MDBNasdaqServices-Prepackaged SoftwareFiscal year ends January 31
MongoDB, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 1, 2026
$348.69+11.12 (+3.29%)
Close on Oct 19, 2026
- Market cap
- $28.59B
- P/E (TTM)
- 484.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.5%
75M of 81M shares
Institutional holders
868
166 new, 107 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 157 sales
Net sold $110.01M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,692,038 | 5.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 4,512,140 | 5.61% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 4,228,919 | 5.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MDB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,342,387 | 7.87% | $2.13B | +616,960 | 0.03% |
| Vanguard Portfolio Management LLC | 4,478,068 | 5.56% | $1.50B | −23,454 | 0.07% |
| FMR LLC | 3,660,780 | 4.54% | $1.23B | +1,467,897 | 0.05% |
| Vanguard Capital Management LLC | 3,500,977 | 4.35% | $1.18B | −17,862 | 0.03% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,514,942 | 3.12% | $844.77M | +561,767 | 0.65% |
| Price T Rowe Associates Inc /Md/ | 2,074,569 | 2.58% | $696.85K | −17,917 | 0.07% |
| State Street Corp | 1,934,054 | 2.40% | $649.65M | +89,936 | 0.02% |
| Geode Capital Management, LLC | 1,554,896 | 1.93% | $520.89M | +27,054 | 0.03% |
| Aqr Capital Management LLC | 1,503,774 | 1.87% | $505.12M | +191,644 | 0.18% |
| Norges Bank | 1,404,430 | 1.74% | $471.75M | New | 0.05% |
| Massachusetts Financial Services Co /Ma/ | 1,263,690 | 1.57% | $427.46M | +371,946 | 0.14% |
| UBS Asset Management Americas Inc | 1,167,644 | 1.45% | $392.21M | +83,101 | 0.07% |
| FIL Ltd | 1,057,918 | 1.31% | $355.35M | +593,507 | 0.26% |
| Invesco Ltd. | 1,031,417 | 1.28% | $346.45M | +127,563 | 0.03% |
| Morgan Stanley | 1,017,661 | 1.26% | $341.83M | −200,335 | 0.02% |
| Capital World Investors | 1,017,247 | 1.26% | $341.69M | +12 | 0.04% |
| Voya Investment Management LLC | 873,254 | 1.08% | $293.33M | +524,682 | 0.25% |
| Primecap Management Co/Ca/ | 846,004 | 1.05% | $284.17M | +3,275 | 0.17% |
| Harel Insurance Investments & Financial Services Ltd. | 739,460 | 0.92% | $248.39K | +189,490 | 1.21% |
| SRS Investment Management, LLC | 738,611 | 0.92% | $248.10M | +211,669 | 2.29% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 868 | 75M | 92.5% | 166 / 327 | 274 / 107 | 14M | 11M |
| Q1 2026 | 816 | 71M | 88.6% | 122 / 338 | 247 / 208 | 19M | 12M |
| Q4 2025 | 915 | 73M | 90.8% | 238 / 310 | 273 / 82 | 12M | 14M |
| Q3 2025 | 778 | 75M | 93.5% | 191 / 251 | 249 / 96 | 21M | 15M |
| Q2 2025 | 693 | 70M | 87.0% | 145 / 255 | 229 / 108 | 16M | 15M |
| Q1 2025 | 664 | 69M | 86.1% | 103 / 275 | 205 / 141 | 17M | 12M |
| Q4 2024 | 713 | 66M | 81.6% | 144 / 281 | 210 / 81 | 12M | 17M |
| Q3 2024 | 666 | 70M | 87.4% | 103 / 256 | 216 / 90 | 12M | 7M |
| Q2 2024 | 661 | 71M | 88.6% | 84 / 244 | 248 / 151 | 12M | 11M |
| Q1 2024 | 736 | 70M | 87.2% | 107 / 300 | 233 / 108 | 6M | 5M |
| Q4 2023 | 747 | 69M | 85.9% | 165 / 289 | 206 / 78 | 11M | 7M |
| Q3 2023 | 667 | 65M | 80.5% | 99 / 252 | 211 / 86 | 7M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MDB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,428,006 | 3.01% | $815.57M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 1,656,970 | 2.06% | $556.58M | 0.25% | Jun 30, 2026 |
| Select Technology Portfolio | 1,254,986 | 1.56% | $421.11M | 1.11% | May 31, 2026 |
| Vanguard Growth Index Fund | 994,277 | 1.23% | $333.98M | 0.09% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 921,626 | 1.14% | $309.57M | 0.32% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 796,802 | 0.99% | $267.37M | 0.16% | May 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 585,861 | 0.73% | $196.79M | 0.57% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 513,588 | 0.64% | $172.51M | 0.53% | Jun 30, 2026 |
| New Perspective Fund | 500,000 | 0.62% | $167.95M | 0.10% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 419,668 | 0.52% | $140.82M | 0.33% | May 31, 2026 |
| iShares Russell Mid-Cap Growth ETF | 418,567 | 0.52% | $140.60M | 0.65% | Jun 30, 2026 |
| Select Software and IT Services Portfolio | 416,300 | 0.52% | $139.69M | 1.85% | May 31, 2026 |
| T. Rowe Price Large-Cap Growth Fund | 345,511 | 0.43% | $116.06M | 0.56% | Jun 30, 2026 |
| MFS Growth Fund | 331,194 | 0.41% | $111.13M | 0.27% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 320,872 | 0.40% | $107.78M | 0.19% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Chirantan Jitendra Desai | President & CEO, Director | 72,753 | 0.09% | Jul 6, 2026 |
| Michael J. Berry | Chief Financial Officer | 141,540 | 0.18% | Jul 10, 2026 |
| Kong Phan | Chief Accounting Officer | – | – | Apr 15, 2026 |
| Cedric Pech | President, Field Operations | 149,434 | 0.19% | Apr 3, 2026 |
| Thomas Bull | Chief Accounting Officer | 26,840 | 0.03% | Jan 5, 2026 |
| Srdjan Tanjga | Interim CFO | 6,931 | 0.01% | Apr 4, 2025 |
| Michael Lawrence Gordon | COO and CFO | 102,762 | 0.13% | Jan 6, 2025 |
| Hope F. Cochran | Director | 52,634 | 0.07% | Sep 21, 2026 |
| Dwight A. Merriman | Director | 3,617,884 | 4.49% | Aug 18, 2026 |
| Dev Ittycheria | Director | 358,738 | 0.45% | Jul 6, 2026 |
| Ann Lewnes | Director | 5,982 | 0.01% | Jul 2, 2026 |
| Peter Thomas Killalea | Director | 147,425 | 0.18% | Jul 2, 2026 |
| Roelof Botha | Director | 372,931 | 0.46% | Jul 2, 2026 |
| Charles M. Hazard Jr | Director | 138,187 | 0.17% | Jul 2, 2026 |
| Archana Agrawal | Director | 9,656 | 0.01% | Jul 2, 2026 |
| Francisco Dsouza | Director | 15,971 | 0.02% | Jul 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Hope F. Cochran Director | Sep 17, 2026 | Sale(10b5-1 plan) | −1,000 | $375.92 | $375.92K | 28,326 |
| Dwight A. Merriman Director | Aug 17, 2026 | Sale(10b5-1 plan) | −80 | $454.88 | $36.39K | 453,016 |
| Dwight A. Merriman Director | Aug 17, 2026 | Sale(10b5-1 plan) | −2,174 | $453.71 | $986.37K | 453,096 |
| Dwight A. Merriman Director | Aug 17, 2026 | Sale(10b5-1 plan) | −460 | $452.55 | $208.17K | 455,270 |
| Dwight A. Merriman Director | Aug 17, 2026 | Sale(10b5-1 plan) | −522 | $451.22 | $235.54K | 455,730 |
| Dwight A. Merriman Director | Aug 17, 2026 | Sale(10b5-1 plan) | −1,652 | $450.28 | $743.86K | 456,252 |
| Dwight A. Merriman Director | Aug 17, 2026 | Sale(10b5-1 plan) | −120 | $456.36 | $54.76K | 452,896 |
| Dwight A. Merriman Director | Aug 17, 2026 | Sale(10b5-1 plan) | −992 | $448.98 | $445.39K | 457,904 |
| Dwight A. Merriman Director | Aug 14, 2026 | Sale(10b5-1 plan) | −3,248 | $472.22 | $1.53M | 962,953 |
| Dwight A. Merriman Director | Aug 14, 2026 | Sale(10b5-1 plan) | −6,752 | $469.81 | $3.17M | 966,201 |
| Dwight A. Merriman Director | Jul 16, 2026 | Sale(10b5-1 plan) | −80 | $329.54 | $26.36K | 461,670 |
| Dwight A. Merriman Director | Jul 16, 2026 | Sale(10b5-1 plan) | −81 | $328.30 | $26.59K | 461,750 |
| Dwight A. Merriman Director | Jul 16, 2026 | Sale(10b5-1 plan) | −1,363 | $327.70 | $446.66K | 461,831 |
| Dwight A. Merriman Director | Jul 16, 2026 | Sale(10b5-1 plan) | −867 | $325.48 | $282.19K | 463,194 |
| Dwight A. Merriman Director | Jul 16, 2026 | Sale(10b5-1 plan) | −835 | $324.12 | $270.64K | 464,061 |
| Dwight A. Merriman Director | Jul 16, 2026 | Sale(10b5-1 plan) | −2,774 | $333.42 | $924.91K | 458,896 |
| Dwight A. Merriman Director | Jul 14, 2026 | Sale(10b5-1 plan) | −120 | $323.03 | $38.76K | 974,953 |
| Dwight A. Merriman Director | Jul 14, 2026 | Sale(10b5-1 plan) | −2,480 | $316.52 | $784.97K | 980,473 |
| Dwight A. Merriman Director | Jul 14, 2026 | Sale(10b5-1 plan) | −2,000 | $324.05 | $648.10K | 972,953 |
| Dwight A. Merriman Director | Jul 14, 2026 | Sale(10b5-1 plan) | −2,120 | $321.78 | $682.17K | 975,073 |
| Dwight A. Merriman Director | Jul 14, 2026 | Sale(10b5-1 plan) | −680 | $320.65 | $218.04K | 977,193 |
| Dwight A. Merriman Director | Jul 14, 2026 | Sale(10b5-1 plan) | −2,480 | $319.73 | $792.93K | 977,873 |
| Dwight A. Merriman Director | Jul 14, 2026 | Sale(10b5-1 plan) | −120 | $317.82 | $38.14K | 980,353 |
| Michael J. Berry Chief Financial Officer | Jul 8, 2026 | Gift | −10,913 | – | – | 66,825 |
| Michael J. Berry Chief Financial Officer | Jul 8, 2026 | Gift | +10,913 | – | – | 12,413 |
| Chirantan Jitendra Desai President & CEO, Director | Jul 1, 2026 | Tax withholding | −3,913 | $335.90 | $1.31M | 72,753 |
| Michael J. Berry Chief Financial Officer | Jul 1, 2026 | Tax withholding | −7,082 | $335.90 | $2.38M | 77,738 |
| Dev Ittycheria Director | Jul 1, 2026 | Tax withholding | −3,035 | $335.90 | $1.02M | 158,727 |
| Hope F. Cochran Director | Jul 1, 2026 | Sale(10b5-1 plan) | −1,000 | $350.00 | $350.00K | 29,326 |
| Peter Thomas Killalea Director | Jun 30, 2026 | Award | +767 | – | – | 63,060 |
| Francisco Dsouza Director | Jun 30, 2026 | Award | +184 | – | – | 8,606 |
| Francisco Dsouza Director | Jun 30, 2026 | Award | +767 | – | – | 8,422 |
| Roelof Botha Director | Jun 30, 2026 | Award | +150 | – | – | 2,047 |
| Roelof Botha Director | Jun 30, 2026 | Award | +767 | – | – | 1,897 |
| Archana Agrawal Director | Jun 30, 2026 | Award | +767 | – | – | 5,328 |
| Dwight A. Merriman Director | Jun 30, 2026 | Award | +767 | – | – | 984,083 |
| Dwight A. Merriman Director | Jun 30, 2026 | Sale(10b5-1 plan) | −1,130 | $334.25 | $377.70K | 982,953 |
| Hope F. Cochran Director | Jun 30, 2026 | Award | +199 | – | – | 30,326 |
| Hope F. Cochran Director | Jun 30, 2026 | Award | +767 | – | – | 30,127 |
| Charles M. Hazard Jr Director | Jun 30, 2026 | Award | +198 | – | – | 45,832 |
| Charles M. Hazard Jr Director | Jun 30, 2026 | Award | +767 | – | – | 45,634 |
| Ann Lewnes Director | Jun 30, 2026 | Award | +159 | – | – | 3,454 |
| Ann Lewnes Director | Jun 30, 2026 | Award | +767 | – | – | 3,295 |
| Hope F. Cochran Director | Jun 17, 2026 | Sale(10b5-1 plan) | −1,566 | $344.05 | $538.78K | 25,444 |
| Hope F. Cochran Director | Jun 17, 2026 | Option exercise | +3,916 | $7.58 | $29.68K | 29,360 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −309 | $346.19 | $106.97K | 5,993 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −198 | $345.42 | $68.39K | 6,302 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −3 | $363.87 | $1.09K | 1,500 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −134 | $363.07 | $48.65K | 1,503 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −105 | $362.22 | $38.03K | 1,637 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −29 | $360.67 | $10.46K | 1,742 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −113 | $359.35 | $40.61K | 1,771 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −108 | $357.91 | $38.65K | 1,884 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −48 | $356.65 | $17.12K | 1,992 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −85 | $355.65 | $30.23K | 2,040 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −127 | $354.84 | $45.06K | 2,125 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −252 | $353.85 | $89.17K | 2,252 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −98 | $352.51 | $34.55K | 2,504 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −477 | $351.51 | $167.67K | 2,602 |
| Michael J. Berry Chief Financial Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −1,142 | $350.62 | $400.41K | 3,079 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Agrawal Archana Director | Oct 13, 2026 | 1,000 | $381.29K | Oct 13, 2026 | Restricted Stock Units |
| Dwight A. Merriman Director | Oct 9, 2026 | 1,000 | $376.84K | Oct 9, 2026 | Founders Shares |
| Dwight A. Merriman Director | Oct 8, 2026 | 13,000 | $4.68M | Oct 8, 2026 | Founders Shares |
| M. Hazard Charles Jr. Director | Oct 6, 2026 | 2,382 | $855.69K | Oct 6, 2026 | Restricted Stock Units |
| Dwight A. Merriman Director | Aug 17, 2026 | 6,000 | $2.71M | Aug 17, 2026 | Founders Shares |
| Dwight A. Merriman Director | Aug 14, 2026 | 10,000 | $4.70M | Aug 14, 2026 | Founders Shares |
| Dwight A. Merriman Director | Jul 16, 2026 | 6,000 | $1.98M | Jul 16, 2026 | Founders Shares |
| Dwight A. Merriman Director | Jul 14, 2026 | 10,000 | $3.20M | Jul 14, 2026 | Founders Shares |
| Cochran Hope Director | Jul 1, 2026 | 2,000 | $671.80K | Jul 1, 2026 | Previously Exercised Stock Options |
| Dwight A. Merriman Director | Jun 30, 2026 | 1,130 | $377.44K | Jun 30, 2026 | Stock Award |
| Cochran Hope Director | Jun 17, 2026 | 1,000 | $348.81K | Jun 17, 2026 | Exercise of Stock Options |
| Dwight A. Merriman Director | Jun 15, 2026 | 6,000 | $2.09M | Jun 15, 2026 | Founders Shares |
| J. Berry Michael Officer | Jun 15, 2026 | 10,000 | $3.43M | Jun 15, 2026 | Purchase |
| Dwight A. Merriman Director | Jun 12, 2026 | 10,000 | $3.54M | Jun 12, 2026 | Founders Shares |
| Ittycheria Dev Director | Jun 4, 2026 | 40,000 | $15.33M | Jun 4, 2026 | Restricted Stock Unit |