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Disclosery

MDB MONGODB INC

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Stock (common), issuer CIK 1441816

681 managers (695 13F filers) reported a position in MDB shares at 2025-06-30, 69,115,431 shares in all. 136 filers opened a position and 107 filers sold out during the quarter.

Managers
681
13F filers
695
New
136
Added
256
Reduced
229
Sold out
107
Shares held by filers
69,115,431

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
MERRIMAN DWIGHT Adirector2026-10-09-1,000 S$377Form 4
MERRIMAN DWIGHT Adirector2026-10-08-3,000 S$359.9Form 4
MERRIMAN DWIGHT Adirector2026-10-08-392 S$361.02Form 4
MERRIMAN DWIGHT Adirector2026-10-08-9,608 S$359.93Form 4
BERRY MICHAEL Jofficer (Chief Financial Officer)2026-10-07+3,292 J$0Form 4
BERRY MICHAEL Jofficer (Chief Financial Officer)2026-10-07-3,292 J$0Form 4
Hazard Charles M Jrdirector2026-10-06-595 S$363.85Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.36$7.56K<0.01%-9,99513F-HRTimelineGroup
Tradewinds Capital Management, LLC31$6.51K<0.01%+313F-HRTimeline
EASTERN BANK30$6.3K<0.01%013F-HRTimeline
Main Street Group, LTD30$6.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC29$6.09K<0.01%-12513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…29$6.09K<0.01%-2,09113F-HRTimeline
Creekmur Asset Management LLC28$5.88K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc27$5.67K<0.01%+313F-HRTimeline
Avion Wealth27$5K<0.01%-1513F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.22$4.62K<0.01%+1213F-HRTimeline
Cape Investment Advisory, Inc.22$4.62K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp20$4.48K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA20$4.2K<0.01%+813F-HRTimeline
Sound Income Strategies, LLC20$4.2K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC20$4.2K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC20$4.2K<0.01%+213F-HRTimeline
CBIZ Investment Advisory Services, LLC19$3.99K<0.01%-113F-HRTimeline
Rise Advisors, LLC19$3.99K<0.01%+913F-HRTimeline
LGT Financial Advisors LLC19$3.99K0.01%new13F-HRTimeline
CURIO WEALTH, LLC19$3.99K<0.01%+1813F-HRTimeline
Binnacle Investments Inc19$3.99K<0.01%+1713F-HRTimeline
Darwin Wealth Management, LLC19$3.99K<0.01%-613F-HRTimeline
Asset Dedication, LLC16$3.36K<0.01%-8613F-HRTimeline
TD Capital Management LLC16$3.36K<0.01%+1513F-HRTimeline
Mascoma Wealth Management LLC15$3.15K<0.01%013F-HRTimeline
Tower View Wealth Management LLC15$3.15K<0.01%013F-HRTimeline
Park Place Capital Corp15$3.09K<0.01%013F-HRTimeline
COUNTRY TRUST BANK13$2.73K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT12$2.52K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12$2.52K<0.01%+113F-HRTimeline
BOKF, NAin group BOKF, NA11$2.31K<0.01%-3,50913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC11$2.31K<0.01%013F-HR/ATimeline
Caitong International Asset Management …11$2.31K<0.01%new13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$2.1K<0.01%013F-HRTimeline
Ridgewood Investments LLC10$2.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC10$2.1K<0.01%013F-HRTimeline
Activest Wealth Management10$2.1K<0.01%+1013F-HRTimeline
Cromwell Holdings LLC10$2.1K<0.01%+813F-HRTimeline
Legacy Investment Solutions, LLC10$2.1K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$2.1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.13$2K<0.01%new13F-HRTimeline
Hemington Wealth Management13$2K<0.01%+913F-HRTimeline
CENTRAL TRUST Co8$1.68K<0.01%-10013F-HRTimeline
Riggs Asset Managment Co. Inc.8$1.68K<0.01%new13F-HRTimeline
Sachetta, LLC8$1.68K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8$1.68K-2,430Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6$1.26K<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC6$1.26K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.6$1.26K<0.01%+113F-HRTimeline
SIERRA OCEAN, LLC6$1.26K<0.01%-613F-HRTimeline
Cornerstone Planning Group LLC5$1.14K<0.01%-2513F-HRTimeline
UMB Bank, n.a.5$1.05K<0.01%+413F-HR/ATimeline
JFS WEALTH ADVISORS, LLC5$1.05K<0.01%-513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$1.05K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC5$1.05K<0.01%-4013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5$1.05K<0.01%-2013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.5$1.05K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC5$1.05K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5$1K<0.01%-313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC4$840<0.01%-213F-HRTimeline
Golden State Wealth Management, LLC4$840<0.01%-1313F-HRTimeline
Cheviot Value Management, LLC4$837<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$707<0.01%+113F-HRTimeline
Clearstead Trust, LLC3$630<0.01%-113F-HRTimeline
TFC Financial Management, Inc.3$630<0.01%+213F-HRTimeline
Stephens Consulting, LLC3$630<0.01%new13F-HRTimeline
Bare Financial Services, Inc3$630<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.3$630<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC3$630<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2$420<0.01%-12113F-HRTimeline
Tortoise Investment Management, LLC2$420<0.01%new13F-HRTimeline
Key Financial Inc2$420<0.01%013F-HRTimeline
PayPay Securities Corp2$4200.02%-113F-HRTimeline
WealthTrak Capital Management LLC2$420<0.01%new13F-HRTimeline
Copia Wealth Management2$420<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$419<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$413<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.1$210<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1$210<0.01%new13F-HRTimeline
Kilter Group LLC1$210<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • MERRIMAN DWIGHT A sold 14,000 MDB shares between 2026-10-08 and 2026-10-09, Form 4 filed 2026-10-13. 0001628280-26-065755

    Accepted , ingested

  • BERRY MICHAEL J reported transactions in MDB shares with no net change in a Form 4 filed 2026-10-09. 0001628280-26-065534

    Accepted , ingested

  • Hazard Charles M Jr sold 595 MDB shares on 2026-10-06, Form 4 filed 2026-10-08. 0001628280-26-065469

    Accepted , ingested