Skip to main content
Livermore
Livermore
ZHEN

MongoDB, Inc.

MDB
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001441816

In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 5 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.

13F holders, Q2 2026

Institutional positions in MongoDB, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
875
+62 vs. Q1 2026
Shares held
74.5M
+3.14M (+4.4%) vs. Q1 2026
Total value
$25.0B
+$7.49B (+42.8%) vs. Q1 2026
New holders
168
327 more added
Sold out
106
278 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 875 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ2 2026: $25.0B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2026.

Institutions holding MDB in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Measured Wealth Private Client Group, LLC0$940.00%0Unchanged
Kayne Anderson Rudnick Investment Management LLC0$1510.00%−5−100.0%Reduced
Y.D. More Investments Ltd168$1890.00%+168New
Robinswood Financial LLC1$3350.00%00.0%Unchanged
Whipplewood Advisors, LLC1$3360.00%−31−96.9%Reduced
Cullen/Frost Bankers, Inc.1$3360.00%00.0%Unchanged
Quaker Wealth Management, LLC1$3360.00%00.0%Unchanged
Atlantic Private Wealth, LLC1$3360.00%00.0%Unchanged
Seneschal Advisors, LLC1$3360.00%00.0%Unchanged
Kilter Group LLC1$3360.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$3360.00%+1New
Signature Resources Capital Management, LLC1$3360.00%+1New
AdvisorNet Financial, Inc2$6720.00%00.0%Unchanged
Horizon Investments, LLC2$6720.00%00.0%Unchanged
Copia Wealth Management2$6720.00%00.0%Unchanged
Davis Capital Management2$6720.00%+1+100.0%Added
Addison Advisors LLC2$6720.00%+1+100.0%Added
Atlas Capital Advisors LLC3$1.01K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.3$1.01K0.00%−15−83.3%Reduced
Caitlin John, LLC3$1.01K0.00%−1−25.0%Reduced
PayPay Securities Corp3$1.01K0.04%00.0%Unchanged
TFC Financial Management3$1.01K0.00%00.0%Unchanged
Trust Co3$1.01K0.00%00.0%Unchanged
North Star Investment Management Corp.3$1.01K0.00%+1+50.0%Added
Retirement Wealth Solutions LLC3$1.01K0.00%+1+50.0%Added
Financial Consulate, Inc3$1.01K0.00%+3New
Planning Strategies Inc.3$1.01K0.00%+3New
DecisionPoint Financial, LLC3$1.08K0.00%+1+50.0%Added
Cheviot Value Management, LLC4$1.34K0.00%00.0%Unchanged
Anchor Investment Management, LLC4$1.34K0.00%+4New
Ameriflex Group, Inc.4$1.34K0.00%+4New
Thurston, Springer, Miller, Herd & Titak, Inc.5$1.68K0.00%00.0%Unchanged
NBT Bank N A5$1.68K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.68K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC5$1.68K0.00%00.0%Unchanged
Asset Dedication, LLC5$1.68K0.00%+5New
Raleigh Capital Management Inc.6$2.02K0.00%00.0%Unchanged
Creative Capital Management Investments LLC6$2.02K0.00%+6New
Alpha Financial Advisors, LLC6$2.02K0.00%+6New
DiNuzzo Private Wealth, Inc.6$2.02K0.00%00.0%Unchanged
Colonial Trust Co7$2.22K0.00%−2−22.2%Reduced
Mather Group, LLC.7$2.35K0.00%−4−36.4%Reduced
Highland Investment Advisors LLC7$2.35K0.00%+7New
HFM Investment Advisors, LLC7$2.35K0.00%+5+250.0%Added
GHP Investment Advisors, Inc.8$2.69K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd8$3.00K0.00%+8New
Bay Harbor Wealth Management, LLC9$3.02K0.00%+7+350.0%Added
Berkshire Capital Holdings Inc10$3.36K0.00%00.0%Unchanged
Evolution Wealth Management Inc.10$3.36K0.00%00.0%Unchanged
Bogart Wealth, LLC10$3.36K0.00%+3+42.9%Added
Manchester Capital Management LLC10$3.36K0.00%+10New
Archer Investment Corp10$3.36K0.00%+10New
Salem Investment Counselors Inc11$3.69K0.00%00.0%Unchanged
Johnson Financial Group, Inc.11$3.69K0.00%+6+120.0%Added
American Capital Advisory, LLC12$4.03K0.00%+8+200.0%Added
Rialto Wealth Management, LLC12$4.03K0.00%+8+200.0%Added
Pier Capital, LLC12$4.03K0.00%+12New
Atlantic Trust, LLC12$4.03K0.00%+12New
Country Trust Bank13$4.37K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC15$5.04K0.00%−24−61.5%Reduced
Tradewinds Capital Management, LLC15$5.04K0.00%−16−51.6%Reduced
Mascoma Wealth Management LLC15$5.04K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC15$5.04K0.00%00.0%Unchanged
Hughes Financial Services, LLC16$5.37K0.00%+9+128.6%Added
Private Wealth Management Group, LLC17$5.71K0.00%00.0%Unchanged
Kingdom Financial Group LLC.18$6.05K0.00%00.0%Unchanged
Umb Bank N A18$6.05K0.00%+12+200.0%Added
Cape Investment Advisory, Inc.18$6.05K0.00%+18New
Darwin Advisors, LLC19$6.38K0.00%−9−32.1%Reduced
Raffa Wealth Management, LLC19$6.38K0.00%+10+111.1%Added
Activest Wealth Management21$7.05K0.00%−10−32.3%Reduced
Sachetta, LLC21$7.05K0.00%+11+110.0%Added
Strategic Investment Solutions, Inc.22$7.39K0.00%00.0%Unchanged
Noble Wealth Management PBC22$7.39K0.00%00.0%Unchanged
Continuum Advisory, LLC22$7.39K0.00%+22New
HighMark Wealth Management LLC23$7.72K0.00%+7+43.8%Added
Brown Brothers Harriman & Co24$8.06K0.00%−12−33.3%Reduced
Cromwell Holdings LLC24$8.06K0.00%+11+84.6%Added
Aspect Partners, LLC25$8.40K0.00%−6−19.4%Reduced
JFS Wealth Advisors, LLC25$8.40K0.00%+7+38.9%Added
Arlington Trust Co LLC26$8.73K0.00%00.0%Unchanged
SHP Wealth Management26$8.73K0.00%+4+18.2%Added
Signature Equity Partners, LLC27$9.07K0.00%−13−32.5%Reduced
JPL Wealth Management, LLC27$9.07K0.00%−9−25.0%Reduced
Bell Investment Advisors, Inc27$9.07K0.00%+4+17.4%Added
Silver Grove Financial Group, Inc.28$9.40K0.01%+28New
MJT & Associates Financial Advisory Group, Inc.29$9.74K0.01%−2−6.5%Reduced
Main Street Group, LTD30$10.1K0.00%00.0%Unchanged
Compass Financial Management LLC27$10.3K0.00%+27New
Cornerstone Financial Management LLC31$10.4K0.01%+12+63.2%Added
Downshift Financial, LLC31$10.4K0.00%+31New
Altshuler Shaham Ltd34$11.4K0.00%−22−39.3%Reduced
LRI Investments, LLC34$11.4K0.00%+1+3.0%Added
LifeSteps Financial, Inc.34$11.4K0.01%+34New
Salomon & Ludwin, LLC32$11.5K0.00%00.0%Unchanged
MV Capital Management, Inc.36$12.1K0.00%+6+20.0%Added
Action Point Financial Planning, LLC38$12.1K0.00%+38New
Grove Bank & Trust38$12.8K0.00%−20−34.5%Reduced
Brown, Lisle/Cummings, Inc.38$12.8K0.00%+5+15.2%Added