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Funds Holding MongoDB Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in MongoDB Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of MDB →
Funds holding
188
as of 2026-07-31
Reported value
$1.5B
summed across funds
Fund families
87
named trusts
Largest conviction
2.63%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Congress Large Cap Growth ETFProfessionally Managed Portfolios28.8K sh$9.7M2.63%
VANGUARD MID-CAP GROWTH FUNDVANGUARD WHITEHALL FUNDS207.1K sh$69.9M2.59%
ALGER 35 FUNDALGER FUNDS3.5K sh$1.2M2.51%
Nuveen ESG Mid-Cap Growth ETFNuShares ETF Trust24.5K sh$8.3M2.36%
Transamerica Mid Cap GrowthTRANSAMERICA FUNDS8.7K sh$2.9M2.19%
NYLIM Fiera SMID Growth FundNYLIM FUNDS TRUST12.7K sh$4.3M2.12%
Fundstrat Granny Shots US Small- & Mid-Cap ETFTidal Trust III31.2K sh$10.5M2.08%
Invesco Technology FundAIM Sector Funds (Invesco Sector Funds)152.6K sh$51.5M2.05%
Dan IVES Wedbush AI Revolution ETFWedbush Series Trust58.3K sh$19.7M2.00%
Allspring Large Cap Core FundALLSPRING FUNDS TRUST71K sh$24M1.89%
ROBO Global Artificial Intelligence ETFEXCHANGE TRADED CONCEPTS TRUST21.2K sh$7.1M1.72%
F/m Emerald Special Situations ETFRBB Fund, Inc.1.7K sh$569.3K1.71%
Nicholas II, Inc.Nicholas II, Inc.45.5K sh$15.3M1.63%
ALGER MID CAP FOCUS FUNDALGER FUNDS15.1K sh$5.1M1.53%
ALGER MID CAP GROWTH FUNDALGER FUNDS12K sh$4.1M1.38%
ALGER MID CAP GROWTH INSTITUTIONAL FUNDALGER INSTITUTIONAL FUNDS2.3K sh$763.7K1.36%
Nuveen Quant Mid Cap Growth FundTIAA-CREF Funds25.2K sh$8.5M1.35%
Alger Dynamic Opportunities FundALGER FUNDS II8.5K sh$2.9M1.29%
Neuberger Next Generation Connectivity Fund Inc.Neuberger Next Generation Connectivity Fund Inc.49.7K sh$16.8M1.26%
DWS Science and Technology FundDEUTSCHE DWS SECURITIES TRUST83.7K sh$28.3M1.23%
AMG Frontier Small Cap Growth FundAMG Funds I3.4K sh$1.1M1.21%
Congress Large Cap Growth FundProfessionally Managed Portfolios20.5K sh$6.9M1.20%
Alger Global Equity FundAlger Global Equity Fund655 sh$221K1.12%
Invesco Discovery Mid Cap Growth FundAIM Investment Funds (Invesco Investment Funds)219.8K sh$74.2M1.09%
Calamos Phineus Long/Short FundCALAMOS INVESTMENT TRUST/IL36K sh$12.1M1.09%
Calamos Long/Short Equity & Dynamic Income TrustCalamos Long/Short Equity & Dynamic Income Trust9K sh$3M1.01%
DWS Large Cap Focus Growth FundDEUTSCHE DWS INVESTMENT TRUST11.5K sh$3.9M1.00%
PRIMECAP Odyssey Aggressive Growth FundPRIMECAP Odyssey Funds173.5K sh$58.5M0.79%
Nuveen ESG Large-Cap Growth ETFNuShares ETF Trust62.3K sh$21M0.79%
Janus Henderson Mid Cap Growth Alpha ETFJanus Detroit Street Trust544 sh$183.6K0.78%
Congress Mid Cap Growth FundProfessionally Managed Portfolios7.8K sh$2.6M0.69%
Invesco Main Street All Cap FundAIM Equity Funds (Invesco Equity Funds)35.9K sh$12.1M0.69%
ClearBridge Mid Cap Growth FundLegg Mason Partners Investment Trust5.4K sh$1.8M0.67%
First Trust Technology AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund50.6K sh$17.1M0.66%
ALGER RESPONSIBLE INVESTING FUNDALGER FUNDS II2.7K sh$897.7K0.66%
Growth FundAmerican Century Mutual Funds, Inc.279.2K sh$94.2M0.65%
Invesco Global Opportunities FundAIM International Mutual Funds (Invesco International Mutual Funds)41K sh$13.8M0.62%
First Trust Large Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund22.4K sh$7.5M0.57%
Federated Hermes Kaufmann Small Cap FundFederated Hermes Equity Funds47K sh$15.9M0.56%
Federated Hermes Kaufmann FundFederated Hermes Equity Funds77.3K sh$26.1M0.53%
Calamos Growth FundCALAMOS INVESTMENT TRUST/IL26.7K sh$9M0.53%
Invesco Main Street FundAIM Equity Funds (Invesco Equity Funds)179.5K sh$60.6M0.53%
ALGER SPECTRA FUNDALGER FUNDS II66.2K sh$22.4M0.52%
iShares Technology Opportunities Active ETFBlackRock ETF Trust587 sh$198.1K0.50%
Hartford US Quality Growth ETFLattice Strategies Trust659 sh$222.4K0.45%
PRIMECAP Odyssey Growth FundPRIMECAP Odyssey Funds80.7K sh$27.2M0.45%
Invesco Summit FundAIM Equity Funds (Invesco Equity Funds)44.1K sh$14.9M0.44%
Allspring Disciplined U.S. Core FundALLSPRING FUNDS TRUST25.3K sh$8.5M0.41%
Columbia Disciplined Growth FundColumbia Funds Series Trust II3.6K sh$1.2M0.40%
Nuveen ESG Large-Cap ETFNuShares ETF Trust835 sh$281.8K0.40%
iShares Dynamic Equity Active ETFBlackRock ETF Trust33.9K sh$11.4M0.38%
Allspring Disciplined Large Cap PortfolioALLSPRING MASTER TRUST4K sh$1.3M0.37%
SA JPMorgan Mid-Cap Growth PortfolioSUNAMERICA SERIES TRUST6.8K sh$2.3M0.36%
iShares Morningstar Mid-Cap Growth ETFiShares Trust41.7K sh$14.1M0.36%
Pacer Data and Digital Revolution ETFPacer Funds Trust9.7K sh$3.3M0.34%
Column Mid Cap FundTrust for Professional Managers8.2K sh$3.7M0.33%
Invesco Next Gen Connectivity ETFInvesco Exchange-Traded Fund Trust1.4K sh$463.7K0.30%
MidCap Value Fund IPrincipal Funds, Inc21.2K sh$7.2M0.29%
First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund4.9K sh$1.6M0.28%
First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund12.6K sh$4.2M0.27%
LargeCap Growth Fund IPrincipal Funds, Inc44.9K sh$15.2M0.27%
Eventide US Market ETFStrategy Shares1.4K sh$480.6K0.26%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust19.9K sh$6.7M0.24%
Large Cap Equity FundAmerican Century Mutual Funds, Inc.21.5K sh$7.2M0.24%
Eventide Large Cap Growth ETFStrategy Shares162 sh$54.7K0.24%
JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust16.6K sh$5.6M0.22%
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUNDALGER INSTITUTIONAL FUNDS22.4K sh$7.6M0.22%
iShares U.S. Tech Breakthrough Multisector ETFiShares Trust3K sh$998.9K0.22%
Fidelity Mid Cap Index FundFidelity Salem Street Trust295.3K sh$99.7M0.19%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST15.8K sh$5.3M0.19%
iShares Russell Mid-Cap Index FundBlackRock Funds14.5K sh$4.9M0.19%
AAM Transformers ETFETF Series Solutions1.4K sh$469.8K0.19%
iShares MSCI USA Size Factor ETFiShares Trust2.4K sh$802.9K0.19%
iShares Morningstar Mid-Cap ETFiShares Trust8.9K sh$3M0.18%
Allspring Real Return PortfolioALLSPRING MASTER TRUST2.3K sh$776.5K0.18%
ALGER FOCUS EQUITY FUNDALGER INSTITUTIONAL FUNDS35.1K sh$11.8M0.17%
Nationwide Large Cap Equity PortfolioNationwide Mutual Funds12.5K sh$4.2M0.17%
Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST95K sh$32.1M0.16%
Balanced FundAmerican Century Mutual Funds, Inc.4.1K sh$1.4M0.15%
iShares ESG Optimized MSCI USA ETFiShares Trust17.4K sh$5.9M0.15%
ALGER CAPITAL APPRECIATION FUNDALGER FUNDS11.6K sh$3.9M0.14%
iShares U.S. Technology ETFiShares Trust95.7K sh$32.3M0.14%
Innovator Equity Managed Floor ETFInnovator ETFs Trust8.2K sh$2.8M0.13%
Invesco QQQ Hedged Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust49 sh$16.5K0.13%
BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.61.9K sh$20.9M0.12%
Eventide Small Cap ETFStrategy Shares123 sh$41.5K0.12%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I1.1K sh$367.5K0.11%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND71.6K sh$24.2M0.11%
Equity Income FundRUSSELL INVESTMENT CO488 sh$164.7K0.11%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust210 sh$70.9K0.10%
Global X NYSE 100 ETFGLOBAL X FUNDS81 sh$27.3K0.10%
Green Century Equity FundGREEN CENTURY FUNDS2.1K sh$700.6K0.09%
US Vegan Climate ETFETF Series Solutions461 sh$155.6K0.09%
Invesco Global Equity Net Zero ETFInvesco Actively Managed Exchange-Traded Fund Trust443 sh$149.5K0.09%
iShares Morningstar Growth ETFiShares Trust7.7K sh$2.6M0.08%
iShares Disciplined Volatility Equity Active ETFBlackRock ETF Trust4.1K sh$1.4M0.08%
Manzil Russell Halal USA Broad Market ETFEA Series Trust61 sh$20.6K0.08%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust764 sh$257.8K0.08%
iShares ESG MSCI KLD 400 ETFiShares Trust12.4K sh$4.2M0.08%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5K sh$1.7M0.07%
Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST10.5K sh$3.5M0.07%
Fidelity Large Cap Growth Index FundFidelity Salem Street Trust93.4K sh$31.5M0.07%
Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust5.6K sh$1.9M0.07%
Nuveen Large Cap Growth Index FundTIAA-CREF Funds39.7K sh$13.4M0.07%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC17.6K sh$5.9M0.07%
Columbia Research Enhanced Core ETFColumbia ETF Trust I11.4K sh$3.8M0.07%
Fidelity Hedged Equity ETFFidelity Greenwood Street Trust1.8K sh$595K0.06%
Pacer MSCI World Industry Advantage ETFPacer Funds Trust2 sh$6750.06%
PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III221 sh$74.6K0.06%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust24 sh$8.1K0.06%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust20 sh$6.7K0.06%
Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust232 sh$78.3K0.06%
Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust73 sh$24.6K0.05%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.2K sh$1.4M0.05%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC58.2K sh$19.6M0.05%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust23K sh$7.8M0.05%
Dimensional US Core Equity 1 ETFDimensional ETF Trust4.9K sh$1.6M0.05%
Fidelity Blue Chip Growth ETFFidelity Covington Trust9.2K sh$3.1M0.04%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust63.3K sh$21.4M0.04%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust6.8K sh$2.3M0.04%
NYLIM Global Equity R&D Leaders ETFNYLIM ETF Trust13 sh$4.4K0.04%
Hartford Multifactor US Equity ETFLattice Strategies Trust871 sh$293.9K0.04%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust23K sh$7.8M0.04%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III445 sh$150.2K0.04%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3K sh$1M0.04%
iShares U.S. Tech Independence Focused ETFiShares U.S. ETF Trust813 sh$274.4K0.04%
iShares Morningstar U.S. Equity ETFiShares Trust1.5K sh$520.1K0.04%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust10.7K sh$3.6M0.04%
E*TRADE No Fee Large Cap Index FundE Trade Trust160 sh$54K0.04%
TCW Transform 500 ETFTCW ETF Trust1.3K sh$443.8K0.04%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST955 sh$322.3K0.04%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC48.8K sh$16.5M0.04%
Victory 500 Index FundVictory Portfolios III18.1K sh$6.1M0.04%
iShares Dow Jones U.S. ETFiShares Trust3.5K sh$1.2M0.04%
Wilmington Large-Cap Strategy FundWilmington Funds715 sh$241.3K0.04%
Dimensional US Core Equity Market ETFDimensional ETF Trust14.4K sh$4.9M0.04%
Schwab 1000 Index FundSCHWAB INVESTMENTS25.5K sh$8.6M0.04%
Victory Science & Technology FundVictory Portfolios III1.7K sh$572.4K0.04%
Dimensional U.S. Equity Market ETFDimensional ETF Trust23.6K sh$8M0.04%
Invesco Multi-Strategy FundAIM Investment Funds (Invesco Investment Funds)271 sh$91.5K0.04%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust43.7K sh$14.8M0.04%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST48.5K sh$16.4M0.04%
Nuveen Equity Index FundTIAA-CREF Funds65.1K sh$22M0.04%
E*TRADE No Fee Total Market Index FundE Trade Trust117 sh$39.5K0.04%
iShares Total U.S. Stock Market Index FundBlackRock Funds5.1K sh$1.7M0.04%
Vox Populi ETFAdvisors Series Trust6 sh$2K0.03%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST2.4K sh$810.6K0.03%
MFS Global Alternative Strategy FundMFS Series Trust XV193 sh$65.1K0.03%
iShares MSCI Kokusai ETFiShares Trust230 sh$77.6K0.03%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust237 sh$80K0.03%
AMT Diversified Equity FundADVISER MANAGED TRUST352 sh$118.8K0.03%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO230 sh$77.6K0.03%
iShares Global Equity Factor ETFiShares Trust171 sh$57.7K0.03%
iShares Future Exponential Technologies ETFiShares Trust3K sh$1M0.03%
iShares MSCI ACWI ETFiShares Trust25.2K sh$8.5M0.03%
Fidelity Yield Enhanced Equity ETFFidelity Greenwood Street Trust160 sh$54K0.02%
Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II1.3K sh$452.9K0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.6K sh$533.2K0.02%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust1.1K sh$364.5K0.02%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS66.6K sh$22.5M0.02%
Fidelity Series Blue Chip Growth FundFidelity Securities Fund11K sh$3.7M0.02%
Fidelity Blue Chip Growth FundFidelity Securities Fund63.6K sh$21.5M0.02%
Fidelity Blue Chip Growth K6 FundFidelity Securities Fund13K sh$4.4M0.02%
iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust734 sh$247.7K0.02%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust10 sh$3.4K0.02%
iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust657 sh$221.7K0.02%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc358 sh$120.8K0.02%
Fidelity Dynamic Buffered Equity ETFFidelity Greenwood Street Trust11 sh$3.7K0.02%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc351 sh$118.5K0.02%
iShares U.S. Equity Factor Rotation Active ETFBlackRock ETF Trust16.9K sh$5.7M0.01%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust314 sh$106K0.01%
Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC61 sh$20.6K0.01%
Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc97 sh$32.7K0.01%
Victory Growth & Income FundVictory Portfolios III663 sh$223.7K0.01%
Columbia Research Enhanced Value ETFColumbia ETF Trust I86 sh$29K0.01%
SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST79 sh$26.7K0.01%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust2.8K sh$931.1K0.01%
Nuveen Large Cap Value Index FundTIAA-CREF Funds2.6K sh$861.6K0.01%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust2.3K sh$792.7K0.01%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST212 sh$71.5K0.01%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust1.7K sh$575.4K0.01%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds205 sh$69.2K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds247 sh$83.4K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds166 sh$56K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds86 sh$29K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds23 sh$7.8K0.00%
NPF Core Equity ETFElevation Series Trust2 sh$6750.00%
Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II-54 sh-$18.2K-0.01%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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