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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 1,233 | $414.2K | 0.02% | +12+1.0% | Added |
| Jackson Thornton Asset Management, LLC | 1,241 | $416.9K | 0.03% | +97+8.5% | Added |
| Norden Group LLC | 1,250 | $419.9K | 0.03% | +277+28.5% | Added |
| Palumbo Wealth Management LLC | 1,267 | $425.6K | 0.09% | +19+1.5% | Added |
| Apollon Wealth Management, LLC | 1,271 | $426.9K | 0.01% | +1,271 | New |
| Coldstream Capital Management Inc | 1,290 | $433.3K | 0.01% | −34−2.6% | Reduced |
| Baader Bank INC | 1,297 | $435.7K | 0.04% | +1,297 | New |
| EP Wealth Advisors, LLC | 1,298 | $435.9K | 0.00% | −243−15.8% | Reduced |
| Laird Norton Trust Company, LLC | 1,300 | $436.7K | 0.01% | +57+4.6% | Added |
| IvyRock Asset Management (HK) Ltd | 1,300 | $436.7K | 0.25% | +1,300 | New |
| TCW Group Inc | 1,308 | $439.4K | 0.00% | +10+0.8% | Added |
| Banque Pictet & Cie SA | 1,313 | $441.0K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,326 | $445.4K | 0.01% | −33−2.4% | Reduced |
| Smith Group Asset Management, LLC | 1,327 | $445.7K | 0.02% | +1,327 | New |
| Cary Street Partners Financial LLC | 1,330 | $446.7K | 0.01% | +1,330 | New |
| QRG Capital Management, Inc. | 1,341 | $450.3K | 0.00% | +125+10.3% | Added |
| Signaturefd, LLC | 1,350 | $453.5K | 0.01% | +40+3.1% | Added |
| Proficio Capital Partners LLC | 1,355 | $455.1K | 0.02% | +1,355 | New |
| Voleon Capital Management LP | 1,385 | $465.2K | 0.01% | −44−3.1% | Reduced |
| Umpqua Bank | 1,388 | $466.2K | 0.10% | +77+5.9% | Added |
| GraniteShares Advisors LLC | 1,393 | $467.9K | 0.30% | −356−20.4% | Reduced |
| Westpac Banking Corp | 1,394 | $468.2K | 0.03% | −161−10.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,417 | $476.0K | 0.01% | +443+45.5% | Added |
| Baker Avenue Asset Management, LP | 1,429 | $480.0K | 0.01% | −174−10.9% | Reduced |
| Natixis | 1,457 | $489.4K | 0.00% | −832−36.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,459 | $490.1K | 0.00% | +1,459 | New |
| Pembroke Management, LTD | 1,478 | $496.5K | 0.06% | −5−0.3% | Reduced |
| Savant Capital, LLC | 1,688 | $499.9K | 0.00% | +467+38.2% | Added |
| Westwood Holdings Group Inc. | 1,516 | $509.2K | 0.00% | +1,516 | New |
| Stephens Inc | 1,548 | $520.0K | 0.01% | +219+16.5% | Added |
| Bokf, NA | 1,565 | $525.7K | 0.01% | −53−3.3% | Reduced |
| Versant Capital Management, Inc | 1,575 | $529.0K | 0.05% | +215+15.8% | Added |
| Carnegie Capital Asset Management, LLC | 1,587 | $533.1K | 0.01% | −117−6.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,591 | $534.4K | 0.02% | +128+8.7% | Added |
| Kazazian Asset Management, LLC | 1,600 | $537.4K | 0.48% | 00.0% | Unchanged |
| CastleKnight Management LP | 1,650 | $554.2K | 0.02% | −4,750−74.2% | Reduced |
| HM Payson & Co | 1,674 | $562.3K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,680 | $564.3K | 0.00% | +21+1.3% | Added |
| Syon Capital LLC | 1,692 | $568.3K | 0.02% | +397+30.7% | Added |
| Transcend Wealth Collective, LLC | 1,708 | $573.7K | 0.04% | +576+50.9% | Added |
| EFG International AG | 1,709 | $574.1K | 0.01% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 1,721 | $578.1K | 0.06% | +1,721 | New |
| Waddell & Associates, LLC | 1,726 | $579.8K | 0.03% | −314−15.4% | Reduced |
| Janney Montgomery Scott LLC | 1,731 | $581.0K | 0.00% | −829−32.4% | Reduced |
| Osmosis Investment Management UK Ltd | 1,739 | $584.1K | 0.03% | −2,339−57.4% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $585.1K | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 1,753 | $588.8K | 0.00% | −133−7.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,787 | $600.3K | 0.03% | +1,787 | New |
| Colonial River Wealth Management, LLC | 1,793 | $602.3K | 0.17% | −145−7.5% | Reduced |
| Worthington Financial Partners, LLC | 1,801 | $605.0K | 0.50% | −24−1.3% | Reduced |
| Avestar Capital, LLC | 1,807 | $607.0K | 0.04% | −6−0.3% | Reduced |
| Park Avenue Securities LLC | 1,825 | $613.0K | 0.00% | +462+33.9% | Added |
| Vise Technologies, Inc. | 1,867 | $627.1K | 0.01% | +1,060+131.4% | Added |
| Values First Advisors, Inc. | 1,873 | $629.1K | 0.29% | +776+70.7% | Added |
| Aft, Forsyth & Company, Inc. | 1,885 | $633.2K | 0.30% | −80−4.1% | Reduced |
| Thrivent Financial for Lutherans | 1,894 | $636.0K | 0.00% | +723+61.7% | Added |
| UniSuper Management Pty Ltd | 1,912 | $642.2K | 0.00% | +312+19.5% | Added |
| Generali Asset Management SPA SGR | 1,913 | $642.6K | 0.01% | +1,913 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,942 | $653.0K | 0.00% | +414+27.1% | Added |
| Evolve Private Wealth, LLC | 1,967 | $660.7K | 0.04% | +115+6.2% | Added |
| Ronald Blue Trust, Inc. | 1,977 | $664.1K | 0.01% | +55+2.9% | Added |
| Camden Capital, LLC | 1,980 | $665.0K | 0.03% | +151+8.3% | Added |
| Joel Isaacson & Co., LLC | 1,986 | $667.1K | 0.02% | +402+25.4% | Added |
| National Bank of Canada | 2,003 | $673.8K | 0.00% | −5,389−72.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,066 | $694.0K | 0.04% | −9−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 2,075 | $697.1K | 0.01% | +2,075 | New |
| F/M Investments LLC | 2,091 | $702.4K | 0.04% | +128+6.5% | Added |
| Metis Global Partners, LLC | 2,134 | $716.8K | 0.02% | +63+3.0% | Added |
| Prosperity Consulting Group, LLC | 2,154 | $723.5K | 0.03% | +919+74.4% | Added |
| Pine Valley Investments Ltd Liability Co | 2,160 | $725.5K | 0.03% | +102+5.0% | Added |
| Stableford Capital II LLC | 2,162 | $726.2K | 0.25% | +2,162 | New |
| WBI Investments | 2,178 | $731.4K | 0.18% | +2,178 | New |
| Global Retirement Partners, LLC | 2,187 | $734.6K | 0.01% | +2,187 | New |
| NorthCrest Asset Manangement, LLC | 2,028 | $736.0K | 0.02% | +80+4.1% | Added |
| Kera Capital Partners, Inc. | 2,195 | $737.3K | 0.07% | +17+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,199 | $739.0K | 0.01% | −2,195−50.0% | Reduced |
| Allworth Financial LP | 2,218 | $745.0K | 0.00% | −39−1.7% | Reduced |
| Cinctive Capital Management LP | 2,219 | $745.4K | 0.03% | +2,219 | New |
| Keystone Investors Pte Ltd | 2,231 | $749.4K | 0.04% | +2,231 | New |
| Leonteq Securities AG | 2,236 | $751.1K | 0.04% | −1,195−34.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,247 | $754.8K | 0.02% | +22+1.0% | Added |
| Commerce Bank | 2,267 | $761.5K | 0.00% | +46+2.1% | Added |
| Qtron Investments LLC | 2,271 | $762.8K | 0.10% | −491−17.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 2,279 | $765.7K | 0.01% | +2,279 | New |
| Bridgefront Capital, LLC | 2,288 | $768.5K | 0.20% | +2,288 | New |
| Xcel Wealth Management, LLC | 2,295 | $770.9K | 0.18% | −650−22.1% | Reduced |
| Agf Management Ltd | 2,302 | $773.2K | 0.00% | +2,302 | New |
| Lido Advisors, LLC | 2,318 | $778.9K | 0.00% | +1,272+121.6% | Added |
| Centaurus Financial, Inc. | 2,319 | $779.0K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 2,320 | $779.3K | 0.01% | +780+50.6% | Added |
| Aaron Wealth Advisors | 2,339 | $785.7K | 0.04% | +377+19.2% | Added |
| Dana Investment Advisors, Inc. | 2,382 | $800.1K | 0.02% | +1,352+131.3% | Added |
| SBI Securities Co., Ltd. | 2,422 | $813.5K | 0.02% | +271+12.6% | Added |
| Bull Harbor Capital LLC | 2,433 | $817.2K | 0.16% | −320−11.6% | Reduced |
| Van Eck Associates Corp | 2,442 | $820.3K | 0.00% | −917−27.3% | Reduced |
| RSM US Wealth Management LLC | 2,448 | $822.3K | 0.01% | +304+14.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,455 | $824.6K | 0.01% | −797−24.5% | Reduced |
| Palacios Wealth Management, LLC | 2,493 | $837.4K | 0.49% | +28+1.1% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $839.8K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,506 | $841.8K | 0.14% | +2,506 | New |