MONGODB INC (MDB) Institutional Ownership Changes & 13F Activity

MONGODB INC (MDB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Ensign Peak Advisors, Inc, Hsbc Holdings Plc, Employees Provident Fund Board, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+343+3.9%9,138$3.84MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+15—15$6.29KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-2,821-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-135,083-25.0%405,649$170.25MQ4 2025Aug 18, 2026
Algert Global LlcSell-1,522-100.0%0$0.00Q4 2025Aug 11, 2026
Verus Capital Partners, LlcBuy+603—603$253.07KQ4 2025Jul 09, 2026
Storebrand Asset Management AsBuy+11,180+134.7%19,481$8.18MQ4 2025May 20, 2026
Alamar Capital Management, LlcBuy+10,808—10,808$4.54MQ4 2025May 20, 2026
Independent Financial Group, LlcSell-25-0.8%3,101$1.30MQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+129—129$54.14KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+2—2$839.00Q4 2025May 11, 2026
Alessandra Capital Management, LlcBuy+8,914—8,914$3.74MQ4 2025Apr 30, 2026
Journey Retirement Planning & Investment Management LlcBuy+543—543$227.89KQ4 2025Apr 29, 2026
Stance Capital LlcBuy+3,320—3,320$1.39MQ4 2025Mar 17, 2026
Osbon Capital Management LlcBuy+50—50$20.98KQ4 2025Mar 16, 2026
Hsbc Holdings PlcBuy+34,570—34,570$14.51MQ4 2025Mar 06, 2026
Worthington Financial Partners, LlcBuy+1,825—1,825$765.93KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+15—15$6.50KQ4 2025Mar 04, 2026
Employees Provident Fund BoardSell-28,151-5.5%484,559$203.36MQ4 2025Mar 03, 2026
Bank Of HawaiiBuy+4,012—4,012$1.68MQ4 2025Mar 03, 2026
Strategic Investment Solutions, Inc.Buy+22—22$9.23KQ4 2025Feb 27, 2026
Td Capital Management LlcBuy+16—16$6.71KQ4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+30—30$12.59KQ4 2025Feb 24, 2026
Virtu Financial LlcBuy+9,399—9,399$3.94MQ4 2025Feb 23, 2026
Kera Capital Partners, Inc.Buy+1,841—1,841$683.62KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+12—12$5.04KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+18,288—18,288$3.11MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+972—972$407.94KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+200—200$83.94KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+298,404—298,404$125.49MQ4 2025Feb 18, 2026
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Frequently asked questions about MDB activity

  • Which institutional owners are buying MDB?

    Institutional owners buying MDB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MDB activity?

    "Buy" means an investor increased their reported position in MDB compared to the prior reporting period. This reflects growing exposure to MONGODB INC (MDB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MDB increasing?

    Institutional interest in MDB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.