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 |
|---|---|---|---|---|---|
| Knollwood Investment Advisory, LLC | 4,250 | $1.43M | 0.13% | −1,353−24.1% | Reduced |
| Prudential PLC | 4,233 | $1.42M | 0.01% | +1,457+52.5% | Added |
| Prospera Financial Services Inc | 4,175 | $1.40M | 0.02% | +814+24.2% | Added |
| Maryland State Retirement & Pension System | 4,117 | $1.38M | 0.02% | +204+5.2% | Added |
| Magnetar Financial LLC | 4,099 | $1.38M | 0.01% | −9,343−69.5% | Reduced |
| Sanctuary Advisors, LLC | 4,092 | $1.37M | 0.01% | −764−15.7% | Reduced |
| Next Capital Management LLC | 4,068 | $1.37M | 0.37% | −317−7.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,062 | $1.36M | 0.54% | −6,193−60.4% | Reduced |
| MetLife Investment Management | 4,059 | $1.36M | 0.01% | +2,426+148.6% | Added |
| ION Fund Management Ltd | 4,000 | $1.34M | 0.16% | +4,000 | New |
| CAPROCK Group, Inc. | 3,989 | $1.34M | 0.03% | +805+25.3% | Added |
| Cambria Investment Management, L.P. | 3,966 | $1.33M | 0.07% | +98+2.5% | Added |
| United Capital Financial Advisers, LLC | 3,957 | $1.33M | 0.01% | −191−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,934 | $1.32M | 0.04% | +262+7.1% | Added |
| SummitTX Capital, L.P. | 3,925 | $1.32M | 0.03% | +221+6.0% | Added |
| Arkadios Wealth Advisors | 3,905 | $1.31M | 0.02% | −211−5.1% | Reduced |
| Atria Investments LLC | 3,893 | $1.31M | 0.01% | +496+14.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,886 | $1.31M | 0.05% | +3,886 | New |
| Sivia Capital Partners, LLC | 3,878 | $1.30M | 0.16% | +1,492+62.5% | Added |
| Buckingham Strategic Partners | 3,873 | $1.30M | 0.01% | −1,435−27.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,868 | $1.30M | 0.00% | +1,492+62.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,866 | $1.30M | 0.02% | +1,057+37.6% | Added |
| The PNC Financial Services Group, Inc. | 3,817 | $1.28M | 0.00% | +325+9.3% | Added |
| Kestra Investment Management, LLC | 3,808 | $1.28M | 0.02% | −624−14.1% | Reduced |
| CIBC Asset Management Inc | 3,798 | $1.28M | 0.00% | −140−3.6% | Reduced |
| Shelton Wealth Management, LLC | 3,782 | $1.27M | 0.50% | +1,542+68.8% | Added |
| 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 |
| Capstone Triton Financial Group, LLC | 3,673 | $1.23M | 0.71% | +3,673 | New |
| Brevan Howard Capital Management LP | 3,664 | $1.23M | 0.02% | −5,885−61.6% | Reduced |
| M&T Bank Corp | 3,607 | $1.21M | 0.00% | +190+5.6% | Added |
| Sterling Capital Management LLC | 3,546 | $1.19M | 0.02% | −1,782−33.4% | Reduced |
| X-Square Capital, LLC | 3,545 | $1.19M | 0.30% | +3,545 | New |
| Resources Investment Advisors, LLC. | 3,544 | $1.19M | 0.01% | +3,544 | New |
| Brandywine Managers, LLC | 3,521 | $1.18M | 0.59% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,500 | $1.18M | 0.02% | +3,500 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,490 | $1.17M | 0.00% | +510+17.1% | Added |
| Wedbush Securities Inc | 3,488 | $1.17M | 0.03% | −227−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,380 | $1.14M | 0.01% | −950−21.9% | Reduced |
| Banque Cantonale Vaudoise | 3,338 | $1.12M | 0.04% | −2,167−39.4% | Reduced |
| Independent Financial Group, LLC | 3,230 | $1.08M | 0.02% | +755+30.5% | Added |
| Krilogy Financial LLC | 3,225 | $1.08M | 0.03% | +409+14.5% | Added |
| Inscription Capital, LLC | 3,181 | $1.07M | 0.09% | +134+4.4% | Added |
| Phoenix Holdings Ltd. | 3,103 | $1.04M | 0.01% | −259−7.7% | Reduced |
| Perigon Wealth Management, LLC | 3,100 | $1.04M | 0.02% | −86−2.7% | Reduced |
| Machina Capital S.A.S. | 3,098 | $1.04M | 0.16% | +3,098 | New |
| Vident Advisory, LLC | 3,088 | $1.04M | 0.01% | +179+6.2% | Added |
| Keybank National Association | 3,068 | $1.03M | 0.00% | +101+3.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,049 | $1.02M | 0.15% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 3,035 | $1.01M | 0.06% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 3,000 | $1.01M | 0.22% | +3,000 | New |
| Everence Capital Management Inc | 2,987 | $1.00M | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,974 | $999.0K | 0.02% | −182−5.8% | Reduced |
| Emerald Advisers, LLC | 2,911 | $977.8K | 0.02% | −612−17.4% | Reduced |
| Banque Transatlantique SA | 2,868 | $963.4K | 0.02% | −45−1.5% | Reduced |
| Cresset Asset Management, LLC | 2,862 | $961.3K | 0.00% | +744+35.1% | Added |
| Warren Averett Asset Management, LLC | 2,824 | $948.6K | 0.01% | +446+18.8% | Added |
| Snowden Capital Advisors LLC | 2,772 | $931.1K | 0.02% | +279+11.2% | Added |
| Perpetual Ltd | 2,754 | $925.1K | 0.01% | +695+33.8% | Added |
| E. Ohman J:or Asset Management AB | 2,739 | $920.0K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,733 | $918.0K | 0.64% | +1,301+90.9% | Added |
| Pallas Capital Advisors LLC | 2,729 | $916.7K | 0.03% | −1,254−31.5% | Reduced |
| 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 |
| SC US (TTGP), Ltd. | 2,706 | $908.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,626 | $882.8K | 0.01% | −265−9.2% | Reduced |
| Mission Wealth Management, LP | 2,627 | $882.2K | 0.01% | +599+29.5% | Added |
| Ashton Thomas Securities, LLC | 2,369 | $877.4K | 0.13% | +608+34.5% | Added |
| Sequoia Financial Advisors, LLC | 2,610 | $876.5K | 0.00% | +701+36.7% | Added |
| MAI Capital Management | 2,605 | $875.0K | 0.00% | +1,311+101.3% | Added |
| HB Wealth Management, LLC | 2,558 | $859.2K | 0.00% | +573+28.9% | Added |
| Prelude Capital Management, LLC | 2,551 | $856.9K | 0.06% | +2,551 | New |
| Benjamin Edwards Inc | 2,549 | $856.2K | 0.01% | −105−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,535 | $851.5K | 0.00% | −997−28.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,513 | $844.1K | 0.03% | −831−24.9% | Reduced |
| Fox Run Management, L.L.C. | 2,506 | $841.8K | 0.14% | +2,506 | New |
| LBMC Investment Advisors, LLC | 2,500 | $839.8K | 0.05% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 2,493 | $837.4K | 0.49% | +28+1.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,455 | $824.6K | 0.01% | −797−24.5% | Reduced |
| RSM US Wealth Management LLC | 2,448 | $822.3K | 0.01% | +304+14.2% | Added |
| Van Eck Associates Corp | 2,442 | $820.3K | 0.00% | −917−27.3% | Reduced |
| Bull Harbor Capital LLC | 2,433 | $817.2K | 0.16% | −320−11.6% | Reduced |
| SBI Securities Co., Ltd. | 2,422 | $813.5K | 0.02% | +271+12.6% | Added |
| Dana Investment Advisors, Inc. | 2,382 | $800.1K | 0.02% | +1,352+131.3% | Added |
| Aaron Wealth Advisors | 2,339 | $785.7K | 0.04% | +377+19.2% | Added |
| Algert Global LLC | 2,320 | $779.3K | 0.01% | +780+50.6% | Added |
| Centaurus Financial, Inc. | 2,319 | $779.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,318 | $778.9K | 0.00% | +1,272+121.6% | Added |
| Agf Management Ltd | 2,302 | $773.2K | 0.00% | +2,302 | New |
| Xcel Wealth Management, LLC | 2,295 | $770.9K | 0.18% | −650−22.1% | Reduced |
| Bridgefront Capital, LLC | 2,288 | $768.5K | 0.20% | +2,288 | New |
| Pinnacle Financial Partners, Inc. | 2,279 | $765.7K | 0.01% | +2,279 | New |
| Qtron Investments LLC | 2,271 | $762.8K | 0.10% | −491−17.8% | Reduced |
| Commerce Bank | 2,267 | $761.5K | 0.00% | +46+2.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,247 | $754.8K | 0.02% | +22+1.0% | Added |
| Leonteq Securities AG | 2,236 | $751.1K | 0.04% | −1,195−34.8% | Reduced |
| Keystone Investors Pte Ltd | 2,231 | $749.4K | 0.04% | +2,231 | New |
| Cinctive Capital Management LP | 2,219 | $745.4K | 0.03% | +2,219 | New |
| Allworth Financial LP | 2,218 | $745.0K | 0.00% | −39−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,199 | $739.0K | 0.01% | −2,195−50.0% | Reduced |