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
Noble Wealth Management PBC	22	$7.39K	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	22	$7.39K	0.00%	+22	New
Activest Wealth Management	21	$7.05K	0.00%	−10−32.3%	Reduced
Sachetta, LLC	21	$7.05K	0.00%	+11+110.0%	Added
Darwin Advisors, LLC	19	$6.38K	0.00%	−9−32.1%	Reduced
Raffa Wealth Management, LLC	19	$6.38K	0.00%	+10+111.1%	Added
Kingdom Financial Group LLC.	18	$6.05K	0.00%	00.0%	Unchanged
Umb Bank N A	18	$6.05K	0.00%	+12+200.0%	Added
Cape Investment Advisory, Inc.	18	$6.05K	0.00%	+18	New
Private Wealth Management Group, LLC	17	$5.71K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	16	$5.37K	0.00%	+9+128.6%	Added
Bruce G. Allen Investments, LLC	15	$5.04K	0.00%	−24−61.5%	Reduced
Tradewinds Capital Management, LLC	15	$5.04K	0.00%	−16−51.6%	Reduced
Mascoma Wealth Management LLC	15	$5.04K	0.00%	00.0%	Unchanged
Owl Creek Wealth Partners LLC	15	$5.04K	0.00%	00.0%	Unchanged
Country Trust Bank	13	$4.37K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	12	$4.03K	0.00%	+8+200.0%	Added
Rialto Wealth Management, LLC	12	$4.03K	0.00%	+8+200.0%	Added
Pier Capital, LLC	12	$4.03K	0.00%	+12	New
Atlantic Trust, LLC	12	$4.03K	0.00%	+12	New
Salem Investment Counselors Inc	11	$3.69K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	11	$3.69K	0.00%	+6+120.0%	Added
Berkshire Capital Holdings Inc	10	$3.36K	0.00%	00.0%	Unchanged
Evolution Wealth Management Inc.	10	$3.36K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	10	$3.36K	0.00%	+3+42.9%	Added
Manchester Capital Management LLC	10	$3.36K	0.00%	+10	New
Archer Investment Corp	10	$3.36K	0.00%	+10	New
Bay Harbor Wealth Management, LLC	9	$3.02K	0.00%	+7+350.0%	Added
Clal Insurance Enterprises Holdings Ltd	8	$3.00K	0.00%	+8	New
GHP Investment Advisors, Inc.	8	$2.69K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	7	$2.35K	0.00%	+5+250.0%	Added
Mather Group, LLC.	7	$2.35K	0.00%	−4−36.4%	Reduced
Highland Investment Advisors LLC	7	$2.35K	0.00%	+7	New
Colonial Trust Co	7	$2.22K	0.00%	−2−22.2%	Reduced
DiNuzzo Private Wealth, Inc.	6	$2.02K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	6	$2.02K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	6	$2.02K	0.00%	+6	New
Alpha Financial Advisors, LLC	6	$2.02K	0.00%	+6	New
NBT Bank N A	5	$1.68K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	5	$1.68K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	5	$1.68K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	5	$1.68K	0.00%	+5	New
Thurston, Springer, Miller, Herd & Titak, Inc.	5	$1.68K	0.00%	00.0%	Unchanged
Cheviot Value Management, LLC	4	$1.34K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	4	$1.34K	0.00%	+4	New
Ameriflex Group, Inc.	4	$1.34K	0.00%	+4	New
DecisionPoint Financial, LLC	3	$1.08K	0.00%	+1+50.0%	Added
Lloyd Advisory Services, LLC.	3	$1.01K	0.00%	−15−83.3%	Reduced
Caitlin John, LLC	3	$1.01K	0.00%	−1−25.0%	Reduced
PayPay Securities Corp	3	$1.01K	0.04%	00.0%	Unchanged
TFC Financial Management	3	$1.01K	0.00%	00.0%	Unchanged
Trust Co	3	$1.01K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	3	$1.01K	0.00%	+1+50.0%	Added
Retirement Wealth Solutions LLC	3	$1.01K	0.00%	+1+50.0%	Added
Financial Consulate, Inc	3	$1.01K	0.00%	+3	New
Planning Strategies Inc.	3	$1.01K	0.00%	+3	New
Atlas Capital Advisors LLC	3	$1.01K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	2	$672	0.00%	00.0%	Unchanged
Horizon Investments, LLC	2	$672	0.00%	00.0%	Unchanged
Copia Wealth Management	2	$672	0.00%	00.0%	Unchanged
Davis Capital Management	2	$672	0.00%	+1+100.0%	Added
Addison Advisors LLC	2	$672	0.00%	+1+100.0%	Added
Whipplewood Advisors, LLC	1	$336	0.00%	−31−96.9%	Reduced
Cullen/Frost Bankers, Inc.	1	$336	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	1	$336	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	1	$336	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	1	$336	0.00%	00.0%	Unchanged
Kilter Group LLC	1	$336	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	1	$336	0.00%	+1	New
Signature Resources Capital Management, LLC	1	$336	0.00%	+1	New
Robinswood Financial LLC	1	$335	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	168	$189	0.00%	+168	New
Kayne Anderson Rudnick Investment Management LLC	0	$151	0.00%	−5−100.0%	Reduced
Measured Wealth Private Client Group, LLC	0	$94	0.00%	0	Unchanged
Navigoe, LLC	1	$0	0.00%	+1	New
Jericho Capital Asset Management L.P.	0	$0	0.00%	−996,540−100.0%	Sold out
Eminence Capital, LP	0	$0	0.00%	−163,008−100.0%	Sold out
Renaissance Technologies LLC	0	$0	0.00%	−140,780−100.0%	Sold out
Capital Research Global Investors	0	$0	0.00%	−69,136−100.0%	Sold out
Styrax Capital, LP	0	$0	0.00%	−55,000−100.0%	Sold out
Voloridge Investment Management, LLC	0	$0	0.00%	−53,461−100.0%	Sold out
La Banque Postale Asset Management SA	0	$0	0.00%	−50,101−100.0%	Sold out
Summit Partners Public Asset Management, LLC	0	$0	0.00%	−50,000−100.0%	Sold out
Quadrature Capital Ltd	0	$0	0.00%	−47,226−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−27,880−100.0%	Sold out
Clear Street Group Inc.	0	$0	0.00%	−25,695−100.0%	Sold out
Arthedge Capital Management, LLC	0	$0	0.00%	−25,600−100.0%	Sold out
Exane Asset Management	0	$0	0.00%	−22,041−100.0%	Sold out
Quantitative Investment Management, LLC	0	$0	0.00%	−23,384−100.0%	Sold out
Glynn Capital Management LLC	0	$0	0.00%	−21,964−100.0%	Sold out
Octahedron Capital Management L.P.	0	$0	0.00%	−18,300−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−18,288−100.0%	Sold out
Sunstone Asset Management, L.P.	0	$0	0.00%	−15,996−100.0%	Sold out
Havemeyer Place LP	0	$0	0.00%	−13,198−100.0%	Sold out
Centiva Capital, LP	0	$0	0.00%	−13,191−100.0%	Sold out
Hussman Strategic Advisors, Inc.	0	$0	0.00%	−10,500−100.0%	Sold out
FORA Capital, LLC	0	$0	0.00%	−10,487−100.0%	Sold out
Neo Ivy Capital Management	0	$0	0.00%	−10,154−100.0%	Sold out
Oak Harvest Investment Services	0	$0	0.00%	−9,708−100.0%	Sold out
Campbell & CO Investment Adviser LLC	0	$0	0.00%	−8,874−100.0%	Sold out