MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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

Value heldQ2 2026: $25.0B

Institutions holding MDB and their total value by quarter
Quarter	Holders	Value
Q2 2026	875	$25.0B
Q1 2026	817	$17.5B
Q4 2025	915	$30.5B
Q3 2025	778	$22.7B
Q2 2025	693	$14.5B
Q1 2025	663	$12.1B
Q4 2024	713	$15.3B
Q3 2024	667	$18.2B
Q2 2024	662	$17.0B
Q1 2024	737	$23.5B
Q4 2023	748	$26.4B
Q3 2023	668	$22.3B
Q2 2023	663	$26.1B
Q1 2023	528	$14.8B
Q4 2022	522	$12.2B
Q3 2022	509	$12.3B
Q2 2022	539	$16.0B
Q1 2022	571	$26.8B
Q4 2021	561	$31.7B
Q3 2021	511	$27.9B
Q2 2021	463	$21.1B
Q1 2021	468	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Quantbot Technologies LP	38	$12.8K	0.00%	+38	New
Avion Wealth	39	$13.0K	0.00%	+10+34.5%	Added
First Pacific Financial	40	$13.4K	0.00%	00.0%	Unchanged
Ameritas Advisory Services, LLC	41	$13.7K	0.00%	+41	New
Aventura Private Wealth, LLC	41	$13.8K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	41	$13.8K	0.01%	+6+17.1%	Added
Covestor Ltd	41	$14.0K	0.01%	−5−10.9%	Reduced
Private Wealth Asset Management, LLC	42	$14.1K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	43	$14.4K	0.00%	+43	New
Capital Advisors, Ltd. LLC	45	$15.0K	0.00%	−3−6.3%	Reduced
UMA Financial Services, Inc.	46	$15.5K	0.00%	+13+39.4%	Added
Allied Private Wealth LLC	44	$15.8K	0.01%	+44	New
Medallion Wealth Advisors, LLC	48	$16.1K	0.01%	00.0%	Unchanged
Boreal Capital Management LLC	50	$16.8K	0.01%	00.0%	Unchanged
Osbon Capital Management LLC	50	$16.8K	0.01%	00.0%	Unchanged
Flagship Wealth Advisors, LLC	50	$16.8K	0.00%	+50	New
Wormser Freres Gestion	51	$17.1K	0.01%	+51	New
1015 Capital Partners, LLC	54	$18.1K	0.02%	+1+1.9%	Added
Legacy Bridge, LLC	55	$18.5K	0.01%	00.0%	Unchanged
Tidemark, LLC	56	$18.8K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	58	$19.5K	0.00%	+57+5,700.0%	Added
International Assets Investment Management, LLC	58	$20.8K	0.00%	+8+16.0%	Added
ZRC Wealth Management, LLC	65	$21.8K	0.01%	+59+983.3%	Added
Front Row Advisors LLC	50	$22.0K	0.01%	00.0%	Unchanged
Keating Financial Advisory Services, Inc.	68	$22.8K	0.00%	+40+142.9%	Added
Bessemer Group Inc	69	$23.0K	0.00%	00.0%	Unchanged
Raiffeisen Bank International AG	72	$24.3K	0.00%	00.0%	Unchanged
Tower Research Capital LLC (TRC)	76	$25.5K	0.00%	−8−9.5%	Reduced
Zions Bancorporation, National Association	78	$26.2K	0.00%	+26+50.0%	Added
Financial Avengers, Inc.	80	$26.9K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	83	$27.9K	0.00%	−111−57.2%	Reduced
First Command Advisory Services, Inc.	83	$27.9K	0.00%	+72+654.5%	Added
Cornerstone Planning Group LLC	96	$29.3K	0.00%	+29+43.3%	Added
Adirondack Trust Co	88	$29.6K	0.01%	00.0%	Unchanged
Vanguard National Trust Co	93	$31.2K	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	100	$33.6K	0.00%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	100	$33.6K	0.01%	+100	New
NBH Bank	100	$33.6K	0.01%	+100	New
Truvestments Capital LLC	101	$33.9K	0.01%	00.0%	Unchanged
CX Institutional	103	$35.0K	0.00%	+50+94.3%	Added
Capital Advisor Network LLC	109	$36.6K	0.05%	+109	New
South State Corp.	110	$36.9K	0.00%	+1+0.9%	Added
WPG Advisers, LLC	112	$37.6K	0.02%	−81−42.0%	Reduced
Huntington National Bank	112	$37.6K	0.00%	+14+14.3%	Added
Harbour Investments, Inc.	116	$38.9K	0.00%	−97−45.5%	Reduced
Elequin Capital LP	117	$39.3K	0.00%	00.0%	Unchanged
Bayforest Capital Ltd	118	$39.6K	0.04%	−963−89.1%	Reduced
Murphy & Mullick Capital Management Corp	118	$39.6K	0.02%	00.0%	Unchanged
Westside Investment Management, Inc.	122	$41.0K	0.01%	00.0%	Unchanged
Abound Wealth Management	124	$41.7K	0.01%	−1−0.8%	Reduced
Fortitude Family Office, LLC	124	$41.7K	0.01%	+84+210.0%	Added
Strategic Wealth Partners, Ltd.	129	$43.3K	0.00%	00.0%	Unchanged
Cassaday & Co Wealth Management LLC	135	$45.3K	0.00%	−5−3.6%	Reduced
Napier Financial, LLC	140	$47.0K	0.01%	00.0%	Unchanged
Strategic Advocates LLC	144	$48.4K	0.19%	+29+25.2%	Added
Massmutual Trust Co FSB	150	$50.4K	0.00%	−5−3.2%	Reduced
Rossby Financial, LCC	157	$52.7K	0.01%	−28−15.1%	Reduced
University of Texas/Texas Am Investment Managment Co	172	$57.8K	0.01%	+73+73.7%	Added
Parkside Financial Bank & Trust	178	$59.8K	0.00%	+38+27.1%	Added
Pinnacle Wealth Planning Services, Inc.	180	$60.5K	0.01%	−4−2.2%	Reduced
Wealth Enhancement Trust Services, Inc.	180	$60.5K	0.01%	00.0%	Unchanged
V-Square Quantitative Management LLC	188	$63.1K	0.01%	−219−53.8%	Reduced
Atlantic Union Bankshares Corp	190	$63.8K	0.00%	+115+153.3%	Added
Park Place Capital Corp	193	$64.8K	0.01%	+65+50.8%	Added
CoreCap Advisors, LLC	197	$66.2K	0.00%	+184+1,415.4%	Added
Close Asset Management Ltd	200	$67.0K	0.00%	00.0%	Unchanged
McGuire Capital Advisors Inc	200	$67.2K	0.04%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	205	$68.9K	0.02%	00.0%	Unchanged
Morse Asset Management, Inc	220	$73.9K	0.01%	00.0%	Unchanged
Sankala Group LLC	173	$75.9K	0.05%	00.0%	Unchanged
First Horizon Corp	227	$76.2K	0.00%	+5+2.3%	Added
Geneos Wealth Management Inc.	234	$78.6K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	249	$83.6K	0.01%	+34+15.8%	Added
Basecamp Wealth Advisors LLC	276	$92.7K	0.02%	−11−3.8%	Reduced
Cary Street Partner Investment Advisory LLC	301	$101.1K	0.02%	+301	New
Steward Partners Investment Advisory, LLC	305	$102.5K	0.00%	−359−54.1%	Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	355	$119.2K	0.04%	+355	New
Loring Wolcott & Coolidge Fiduciary Advisors LLP	380	$127.6K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	409	$137.4K	0.02%	−212−34.1%	Reduced
Quarry LP	413	$138.7K	0.02%	+413	New
GAMMA Investing LLC	414	$139.1K	0.01%	+170+69.7%	Added
Rakuten Securities, Inc.	422	$141.8K	0.03%	+242+134.4%	Added
NBC Securities, Inc.	484	$162.6K	0.01%	+242+100.0%	Added
Quent Capital, LLC	493	$165.6K	0.01%	−8−1.6%	Reduced
State of Wyoming	493	$165.6K	0.02%	+469+1,954.2%	Added
Smartleaf Asset Management LLC	491	$166.0K	0.01%	00.0%	Unchanged
Larson Financial Group LLC	505	$169.6K	0.00%	+234+86.3%	Added
True Wealth Design, LLC	524	$176.0K	0.04%	−6−1.1%	Reduced
Creative Financial Designs Inc	530	$178.0K	0.01%	+500+1,666.7%	Added
Livforsakringsbolaget Skandia, Omsesidigt	558	$187.4K	0.01%	00.0%	Unchanged
Capital Performance Advisors LLP	597	$200.5K	0.01%	−855−58.9%	Reduced
Tufton Capital Management	600	$201.0K	0.03%	+600	New
Herbst Group, LLC	600	$201.5K	0.11%	+600	New
Cornerstone Wealth Group, LLC	603	$202.5K	0.01%	+603	New
VestGen Advisors, LLC	605	$203.2K	0.01%	−220−26.7%	Reduced
StoneX Group Inc.	631	$204.2K	0.01%	+631	New
Stratos Wealth Partners, LTD.	607	$204.2K	0.00%	+607	New
Principal Securities, Inc.	609	$204.6K	0.00%	−785−56.3%	Reduced
Riversedge Advisors, LLC	610	$204.9K	0.03%	+610	New
Modern Wealth Management, LLC	615	$206.5K	0.00%	+615	New