MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 875 institutions

Value heldQ2 2026: $25.0B

Institutions holding MDB and their total value by quarter
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.

Institutions holding MDB in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cary Street Partner Investment Advisory LLC	301	$101.1K	0.02%	+301	New
Basecamp Wealth Advisors LLC	276	$92.7K	0.02%	−11−3.8%	Reduced
CVA Family Office, LLC	249	$83.6K	0.01%	+34+15.8%	Added
Geneos Wealth Management Inc.	234	$78.6K	0.00%	00.0%	Unchanged
First Horizon Corp	227	$76.2K	0.00%	+5+2.3%	Added
Sankala Group LLC	173	$75.9K	0.05%	00.0%	Unchanged
Morse Asset Management, Inc	220	$73.9K	0.01%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	205	$68.9K	0.02%	00.0%	Unchanged
McGuire Capital Advisors Inc	200	$67.2K	0.04%	00.0%	Unchanged
Close Asset Management Ltd	200	$67.0K	0.00%	00.0%	Unchanged
CoreCap Advisors, LLC	197	$66.2K	0.00%	+184+1,415.4%	Added
Park Place Capital Corp	193	$64.8K	0.01%	+65+50.8%	Added
Atlantic Union Bankshares Corp	190	$63.8K	0.00%	+115+153.3%	Added
V-Square Quantitative Management LLC	188	$63.1K	0.01%	−219−53.8%	Reduced
Pinnacle Wealth Planning Services, Inc.	180	$60.5K	0.01%	−4−2.2%	Reduced
Wealth Enhancement Trust Services, Inc.	180	$60.5K	0.01%	00.0%	Unchanged
Parkside Financial Bank & Trust	178	$59.8K	0.00%	+38+27.1%	Added
University of Texas/Texas Am Investment Managment Co	172	$57.8K	0.01%	+73+73.7%	Added
Rossby Financial, LCC	157	$52.7K	0.01%	−28−15.1%	Reduced
Massmutual Trust Co FSB	150	$50.4K	0.00%	−5−3.2%	Reduced
Strategic Advocates LLC	144	$48.4K	0.19%	+29+25.2%	Added
Napier Financial, LLC	140	$47.0K	0.01%	00.0%	Unchanged
Cassaday & Co Wealth Management LLC	135	$45.3K	0.00%	−5−3.6%	Reduced
Strategic Wealth Partners, Ltd.	129	$43.3K	0.00%	00.0%	Unchanged
Abound Wealth Management	124	$41.7K	0.01%	−1−0.8%	Reduced
Fortitude Family Office, LLC	124	$41.7K	0.01%	+84+210.0%	Added
Westside Investment Management, Inc.	122	$41.0K	0.01%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	118	$39.6K	0.02%	00.0%	Unchanged
Bayforest Capital Ltd	118	$39.6K	0.04%	−963−89.1%	Reduced
Elequin Capital LP	117	$39.3K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	116	$38.9K	0.00%	−97−45.5%	Reduced
WPG Advisers, LLC	112	$37.6K	0.02%	−81−42.0%	Reduced
Huntington National Bank	112	$37.6K	0.00%	+14+14.3%	Added
South State Corp.	110	$36.9K	0.00%	+1+0.9%	Added
Capital Advisor Network LLC	109	$36.6K	0.05%	+109	New
CX Institutional	103	$35.0K	0.00%	+50+94.3%	Added
Truvestments Capital LLC	101	$33.9K	0.01%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	100	$33.6K	0.00%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	100	$33.6K	0.01%	+100	New
NBH Bank	100	$33.6K	0.01%	+100	New
Vanguard National Trust Co	93	$31.2K	0.00%	00.0%	Unchanged
Adirondack Trust Co	88	$29.6K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	96	$29.3K	0.00%	+29+43.3%	Added
SJS Investment Consulting Inc.	83	$27.9K	0.00%	−111−57.2%	Reduced
First Command Advisory Services, Inc.	83	$27.9K	0.00%	+72+654.5%	Added
Financial Avengers, Inc.	80	$26.9K	0.01%	00.0%	Unchanged
Zions Bancorporation, National Association	78	$26.2K	0.00%	+26+50.0%	Added
Tower Research Capital LLC (TRC)	76	$25.5K	0.00%	−8−9.5%	Reduced
Raiffeisen Bank International AG	72	$24.3K	0.00%	00.0%	Unchanged
Bessemer Group Inc	69	$23.0K	0.00%	00.0%	Unchanged
Keating Financial Advisory Services, Inc.	68	$22.8K	0.00%	+40+142.9%	Added
Front Row Advisors LLC	50	$22.0K	0.01%	00.0%	Unchanged
ZRC Wealth Management, LLC	65	$21.8K	0.01%	+59+983.3%	Added
International Assets Investment Management, LLC	58	$20.8K	0.00%	+8+16.0%	Added
IMA Wealth, Inc.	58	$19.5K	0.00%	+57+5,700.0%	Added
Tidemark, LLC	56	$18.8K	0.00%	00.0%	Unchanged
Legacy Bridge, LLC	55	$18.5K	0.01%	00.0%	Unchanged
1015 Capital Partners, LLC	54	$18.1K	0.02%	+1+1.9%	Added
Wormser Freres Gestion	51	$17.1K	0.01%	+51	New
Boreal Capital Management LLC	50	$16.8K	0.01%	00.0%	Unchanged
Osbon Capital Management LLC	50	$16.8K	0.01%	00.0%	Unchanged
Flagship Wealth Advisors, LLC	50	$16.8K	0.00%	+50	New
Medallion Wealth Advisors, LLC	48	$16.1K	0.01%	00.0%	Unchanged
Allied Private Wealth LLC	44	$15.8K	0.01%	+44	New
UMA Financial Services, Inc.	46	$15.5K	0.00%	+13+39.4%	Added
Capital Advisors, Ltd. LLC	45	$15.0K	0.00%	−3−6.3%	Reduced
Marquette Asset Management, LLC	43	$14.4K	0.00%	+43	New
Private Wealth Asset Management, LLC	42	$14.1K	0.00%	00.0%	Unchanged
Covestor Ltd	41	$14.0K	0.01%	−5−10.9%	Reduced
Aventura Private Wealth, LLC	41	$13.8K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	41	$13.8K	0.01%	+6+17.1%	Added
Ameritas Advisory Services, LLC	41	$13.7K	0.00%	+41	New
First Pacific Financial	40	$13.4K	0.00%	00.0%	Unchanged
Avion Wealth	39	$13.0K	0.00%	+10+34.5%	Added
Grove Bank & Trust	38	$12.8K	0.00%	−20−34.5%	Reduced
Brown, Lisle/Cummings, Inc.	38	$12.8K	0.00%	+5+15.2%	Added
Quantbot Technologies LP	38	$12.8K	0.00%	+38	New
Action Point Financial Planning, LLC	38	$12.1K	0.00%	+38	New
MV Capital Management, Inc.	36	$12.1K	0.00%	+6+20.0%	Added
Salomon & Ludwin, LLC	32	$11.5K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	34	$11.4K	0.00%	−22−39.3%	Reduced
LRI Investments, LLC	34	$11.4K	0.00%	+1+3.0%	Added
LifeSteps Financial, Inc.	34	$11.4K	0.01%	+34	New
Cornerstone Financial Management LLC	31	$10.4K	0.01%	+12+63.2%	Added
Downshift Financial, LLC	31	$10.4K	0.00%	+31	New
Compass Financial Management LLC	27	$10.3K	0.00%	+27	New
Main Street Group, LTD	30	$10.1K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	29	$9.74K	0.01%	−2−6.5%	Reduced
Silver Grove Financial Group, Inc.	28	$9.40K	0.01%	+28	New
JPL Wealth Management, LLC	27	$9.07K	0.00%	−9−25.0%	Reduced
Bell Investment Advisors, Inc	27	$9.07K	0.00%	+4+17.4%	Added
Signature Equity Partners, LLC	27	$9.07K	0.00%	−13−32.5%	Reduced
Arlington Trust Co LLC	26	$8.73K	0.00%	00.0%	Unchanged
SHP Wealth Management	26	$8.73K	0.00%	+4+18.2%	Added
Aspect Partners, LLC	25	$8.40K	0.00%	−6−19.4%	Reduced
JFS Wealth Advisors, LLC	25	$8.40K	0.00%	+7+38.9%	Added
Brown Brothers Harriman & Co	24	$8.06K	0.00%	−12−33.3%	Reduced
Cromwell Holdings LLC	24	$8.06K	0.00%	+11+84.6%	Added
HighMark Wealth Management LLC	23	$7.72K	0.00%	+7+43.8%	Added
Strategic Investment Solutions, Inc.	22	$7.39K	0.00%	00.0%	Unchanged