MongoDB Ownership 2024 | Who Owns MongoDB Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.71% | 0.03% | 7,089,766 | 179,005 | 2.59% | 1,772,157,908 | Jun 30, 2024 |
BLACKROCK INC. | 8.38% | 0.03% | 6,120,150 | -305,691 | -4.76% | 1,529,792,581 | Jun 30, 2024 |
FMR LLC | 6.99% | 0.08% | 5,099,877 | 162,581 | 3.29% | 1,274,765,354 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 4.82% | 0.16% | 3,519,014 | 1,460,664 | 70.96% | 879,612,741 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 4.71% | 0.10% | 3,438,431 | 308,363 | 9.85% | 859,471,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 4.52% | 0.07% | 3,295,947 | 318,055 | 10.68% | 823,855,036 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 3.44% | 0.40% | 2,509,986 | -1,898,438 | -43.06% | 627,396,064 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 2.79% | 0.16% | 2,034,150 | 77,496 | 3.96% | 508,456,238 | Jun 30, 2024 |
STATE STREET CORP | 2.11% | 0.02% | 1,539,614 | 33,776 | 2.24% | 384,841,915,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.88% | 0.03% | 1,369,257 | 354,038 | 34.87% | 342,259,504 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.80% | 0.07% | 1,310,308 | 553,517 | 73.14% | 327,524,588 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.64% | 0.03% | 1,195,222 | 46,456 | 4.04% | 298,220,485 | Jun 30, 2024 |
MORGAN STANLEY | 1.46% | 0.02% | 1,067,016 | 311,779 | 41.28% | 266,711,820 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 1.37% | 0.25% | 998,428 | 370,385 | 58.97% | 249,567,067 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 1.34% | 0.28% | 976,576 | -104,230 | -9.64% | 244,104,938 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.16% | 1.30% | 847,514 | 296,830 | 53.90% | 211,844,599 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 1.08% | 0.03% | 791,417 | -799,716 | -50.26% | 197,822,506 | Jun 30, 2024 |
INVESCO LTD. | 1.00% | 0.04% | 728,483 | -832,262 | -53.32% | 182,091,610 | Jun 30, 2024 |
SWEDBANK AB | 0.90% | 0.22% | 656,993 | 400,705 | 156.35% | 164,221,970 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.82% | 0.09% | 601,274 | 433,630 | 258.66% | 150,294,449 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SQN INVESTORS LP | 0.06% | 7.50% | 40,847 | 26,907 | 193.02% | 10,210,116 | Jun 30, 2024 |
AURORA INVESTMENT MANAGERS, LLC. | 0.03% | 6.92% | 19,139 | -2,009 | -9.50% | 9,651,000 | Jun 30, 2024 |
ARTHEDGE CAPITAL MANAGEMENT, LLC | 0.04% | 4.95% | 30,200 | - | - | 7,548,792 | Jun 30, 2024 |
GLADSTONE CAPITAL MANAGEMENT LLP | 0.30% | 4.88% | 221,039 | -535 | -0.24% | 55,250,908 | Jun 30, 2024 |
GLYNN CAPITAL MANAGEMENT LLC | 0.12% | 4.40% | 87,147 | 32,781 | 60.30% | 21,783,264 | Jun 30, 2024 |
ICAPITAL WEALTH LLC | 0.03% | 3.09% | 22,689 | 531 | 2.40% | 5,671,342 | Jun 30, 2024 |
HIDDEN LAKE ASSET MANAGEMENT LP | 0.02% | 2.98% | 15,360 | 15,360 | 100.00% | 3,839,386 | Jun 30, 2024 |
SPYGLASS CAPITAL MANAGEMENT LLC | 0.21% | 2.86% | 156,515 | 156,515 | 100.00% | 39,122,489 | Jun 30, 2024 |
ANGLEPOINT ASSET MANAGEMENT LTD | 0.01% | 1.98% | 7,546 | 5,992 | 385.59% | 1,886,198 | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | 0.57% | 1.98% | 415,276 | 335,187 | 418.52% | 103,802,389 | Jun 30, 2024 |
CONTOUR ASSET MANAGEMENT LLC | 0.32% | 1.96% | 231,953 | 2,517 | 1.10% | 57,978,972 | Jun 30, 2024 |
ALAMAR CAPITAL MANAGEMENT, LLC | 0.01% | 1.95% | 10,770 | 10,770 | 100.00% | 2,692,069 | Jun 30, 2024 |
JAT CAPITAL MGMT LP | 0.08% | 1.81% | 56,247 | -3,203 | -5.39% | 14,059,500 | Jun 30, 2024 |
FIRSTHAND CAPITAL MANAGEMENT, INC. | 0.01% | 1.75% | 4,000 | -1,000 | -20.00% | 901,840 | Jun 30, 2024 |
DELTA GLOBAL MANAGEMENT LP | 0.14% | 1.74% | 104,803 | 76,905 | 275.66% | 26,196,558 | Jun 30, 2024 |
WASHINGTON HARBOUR PARTNERS LP | 0.01% | 1.70% | 3,900 | 3,900 | 100.00% | 974,844 | Jun 30, 2024 |
CAPSTONE TRITON FINANCIAL GROUP, LLC | 0.01% | 1.63% | 9,272 | -124 | -1.32% | 2,317,629 | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | 0.03% | 1.60% | 20,599 | -707 | -3.32% | 5,148,801 | Jun 30, 2024 |
MAYTUS CAPITAL MANAGEMENT, LLC | 0.02% | 1.52% | 17,000 | 17,000 | 100.00% | 4,249,320 | Jun 30, 2024 |
SIERRA SUMMIT ADVISORS LLC | 0.03% | 1.49% | 24,050 | 24,050 | 100.00% | 6,011,538 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP | 4.82% | 0.16% | 3,519,014 | 1,460,664 | 70.96% | 879,612,741 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.80% | 0.07% | 1,310,308 | 553,517 | 73.14% | 327,524,588 | Jun 30, 2024 |
NORGES BANK | 0.75% | 0.02% | 549,137 | 549,137 | 100.00% | 137,262,285 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.82% | 0.09% | 601,274 | 433,630 | 258.66% | 150,294,449 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.70% | 0.06% | 510,926 | 401,891 | 368.59% | 127,711,063 | Jun 30, 2024 |
SWEDBANK AB | 0.90% | 0.22% | 656,993 | 400,705 | 156.35% | 164,221,970 | Jun 30, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | 0.58% | 0.21% | 424,402 | 388,979 | 1098.10% | 106,084,000 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 1.37% | 0.25% | 998,428 | 370,385 | 58.97% | 249,567,067 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.88% | 0.03% | 1,369,257 | 354,038 | 34.87% | 342,259,504 | Jun 30, 2024 |
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.69% | 0.33% | 505,183 | 345,010 | 215.40% | 126,275,000 | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | 0.57% | 1.98% | 415,276 | 335,187 | 418.52% | 103,802,389 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 4.52% | 0.07% | 3,295,947 | 318,055 | 10.68% | 823,855,036 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.43% | 0.13% | 316,900 | 316,200 | 45171.43% | 79,212,324 | Jun 30, 2024 |
MORGAN STANLEY | 1.46% | 0.02% | 1,067,016 | 311,779 | 41.28% | 266,711,820 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 4.71% | 0.10% | 3,438,431 | 308,363 | 9.85% | 859,471,000 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.16% | 1.30% | 847,514 | 296,830 | 53.90% | 211,844,599 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | 0.41% | 0.31% | 295,873 | 295,873 | 100.00% | 73,956,415 | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.38% | 0.10% | 275,989 | 275,989 | 100.00% | 68,986,210 | Jun 30, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 0.67% | 0.60% | 488,722 | 266,864 | 120.29% | 122,160,897 | Jun 30, 2024 |
FIL LTD | 0.36% | 0.07% | 265,996 | 265,996 | 100.00% | 66,488,360 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JENNISON ASSOCIATES LLC | 3.44% | 0.40% | 2,509,986 | -1,898,438 | -43.06% | 627,396,064 | Jun 30, 2024 |
INVESCO LTD. | 1.00% | 0.04% | 728,483 | -832,262 | -53.32% | 182,091,610 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 1.08% | 0.03% | 791,417 | -799,716 | -50.26% | 197,822,506 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.37% | 0.09% | 268,958 | -337,490 | -55.65% | 67,228,743 | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.25% | 0.04% | 181,707 | -334,493 | -64.80% | 45,419,482 | Jun 30, 2024 |
BLACKROCK INC. | 8.38% | 0.03% | 6,120,150 | -305,691 | -4.76% | 1,529,792,581 | Jun 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 INC | 0.53% | 0.03% | 388,216 | -207,999 | -34.89% | 97,038,472 | Jun 30, 2024 |
FRED ALGER MANAGEMENT, LLC | 0.03% | 0.02% | 19,979 | -206,275 | -91.17% | 4,993,951 | Jun 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% | 13,695,308 | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | - | - | - | -176,017 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.16% | 0.05% | 118,128 | -171,257 | -59.18% | 29,527,275 | Jun 30, 2024 |
POLAR CAPITAL HOLDINGS PLC | 0.10% | 0.11% | 74,436 | -161,487 | -68.45% | 18,606,023 | 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 |
EVENTIDE ASSET MANAGEMENT, LLC | 0.01% | 0.04% | 9,432 | -133,316 | -93.39% | 2,357,623 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.75% | 0.02% | 549,137 | 549,137 | 100.00% | 137,262,285 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | 0.41% | 0.31% | 295,873 | 295,873 | 100.00% | 73,956,415 | Jun 30, 2024 |
FIL LTD | 0.36% | 0.07% | 265,996 | 265,996 | 100.00% | 66,488,360 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.29% | 0.14% | 208,556 | 208,556 | 100.00% | 52,130,658 | Jun 30, 2024 |
SPYGLASS CAPITAL MANAGEMENT LLC | 0.21% | 2.86% | 156,515 | 156,515 | 100.00% | 39,122,489 | Jun 30, 2024 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.14% | 0.96% | 100,000 | 100,000 | 100.00% | 24,996,000 | Jun 30, 2024 |
LA FINANCIERE DE L'ECHIQUIER | 0.11% | 0.85% | 78,000 | 78,000 | 100.00% | 19,496,880 | Jun 30, 2024 |
NISHKAMA CAPITAL, LLC | 0.07% | 0.97% | 50,976 | 50,976 | 100.00% | 12,741,961 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.07% | 0.19% | 48,690 | 48,690 | 100.00% | 12,170,552 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.06% | 0.03% | 46,247 | 46,247 | 100.00% | 11,559,900 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.07% | 42,000 | 42,000 | 100.00% | 10,498,000 | Jun 30, 2024 |
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 0.06% | 0.18% | 42,000 | 42,000 | 100.00% | 10,498,000 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.06% | 0.03% | 40,898 | 40,898 | 100.00% | 10,222,864 | Jun 30, 2024 |
SIERRA SUMMIT ADVISORS LLC | 0.03% | 1.49% | 24,050 | 24,050 | 100.00% | 6,011,538 | Jun 30, 2024 |
GMT CAPITAL CORP | 0.03% | 0.19% | 21,000 | 21,000 | 100.00% | 5,249,160 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.03% | 17,853 | 17,853 | 100.00% | 4,463,000 | Jun 30, 2024 |
HAP TRADING, LLC | 0.02% | 0.04% | 17,500 | 17,500 | 100.00% | 303,306 | Jun 30, 2024 |
MAYTUS CAPITAL MANAGEMENT, LLC | 0.02% | 1.52% | 17,000 | 17,000 | 100.00% | 4,249,320 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.04% | 15,887 | 15,887 | 100.00% | 3,971,000 | Jun 30, 2024 |
HIDDEN LAKE ASSET MANAGEMENT LP | 0.02% | 2.98% | 15,360 | 15,360 | 100.00% | 3,839,386 | Jun 30, 2024 |
ILMARINEN MUTUAL PENSION INSURANCE CO | 0.02% | 0.04% | 15,000 | 15,000 | 100.00% | 3,749,000 | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | 0.02% | 0.74% | 14,394 | 14,394 | 100.00% | 3,597,924 | Jun 30, 2024 |
CLEARLINE CAPITAL LP | 0.02% | 0.09% | 12,342 | 12,342 | 100.00% | 3,085,006 | Jun 30, 2024 |
ALAMAR CAPITAL MANAGEMENT, LLC | 0.01% | 1.95% | 10,770 | 10,770 | 100.00% | 2,692,069 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.01% | 0.00% | 10,000 | 10,000 | 100.00% | 2,499,600 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 0.09% | 9,000 | 9,000 | 100.00% | 2,249,640 | Jun 30, 2024 |
TRUEMARK INVESTMENTS, LLC | 0.01% | 0.60% | 7,075 | 7,075 | 100.00% | 1,768,467 | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.01% | 0.18% | 6,819 | 6,819 | 100.00% | 1,704,477 | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | 0.01% | 0.05% | 6,600 | 6,600 | 100.00% | 1,649,736 | Jun 30, 2024 |
ITAU UNIBANCO HOLDING S.A. | 0.01% | 0.07% | 6,382 | 6,382 | 100.00% | 1,595,245 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.01% | 0.01% | 6,239 | 6,239 | 100.00% | 1,559,500 | Jun 30, 2024 |
GREENLAND CAPITAL MANAGEMENT LP | 0.01% | 0.21% | 5,713 | 5,713 | 100.00% | 1,428,021 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.01% | 0.03% | 5,440 | 5,440 | 100.00% | 1,359,782 | Jun 30, 2024 |
KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.12% | 4,450 | 4,450 | 100.00% | 1,112,322 | Jun 30, 2024 |
EXANE ASSET MANAGEMENT | 0.01% | 0.75% | 4,265 | 4,265 | 100.00% | 1,066,079 | Jun 30, 2024 |
WASHINGTON HARBOUR PARTNERS LP | 0.01% | 1.70% | 3,900 | 3,900 | 100.00% | 974,844 | Jun 30, 2024 |
BRANDYWINE MANAGERS, LLC | 0.00% | 0.76% | 2,859 | 2,859 | 100.00% | 714,636 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 2,518 | 2,518 | 100.00% | 629,399 | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.07% | 2,488 | 2,488 | 100.00% | 621,900 | Jun 30, 2024 |
CIRCLE WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 2,449 | 2,449 | 100.00% | 612,153 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.04% | 2,397 | 2,397 | 100.00% | 599,154 | Jun 30, 2024 |
MN WEALTH ADVISORS, LLC | 0.00% | 0.33% | 2,303 | 2,303 | 100.00% | 575,658 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.00% | 0.04% | 2,220 | 2,220 | 100.00% | 555,000 | Jun 30, 2024 |
OCTAHEDRON CAPITAL MANAGEMENT L.P. | 0.00% | 0.53% | 2,100 | 2,100 | 100.00% | 524,916 | Jun 30, 2024 |
INTELLECTUS PARTNERS, LLC | 0.00% | 0.10% | 1,530 | 1,530 | 100.00% | 382,439 | Jun 30, 2024 |
CASTLEKNIGHT MANAGEMENT LP | 0.00% | 0.02% | 1,500 | 1,500 | 100.00% | 374,940 | Jun 30, 2024 |
CHILTON INVESTMENT CO INC. | 0.00% | 0.01% | 1,373 | 1,373 | 100.00% | 343,195 | Jun 30, 2024 |
CONGRESS PARK CAPITAL LLC | 0.00% | 0.13% | 1,275 | 1,275 | 100.00% | 318,699 | Jun 30, 2024 |
EISLER CAPITAL (US) LLC | 0.00% | 0.01% | 1,195 | 1,195 | 100.00% | 298,702 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.00% | 0.02% | 1,158 | 1,158 | 100.00% | 289,000 | Jun 30, 2024 |
POLYMER CAPITAL MANAGEMENT (HK) LTD | 0.00% | 0.05% | 1,050 | 1,050 | 100.00% | 262,458 | Jun 30, 2024 |
LEVIN CAPITAL STRATEGIES, L.P. | 0.00% | 0.03% | 1,000 | 1,000 | 100.00% | 249,960 | Jun 30, 2024 |
SYMMETRY INVESTMENTS LP | 0.00% | 0.03% | 1,000 | 1,000 | 100.00% | 250,000 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | 0.00% | 900 | 900 | 100.00% | 224,964 | Jun 30, 2024 |
RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 852 | 852 | 100.00% | 212,928 | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | 0.00% | 0.00% | 815 | 815 | 100.00% | 203,717 | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 700 | 700 | 100.00% | 174,972 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 500 | 500 | 100.00% | 124,980 | Jun 30, 2024 |
PERENNIAL INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 400 | 400 | 100.00% | 99,984 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 374 | 374 | 100.00% | 93,486 | Jun 30, 2024 |
ASSET DEDICATION, LLC | 0.00% | 0.00% | 163 | 163 | 100.00% | 40,744 | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.02% | 152 | 152 | 100.00% | 37,000 | Jun 30, 2024 |
TIDEMARK, LLC | 0.00% | 0.01% | 106 | 106 | 100.00% | 26,496 | Jun 30, 2024 |
MFA WEALTH ADVISORS, LLC | 0.00% | 0.01% | 100 | 100 | 100.00% | 24,996 | Jun 30, 2024 |
INTERVAL PARTNERS, LP | 0.00% | 0.03% | 51 | 51 | 100.00% | 1,274,796 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 50 | 50 | 100.00% | 12,498 | Jun 30, 2024 |
TRIFECTA CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 40 | 40 | 100.00% | 9,999 | Jun 30, 2024 |
GLEN EAGLE ADVISORS, LLC | - | 0.00% | 29 | 29 | 100.00% | 7,249 | Jun 30, 2024 |
CBIZ INVESTMENT ADVISORY SERVICES, LLC | - | 0.00% | 17 | 17 | 100.00% | 4,249 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 10 | 10 | 100.00% | 2,500 | Jun 30, 2024 |
PLANNING CAPITAL MANAGEMENT CORP | - | 0.00% | 10 | 10 | 100.00% | 2,500 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | 0.00% | 9 | 9 | 100.00% | 2,250 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Calamos ETF Trust | 3.39% | 365,000 | 217,000 | 146.62% | Jan 31, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 1.83% | 4,355,000 | - | - | Jan 31, 2024 |
ADVENT CONVERTIBLE & INCOME FUND | 1.59% | 5,442,000 | - | - | Jan 31, 2024 |
Leader Funds Trust | 1.56% | 1,000,000 | - | - | Aug 31, 2022 |
Virtus Artificial Intelligence & Technology Opportunities Fund | 1.39% | 5,500,000 | - | - | Jan 31, 2024 |
FORUM FUNDS | 1.30% | 3,000,000 | - | - | Jan 31, 2024 |
Virtus Equity & Convertible Income Fund | 1.27% | 2,525,000 | - | - | Jan 31, 2024 |
Virtus Diversified Income & Convertible Fund | 0.89% | 1,815,000 | - | - | Jan 31, 2024 |
FORUM FUNDS | 0.87% | 2,000,000 | - | - | Jan 31, 2024 |
PUTNAM CONVERTIBLE SECURITIES FUND | 0.85% | 4,125,000 | - | - | Jan 31, 2024 |
Calamos Dynamic Convertible & Income Fund | 0.79% | 6,000,000 | - | - | Jan 31, 2024 |
Esoterica Thematic Trust | 0.77% | 1,834 | -184 | -9.12% | Oct 31, 2022 |
Virtus Strategy Trust | 0.72% | 15,150,000 | - | - | Mar 28, 2024 |
CALAMOS ADVISORS TRUST/IL | 0.68% | 50,000 | - | - | Mar 31, 2024 |
Virtus Equity & Convertible Income Fund | 0.66% | 1,310,000 | 135,000 | 11.49% | Jan 31, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 0.65% | 1,545,000 | 125,000 | 8.80% | Jan 31, 2024 |
CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.60% | 7,500,000 | - | - | Jan 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.59% | 61,750,000 | - | - | Jan 31, 2024 |
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.59% | 6,750,000 | - | - | Jan 31, 2024 |
PUTNAM CONVERTIBLE SECURITIES FUND | 0.58% | 2,835,000 | -165,000 | -5.50% | Jan 31, 2024 |
Virtus Diversified Income & Convertible Fund | 0.55% | 1,120,000 | 90,000 | 8.74% | Jan 31, 2024 |
Calamos Dynamic Convertible & Income Fund | 0.49% | 3,750,000 | - | - | Jan 31, 2024 |
FIDELITY FINANCIAL TRUST | 0.47% | 8,415,000 | -159,000 | -1.85% | Feb 29, 2024 |
SPARROW FUNDS | 0.43% | 1,545 | - | - | Feb 29, 2024 |
BlackRock Capital Appreciation Fund, Inc. | 0.43% | 69,930 | 49,461 | 241.64% | Feb 29, 2024 |
CALAMOS STRATEGIC TOTAL RETURN FUND | 0.41% | 4,605,000 | - | - | Jan 31, 2024 |
Virtus Investment Trust | 0.40% | 13,895,000 | - | - | Mar 28, 2024 |
CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.40% | 5,000,000 | - | - | Jan 31, 2024 |
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.39% | 4,500,000 | - | - | Jan 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.38% | 40,000,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund II | 0.37% | 1,395,000 | 115,000 | 8.98% | Jan 31, 2024 |
Virtus Convertible & Income Fund | 0.36% | 1,765,000 | 140,000 | 8.62% | Jan 31, 2024 |
Fiera Capital Series Trust | 0.31% | 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 Fund | 0.29% | 1,150,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund | 0.29% | 1,430,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund II | 0.28% | 1,045,000 | - | - | Jan 31, 2024 |
Calamos Dynamic Convertible & Income Fund | 0.23% | 1,750,000 | -3,250,000 | -65.00% | Jan 31, 2024 |
Virtus Investment Trust | 0.23% | 7,780,000 | - | - | Mar 28, 2024 |
BUFFALO FUNDS | 0.23% | 1,500,000 | - | - | Mar 31, 2024 |
Ultimus Managers Trust | 0.21% | 2,450,000 | -455,000 | -15.66% | Jan 31, 2024 |
FIDELITY FINANCIAL TRUST | 0.21% | 3,736,000 | - | - | Feb 29, 2024 |
Virtus Strategy Trust | 0.20% | 4,209,000 | -3,655,000 | -46.48% | Mar 28, 2024 |
ALGER FUNDS II | 0.19% | 42,287 | 6,564 | 18.37% | Jan 31, 2024 |
ADVENT CONVERTIBLE & INCOME FUND | 0.17% | 596,000 | 71,000 | 13.52% | Jan 31, 2024 |
Voya VARIABLE PRODUCTS TRUST | 0.17% | 61,967 | 1,634 | 2.71% | Mar 31, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.17% | 43,101 | 9,548 | 28.46% | Jan 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.16% | 55,955 | 8,300 | 17.42% | 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 II | 0.12% | 69,110 | -740 | -1.06% | Mar 31, 2024 |
AGF Investments Trust | 0.12% | -2,313 | 1,020 | -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 FUNDS | 0.10% | 3,350 | - | - | Jan 31, 2024 |
BlackRock Innovation & Growth Trust | 0.10% | 107,082 | -10,027 | -8.56% | Mar 31, 2024 |
IDX Funds | 0.09% | 3,571 | 3,571 | - | Dec 31, 2021 |
T. Rowe Price New Horizons Fund, Inc. | 0.09% | 452,742 | 31,802 | 7.55% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.09% | 46,390 | - | - | Mar 31, 2024 |
JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.09% | 330,135 | -44,808 | -11.95% | Dec 31, 2023 |
INVESCO QQQ TRUST, SERIES 1 | 0.09% | 1,355,591 | 50,692 | 3.88% | Mar 31, 2024 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.08% | 32,111 | -30,423 | -48.65% | Feb 29, 2024 |
Alger ETF Trust | 0.08% | 554 | 67 | 13.76% | Dec 31, 2023 |
T. Rowe Price Communications & Technology Fund, Inc. | 0.07% | 63,528 | - | - | Mar 31, 2024 |
BlackRock Science & Technology Trust | 0.07% | 36,979 | -853 | -2.25% | Mar 31, 2024 |
GROWTH FUND OF AMERICA | 0.07% | 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% | 94,516 | 19,372 | 25.78% | Jan 31, 2024 |
AMCAP FUND | 0.06% | 530,389 | - | - | Feb 29, 2024 |
NEW ECONOMY FUND | 0.06% | 272,463 | -287 | -0.11% | Feb 29, 2024 |
OSI ETF Trust | 0.06% | 10,486 | 542 | 5.45% | Mar 31, 2022 |
MAINSTAY VP FUNDS TRUST | 0.06% | 7,540,000 | - | - | Mar 31, 2024 |
FIDELITY TREND FUND | 0.06% | 36,000 | -1,000 | -2.70% | Mar 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.05% | 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% | 100,236 | 33,593 | 50.41% | Feb 29, 2024 |
BNY MELLON RESEARCH GROWTH FUND, INC. | 0.05% | 28,219 | 28,219 | - | Feb 29, 2024 |
LORD ABBETT TRUST I | 0.05% | 1,486,000 | 1,486,000 | - | Jan 31, 2024 |
ALGER FUNDS | 0.04% | 42,838 | -10,509 | -19.70% | Jan 31, 2024 |
Emerge ETF Trust | 0.04% | 58 | - | - | Apr 28, 2023 |
ALGER PORTFOLIOS | 0.04% | 15,436 | 4,425 | 40.19% | Dec 31, 2023 |
ADVISORS' INNER CIRCLE FUND | 0.04% | 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 IV | 0.04% | 41,630 | 13,043 | 45.63% | Mar 28, 2024 |
MAINSTAY VP FUNDS TRUST | 0.04% | 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 Trust | 0.03% | 1,795 | - | - | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.03% | 335,193 | 79,617 | 31.15% | Mar 31, 2024 |
HARBOR FUNDS | 0.03% | 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 II | 0.03% | 218,744 | 10,311 | 4.95% | Mar 31, 2024 |
MAINSTAY FUNDS | 0.03% | 7,075,000 | - | - | Jan 31, 2024 |
MAINSTAY FUNDS | 0.03% | 7,075,000 | - | - | Jan 31, 2024 |
Voya EQUITY TRUST | 0.03% | 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 ETF | 0.03% | 10,327 | - | - | Feb 29, 2024 |
REYNOLDS FUNDS INC | 0.03% | 300 | - | - | Mar 31, 2024 |
Capital Group Global Growth Equity ETF | 0.03% | 30,469 | - | - | Feb 29, 2024 |
Jacob Funds Inc. | 0.03% | 5,795 | 8 | 0.14% | Feb 29, 2024 |
PRUDENTIALS GIBRALTAR FUND | 0.03% | 3,417 | - | - | Mar 28, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.02% | 241,439 | 44,697 | 22.72% | Mar 28, 2024 |
PIONEER SERIES TRUST XII | 0.02% | 17,837 | 17,837 | - | Feb 29, 2024 |
MongoDB Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 684 | -12.31% |
31 Mar, 24 | 780 | -0.38% |
31 Dec, 23 | 783 | 9.97% |
30 Sep, 23 | 712 | 1.71% |
30 Jun, 23 | 700 | 24.33% |
31 Mar, 23 | 563 | -0.53% |
31 Dec, 22 | 566 | 5.01% |
30 Sep, 22 | 539 | -5.11% |
30 Jun, 22 | 568 | -6.58% |
31 Mar, 22 | 608 | -0.49% |
31 Dec, 21 | 611 | 10.49% |
30 Sep, 21 | 553 | 11.49% |
30 Jun, 21 | 496 | -0.60% |
31 Mar, 21 | 499 | 4.39% |
31 Dec, 20 | 478 | 15.74% |
30 Sep, 20 | 413 | 5.36% |
30 Jun, 20 | 392 | 18.79% |
31 Mar, 20 | 330 | -2.08% |
31 Dec, 19 | 337 | 1.51% |
30 Sep, 19 | 332 | -3.49% |
30 Jun, 19 | 344 | 30.80% |
31 Mar, 19 | 263 | 25.24% |
31 Dec, 18 | 210 | 16.67% |
30 Sep, 18 | 180 | 7.14% |
30 Jun, 18 | 168 | 88.76% |
31 Mar, 18 | 89 | 18.67% |
31 Dec, 17 | 75 | - |
31 Mar, 16 | 1 | - |
30 Sep, 11 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 67,574,057 | 4.64% |
31 Mar, 24 | 64,579,798 | 0.33% |
31 Dec, 23 | 64,369,352 | 1.24% |
30 Sep, 23 | 63,582,878 | 0.07% |
30 Jun, 23 | 63,538,814 | 0.42% |
31 Mar, 23 | 63,271,432 | 1.91% |
31 Dec, 22 | 62,088,546 | 0.21% |
30 Sep, 22 | 61,955,626 | 0.53% |
30 Jun, 22 | 61,628,757 | 1.88% |
31 Mar, 22 | 60,492,271 | 0.98% |
31 Dec, 21 | 59,904,314 | 1.17% |
30 Sep, 21 | 59,209,492 | 1.68% |
30 Jun, 21 | 58,233,589 | 9.05% |
31 Mar, 21 | 53,399,046 | 1.13% |
31 Dec, 20 | 52,802,384 | -0.62% |
30 Sep, 20 | 53,131,384 | 3.93% |
30 Jun, 20 | 51,123,811 | 3.11% |
31 Mar, 20 | 49,580,873 | 4.44% |
31 Dec, 19 | 47,472,098 | 6.95% |
30 Sep, 19 | 44,386,720 | 9.26% |
30 Jun, 19 | 40,623,944 | 11.58% |
31 Mar, 19 | 36,409,078 | 6.91% |
31 Dec, 18 | 34,057,141 | 29.64% |
30 Sep, 18 | 26,271,248 | 20.01% |
30 Jun, 18 | 21,890,094 | 61.57% |
31 Mar, 18 | 13,548,744 | -0.06% |
31 Dec, 17 | 13,557,506 | - |
31 Mar, 16 | 388 | - |
30 Sep, 11 | 2,617 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 92.58% | 1.13% |
31 Mar, 24 | 90.64% | 1.11% |
31 Dec, 23 | 90.34% | 1.14% |
30 Sep, 23 | 88.85% | 1.11% |
30 Jun, 23 | 89.65% | 1.10% |
31 Mar, 23 | 90.16% | 1.13% |
31 Dec, 22 | 89.30% | 1.11% |
30 Sep, 22 | 89.90% | 1.11% |
30 Jun, 22 | 90.19% | 1.13% |
31 Mar, 22 | 89.34% | 1.04% |
31 Dec, 21 | 92.78% | 1.17% |
30 Sep, 21 | 89.19% | 1.06% |
30 Jun, 21 | 91.81% | 1.21% |
31 Mar, 21 | 87.02% | 1.14% |
31 Dec, 20 | 87.28% | 1.09% |
30 Sep, 20 | 89.49% | 1.17% |
30 Jun, 20 | 87.55% | 1.18% |
31 Mar, 20 | 86.00% | 1.19% |
31 Dec, 19 | 84.86% | 1.37% |
30 Sep, 19 | 78.68% | 1.48% |
30 Jun, 19 | 73.00% | 1.65% |
31 Mar, 19 | 66.55% | 1.55% |
31 Dec, 18 | 65.45% | 2.63% |
30 Sep, 18 | 49.85% | 2.73% |
30 Jun, 18 | 42.77% | 5.91% |
31 Mar, 18 | 26.91% | 3.70% |
31 Dec, 17 | 26.96% | - |
31 Mar, 16 | 0.00% | - |
30 Sep, 11 | 0.01% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 302 | -22.56% |
31 Mar, 24 | 390 | -14.47% |
31 Dec, 23 | 456 | 28.45% |
30 Sep, 23 | 355 | -7.55% |
30 Jun, 23 | 384 | 38.13% |
31 Mar, 23 | 278 | -9.74% |
31 Dec, 22 | 308 | 16.23% |
30 Sep, 22 | 265 | -11.07% |
30 Jun, 22 | 298 | -8.02% |
31 Mar, 22 | 324 | 2.21% |
31 Dec, 21 | 317 | 9.69% |
30 Sep, 21 | 289 | 26.75% |
30 Jun, 21 | 228 | -10.94% |
31 Mar, 21 | 256 | 1.99% |
31 Dec, 20 | 251 | 12.56% |
30 Sep, 20 | 223 | -0.89% |
30 Jun, 20 | 225 | 35.54% |
31 Mar, 20 | 166 | -1.78% |
31 Dec, 19 | 169 | -9.63% |
30 Sep, 19 | 187 | -11.79% |
30 Jun, 19 | 212 | 43.24% |
31 Mar, 19 | 148 | 28.70% |
31 Dec, 18 | 115 | 15.00% |
30 Sep, 18 | 100 | -15.25% |
30 Jun, 18 | 118 | 107.02% |
31 Mar, 18 | 57 | -24.00% |
31 Dec, 17 | 75 | - |
31 Mar, 16 | 1 | - |
30 Sep, 11 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 237 | 0.42% |
31 Mar, 24 | 236 | 19.19% |
31 Dec, 23 | 198 | -2.46% |
30 Sep, 23 | 203 | 3.05% |
30 Jun, 23 | 197 | 13.87% |
31 Mar, 23 | 173 | 15.33% |
31 Dec, 22 | 150 | -12.79% |
30 Sep, 22 | 172 | 5.52% |
30 Jun, 22 | 163 | -3.55% |
31 Mar, 22 | 169 | 1.20% |
31 Dec, 21 | 167 | 18.44% |
30 Sep, 21 | 141 | -9.62% |
30 Jun, 21 | 156 | 6.85% |
31 Mar, 21 | 146 | 6.57% |
31 Dec, 20 | 137 | 44.21% |
30 Sep, 20 | 95 | -1.04% |
30 Jun, 20 | 96 | 4.35% |
31 Mar, 20 | 92 | 19.48% |
31 Dec, 19 | 77 | 16.67% |
30 Sep, 19 | 66 | -5.71% |
30 Jun, 19 | 70 | 4.48% |
31 Mar, 19 | 67 | 28.85% |
31 Dec, 18 | 52 | 15.56% |
30 Sep, 18 | 45 | 95.65% |
30 Jun, 18 | 23 | 43.75% |
31 Mar, 18 | 16 | - |
31 Dec, 17 | - | - |
31 Mar, 16 | - | - |
30 Sep, 11 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 684 | -12.31% | 67,574,057 | 4.64% | 92.58% | 1.13% | 302 | -22.56% | 237 | 0.42% |
31 Mar, 24 | 780 | -0.38% | 64,579,798 | 0.33% | 90.64% | 1.11% | 390 | -14.47% | 236 | 19.19% |
31 Dec, 23 | 783 | 9.97% | 64,369,352 | 1.24% | 90.34% | 1.14% | 456 | 28.45% | 198 | -2.46% |
30 Sep, 23 | 712 | 1.71% | 63,582,878 | 0.07% | 88.85% | 1.11% | 355 | -7.55% | 203 | 3.05% |
30 Jun, 23 | 700 | 24.33% | 63,538,814 | 0.42% | 89.65% | 1.10% | 384 | 38.13% | 197 | 13.87% |
31 Mar, 23 | 563 | -0.53% | 63,271,432 | 1.91% | 90.16% | 1.13% | 278 | -9.74% | 173 | 15.33% |
31 Dec, 22 | 566 | 5.01% | 62,088,546 | 0.21% | 89.30% | 1.11% | 308 | 16.23% | 150 | -12.79% |
30 Sep, 22 | 539 | -5.11% | 61,955,626 | 0.53% | 89.90% | 1.11% | 265 | -11.07% | 172 | 5.52% |
30 Jun, 22 | 568 | -6.58% | 61,628,757 | 1.88% | 90.19% | 1.13% | 298 | -8.02% | 163 | -3.55% |
31 Mar, 22 | 608 | -0.49% | 60,492,271 | 0.98% | 89.34% | 1.04% | 324 | 2.21% | 169 | 1.20% |
31 Dec, 21 | 611 | 10.49% | 59,904,314 | 1.17% | 92.78% | 1.17% | 317 | 9.69% | 167 | 18.44% |
30 Sep, 21 | 553 | 11.49% | 59,209,492 | 1.68% | 89.19% | 1.06% | 289 | 26.75% | 141 | -9.62% |
30 Jun, 21 | 496 | -0.60% | 58,233,589 | 9.05% | 91.81% | 1.21% | 228 | -10.94% | 156 | 6.85% |
31 Mar, 21 | 499 | 4.39% | 53,399,046 | 1.13% | 87.02% | 1.14% | 256 | 1.99% | 146 | 6.57% |
31 Dec, 20 | 478 | 15.74% | 52,802,384 | -0.62% | 87.28% | 1.09% | 251 | 12.56% | 137 | 44.21% |
30 Sep, 20 | 413 | 5.36% | 53,131,384 | 3.93% | 89.49% | 1.17% | 223 | -0.89% | 95 | -1.04% |
30 Jun, 20 | 392 | 18.79% | 51,123,811 | 3.11% | 87.55% | 1.18% | 225 | 35.54% | 96 | 4.35% |
31 Mar, 20 | 330 | -2.08% | 49,580,873 | 4.44% | 86.00% | 1.19% | 166 | -1.78% | 92 | 19.48% |
31 Dec, 19 | 337 | 1.51% | 47,472,098 | 6.95% | 84.86% | 1.37% | 169 | -9.63% | 77 | 16.67% |
30 Sep, 19 | 332 | -3.49% | 44,386,720 | 9.26% | 78.68% | 1.48% | 187 | -11.79% | 66 | -5.71% |
30 Jun, 19 | 344 | 30.80% | 40,623,944 | 11.58% | 73.00% | 1.65% | 212 | 43.24% | 70 | 4.48% |
31 Mar, 19 | 263 | 25.24% | 36,409,078 | 6.91% | 66.55% | 1.55% | 148 | 28.70% | 67 | 28.85% |
31 Dec, 18 | 210 | 16.67% | 34,057,141 | 29.64% | 65.45% | 2.63% | 115 | 15.00% | 52 | 15.56% |
30 Sep, 18 | 180 | 7.14% | 26,271,248 | 20.01% | 49.85% | 2.73% | 100 | -15.25% | 45 | 95.65% |
30 Jun, 18 | 168 | 88.76% | 21,890,094 | 61.57% | 42.77% | 5.91% | 118 | 107.02% | 23 | 43.75% |
31 Mar, 18 | 89 | 18.67% | 13,548,744 | -0.06% | 26.91% | 3.70% | 57 | -24.00% | 16 | - |
31 Dec, 17 | 75 | - | 13,557,506 | - | 26.96% | - | 75 | - | - | - |
31 Mar, 16 | 1 | - | 388 | - | 0.00% | - | 1 | - | - | - |
30 Sep, 11 | 1 | - | 2,617 | - | 0.01% | - | 1 | - | - | - |
MongoDB Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
MongoDB Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 2 | 24 | 8.33% |
Q2 2024 | 32 | 36 | 88.89% |
Q1 2024 | 8 | 102 | 7.84% |
Q4 2023 | 15 | 107 | 14.02% |
Q3 2023 | 5 | 64 | 7.81% |
Q2 2023 | 27 | 83 | 32.53% |
Q1 2023 | 13 | 38 | 34.21% |
Q4 2022 | 7 | 26 | 26.92% |
Q3 2022 | 1 | 24 | 4.17% |
Q2 2022 | 16 | 61 | 26.23% |
Q1 2022 | 13 | 211 | 6.16% |
Q4 2021 | 8 | 217 | 3.69% |
Q3 2021 | 12 | 150 | 8.00% |
Q2 2021 | 36 | 172 | 20.93% |
Q1 2021 | 15 | 136 | 11.03% |
Q4 2020 | 15 | 131 | 11.45% |
Q3 2020 | 17 | 92 | 18.48% |
Q2 2020 | 40 | 107 | 37.38% |
Q1 2020 | 29 | 95 | 30.53% |
Q4 2019 | 24 | 92 | 26.09% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/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 | - |
MDB Ownership FAQ
Who Owns MongoDB?
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).
Who are the major institutional shareholders of MongoDB?
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.
How many MongoDB shareholders are there?
As of Jun 2024, there are 684 institutional shareholders of MongoDB.
What percentage of MongoDB is owned by VANGUARD GROUP INC?
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).
What percentage of MongoDB is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 6.12M shares of MongoDB (MDB), compromising 8.38% of the company, valued at $1.53B.
What percentage of MongoDB is owned by FMR LLC?
FMR LLC is the third largest holder of MongoDB. The company owns 5.1M of the company's shares outstanding (worth $1.27B).