 2024
KETTLE HILL CAPITAL MANAGEMENT, LLC----26,652-100.00%-Jun 30, 2024
HONEYCOMB ASSET MANAGEMENT LP----25,000-100.00%-Jun 30, 2024
NIGHT OWL CAPITAL MANAGEMENT, LLC----23,267-100.00%-Jun 30, 2024
TELEMARK ASSET MANAGEMENT, LLC----20,000-100.00%-Jun 30, 2024
ALIGHT CAPITAL MANAGEMENT LP----20,000-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----18,000-100.00%-Jun 30, 2024
SMITH GROUP ASSET MANAGEMENT, LLC----14,000-100.00%-Jun 30, 2024
TAIREN CAPITAL LTD----12,000-100.00%-Jun 30, 2024
BOCHK ASSET MANAGEMENT LTD----11,900-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----11,667-100.00%-Jun 30, 2024
MORSE ASSET MANAGEMENT, INC----11,601-100.00%-Jun 30, 2024
EISLER CAPITAL (UK) LTD.----10,065-100.00%-Jun 30, 2024
ADVENT CAPITAL MANAGEMENT /DE/----10,000-100.00%-Jun 30, 2024
SHAY CAPITAL LLC----10,000-100.00%-Jun 30, 2024
FEDERATED HERMES, INC.----9,865-100.00%-Jun 30, 2024
DAI-ICHI LIFE INSURANCE COMPANY, LTD----9,488-100.00%-Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP----8,900-100.00%-Jun 30, 2024
VESTOR CAPITAL, LLC----7,313-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----6,629-100.00%-Jun 30, 2024
BNP PARIBAS----6,343-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----6,077-100.00%-Jun 30, 2024
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC----5,939-100.00%-Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC----5,332-100.00%-Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP----5,142-100.00%-Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----4,800-100.00%-Jun 30, 2024
F/M INVESTMENTS LLC----4,439-100.00%-Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC----4,187-100.00%-Jun 30, 2024
TRIAGEN WEALTH MANAGEMENT LLC----4,000-100.00%-Jun 30, 2024
MAI CAPITAL MANAGEMENT----3,404-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----3,357-100.00%-Jun 30, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION----3,026-100.00%-Jun 30, 2024
ARDSLEY ADVISORY PARTNERS LP----3,000-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----2,939-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----2,300-100.00%-Jun 30, 2024
WESTERN FINANCIAL CORP/CA----2,278-100.00%-Jun 30, 2024
ELEMENT CAPITAL MANAGEMENT LLC----2,257-100.00%-Jun 30, 2024
JACKSON SQUARE CAPITAL, LLC----2,177-100.00%-Jun 30, 2024
TRAYNOR CAPITAL MANAGEMENT, INC.----2,000-100.00%-Jun 30, 2024
AXS INVESTMENTS LLC----2,000-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----2,000-100.00%-Jun 30, 2024
ING GROEP NV----1,970-100.00%-Jun 30, 2024
STRS OHIO----1,962-100.00%-Jun 30, 2024
BANK OF HAWAII----1,816-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----1,740-100.00%-Jun 30, 2024
GUARDIAN CAPITAL LP----1,486-100.00%-Jun 30, 2024
STRATEGIC PLANNING GROUP, LLC----1,469-100.00%-Jun 30, 2024
HARBERT FUND ADVISORS, INC.----1,425-100.00%-Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC----1,351-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----1,285-100.00%-Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC----1,136-100.00%-Jun 30, 2024
FORTIS CAPITAL ADVISORS, LLC----1,136-100.00%-Jun 30, 2024
MAVERICK CAPITAL LTD----1,097-100.00%-Jun 30, 2024
INSIGNEO ADVISORY SERVICES, LLC----1,061-100.00%-Jun 30, 2024
SEAPORT GLOBAL ADVISORS, LLC----1,059-100.00%-Jun 30, 2024
ARMISTICE CAPITAL, LLC----1,053-100.00%-Jun 30, 2024
SPIRE WEALTH MANAGEMENT----1,039-100.00%-Jun 30, 2024
MENARD FINANCIAL GROUP LLC----1,035-100.00%-Jun 30, 2024
FDX ADVISORS, INC.----1,010-100.00%-Jun 30, 2024
CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG----1,000-100.00%-Jun 30, 2024
PROSPERITY CONSULTING GROUP, LLC----962-100.00%-Jun 30, 2024
RAYMOND JAMES TRUST N.A.----955-100.00%-Jun 30, 2024
BALENTINE LLC----952-100.00%-Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.----936-100.00%-Jun 30, 2024
SPIDERROCK ADVISORS, LLC----897-100.00%-Jun 30, 2024
VIRTUE CAPITAL MANAGEMENT, LLC----825-100.00%-Jun 30, 2024
SEQUOIA FINANCIAL ADVISORS, LLC----822-100.00%-Jun 30, 2024
HB WEALTH MANAGEMENT, LLC----821-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----760-100.00%-Jun 30, 2024
CHICAGO TRUST CO NA----745-100.00%-Jun 30, 2024
EVERHART FINANCIAL GROUP, INC.----737-100.00%-Jun 30, 2024
MWA ASSET MANAGEMENT----737-100.00%-Jun 30, 2024
CIGNA INVESTMENTS INC /NEW----727-100.00%-Jun 30, 2024
APPLETON PARTNERS INC/MA----712-100.00%-Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC----711-100.00%-Jun 30, 2024
NWAM LLC----703-100.00%-Jun 30, 2024
MAYFLOWER FINANCIAL ADVISORS, LLC----698-100.00%-Jun 30, 2024
SAPIENT CAPITAL LLC----689-100.00%-Jun 30, 2024
E&G ADVISORS, LP----685-100.00%-Jun 30, 2024
ZEGA FINANCIAL, LLC----673-100.00%-Jun 30, 2024
WRAPMANAGER INC----670-100.00%-Jun 30, 2024

MongoDB's largest sold out institutional shareholder by shares sold is ATREIDES MANAGEMENT, LP, sold -0.29M shares, valued at -, as of undefined.

MongoDB Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Calamos ETF Trust3.39%365,000217,000146.62%Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund1.83%4,355,000--Jan 31, 2024
ADVENT CONVERTIBLE & INCOME FUND1.59%5,442,000--Jan 31, 2024
Leader Funds Trust1.56%1,000,000--Aug 31, 2022
Virtus Artificial Intelligence & Technology Opportunities Fund1.39%5,500,000--Jan 31, 2024
FORUM FUNDS1.30%3,000,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund1.27%2,525,000--Jan 31, 2024
Virtus Diversified Income & Convertible Fund0.89%1,815,000--Jan 31, 2024
FORUM FUNDS0.87%2,000,000--Jan 31, 2024
PUTNAM CONVERTIBLE SECURITIES FUND0.85%4,125,000--Jan 31, 2024
Calamos Dynamic Convertible & Income Fund0.79%6,000,000--Jan 31, 2024
Esoterica Thematic Trust0.77%1,834-184-9.12%Oct 31, 2022
Virtus Strategy Trust0.72%15,150,000--Mar 28, 2024
CALAMOS ADVISORS TRUST/IL0.68%50,000--Mar 31, 2024
Virtus Equity & Convertible Income Fund0.66%1,310,000135,00011.49%Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.65%1,545,000125,0008.80%Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.60%7,500,000--Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL0.59%61,750,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.59%6,750,000--Jan 31, 2024
PUTNAM CONVERTIBLE SECURITIES FUND0.58%2,835,000-165,000-5.50%Jan 31, 2024
Virtus Diversified Income & Convertible Fund0.55%1,120,00090,0008.74%Jan 31, 2024
Calamos Dynamic Convertible & Income Fund0.49%3,750,000--Jan 31, 2024
FIDELITY FINANCIAL TRUST0.47%8,415,000-159,000-1.85%Feb 29, 2024
SPARROW FUNDS0.43%1,545--Feb 29, 2024
BlackRock Capital Appreciation Fund, Inc.0.43%69,93049,461241.64%Feb 29, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND0.41%4,605,000--Jan 31, 2024
Virtus Investment Trust0.40%13,895,000--Mar 28, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.40%5,000,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.39%4,500,000--Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL0.38%40,000,000--Jan 31, 2024
Virtus Convertible & Income Fund II0.37%1,395,000115,0008.98%Jan 31, 2024
Virtus Convertible & Income Fund0.36%1,765,000140,0008.62%Jan 31, 2024
Fiera Capital Series Trust0.31%6,177-294-4.54%Jun 30, 2023
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.29%9,056,000--Mar 31, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund0.29%1,150,000--Jan 31, 2024
Virtus Convertible & Income Fund0.29%1,430,000--Jan 31, 2024
Virtus Convertible & Income Fund II0.28%1,045,000--Jan 31, 2024
Calamos Dynamic Convertible & Income Fund0.23%1,750,000-3,250,000-65.00%Jan 31, 2024
Virtus Investment Trust0.23%7,780,000--Mar 28, 2024
BUFFALO FUNDS0.23%1,500,000--Mar 31, 2024
Ultimus Managers Trust0.21%2,450,000-455,000-15.66%Jan 31, 2024
FIDELITY FINANCIAL TRUST0.21%3,736,000--Feb 29, 2024
Virtus Strategy Trust0.20%4,209,000-3,655,000-46.48%Mar 28, 2024
ALGER FUNDS II0.19%42,2876,56418.37%Jan 31, 2024
ADVENT CONVERTIBLE & INCOME FUND0.17%596,00071,00013.52%Jan 31, 2024
Voya VARIABLE PRODUCTS TRUST0.17%61,9671,6342.71%Mar 31, 2024
ALGER INSTITUTIONAL FUNDS0.17%43,1019,54828.46%Jan 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.16%55,9558,30017.42%Mar 31, 2024
T. Rowe Price Global Technology Fund, Inc.0.15%72,502-5,383-6.91%Mar 31, 2024
BlackRock Science & Technology Trust II0.12%69,110-740-1.06%Mar 31, 2024
AGF Investments Trust0.12%-2,3131,020-30.60%Mar 31, 2024
T. Rowe Price Blue Chip Growth Fund, Inc.0.12%737,656-30,721-4.00%Mar 31, 2024
HSBC FUNDS0.10%3,350--Jan 31, 2024
BlackRock Innovation & Growth Trust0.10%107,082-10,027-8.56%Mar 31, 2024
IDX Funds0.09%3,5713,571-Dec 31, 2021
T. Rowe Price New Horizons Fund, Inc.0.09%452,74231,8027.55%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.09%46,390--Mar 31, 2024
JP MORGAN MUTUAL FUND INVESTMENT TRUST0.09%330,135-44,808-11.95%Dec 31, 2023
INVESCO QQQ TRUST, SERIES 10.09%1,355,59150,6923.88%Mar 31, 2024
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC.0.08%32,111-30,423-48.65%Feb 29, 2024
Alger ETF Trust0.08%5546713.76%Dec 31, 2023
T. Rowe Price Communications & Technology Fund, Inc.0.07%63,528--Mar 31, 2024
BlackRock Science & Technology Trust0.07%36,979-853-2.25%Mar 31, 2024
GROWTH FUND OF AMERICA0.07%1,747,701-12,125-0.69%Feb 29, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.06%2,000,000--Mar 31, 2024
AB DISCOVERY GROWTH FUND, INC.0.06%94,51619,37225.78%Jan 31, 2024
AMCAP FUND0.06%530,389--Feb 29, 2024
NEW ECONOMY FUND0.06%272,463-287-0.11%Feb 29, 2024
OSI ETF Trust0.06%10,4865425.45%Mar 31, 2022
MAINSTAY VP FUNDS TRUST0.06%7,540,000--Mar 31, 2024
FIDELITY TREND FUND0.06%36,000-1,000-2.70%Mar 31, 2024
LORD ABBETT SECURITIES TRUST0.05%243,731-45,969-15.87%Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.05%4,800--Feb 29, 2024
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.0.05%100,23633,59350.41%Feb 29, 2024
BNY MELLON RESEARCH GROWTH FUND, INC.0.05%28,21928,219-Feb 29, 2024
LORD ABBETT TRUST I0.05%1,486,0001,486,000-Jan 31, 2024
ALGER FUNDS0.04%42,838-10,509-19.70%Jan 31, 2024
Emerge ETF Trust0.04%58--Apr 28, 2023
ALGER PORTFOLIOS0.04%15,4364,42540.19%Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.04%1,000,000--Jan 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.0.04%67,329--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.04%41,63013,04345.63%Mar 28, 2024
MAINSTAY VP FUNDS TRUST0.04%4,445,000--Mar 31, 2024
T. Rowe Price Growth Stock Fund, Inc.0.04%215,907-9,736-4.31%Mar 31, 2024
Chesapeake Investment Trust0.03%1,795--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.03%335,19379,61731.15%Mar 31, 2024
HARBOR FUNDS0.03%747,756-7,162-0.95%Jan 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.0.03%39,433--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II0.03%218,74410,3114.95%Mar 31, 2024
MAINSTAY FUNDS0.03%7,075,000--Jan 31, 2024
MAINSTAY FUNDS0.03%7,075,000--Jan 31, 2024
Voya EQUITY TRUST0.03%43,312-8,395-16.24%Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.03%5,431--Mar 28, 2024
Capital Group Growth ETF0.03%10,327--Feb 29, 2024
REYNOLDS FUNDS INC0.03%300--Mar 31, 2024
Capital Group Global Growth Equity ETF0.03%30,469--Feb 29, 2024
Jacob Funds Inc.0.03%5,79580.14%Feb 29, 2024
PRUDENTIALS GIBRALTAR FUND0.03%3,417--Mar 28, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.02%241,43944,69722.72%Mar 28, 2024
PIONEER SERIES TRUST XII0.02%17,83717,837-Feb 29, 2024

MongoDB's largest mutual fund holder by % of total assets is "Calamos ETF Trust", owning 365.00K shares, compromising 3.39% of its total assets.

MongoDB Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24684-12.31%
31 Mar, 24780-0.38%
31 Dec, 237839.97%
30 Sep, 237121.71%
30 Jun, 2370024.33%
31 Mar, 23563-0.53%
31 Dec, 225665.01%
30 Sep, 22539-5.11%
30 Jun, 22568-6.58%
31 Mar, 22608-0.49%
31 Dec, 2161110.49%
30 Sep, 2155311.49%
30 Jun, 21496-0.60%
31 Mar, 214994.39%
31 Dec, 2047815.74%
30 Sep, 204135.36%
30 Jun, 2039218.79%
31 Mar, 20330-2.08%
31 Dec, 193371.51%
30 Sep, 19332-3.49%
30 Jun, 1934430.80%
31 Mar, 1926325.24%
31 Dec, 1821016.67%
30 Sep, 181807.14%
30 Jun, 1816888.76%
31 Mar, 188918.67%
31 Dec, 1775-
31 Mar, 161-
30 Sep, 111-

As of 30 Jun 24, 684 institutions are holding MongoDB's shares, representing a decrease of -12.31% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2467,574,0574.64%
31 Mar, 2464,579,7980.33%
31 Dec, 2364,369,3521.24%
30 Sep, 2363,582,8780.07%
30 Jun, 2363,538,8140.42%
31 Mar, 2363,271,4321.91%
31 Dec, 2262,088,5460.21%
30 Sep, 2261,955,6260.53%
30 Jun, 2261,628,7571.88%
31 Mar, 2260,492,2710.98%
31 Dec, 2159,904,3141.17%
30 Sep, 2159,209,4921.68%
30 Jun, 2158,233,5899.05%
31 Mar, 2153,399,0461.13%
31 Dec, 2052,802,384-0.62%
30 Sep, 2053,131,3843.93%
30 Jun, 2051,123,8113.11%
31 Mar, 2049,580,8734.44%
31 Dec, 1947,472,0986.95%
30 Sep, 1944,386,7209.26%
30 Jun, 1940,623,94411.58%
31 Mar, 1936,409,0786.91%
31 Dec, 1834,057,14129.64%
30 Sep, 1826,271,24820.01%
30 Jun, 1821,890,09461.57%
31 Mar, 1813,548,744-0.06%
31 Dec, 1713,557,506-
31 Mar, 16388-
30 Sep, 112,617-

MongoDB (MDB) has 67.57M shares outstanding as of 30 Jun 24, up 4.64% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2492.58%1.13%
31 Mar, 2490.64%1.11%
31 Dec, 2390.34%1.14%
30 Sep, 2388.85%1.11%
30 Jun, 2389.65%1.10%
31 Mar, 2390.16%1.13%
31 Dec, 2289.30%1.11%
30 Sep, 2289.90%1.11%
30 Jun, 2290.19%1.13%
31 Mar, 2289.34%1.04%
31 Dec, 2192.78%1.17%
30 Sep, 2189.19%1.06%
30 Jun, 2191.81%1.21%
31 Mar, 2187.02%1.14%
31 Dec, 2087.28%1.09%
30 Sep, 2089.49%1.17%
30 Jun, 2087.55%1.18%
31 Mar, 2086.00%1.19%
31 Dec, 1984.86%1.37%
30 Sep, 1978.68%1.48%
30 Jun, 1973.00%1.65%
31 Mar, 1966.55%1.55%
31 Dec, 1865.45%2.63%
30 Sep, 1849.85%2.73%
30 Jun, 1842.77%5.91%
31 Mar, 1826.91%3.70%
31 Dec, 1726.96%-
31 Mar, 160.00%-
30 Sep, 110.01%-

As of 30 Jun 24, MongoDB is held by 92.58% institutional shareholders, representing a 1.13% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24302-22.56%
31 Mar, 24390-14.47%
31 Dec, 2345628.45%
30 Sep, 23355-7.55%
30 Jun, 2338438.13%
31 Mar, 23278-9.74%
31 Dec, 2230816.23%
30 Sep, 22265-11.07%
30 Jun, 22298-8.02%
31 Mar, 223242.21%
31 Dec, 213179.69%
30 Sep, 2128926.75%
30 Jun, 21228-10.94%
31 Mar, 212561.99%
31 Dec, 2025112.56%
30 Sep, 20223-0.89%
30 Jun, 2022535.54%
31 Mar, 20166-1.78%
31 Dec, 19169-9.63%
30 Sep, 19187-11.79%
30 Jun, 1921243.24%
31 Mar, 1914828.70%
31 Dec, 1811515.00%
30 Sep, 18100-15.25%
30 Jun, 18118107.02%
31 Mar, 1857-24.00%
31 Dec, 1775-
31 Mar, 161-
30 Sep, 111-

302 institutional shareholders have increased their position in MDB stock as of 30 Jun 24 compared to 390 in the previous quarter (a -22.56% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242370.42%
31 Mar, 2423619.19%
31 Dec, 23198-2.46%
30 Sep, 232033.05%
30 Jun, 2319713.87%
31 Mar, 2317315.33%
31 Dec, 22150-12.79%
30 Sep, 221725.52%
30 Jun, 22163-3.55%
31 Mar, 221691.20%
31 Dec, 2116718.44%
30 Sep, 21141-9.62%
30 Jun, 211566.85%
31 Mar, 211466.57%
31 Dec, 2013744.21%
30 Sep, 2095-1.04%
30 Jun, 20964.35%
31 Mar, 209219.48%
31 Dec, 197716.67%
30 Sep, 1966-5.71%
30 Jun, 19704.48%
31 Mar, 196728.85%
31 Dec, 185215.56%
30 Sep, 184595.65%
30 Jun, 182343.75%
31 Mar, 1816-
31 Dec, 17--
31 Mar, 16--
30 Sep, 11--

237 institutional shareholders have reduced their position in MDB stock as of 30 Jun 24 compared to 236 in the previous quarter (a 0.42% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24684-12.31%67,574,0574.64%92.58%1.13%302-22.56%2370.42%
31 Mar, 24780-0.38%64,579,7980.33%90.64%1.11%390-14.47%23619.19%
31 Dec, 237839.97%64,369,3521.24%90.34%1.14%45628.45%198-2.46%
30 Sep, 237121.71%63,582,8780.07%88.85%1.11%355-7.55%2033.05%
30 Jun, 2370024.33%63,538,8140.42%89.65%1.10%38438.13%19713.87%
31 Mar, 23563-0.53%63,271,4321.91%90.16%1.13%278-9.74%17315.33%
31 Dec, 225665.01%62,088,5460.21%89.30%1.11%30816.23%150-12.79%
30 Sep, 22539-5.11%61,955,6260.53%89.90%1.11%265-11.07%1725.52%
30 Jun, 22568-6.58%61,628,7571.88%90.19%1.13%298-8.02%163-3.55%
31 Mar, 22608-0.49%60,492,2710.98%89.34%1.04%3242.21%1691.20%
31 Dec, 2161110.49%59,904,3141.17%92.78%1.17%3179.69%16718.44%
30 Sep, 2155311.49%59,209,4921.68%89.19%1.06%28926.75%141-9.62%
30 Jun, 21496-0.60%58,233,5899.05%91.81%1.21%228-10.94%1566.85%
31 Mar, 214994.39%53,399,0461.13%87.02%1.14%2561.99%1466.57%
31 Dec, 2047815.74%52,802,384-0.62%87.28%1.09%25112.56%13744.21%
30 Sep, 204135.36%53,131,3843.93%89.49%1.17%223-0.89%95-1.04%
30 Jun, 2039218.79%51,123,8113.11%87.55%1.18%22535.54%964.35%
31 Mar, 20330-2.08%49,580,8734.44%86.00%1.19%166-1.78%9219.48%
31 Dec, 193371.51%47,472,0986.95%84.86%1.37%169-9.63%7716.67%
30 Sep, 19332-3.49%44,386,7209.26%78.68%1.48%187-11.79%66-5.71%
30 Jun, 1934430.80%40,623,94411.58%73.00%1.65%21243.24%704.48%
31 Mar, 1926325.24%36,409,0786.91%66.55%1.55%14828.70%6728.85%
31 Dec, 1821016.67%34,057,14129.64%65.45%2.63%11515.00%5215.56%
30 Sep, 181807.14%26,271,24820.01%49.85%2.73%100-15.25%4595.65%
30 Jun, 1816888.76%21,890,09461.57%42.77%5.91%118107.02%2343.75%
31 Mar, 188918.67%13,548,744-0.06%26.91%3.70%57-24.00%16-
31 Dec, 1775-13,557,506-26.96%-75---
31 Mar, 161-388-0.00%-1---
30 Sep, 111-2,617-0.01%-1---

MongoDB Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024MERRIMAN DWIGHT Adirector-S-SaleSell1,000$245.00$245.00K1,139,006
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,530$241.23$369.08K85,412
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,009$242.27$244.45K84,403
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,686$243.20$410.04K82,717
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell615$244.51$150.37K82,102
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell160$245.73$39.32K81,942
Aug 06, 2024MERRIMAN DWIGHT Adirector-S-SaleSell2,000$231.00$462.00K1,140,006
Aug 06, 2024MERRIMAN DWIGHT Adirector-S-SaleSell1,672$231.00$386.23K93,328
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell733$249.35$182.77K86,209
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,389$250.43$347.85K84,820
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell328$251.16$82.38K84,492
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,268$252.49$320.16K83,224
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell153$253.38$38.77K83,071
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell606$255.11$154.60K82,465
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell56$255.73$14.32K82,409
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell244$257.32$62.79K82,165

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024MERRIMAN DWIGHT Adirector-S-SaleSell1,000$245.00$245.00K1,139,006
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOM-ExemptSell5,000$6.50$32.50K128,859
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,530$241.23$369.08K85,412
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,009$242.27$244.45K84,403
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,686$243.20$410.04K82,717
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell615$244.51$150.37K82,102
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell160$245.73$39.32K81,942
Aug 06, 2024MERRIMAN DWIGHT Adirector-S-SaleSell2,000$231.00$462.00K1,140,006
Aug 06, 2024MERRIMAN DWIGHT Adirector-S-SaleSell1,672$231.00$386.23K93,328
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOM-ExemptSell5,000$6.50$32.50K133,859
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell733$249.35$182.77K86,209
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,389$250.43$347.85K84,820
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell328$251.16$82.38K84,492
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,268$252.49$320.16K83,224
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell153$253.38$38.77K83,071
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell606$255.11$154.60K82,465
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell56$255.73$14.32K82,409
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell244$257.32$62.79K82,165

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024MERRIMAN DWIGHT Adirector-S-SaleSell1,000$245.00$245.00K1,139,006
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOM-ExemptSell5,000$6.50$32.50K128,859
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOM-ExemptBuy5,000$6.50$32.50K86,942
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,530$241.23$369.08K85,412
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,009$242.27$244.45K84,403
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,686$243.20$410.04K82,717
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell615$244.51$150.37K82,102
Aug 16, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell160$245.73$39.32K81,942
Aug 06, 2024MERRIMAN DWIGHT Adirector-S-SaleSell2,000$231.00$462.00K1,140,006
Aug 06, 2024MERRIMAN DWIGHT Adirector-S-SaleSell1,672$231.00$386.23K93,328
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOM-ExemptSell5,000$6.50$32.50K133,859
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOM-ExemptBuy5,000$6.50$32.50K86,942
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell733$249.35$182.77K86,209
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,389$250.43$347.85K84,820
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell328$251.16$82.38K84,492
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell1,268$252.49$320.16K83,224
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell153$253.38$38.77K83,071
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell606$255.11$154.60K82,465
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell56$255.73$14.32K82,409
Jul 11, 2024Gordon Michael Lawrenceofficer COO and CFOS-SaleSell244$257.32$62.79K82,165

The last insider sell of MongoDB's stock was made by MERRIMAN DWIGHT A on Aug 16 2024, selling 1,000 shares at $245.00 per share (valued at $245.00K).

MongoDB Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20242248.33%
Q2 2024323688.89%
Q1 202481027.84%
Q4 20231510714.02%
Q3 20235647.81%
Q2 2023278332.53%
Q1 2023133834.21%
Q4 202272626.92%
Q3 20221244.17%
Q2 2022166126.23%
Q1 2022132116.16%
Q4 202182173.69%
Q3 2021121508.00%
Q2 20213617220.93%
Q1 20211513611.03%
Q4 20201513111.45%
Q3 2020179218.48%
Q2 20204010737.38%
Q1 2020299530.53%
Q4 2019249226.09%

2 total buy trades, and 24 total sell trades (buy/sell ratio of 0.08%) were made by MongoDB's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-22-
Q2 2024-34-
Q1 2024-97-
Q4 2023-94-
Q3 2023-58-
Q2 2023-76-
Q1 2023-30-
Q4 2022-18-
Q3 2022-17-
Q2 2022-55-
Q1 2022-200-
Q4 2021-212-
Q3 2021-138-
Q2 2021-151-
Q1 2021-126-
Q4 2020-118-
Q3 2020-83-
Q2 2020-78-
Q1 2020-73-
Q4 2019-69-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 22 open market sell trades of MongoDB's stocks.

MongoDB Peer Ownership


TickerCompany
ADBEAdobe Inc.
PANWPalo Alto Networks, Inc.
NTNXNutanix, Inc.
OKTAOkta, Inc.
ZSZscaler, Inc.
PATHUiPath Inc.
NETCloudflare, Inc.
CRWDCrowdStrike Holdings, Inc.

MDB Ownership FAQ


MongoDB is owned by institutional shareholders (92.58%), insiders (3.24%), and public (4.18%). The largest institutional shareholder of MongoDB is VANGUARD GROUP INC (9.71% of total shares) and the top mutual fund owner is Calamos ETF Trust (3.39% of total shares).

MongoDB's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, WELLINGTON MANAGEMENT GROUP LLP, and PRICE T ROWE ASSOCIATES INC /MD/. The top five shareholders own together 34.62% of the company's share outstanding.

As of Jun 2024, there are 684 institutional shareholders of MongoDB.

VANGUARD GROUP INC owns 7.09M shares of MongoDB, representing 9.71% of the company's total shares outstanding, valued at $1.77B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 6.12M shares of MongoDB (MDB), compromising 8.38% of the company, valued at $1.53B.

FMR LLC is the third largest holder of MongoDB. The company owns 5.1M of the company's shares outstanding (worth $1.27B).