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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Knightsbridge Asset Management, LLC | 624 | $209.6K | 0.03% | +624 | New |
| Kestra Private Wealth Services, LLC | 635 | $213.3K | 0.00% | +635 | New |
| Drive Wealth Management, LLC | 641 | $215.3K | 0.04% | +641 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 654 | $220.4K | 0.00% | −678−50.9% | Reduced |
| National Asset Management, Inc. | 667 | $225.6K | 0.01% | +667 | New |
| David J Yvars Group | 678 | $227.7K | 0.11% | +678 | New |
| Quadrant Capital Group LLC | 678 | $227.9K | 0.01% | +147+27.7% | Added |
| Dixon Mitchell Investment Counsel Inc. | 681 | $228.7K | 0.01% | −342−33.4% | Reduced |
| MONECO Advisors, LLC | 692 | $232.4K | 0.01% | +692 | New |
| Crestwood Advisors Group LLC | 695 | $233.3K | 0.00% | −281−28.8% | Reduced |
| Appleton Partners Inc | 712 | $239.0K | 0.01% | +712 | New |
| Daymark Wealth Partners, LLC | 717 | $240.8K | 0.01% | +717 | New |
| Juncture Wealth Strategies, LLC | 718 | $241.2K | 0.06% | +718 | New |
| Beese Fulmer Investment Management, Inc. | 720 | $241.8K | 0.01% | −227−24.0% | Reduced |
| First Manhattan Co | 722 | $242.5K | 0.00% | +722 | New |
| BXM Wealth LLC | 725 | $243.5K | 0.13% | +725 | New |
| QTR Family Wealth, LLC | 725 | $243.5K | 0.08% | +725 | New |
| Dynasty Wealth Management, LLC | 727 | $244.2K | 0.00% | +727 | New |
| Index Technologies Group LLC | 732 | $245.9K | 0.20% | +732 | New |
| Cigna Investments Inc | 734 | $246.0K | 0.03% | +734 | New |
| Diversify Wealth Management, LLC | 796 | $246.5K | 0.00% | +13+1.7% | Added |
| Diversify Advisory Services, LLC | 796 | $246.5K | 0.00% | +796 | New |
| Essential Partners LLC | 736 | $247.2K | 0.11% | −1,165−61.3% | Reduced |
| J. Safra Sarasin Holding AG | 743 | $249.6K | 0.00% | −754−50.4% | Reduced |
| SkyView Investment Advisors, LLC | 750 | $252.0K | 0.20% | +750 | New |
| Wick Capital Partners, LLC | 751 | $252.1K | 0.04% | +751 | New |
| Pensionmark Financial Group, LLC | 1,028 | $253.0K | 0.00% | −32−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 760 | $255.3K | 0.00% | −75,740−99.0% | Reduced |
| Ballentine Partners, LLC | 763 | $256.3K | 0.00% | +763 | New |
| Moran Wealth Management, LLC | 782 | $262.7K | 0.01% | −111−12.4% | Reduced |
| We Are One Seven, LLC | 787 | $264.4K | 0.00% | −42−5.1% | Reduced |
| AlphaGrep UK Ltd | 788 | $264.7K | 0.08% | −243−23.6% | Reduced |
| Atomi Financial Group, Inc. | 793 | $266.3K | 0.01% | +793 | New |
| Brookstone Capital Management | 797 | $267.7K | 0.00% | +797 | New |
| West Family Investments, Inc. | 800 | $268.7K | 0.08% | +800 | New |
| Royal Fund Management, LLC | 800 | $268.7K | 0.02% | +800 | New |
| Ashton Thomas Private Wealth, LLC | 800 | $268.7K | 0.01% | +800 | New |
| GLOBALT Investments LLC | 818 | $274.8K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 823 | $276.4K | 0.02% | −194−19.1% | Reduced |
| Hirtle Callaghan & Co LLC | 836 | $280.8K | 0.01% | 00.0% | Unchanged |
| Awm Capital, LLC | 843 | $283.2K | 0.02% | +843 | New |
| Portside Wealth Group, LLC | 843 | $283.2K | 0.03% | +843 | New |
| Crossmark Global Holdings, Inc. | 844 | $283.5K | 0.00% | −43−4.8% | Reduced |
| PCM Encore, LLC | 846 | $284.2K | 0.05% | +12+1.4% | Added |
| DV Equities, LLC | 859 | $288.5K | 0.04% | +859 | New |
| CenterBook Partners LP | 860 | $288.9K | 0.01% | −63,812−98.7% | Reduced |
| Delta Global Management LP | 877 | $294.6K | 0.03% | −55,755−98.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 885 | $297.3K | 0.00% | +83+10.3% | Added |
| Brown Advisory Inc | 889 | $298.6K | 0.00% | +889 | New |
| Glenmede Trust Co NA | 894 | $300.3K | 0.00% | +894 | New |
| HighPoint Advisor Group LLC | 904 | $303.7K | 0.01% | −40−4.2% | Reduced |
| Caerus Investment Advisors, LLC | 907 | $304.7K | 0.10% | +88+10.7% | Added |
| New York Life Investment Management LLC | 909 | $305.3K | 0.00% | −31−3.3% | Reduced |
| Ostrum Asset Management | 909 | $305.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 914 | $307.0K | 0.00% | +10+1.1% | Added |
| Blueshift Asset Management, LLC | 923 | $310.0K | 0.07% | −2,415−72.3% | Reduced |
| Ascent Wealth Partners, LLC | 933 | $313.4K | 0.03% | +70+8.1% | Added |
| Meeder Advisory Services, Inc. | 938 | $315.1K | 0.01% | −140−13.0% | Reduced |
| Evergreen Capital Management LLC | 970 | $325.8K | 0.01% | +970 | New |
| Kestra Advisory Services, LLC | 971 | $326.0K | 0.00% | −243−20.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 972 | $326.5K | 0.07% | +17+1.8% | Added |
| Parcion Private Wealth LLC | 976 | $327.8K | 0.02% | −64−6.2% | Reduced |
| TCG Advisory Services, LLC | 977 | $328.2K | 0.01% | +977 | New |
| Miracle Mile Advisors, LLC | 990 | $332.5K | 0.00% | +990 | New |
| Crewe Advisors LLC | 1,000 | $335.9K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 1,002 | $336.6K | 0.01% | +1,002 | New |
| Cornerstone Select Advisors, LLC | 1,009 | $338.9K | 0.14% | −40−3.8% | Reduced |
| Frec Markets, Inc. | 1,010 | $339.3K | 0.03% | +131+14.9% | Added |
| Sentinus, LLC | 1,010 | $339.3K | 0.03% | +1,010 | New |
| Northwest & Ethical Investments L.P. | 1,030 | $348.4K | 0.01% | −1,508−59.4% | Reduced |
| D.A. Davidson & Co. | 1,040 | $349.3K | 0.00% | −888−46.1% | Reduced |
| Yousif Capital Management, LLC | 1,040 | $349.3K | 0.00% | −27−2.5% | Reduced |
| 180 Wealth Advisors, LLC | 1,051 | $352.9K | 0.04% | +2+0.2% | Added |
| Ritholtz Wealth Management | 1,058 | $355.4K | 0.01% | −104−9.0% | Reduced |
| Alamea Verwaltungs GmbH | 1,060 | $356.1K | 0.28% | +1,060 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,061 | $356.4K | 0.02% | −40−3.6% | Reduced |
| QVT Financial LP | 1,070 | $359.4K | 0.02% | −2,072−65.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,070 | $359.4K | 0.06% | +165+18.2% | Added |
| Moneta Group Investment Advisors LLC | 1,072 | $360.1K | 0.00% | +30+2.9% | Added |
| TD Waterhouse Canada Inc. | 1,004 | $360.5K | 0.00% | −38−3.6% | Reduced |
| Venturi Wealth Management, LLC | 1,086 | $364.8K | 0.01% | +1,086 | New |
| Wedmont Private Capital | 1,068 | $365.3K | 0.01% | +126+13.4% | Added |
| AlphaCore Capital LLC | 1,100 | $369.5K | 0.01% | +1,100 | New |
| Moody National Bank Trust Division | 1,123 | $377.2K | 0.03% | +34+3.1% | Added |
| Everhart Financial Group, Inc. | 1,134 | $380.9K | 0.02% | +1,134 | New |
| Siemens Fonds Invest GmbH | 1,137 | $381.9K | 0.02% | −5−0.4% | Reduced |
| SeaBridge Investment Advisors LLC | 1,144 | $384.3K | 0.06% | +74+6.9% | Added |
| Princeton Capital Management LLC | 1,147 | $385.3K | 0.09% | −138−10.7% | Reduced |
| Parallel Advisors, LLC | 1,163 | $390.9K | 0.01% | +50+4.5% | Added |
| Financial Perspectives, Inc | 1,172 | $393.7K | 0.10% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,173 | $394.0K | 0.00% | −1,137−49.2% | Reduced |
| Custom Index Systems, LLC | 1,173 | $394.0K | 0.14% | +141+13.7% | Added |
| Citizens Financial Group Inc | 1,183 | $397.3K | 0.00% | +245+26.1% | Added |
| Legacy Wealth Asset Management, LLC | 1,204 | $404.4K | 0.09% | +278+30.0% | Added |
| American Trust | 1,205 | $404.8K | 0.03% | +1,205 | New |
| Clearstead Advisors, LLC | 1,209 | $406.1K | 0.00% | +17+1.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,777 | $406.4K | 0.12% | +1,777 | New |
| EverSource Wealth Advisors, LLC | 1,219 | $409.5K | 0.01% | −351−22.4% | Reduced |
| Bridgewater Advisors Inc. | 1,177 | $411.3K | 0.02% | −1−0.1% | Reduced |
| Equitable Holdings, Inc. | 1,225 | $411.5K | 0.00% | +1,225 | New |