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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 2,513 | $844.1K | 0.03% | −831−24.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,535 | $851.5K | 0.00% | −997−28.2% | Reduced |
| Benjamin Edwards Inc | 2,549 | $856.2K | 0.01% | −105−4.0% | Reduced |
| Prelude Capital Management, LLC | 2,551 | $856.9K | 0.06% | +2,551 | New |
| HB Wealth Management, LLC | 2,558 | $859.2K | 0.00% | +573+28.9% | Added |
| MAI Capital Management | 2,605 | $875.0K | 0.00% | +1,311+101.3% | Added |
| Sequoia Financial Advisors, LLC | 2,610 | $876.5K | 0.00% | +701+36.7% | Added |
| Ashton Thomas Securities, LLC | 2,369 | $877.4K | 0.13% | +608+34.5% | Added |
| Mission Wealth Management, LP | 2,627 | $882.2K | 0.01% | +599+29.5% | Added |
| Farther Finance Advisors, LLC | 2,626 | $882.8K | 0.01% | −265−9.2% | Reduced |
| SC US (TTGP), Ltd. | 2,706 | $908.9K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,710 | $910.3K | 0.03% | +1,824+205.9% | Added |
| Fortis Capital Advisors, LLC | 2,710 | $910.3K | 0.10% | +2,710 | New |
| Pallas Capital Advisors LLC | 2,729 | $916.7K | 0.03% | −1,254−31.5% | Reduced |
| Seelaus Asset Management LLC | 2,733 | $918.0K | 0.64% | +1,301+90.9% | Added |
| E. Ohman J:or Asset Management AB | 2,739 | $920.0K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 2,754 | $925.1K | 0.01% | +695+33.8% | Added |
| Snowden Capital Advisors LLC | 2,772 | $931.1K | 0.02% | +279+11.2% | Added |
| Warren Averett Asset Management, LLC | 2,824 | $948.6K | 0.01% | +446+18.8% | Added |
| Cresset Asset Management, LLC | 2,862 | $961.3K | 0.00% | +744+35.1% | Added |
| Banque Transatlantique SA | 2,868 | $963.4K | 0.02% | −45−1.5% | Reduced |
| Emerald Advisers, LLC | 2,911 | $977.8K | 0.02% | −612−17.4% | Reduced |
| IFP Advisors, Inc | 2,974 | $999.0K | 0.02% | −182−5.8% | Reduced |
| Everence Capital Management Inc | 2,987 | $1.00M | 0.05% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 3,000 | $1.01M | 0.22% | +3,000 | New |
| Plato Investment Management Ltd | 3,035 | $1.01M | 0.06% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 3,049 | $1.02M | 0.15% | 00.0% | Unchanged |
| Keybank National Association | 3,068 | $1.03M | 0.00% | +101+3.4% | Added |
| Vident Advisory, LLC | 3,088 | $1.04M | 0.01% | +179+6.2% | Added |
| Machina Capital S.A.S. | 3,098 | $1.04M | 0.16% | +3,098 | New |
| Perigon Wealth Management, LLC | 3,100 | $1.04M | 0.02% | −86−2.7% | Reduced |
| Phoenix Holdings Ltd. | 3,103 | $1.04M | 0.01% | −259−7.7% | Reduced |
| Inscription Capital, LLC | 3,181 | $1.07M | 0.09% | +134+4.4% | Added |
| Krilogy Financial LLC | 3,225 | $1.08M | 0.03% | +409+14.5% | Added |
| Independent Financial Group, LLC | 3,230 | $1.08M | 0.02% | +755+30.5% | Added |
| Banque Cantonale Vaudoise | 3,338 | $1.12M | 0.04% | −2,167−39.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,380 | $1.14M | 0.01% | −950−21.9% | Reduced |
| Wedbush Securities Inc | 3,488 | $1.17M | 0.03% | −227−6.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,490 | $1.17M | 0.00% | +510+17.1% | Added |
| Kornitzer Capital Management Inc | 3,500 | $1.18M | 0.02% | +3,500 | New |
| Brandywine Managers, LLC | 3,521 | $1.18M | 0.59% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,544 | $1.19M | 0.01% | +3,544 | New |
| X-Square Capital, LLC | 3,545 | $1.19M | 0.30% | +3,545 | New |
| Sterling Capital Management LLC | 3,546 | $1.19M | 0.02% | −1,782−33.4% | Reduced |
| M&T Bank Corp | 3,607 | $1.21M | 0.00% | +190+5.6% | Added |
| Brevan Howard Capital Management LP | 3,664 | $1.23M | 0.02% | −5,885−61.6% | Reduced |
| Capstone Triton Financial Group, LLC | 3,673 | $1.23M | 0.71% | +3,673 | New |
| Fort Washington Investment Advisors Inc | 3,707 | $1.25M | 0.01% | −1,070−22.4% | Reduced |
| Twin Capital Management Inc | 3,707 | $1.25M | 0.14% | +3,707 | New |
| Shelton Wealth Management, LLC | 3,782 | $1.27M | 0.50% | +1,542+68.8% | Added |
| CIBC Asset Management Inc | 3,798 | $1.28M | 0.00% | −140−3.6% | Reduced |
| Kestra Investment Management, LLC | 3,808 | $1.28M | 0.02% | −624−14.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,817 | $1.28M | 0.00% | +325+9.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,866 | $1.30M | 0.02% | +1,057+37.6% | Added |
| Nisa Investment Advisors, LLC | 3,868 | $1.30M | 0.00% | +1,492+62.8% | Added |
| Buckingham Strategic Partners | 3,873 | $1.30M | 0.01% | −1,435−27.0% | Reduced |
| Sivia Capital Partners, LLC | 3,878 | $1.30M | 0.16% | +1,492+62.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,886 | $1.31M | 0.05% | +3,886 | New |
| Atria Investments LLC | 3,893 | $1.31M | 0.01% | +496+14.6% | Added |
| Arkadios Wealth Advisors | 3,905 | $1.31M | 0.02% | −211−5.1% | Reduced |
| SummitTX Capital, L.P. | 3,925 | $1.32M | 0.03% | +221+6.0% | Added |
| Tokio Marine Asset Management Co Ltd | 3,934 | $1.32M | 0.04% | +262+7.1% | Added |
| United Capital Financial Advisers, LLC | 3,957 | $1.33M | 0.01% | −191−4.6% | Reduced |
| Cambria Investment Management, L.P. | 3,966 | $1.33M | 0.07% | +98+2.5% | Added |
| CAPROCK Group, Inc. | 3,989 | $1.34M | 0.03% | +805+25.3% | Added |
| ION Fund Management Ltd | 4,000 | $1.34M | 0.16% | +4,000 | New |
| MetLife Investment Management | 4,059 | $1.36M | 0.01% | +2,426+148.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,062 | $1.36M | 0.54% | −6,193−60.4% | Reduced |
| Next Capital Management LLC | 4,068 | $1.37M | 0.37% | −317−7.2% | Reduced |
| Sanctuary Advisors, LLC | 4,092 | $1.37M | 0.01% | −764−15.7% | Reduced |
| Magnetar Financial LLC | 4,099 | $1.38M | 0.01% | −9,343−69.5% | Reduced |
| Maryland State Retirement & Pension System | 4,117 | $1.38M | 0.02% | +204+5.2% | Added |
| Prospera Financial Services Inc | 4,175 | $1.40M | 0.02% | +814+24.2% | Added |
| Prudential PLC | 4,233 | $1.42M | 0.01% | +1,457+52.5% | Added |
| Knollwood Investment Advisory, LLC | 4,250 | $1.43M | 0.13% | −1,353−24.1% | Reduced |
| Alps Advisors Inc | 4,274 | $1.44M | 0.01% | −1,779−29.4% | Reduced |
| GWM Advisors LLC | 4,287 | $1.44M | 0.00% | +400+10.3% | Added |
| Independent Advisor Alliance | 4,402 | $1.48M | 0.03% | +4,402 | New |
| Zacks Investment Management | 4,417 | $1.48M | 0.01% | −4,989−53.0% | Reduced |
| Bluebird Wealth Management LLC | 4,419 | $1.48M | 1.29% | +4,419 | New |
| CWM Advisors, LLC | 4,431 | $1.49M | 0.06% | +589+15.3% | Added |
| Two Sigma Securities, LLC | 4,448 | $1.49M | 0.13% | +4,448 | New |
| MASTERINVEST Kapitalanlage GmbH | 4,506 | $1.51M | 0.13% | +23+0.5% | Added |
| Chicago Partners Investment Group LLC | 5,100 | $1.53M | 0.03% | +1,915+60.1% | Added |
| Plum Street Advisors, LLC | 4,557 | $1.53M | 0.49% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 4,657 | $1.56M | 0.65% | +4,657 | New |
| CIBC World Markets Inc. | 4,741 | $1.59M | 0.00% | +1,292+37.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,758 | $1.60M | 0.09% | +4,758 | New |
| Capstone Capital Management Ltd | 4,832 | $1.62M | 0.73% | +4,832 | New |
| Hillsdale Investment Management Inc. | 4,960 | $1.67M | 0.04% | +4,960 | New |
| TrueMark Investments, LLC | 4,970 | $1.67M | 0.21% | −1,202−19.5% | Reduced |
| Kentucky Retirement Systems | 4,979 | $1.67M | 0.04% | +4,979 | New |
| Credit Agricole S A | 4,982 | $1.67M | 0.00% | −472−8.7% | Reduced |
| Agp Franklin, LLC | 5,037 | $1.69M | 0.73% | +5,037 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,040 | $1.69M | 0.00% | +5,040 | New |
| Mandatum Life Insurance Co Ltd | 5,100 | $1.71M | 0.32% | 00.0% | Unchanged |
| Diversified Trust Co | 5,161 | $1.73M | 0.03% | −87−1.7% | Reduced |
| Intech Investment Management LLC | 5,216 | $1.75M | 0.02% | +3,032+138.8% | Added |
| Avanza Fonder AB | 5,230 | $1.76M | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,329 | $1.79M | 0.03% | 00.0% | Unchanged |