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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 2,195 | $737.3K | 0.07% | +17+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 2,028 | $736.0K | 0.02% | +80+4.1% | Added |
| Global Retirement Partners, LLC | 2,187 | $734.6K | 0.01% | +2,187 | New |
| WBI Investments | 2,178 | $731.4K | 0.18% | +2,178 | New |
| Stableford Capital II LLC | 2,162 | $726.2K | 0.25% | +2,162 | New |
| Pine Valley Investments Ltd Liability Co | 2,160 | $725.5K | 0.03% | +102+5.0% | Added |
| Prosperity Consulting Group, LLC | 2,154 | $723.5K | 0.03% | +919+74.4% | Added |
| Metis Global Partners, LLC | 2,134 | $716.8K | 0.02% | +63+3.0% | Added |
| F/M Investments LLC | 2,091 | $702.4K | 0.04% | +128+6.5% | Added |
| Foundations Investment Advisors, LLC | 2,075 | $697.1K | 0.01% | +2,075 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,066 | $694.0K | 0.04% | −9−0.4% | Reduced |
| National Bank of Canada | 2,003 | $673.8K | 0.00% | −5,389−72.9% | Reduced |
| Joel Isaacson & Co., LLC | 1,986 | $667.1K | 0.02% | +402+25.4% | Added |
| Camden Capital, LLC | 1,980 | $665.0K | 0.03% | +151+8.3% | Added |
| Ronald Blue Trust, Inc. | 1,977 | $664.1K | 0.01% | +55+2.9% | Added |
| Evolve Private Wealth, LLC | 1,967 | $660.7K | 0.04% | +115+6.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,942 | $653.0K | 0.00% | +414+27.1% | Added |
| Generali Asset Management SPA SGR | 1,913 | $642.6K | 0.01% | +1,913 | New |
| UniSuper Management Pty Ltd | 1,912 | $642.2K | 0.00% | +312+19.5% | Added |
| Thrivent Financial for Lutherans | 1,894 | $636.0K | 0.00% | +723+61.7% | Added |
| Aft, Forsyth & Company, Inc. | 1,885 | $633.2K | 0.30% | −80−4.1% | Reduced |
| Values First Advisors, Inc. | 1,873 | $629.1K | 0.29% | +776+70.7% | Added |
| Vise Technologies, Inc. | 1,867 | $627.1K | 0.01% | +1,060+131.4% | Added |
| Park Avenue Securities LLC | 1,825 | $613.0K | 0.00% | +462+33.9% | Added |
| Avestar Capital, LLC | 1,807 | $607.0K | 0.04% | −6−0.3% | Reduced |
| Worthington Financial Partners, LLC | 1,801 | $605.0K | 0.50% | −24−1.3% | Reduced |
| Colonial River Wealth Management, LLC | 1,793 | $602.3K | 0.17% | −145−7.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,787 | $600.3K | 0.03% | +1,787 | New |
| STRS Ohio | 1,753 | $588.8K | 0.00% | −133−7.1% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $585.1K | 0.13% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 1,739 | $584.1K | 0.03% | −2,339−57.4% | Reduced |
| Janney Montgomery Scott LLC | 1,731 | $581.0K | 0.00% | −829−32.4% | Reduced |
| Waddell & Associates, LLC | 1,726 | $579.8K | 0.03% | −314−15.4% | Reduced |
| Nine Masts Capital Ltd | 1,721 | $578.1K | 0.06% | +1,721 | New |
| EFG International AG | 1,709 | $574.1K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,708 | $573.7K | 0.04% | +576+50.9% | Added |
| Syon Capital LLC | 1,692 | $568.3K | 0.02% | +397+30.7% | Added |
| Guggenheim Capital LLC | 1,680 | $564.3K | 0.00% | +21+1.3% | Added |
| HM Payson & Co | 1,674 | $562.3K | 0.01% | 00.0% | Unchanged |
| CastleKnight Management LP | 1,650 | $554.2K | 0.02% | −4,750−74.2% | Reduced |
| Kazazian Asset Management, LLC | 1,600 | $537.4K | 0.48% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 1,591 | $534.4K | 0.02% | +128+8.7% | Added |
| Carnegie Capital Asset Management, LLC | 1,587 | $533.1K | 0.01% | −117−6.9% | Reduced |
| Versant Capital Management, Inc | 1,575 | $529.0K | 0.05% | +215+15.8% | Added |
| Bokf, NA | 1,565 | $525.7K | 0.01% | −53−3.3% | Reduced |
| Stephens Inc | 1,548 | $520.0K | 0.01% | +219+16.5% | Added |
| Westwood Holdings Group Inc. | 1,516 | $509.2K | 0.00% | +1,516 | New |
| Savant Capital, LLC | 1,688 | $499.9K | 0.00% | +467+38.2% | Added |
| Pembroke Management, LTD | 1,478 | $496.5K | 0.06% | −5−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,459 | $490.1K | 0.00% | +1,459 | New |
| Natixis | 1,457 | $489.4K | 0.00% | −832−36.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,429 | $480.0K | 0.01% | −174−10.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,417 | $476.0K | 0.01% | +443+45.5% | Added |
| Westpac Banking Corp | 1,394 | $468.2K | 0.03% | −161−10.4% | Reduced |
| GraniteShares Advisors LLC | 1,393 | $467.9K | 0.30% | −356−20.4% | Reduced |
| Umpqua Bank | 1,388 | $466.2K | 0.10% | +77+5.9% | Added |
| Voleon Capital Management LP | 1,385 | $465.2K | 0.01% | −44−3.1% | Reduced |
| Proficio Capital Partners LLC | 1,355 | $455.1K | 0.02% | +1,355 | New |
| Signaturefd, LLC | 1,350 | $453.5K | 0.01% | +40+3.1% | Added |
| QRG Capital Management, Inc. | 1,341 | $450.3K | 0.00% | +125+10.3% | Added |
| Cary Street Partners Financial LLC | 1,330 | $446.7K | 0.01% | +1,330 | New |
| Smith Group Asset Management, LLC | 1,327 | $445.7K | 0.02% | +1,327 | New |
| Callan Family Office, LLC | 1,326 | $445.4K | 0.01% | −33−2.4% | Reduced |
| Banque Pictet & Cie SA | 1,313 | $441.0K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 1,308 | $439.4K | 0.00% | +10+0.8% | Added |
| 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 |
| EP Wealth Advisors, LLC | 1,298 | $435.9K | 0.00% | −243−15.8% | Reduced |
| Baader Bank INC | 1,297 | $435.7K | 0.04% | +1,297 | New |
| Coldstream Capital Management Inc | 1,290 | $433.3K | 0.01% | −34−2.6% | Reduced |
| Apollon Wealth Management, LLC | 1,271 | $426.9K | 0.01% | +1,271 | New |
| Palumbo Wealth Management LLC | 1,267 | $425.6K | 0.09% | +19+1.5% | Added |
| Norden Group LLC | 1,250 | $419.9K | 0.03% | +277+28.5% | Added |
| Jackson Thornton Asset Management, LLC | 1,241 | $416.9K | 0.03% | +97+8.5% | Added |
| Frank, Rimerman Advisors LLC | 1,233 | $414.2K | 0.02% | +12+1.0% | Added |
| Equitable Holdings, Inc. | 1,225 | $411.5K | 0.00% | +1,225 | New |
| Bridgewater Advisors Inc. | 1,177 | $411.3K | 0.02% | −1−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,219 | $409.5K | 0.01% | −351−22.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,777 | $406.4K | 0.12% | +1,777 | New |
| Clearstead Advisors, LLC | 1,209 | $406.1K | 0.00% | +17+1.4% | Added |
| American Trust | 1,205 | $404.8K | 0.03% | +1,205 | New |
| Legacy Wealth Asset Management, LLC | 1,204 | $404.4K | 0.09% | +278+30.0% | Added |
| Citizens Financial Group Inc | 1,183 | $397.3K | 0.00% | +245+26.1% | Added |
| 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 |
| Financial Perspectives, Inc | 1,172 | $393.7K | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,163 | $390.9K | 0.01% | +50+4.5% | Added |
| Princeton Capital Management LLC | 1,147 | $385.3K | 0.09% | −138−10.7% | Reduced |
| SeaBridge Investment Advisors LLC | 1,144 | $384.3K | 0.06% | +74+6.9% | Added |
| Siemens Fonds Invest GmbH | 1,137 | $381.9K | 0.02% | −5−0.4% | Reduced |
| Everhart Financial Group, Inc. | 1,134 | $380.9K | 0.02% | +1,134 | New |
| Moody National Bank Trust Division | 1,123 | $377.2K | 0.03% | +34+3.1% | Added |
| AlphaCore Capital LLC | 1,100 | $369.5K | 0.01% | +1,100 | New |
| Wedmont Private Capital | 1,068 | $365.3K | 0.01% | +126+13.4% | Added |
| Venturi Wealth Management, LLC | 1,086 | $364.8K | 0.01% | +1,086 | New |
| TD Waterhouse Canada Inc. | 1,004 | $360.5K | 0.00% | −38−3.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,072 | $360.1K | 0.00% | +30+2.9% | Added |
| 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 |
| Meiji Yasuda Asset Management Co Ltd. | 1,061 | $356.4K | 0.02% | −40−3.6% | Reduced |