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 |
|---|---|---|---|---|---|
| Alamea Verwaltungs GmbH | 1,060 | $356.1K | 0.28% | +1,060 | New |
| Ritholtz Wealth Management | 1,058 | $355.4K | 0.01% | −104−9.0% | Reduced |
| 180 Wealth Advisors, LLC | 1,051 | $352.9K | 0.04% | +2+0.2% | Added |
| 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 |
| Northwest & Ethical Investments L.P. | 1,030 | $348.4K | 0.01% | −1,508−59.4% | 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 |
| Cornerstone Select Advisors, LLC | 1,009 | $338.9K | 0.14% | −40−3.8% | Reduced |
| DSM Capital Partners LLC | 1,002 | $336.6K | 0.01% | +1,002 | New |
| Crewe Advisors LLC | 1,000 | $335.9K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 990 | $332.5K | 0.00% | +990 | New |
| TCG Advisory Services, LLC | 977 | $328.2K | 0.01% | +977 | New |
| Parcion Private Wealth LLC | 976 | $327.8K | 0.02% | −64−6.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 972 | $326.5K | 0.07% | +17+1.8% | Added |
| Kestra Advisory Services, LLC | 971 | $326.0K | 0.00% | −243−20.0% | Reduced |
| Evergreen Capital Management LLC | 970 | $325.8K | 0.01% | +970 | New |
| Meeder Advisory Services, Inc. | 938 | $315.1K | 0.01% | −140−13.0% | Reduced |
| Ascent Wealth Partners, LLC | 933 | $313.4K | 0.03% | +70+8.1% | Added |
| Blueshift Asset Management, LLC | 923 | $310.0K | 0.07% | −2,415−72.3% | Reduced |
| ProShare Advisors LLC | 914 | $307.0K | 0.00% | +10+1.1% | 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 |
| Caerus Investment Advisors, LLC | 907 | $304.7K | 0.10% | +88+10.7% | Added |
| HighPoint Advisor Group LLC | 904 | $303.7K | 0.01% | −40−4.2% | Reduced |
| Glenmede Trust Co NA | 894 | $300.3K | 0.00% | +894 | New |
| Brown Advisory Inc | 889 | $298.6K | 0.00% | +889 | New |
| Northwestern Mutual Wealth Management Co | 885 | $297.3K | 0.00% | +83+10.3% | Added |
| Delta Global Management LP | 877 | $294.6K | 0.03% | −55,755−98.5% | Reduced |
| CenterBook Partners LP | 860 | $288.9K | 0.01% | −63,812−98.7% | Reduced |
| DV Equities, LLC | 859 | $288.5K | 0.04% | +859 | New |
| PCM Encore, LLC | 846 | $284.2K | 0.05% | +12+1.4% | Added |
| Crossmark Global Holdings, Inc. | 844 | $283.5K | 0.00% | −43−4.8% | Reduced |
| Awm Capital, LLC | 843 | $283.2K | 0.02% | +843 | New |
| Portside Wealth Group, LLC | 843 | $283.2K | 0.03% | +843 | New |
| Hirtle Callaghan & Co LLC | 836 | $280.8K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 823 | $276.4K | 0.02% | −194−19.1% | Reduced |
| GLOBALT Investments LLC | 818 | $274.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Brookstone Capital Management | 797 | $267.7K | 0.00% | +797 | New |
| Atomi Financial Group, Inc. | 793 | $266.3K | 0.01% | +793 | New |
| AlphaGrep UK Ltd | 788 | $264.7K | 0.08% | −243−23.6% | Reduced |
| We Are One Seven, LLC | 787 | $264.4K | 0.00% | −42−5.1% | Reduced |
| Moran Wealth Management, LLC | 782 | $262.7K | 0.01% | −111−12.4% | Reduced |
| Ballentine Partners, LLC | 763 | $256.3K | 0.00% | +763 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 760 | $255.3K | 0.00% | −75,740−99.0% | Reduced |
| Pensionmark Financial Group, LLC | 1,028 | $253.0K | 0.00% | −32−3.0% | Reduced |
| Wick Capital Partners, LLC | 751 | $252.1K | 0.04% | +751 | New |
| SkyView Investment Advisors, LLC | 750 | $252.0K | 0.20% | +750 | New |
| J. Safra Sarasin Holding AG | 743 | $249.6K | 0.00% | −754−50.4% | Reduced |
| Essential Partners LLC | 736 | $247.2K | 0.11% | −1,165−61.3% | Reduced |
| Diversify Wealth Management, LLC | 796 | $246.5K | 0.00% | +13+1.7% | Added |
| Diversify Advisory Services, LLC | 796 | $246.5K | 0.00% | +796 | New |
| Cigna Investments Inc | 734 | $246.0K | 0.03% | +734 | New |
| Index Technologies Group LLC | 732 | $245.9K | 0.20% | +732 | New |
| Dynasty Wealth Management, LLC | 727 | $244.2K | 0.00% | +727 | New |
| BXM Wealth LLC | 725 | $243.5K | 0.13% | +725 | New |
| QTR Family Wealth, LLC | 725 | $243.5K | 0.08% | +725 | New |
| First Manhattan Co | 722 | $242.5K | 0.00% | +722 | New |
| Beese Fulmer Investment Management, Inc. | 720 | $241.8K | 0.01% | −227−24.0% | Reduced |
| Juncture Wealth Strategies, LLC | 718 | $241.2K | 0.06% | +718 | New |
| Daymark Wealth Partners, LLC | 717 | $240.8K | 0.01% | +717 | New |
| Appleton Partners Inc | 712 | $239.0K | 0.01% | +712 | New |
| Crestwood Advisors Group LLC | 695 | $233.3K | 0.00% | −281−28.8% | Reduced |
| MONECO Advisors, LLC | 692 | $232.4K | 0.01% | +692 | New |
| Dixon Mitchell Investment Counsel Inc. | 681 | $228.7K | 0.01% | −342−33.4% | Reduced |
| Quadrant Capital Group LLC | 678 | $227.9K | 0.01% | +147+27.7% | Added |
| David J Yvars Group | 678 | $227.7K | 0.11% | +678 | New |
| National Asset Management, Inc. | 667 | $225.6K | 0.01% | +667 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 654 | $220.4K | 0.00% | −678−50.9% | Reduced |
| Drive Wealth Management, LLC | 641 | $215.3K | 0.04% | +641 | New |
| Kestra Private Wealth Services, LLC | 635 | $213.3K | 0.00% | +635 | New |
| Knightsbridge Asset Management, LLC | 624 | $209.6K | 0.03% | +624 | New |
| Modern Wealth Management, LLC | 615 | $206.5K | 0.00% | +615 | New |
| Riversedge Advisors, LLC | 610 | $204.9K | 0.03% | +610 | New |
| Principal Securities, Inc. | 609 | $204.6K | 0.00% | −785−56.3% | Reduced |
| Stratos Wealth Partners, LTD. | 607 | $204.2K | 0.00% | +607 | New |
| StoneX Group Inc. | 631 | $204.2K | 0.01% | +631 | New |
| VestGen Advisors, LLC | 605 | $203.2K | 0.01% | −220−26.7% | Reduced |
| Cornerstone Wealth Group, LLC | 603 | $202.5K | 0.01% | +603 | New |
| Herbst Group, LLC | 600 | $201.5K | 0.11% | +600 | New |
| Tufton Capital Management | 600 | $201.0K | 0.03% | +600 | New |
| Capital Performance Advisors LLP | 597 | $200.5K | 0.01% | −855−58.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $187.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 530 | $178.0K | 0.01% | +500+1,666.7% | Added |
| True Wealth Design, LLC | 524 | $176.0K | 0.04% | −6−1.1% | Reduced |
| Larson Financial Group LLC | 505 | $169.6K | 0.00% | +234+86.3% | Added |
| Smartleaf Asset Management LLC | 491 | $166.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 493 | $165.6K | 0.01% | −8−1.6% | Reduced |
| State of Wyoming | 493 | $165.6K | 0.02% | +469+1,954.2% | Added |
| NBC Securities, Inc. | 484 | $162.6K | 0.01% | +242+100.0% | Added |
| Rakuten Securities, Inc. | 422 | $141.8K | 0.03% | +242+134.4% | Added |
| GAMMA Investing LLC | 414 | $139.1K | 0.01% | +170+69.7% | Added |
| Quarry LP | 413 | $138.7K | 0.02% | +413 | New |
| Newbridge Financial Services Group, Inc. | 409 | $137.4K | 0.02% | −212−34.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $127.6K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 355 | $119.2K | 0.04% | +355 | New |
| Steward Partners Investment Advisory, LLC | 305 | $102.5K | 0.00% | −359−54.1% | Reduced |