MDB MongoDB, Inc. - Class A Common Stock

NASDAQ · Technology · View on SEC EDGAR ↗
$427.71
Price · Aug 19, 2026
Fundamentals as of May 29, 2026

About MongoDB, Inc. - Class A Common Stock Company overview from Wikipedia

MongoDB, Inc. is an American software company that develops and provides commercial support for the source-available database engine MongoDB, a database for unstructured data. Over the years, the company has expanded the product from its NoSQL roots to have broader appeal to enterprise customers, such as adding ACID and transactions.

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MongoDB, Inc. is an American software company that develops and provides commercial support for the source-available database engine MongoDB, a database for unstructured data. Over the years, the company has expanded the product from its NoSQL roots to have broader appeal to enterprise customers, such as adding ACID and transactions.

In 2016, the company introduced a SaaS version of the product, called Atlas. As of 2025 there were 59,000 MongoDB customers.

In 2018, the company abandoned AGPL licensing of its product and in its stead introduced the Server Side Public License, which is not OSI-approved.

Etymology

The name "Mongo" was originally a reference to the character from Blazing Saddles, however it was later back-named to be an abbreviation of humongous .

History

The company was first established in 2007 as 10gen. Based in New York City, 10gen was founded by former DoubleClick founder and CTO Dwight Merriman and former DoubleClick CEO and Gilt Groupe founder Kevin P. Ryan with former DoubleClick engineer and ShopWiki founder and CTO Eliot Horowitz and received $81 million in venture capital funding from Flybridge Capital Partners, In-Q-Tel, Intel Capital, New Enterprise Associates (NEA), Red Hat, Sequoia Capital, and Union Square Ventures. 10gen originally aimed to build a platform as a service architecture based entirely on open source components; however, the company was unable to find an existing database platform that met their principles for a cloud architecture. As a result, the company began to develop a document-oriented database system it called MongoDB. After realizing the potential of the software on its own, 10gen's team decided to scrap its cloud platform and focus on maintaining MongoDB instead. In February 2009, 10gen released MongoDB as an open source project. 10gen opened its first west coast office in August 2010, having offices in Palo Alto, Reston, London, Dublin, Barcelona, and Sydney by 2012.

In September 2012, 10gen was in The Wall Street Journal's The Next Big Thing 2012.

On August 27, 2013, 10gen announced that it would change its name to MongoDB Inc., associating itself more closely with what became its flagship products.

In 2013, the Identification Authority of India adopted MongoDB's software to analyze registration trends for new identity documents used to obtain government benefits in India. This raised concerns of potential espionage, since at-the-time MongoDB was partially funded by the United States CIA venture capital arm, In-Q-Tel. As of 2013, there is no evidence in the public domain the CIA actually has any influence over MongoDB.

On August 5, 2014, Dev Ittycheria was appointed president and chief executive officer.

By 2017, MongoDB had raised $311 million in funding from venture capitalists. MongoDB filed for an initial public offering on September 21, 2017 and went public on NASDAQ that October 20. It raised $192 million, valuing the company at $1.6 billion overall. Its market capitalization varied greatly afterwards, reaching $39 billion in 2021 and coming back down to $10 billion by 2024.

MongoDB acquired database engine company WiredTiger in 2014, followed by database-as-a-service company MLab for $68 million in 2018. The following year, in 2019, MongoDB acquired a mobile-focused database company called Realm for $39 million.

A secondary public offering was held on June 29, 2021. In 2022, MongoDB established its own venture capital fund.

On November 3, 2025, MongoDB announced that its Board of Directors has appointed Chirantan “CJ” Desai as President and Chief Executive Officer (“CEO”), effective November 10, 2025.

Recent developments

In February 2025, MongoDB acquired Voyage AI, a provider of advanced embedding and reranking models, to integrate AI-powered semantic search directly into its database platform. The company simultaneously announced a $200 million stock buyback program.

For fiscal year 2026 (ending January 2026), MongoDB reported total revenue of $2.46 billion, up 23% year-over-year, with Atlas cloud revenue growing 29% and representing 73% of total revenue. The company surpassed 65,200 total customers.

Software

As of 2025, MongoDB was the fifth most popular database software. It focuses mostly on managing large databases of unstructured data. It's typically used for mobile and web apps that commonly use unstructured databases. As of 2024, there were 50,000 MongoDB customers. MongoDB was originally best known as a NoSQL database product. The company released a database as-a-service product called Atlas in 2016 that became 70 percent of MongoDB's revenue by 2024. Over time, MongoDB added analytics, transactional databases, encryption, vector databases, ACID, migration features, and other enterprise tools. Initially, the MongoDB software was free and open source under the AGPL license. MongoDB adopted an SSPL (server side public license) for future releases starting in 2018.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

MDB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$427.70
Market Cap
$34.43B
P/E (TTM)
-486.0
EPS (TTM)
$-0.88
Revenue (TTM)
$2.46B
Div Yield
ROE
-2.4%
Debt/Equity
52W Range
$207 – $473

MDB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $2.46B
10-point trend, +2046.1%
2017-01-31 2026-01-31
EPS $-0.88
6-point trend, +80.6%
2021-01-31 2026-01-31
Free Cash Flow $500M
9-point trend, +1163.9%
2018-01-31 2026-01-31
Margins -2.9%
9-point trend, -0.7%
2018-01-31 2026-01-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
MDB
Peer Median
P/E (TTM)
5-point trend, -402.5%
-486.0
52.1
P/S (TTM)
5-point trend, -60.6%
14.0
8.2
P/B
5-point trend, -74.9%
11.7
6.0
Price / FCF
5-point trend, +100.2%
68.8

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
MDB
Peer Median
Gross Margin
5-point trend, +2.1%
71.8%
61.6%
Operating Margin
5-point trend, +83.2%
-5.6%
Net Profit Margin
5-point trend, +91.8%
-2.9%
5.0%
ROA
5-point trend, +87.6%
-2.0%
1.8%
ROE
5-point trend, +94.8%
-2.4%
2.4%
ROIC
5-point trend, +86.5%
-5.9%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
MDB
Peer Median
Current Ratio
5-point trend, +15.7%
4.7
1.4
Quick Ratio
5-point trend, +86.0%
2.4

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
MDB
Peer Median
Revenue YoY
5-point trend, +182.0%
22.8%
Revenue CAGR 3Y
5-point trend, +182.0%
24.3%
Revenue CAGR 5Y
5-point trend, +182.0%
33.1%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
MDB
Peer Median
EPS (Diluted)
5-point trend, +81.5%
$-0.88

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
MDB
Peer Median

MDB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 47 analysts
  • Strong Buy 15 31.9%
  • Buy 23 48.9%
  • Hold 9 19.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

36 analysts · 2026-08-15
Median target $395.00 -7.6%
Mean target $396.21 -7.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.30%
Next Report
Sep 01, 2026
Period EPS Actual EPS Est Surprise
March 31, 2027 $1.32 $1.19
June 30, 2026 $1.32 $1.20 0.12%
March 31, 2026 $1.65 $1.46 0.19%
Dec. 31, 2025 $1.32 $0.80 0.52%
Sept. 30, 2025 $1.00 $0.67 0.33%
June 30, 2025 $1.00 $0.67 0.33%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
MDB $30.35B -428.5 22.8% -2.9% -2.4% 71.8%
SNOW $66.35B -48.8 29.2% -28.4% -54.1% 67.2%
NET -679.8 29.8%
CRWV $35.95B -25.5 167.9% -22.7% -39.0%
TWLO $21.68B 677.3 13.7% 0.67% 0.43% 48.9%
VRSN $22.33B 117.4 6.4% 49.8% -39.8%
OKTA 65.5 11.8% 8.1% 3.4% 77.4%
AKAM $12.63B 28.4 5.4% 10.7% 9.6%
DOCN $4.42B 19.1 15.5% 28.8% -254.3% 59.9%
GDDY $16.72B 19.9 8.3% 17.7% 282.5%
APLD $13.61B -52.0 167.5% -30.1% -11.6%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 18
Annual Income Statement data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Revenue 11-point trend, +3674.7% $2.46B $2.01B $1.68B $1.28B $874M $590M $422M $267M $166M $115M $65M
Cost of Revenue 11-point trend, +3236.6% $696M $535M $424M $349M $259M $177M $125M $74M $43M $30M $21M
Gross Profit 11-point trend, +3880.5% $1.77B $1.47B $1.26B $935M $614M $413M $296M $193M $123M $85M $44M
R&D Expense 11-point trend, +1548.0% $716M $597M $516M $422M $309M $205M $149M $90M $62M $52M $43M
SG&A Expense 11-point trend, +1329.5% $244M $219M $194M $160M $123M $92M $71M $53M $37M $27M $17M
Operating Expenses 11-point trend, +1525.9% $1.90B $1.69B $1.49B $1.28B $904M $623M $444M $291M $208M $154M $117M
Operating Income 11-point trend, -88.3% $-137M $-216M $-234M $-347M $-289M $-209M $-148M $-98M $-85M $-69M $-73M
Interest Expense 11-point trend, +12933.3% $3M $8M $9M $10M $11M $56M $21M $10M $8.0K $9.0K $24.0K
Interest Income 3-point trend, +795.9% · · · · · · · · $1M $302.0K $146.0K
Other Non-op 11-point trend, -878.5% $-4M $-3M $-635.0K $-2M $-3M $-2M $-16M $-1M $895.0K $-308.0K $-428.0K
Pretax Income 11-point trend, +23.8% $-56M $-132M $-164M $-333M $-303M $-263M $-176M $-102M $-83M $-69M $-73M
Income Tax 11-point trend, +3397.7% $15M $-3M $13M $12M $4M $4M $-656.0K $-3M $1M $719.0K $442.0K
Net Income 11-point trend, +3.2% $-71M $-129M $-177M $-345M $-307M $-267M $-176M $-99M $-84M $-70M $-73M
EPS (Basic) 6-point trend, +80.6% $-0.88 $-1.73 $-2.48 $-5.03 $-4.75 $-4.53 · · · · ·
EPS (Diluted) 6-point trend, +80.6% $-0.88 $-1.73 $-2.48 $-5.03 $-4.75 $-4.53 · · · · ·
Shares (Basic) 6-point trend, +37.7% 81,246,520 74,555,001 71,248,982 68,628,267 64,563,032 58,984,604 · · · · ·
Shares (Diluted) 6-point trend, +37.7% 81,246,520 74,555,001 71,248,982 68,628,267 64,563,032 58,984,604 · · · · ·
EBITDA 9-point trend, -22.5% $-115M $-204M $-215M $-331M $-276M $-195M $-135M $-92M $-94M · ·
Balance Sheet 27
Annual Balance Sheet data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Cash & Equivalents 11-point trend, +3163.2% $1.08B $490M $803M $456M $474M $430M $706M $148M $62M $69M $33M
Receivables 10-point trend, +1492.2% $499M $393M $326M $285M $195M $135M $86M $73M $51M $31M ·
Prepaid Expense 10-point trend, +3003.5% $97M $81M $50M $31M $33M $12M $17M $12M $6M $3M ·
Current Assets 10-point trend, +1865.8% $3.11B $2.92B $2.48B $2.24B $2.12B $1.14B $1.11B $566M $347M $158M ·
PP&E (Net) 10-point trend, +715.5% $40M $46M $53M $58M $63M $62M $58M $74M $60M $5M ·
PP&E (Gross) 9-point trend, +423.5% · $76M $78M $76M $74M $70M $64M $77M $72M $15M ·
Accum. Depreciation 9-point trend, +209.2% · $30M $25M $19M $12M $8M $6M $3M $12M $10M ·
Goodwill 10-point trend, +11158.6% $191M $70M $70M $70M $58M $56M $56M $42M $2M $2M ·
Intangibles 10-point trend, +1274.0% $35M $25M $4M $11M $21M $26M $35M $16M $2M $3M ·
Other Non-current Assets 10-point trend, +4670.2% $323M $311M $218M $182M $147M $86M $55M $35M $22M $7M ·
Total Assets 10-point trend, +2054.9% $3.76B $3.43B $2.87B $2.59B $2.45B $1.41B $1.33B $733M $433M $174M ·
Accounts Payable 10-point trend, +613.4% $20M $10M $10M $8M $5M $4M $3M $2M $2M $3M ·
Accrued Liabilities 10-point trend, +1983.9% $110M $88M $75M $53M $49M $56M $27M $14M $8M $5M ·
Current Liabilities 10-point trend, +584.6% $669M $562M $564M $589M $527M $355M $242M $165M $113M $98M ·
Capital Leases 8-point trend, +23600000.00 $24M $27M $31M $36M $39M $39M $8M $0 · · ·
Deferred Tax 10-point trend, +225.9% $352.0K $262.0K $285.0K $225.0K $81.0K $773.0K $821.0K $106.0K $18.0K $108.0K ·
Other Non-current Liabilities 10-point trend, +29454000.00 $29M $33M $42M $53M $58M $59M $60M $69M $55M $0 ·
Total Liabilities 10-point trend, +597.1% $806M $648M $1.80B $1.85B $1.78B $1.41B $1.25B $469M $185M $116M ·
Long-term Debt · · · · · · · $217M · · ·
Common Stock 5-point trend, +20.9% $81.0K $78.0K $73.0K $70.0K $67.0K · · · · · ·
Paid-in Capital 10-point trend, +8445.0% $5.35B $4.63B $2.78B $2.28B $1.86B $932M $752M $755M $639M $63M ·
Retained Earnings 10-point trend, -450.3% $-1.91B $-1.84B $-1.71B $-1.54B $-1.19B $-935M $-668M $-489M $-390M $-347M ·
Treasury Stock 10-point trend, +37395.8% $495M $1M $1M $1M $1M $1M $1M $1M $1M $1M ·
AOCI 10-point trend, +3728.3% $13M $-924.0K $5M $-905.0K $-3M $-704.0K $225.0K $-174.0K $-159.0K $-364.0K ·
Stockholders' Equity 11-point trend, +1392.0% $2.95B $2.78B $1.07B $740M $667M $-5M $83M $265M $248M $-245M $-229M
Liabilities + Equity 10-point trend, +2054.9% $3.76B $3.43B $2.87B $2.59B $2.45B $1.41B $1.33B $733M $433M $174M ·
Shares Outstanding 11-point trend, +596.0% 80,492,774 80,467,811 72,741,321 69,906,586 67,444,360 60,898,451 57,382,543 54,321,810 50,575,571 13,093,621 11,565,764
Cash Flow 16
Annual Cash Flow data for MDB
Metric Trend 20262025202420232022202120202019201820172016
D&A 11-point trend, +451.3% $22M $12M $19M $16M $14M $14M $13M $6M $4M $4M $4M
Stock-based Comp 11-point trend, +4204.8% $550M $494M $457M $381M $251M $149M $76M $37M $21M $21M $13M
Deferred Tax 11-point trend, -172700.0% $-3M $-17M $-1M $-571.0K $-3M $-364.0K $-3M $-5M $-294.0K $-4.0K $-2.0K
Amort. of Intangibles 11-point trend, +1522.2% $15M $3M $11M $9M $9M $8M $10M $2M $900.0K $900.0K $900.0K
Other Non-cash 9-point trend, -74.3% $7M $-210M $-177M $-65M $52M $61M $61M $19M $27M · ·
Operating Cash Flow 11-point trend, +1175.7% $505M $150M $121M $-13M $7M $-43M $-30M $-42M $-45M $-38M $-47M
CapEx 11-point trend, +959.8% $5M $30M $6M $7M $8M $12M $4M $7M $2M $2M $468.0K
Investing Cash Flow 11-point trend, +770.0% $539M $-657M $188M $-33M $-852M $-263M $-2M $-160M $-172M $31M $-80M
Stock Issued 8-point trend, +0.00 · · $0 $0 $889M $0 $0 $11M $0 $0 ·
Stock Repurchased 11-point trend, +2354800.0% $400M $0 $0 $0 $0 $11.0K $43.0K $327.0K $242.0K $48.0K $17.0K
Net Stock Activity 8-point trend, -165326.9% $-400M · $0 $0 $889M $19M $13M $10M $-242.0K · ·
Financing Cash Flow 11-point trend, -15080.2% $-462M $202M $38M $30M $891M $28M $589M $288M $210M $43M $3M
Net Change in Cash 11-point trend, +577.4% $594M $-311M $347M $-18M $44M $-276M $558M $86M $-7M $36M $-124M
Taxes Paid 11-point trend, +2671.6% $14M $15M $14M $11M $6M $2M $3M $984.0K $1M $411.0K $522.0K
Free Cash Flow 9-point trend, +1163.9% $500M $121M $115M $-20M $-1M $-54M $-33M $-49M $-47M · ·
Levered FCF 9-point trend, +1155.2% $496M $113M $105M $-30M $-13M $-111M $-54M $-59M $-47M · ·
Profitability 8
Annual Profitability data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Gross Margin 9-point trend, -0.7% 71.8% 73.3% 74.8% 72.8% 70.3% 70.0% 70.3% 72.5% 72.3% · ·
Operating Margin 9-point trend, +91.2% -5.6% -10.8% -13.9% -27.0% -33.1% -35.4% -35.1% -36.6% -62.9% · ·
Net Margin 9-point trend, +95.4% -2.9% -6.4% -10.5% -26.9% -35.1% -45.2% -41.6% -37.1% -62.4% · ·
Pretax Margin 9-point trend, +96.3% -2.3% -6.6% -9.7% -25.9% -34.7% -44.5% -41.8% -38.3% -61.5% · ·
EBITDA Margin 9-point trend, +92.3% -4.7% -10.2% -12.8% -25.7% -31.6% -33.1% -32.0% -34.4% -60.6% · ·
ROA 9-point trend, +93.9% -2.0% -4.1% -6.5% -13.7% -15.9% -19.5% -17.0% -17.0% -32.7% · ·
ROE 9-point trend, -100.6% -2.4% -6.0% -17.3% -48.5% -46.2% -3183.4% -116.4% -37.3% 376.1% · ·
ROIC 9-point trend, +88.4% -5.9% -7.6% -23.6% -48.6% -44.0% 4225.9% -177.8% -35.8% -50.9% · ·
Liquidity & Solvency 3
Annual Liquidity & Solvency data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Current Ratio 9-point trend, +93.1% 4.7 5.2 4.4 3.8 4.0 3.2 4.6 3.4 2.4 · ·
Quick Ratio 9-point trend, +209.9% 2.4 1.6 2.0 1.3 1.3 1.6 3.3 1.3 0.8 · ·
Interest Coverage 9-point trend, +99.6% -43.8 -26.7 -24.9 -35.4 -25.6 -3.7 -7.0 -9.5 -12158.4 · ·
Efficiency 2
Annual Efficiency data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Asset Turnover 9-point trend, +30.8% 0.7 0.6 0.6 0.5 0.5 0.4 0.4 0.5 0.5 · ·
Receivables Turnover 9-point trend, +39.8% 5.5 5.6 5.5 5.3 5.3 5.3 5.3 4.3 4.0 · ·
Per Share 5
Annual Per Share data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Book Value / Share 9-point trend, +858.7% $36.68 $34.58 $14.70 $10.58 $9.89 $-0.08 $1.44 $4.87 $3.83 · ·
Revenue / Share 4-point trend, +62.1% $30.32 $26.91 $23.62 $18.71 · · · · · · ·
Cash Flow / Share 4-point trend, +3389.7% $6.22 $2.01 $1.71 $-0.19 · · · · · · ·
Cash / Share 9-point trend, +999.8% $13.46 $6.09 $11.04 $6.52 $7.03 $7.06 $12.31 $2.72 $1.22 · ·
EPS (TTM) 6-point trend, +80.6% $-0.88 $-1.73 $-2.48 $-5.03 $-4.75 $-4.53 · · · · ·
Growth Rates 3
Annual Growth Rates data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Revenue YoY 5-point trend, -52.5% 22.8% 19.2% 31.1% 46.9% 48.0% · · · · · ·
Revenue CAGR 3Y 3-point trend, -41.9% 24.3% 31.9% 41.8% · · · · · · · ·
Revenue CAGR 5Y 33.1% · · · · · · · · · ·
Valuation (TTM) 10
Annual Valuation (TTM) data for MDB
Metric Trend 20262025202420232022202120202019201820172016
Revenue TTM 9-point trend, +1384.0% $2.46B $2.01B $1.68B $1.28B $874M $590M $422M $267M $166M · ·
Net Income TTM 9-point trend, +15.3% $-71M $-129M $-177M $-345M $-307M $-267M $-176M $-99M $-84M · ·
Market Cap 9-point trend, +2113.9% $30.35B $21.99B $29.13B $14.97B $27.32B $22.51B $9.41B $5.02B $1.37B · ·
P/E 6-point trend, -425.2% -428.5 -158.0 -161.5 -42.6 -85.3 -81.6 · · · · ·
P/S 9-point trend, +49.2% 12.3 11.0 17.3 11.7 31.3 38.1 22.3 18.8 8.3 · ·
P/B 9-point trend, +45.1% 10.3 7.9 27.3 20.2 41.0 -4472.2 113.5 19.0 7.1 · ·
P / Tangible Book 5-point trend, -76.0% 11.1 8.2 29.3 22.7 46.4 · · · · · ·
P / Cash Flow 9-point trend, +296.7% 60.1 146.4 239.8 -1154.6 3914.4 -527.5 -318.4 -119.5 -30.5 · ·
P / FCF 9-point trend, +308.1% 60.7 182.3 252.5 -740.8 -25020.5 -413.4 -284.1 -102.7 -29.2 · ·
Earnings Yield 6-point trend, +81.3% -0.23% -0.63% -0.62% -2.4% -1.2% -1.2% · · · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2026-01-312025-01-312024-01-312023-01-312022-01-31
Revenue $2.46B$2.01B$1.68B$1.28B$874M
Gross Margin % 71.8%73.3%74.8%72.8%70.3%
Operating Margin % -5.6%-10.8%-13.9%-27.0%-33.1%
Net Income $-71M$-129M$-177M$-345M$-307M
Diluted EPS $-0.88$-1.73$-2.48$-5.03$-4.75
Balance Sheet
2026-01-312025-01-312024-01-312023-01-312022-01-31
Current Ratio 4.75.24.43.84.0
Quick Ratio 2.41.62.01.31.3
Cash Flow
2026-01-312025-01-312024-01-312023-01-312022-01-31
Free Cash Flow $500M$121M$115M$-20M$-1M

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Institutional owners (13F) 1,004 filers · $21.5B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
184 (+41 vs prior Q) 95 (-104 vs prior Q) 340 (+10 vs prior Q) 280 (+2 vs prior Q) +5.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $3,333,520,447 7,942,816 15.53% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,504,183,041 4,478,068 7.01% Shares
VANGUARD CAPITAL MANAGEMENT LLC $1,175,978,174 3,500,977 5.48% Shares
FMR LLC $1,125,042,634 3,349,338 5.24% Shares
STATE STREET CORP $649,648,739 1,934,054 3.03% Shares
CITADEL ADVISORS LLC $524,742,980 1,562,200 2.44% Call option
AQR CAPITAL MANAGEMENT LLC $492,149,608 1,465,167 2.29% Shares
NORGES BANK $471,748,037 1,404,430 2.20% Shares
GEODE CAPITAL MANAGEMENT, LLC $451,308,886 1,347,740 2.10% Shares
Capital World Investors $341,693,391 1,017,247 1.59% Shares
JANE STREET GROUP, LLC $323,001,440 961,600 1.50% Call option
JANE STREET GROUP, LLC $289,411,440 861,600 1.35% Put option
PRIMECAP MANAGEMENT CO/CA/ $284,172,744 846,004 1.32% Shares
SRS Investment Management, LLC $248,099,435 738,611 1.16% Shares
D. E. Shaw & Co., Inc. $238,562,898 710,220 1.11% Shares
Polar Capital Holdings Plc $231,458,949 689,071 1.08% Shares
Swedbank AB $195,017,830 580,583 0.91% Shares
Employees Provident Fund Board $190,099,246 565,940 0.89% Shares
Qube Research & Technologies Ltd $176,418,711 525,212 0.82% Shares
VANGUARD FIDUCIARY TRUST CO $172,944,161 514,868 0.81% Shares
CONGRESS ASSET MANAGEMENT CO $171,721,149 511,227 0.80% Shares
WOLVERINE TRADING, LLC $167,661,300 528,900 0.78% Put option
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $153,843,208 458,003 0.72% Shares
WELLINGTON MANAGEMENT GROUP LLP $147,159,470 438,105 0.69% Shares
WOLVERINE TRADING, LLC $140,874,800 444,400 0.66% Call option
Kinetic Partners Management, LP $140,273,855 417,606 0.65% Shares
Artisan Partners Limited Partnership $132,404,814 394,179 0.62% Shares
FIRST TRUST ADVISORS LP $120,198,255 357,840 0.56% Shares
PICTON MAHONEY ASSET MANAGEMENT $119,244,500 355,000 0.56% Call option
AMERICAN CENTURY COMPANIES INC $115,316,149 343,305 0.54% Shares
FRONTIER CAPITAL MANAGEMENT CO LLC $112,223,606 334,098 0.52% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $108,709,671 323,637 0.51% Shares
NEUBERGER BERMAN GROUP LLC $108,269,565 322,327 0.50% Shares
DIMENSIONAL FUND ADVISORS LP $107,961,174 321,409 0.50% Shares
Eurizon Capital SGR S.p.A. $107,043,981 317,898 0.50% Shares
Artemis Investment Management LLP $106,989,860 318,517 0.50% Shares
Walleye Trading LLC $105,808,500 315,000 0.49% Call option
CANADA PENSION PLAN INVESTMENT BOARD $105,724,525 314,750 0.49% Shares
ROYAL BANK OF CANADA $103,735,000 308,828 0.48% Shares
Alyeska Investment Group, L.P. $103,318,809 307,588 0.48% Shares
TREMBLANT CAPITAL GROUP $101,958,414 303,538 0.47% Shares
Pictet Asset Management Holding SA $101,184,500 301,234 0.47% Shares
MILLENNIUM MANAGEMENT LLC $99,463,013 296,109 0.46% Shares
Candriam S.C.A. $94,156,480 280,581 0.44% Shares
1832 Asset Management L.P. $90,457,870 269,300 0.42% Shares
BAILLIE GIFFORD & CO $89,796,483 267,331 0.42% Shares
AMERIPRISE FINANCIAL INC $80,862,214 240,733 0.38% Shares
Candlestick Capital Management LP $79,299,917 255,493 0.37% Shares
FRED ALGER MANAGEMENT, LLC $77,081,660 229,478 0.36% Shares
Whale Rock Capital Management LLC $75,459,263 224,648 0.35% Shares
Quantinno Capital Management LP $75,359,763 224,351 0.35% Shares
Spyglass Capital Management LLC $74,981,613 223,226 0.35% Shares
Swiss National Bank $74,233,900 221,000 0.35% Shares
ALLIANCEBERNSTEIN L.P. $72,735,608 297,159 0.34% Shares
BLAIR WILLIAM & CO/IL $70,004,356 208,408 0.33% Shares
JONES FINANCIAL COMPANIES LLLP $69,771,766 222,196 0.33% Shares
Defiance ETFs, LLC $68,740,410 191,275 0.32% Shares
Ensign Peak Advisors, Inc $66,067,163 196,687 0.31% Shares
BANK OF AMERICA CORP /DE/ $62,719,584 186,721 0.29% Shares
UBS Group AG $60,898,670 181,300 0.28% Put option
OFI INVEST ASSET MANAGEMENT $59,758,646 203,400 0.28% Shares
Cubist Systematic Strategies, LLC $57,140,958 184,100 0.27% Put option
Cubist Systematic Strategies, LLC $56,147,742 180,900 0.26% Call option
ValueAct Holdings, L.P. $55,658,630 165,700 0.26% Shares
Stephens Investment Management Group LLC $55,638,476 165,640 0.26% Shares
Sumitomo Mitsui Trust Group, Inc. $55,005,976 163,757 0.26% Shares
SOMA EQUITY PARTNERS LP $53,394,664 158,960 0.25% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $53,038,610 157,900 0.25% Call option
Fiera Capital Corp $52,735,292 156,997 0.25% Shares
BlackRock, Inc. $52,582,458 156,542 0.24% Shares
National Pension Service $51,623,463 153,687 0.24% Shares
VANGUARD ASSET MANAGEMENT, Ltd $50,156,588 149,320 0.23% Shares
WESTFIELD CAPITAL MANAGEMENT CO LP $50,134,909 149,255 0.23% Shares
California Public Employees Retirement System $49,926,497 148,635 0.23% Shares
Capital Impact Advisors, LLC $49,689,015 147,928 0.23% Shares
PANAGORA ASSET MANAGEMENT INC $49,582,871 147,612 0.23% Shares
Squarepoint Ops LLC $48,054,190 143,061 0.22% Shares
MILLENNIUM MANAGEMENT LLC $47,832,160 142,400 0.22% Put option
Walleye Trading LLC $47,731,390 142,100 0.22% Put option
Robeco Institutional Asset Management B.V. $47,695,117 141,992 0.22% Shares
OSSIAM $47,214,440 140,561 0.22% Shares
Toroso Investments, LLC $47,005,280 112,000 0.22% Put option
Legal & General Group Plc $44,989,774 133,938 0.21% Shares
ExodusPoint Capital Management, LP $43,993,495 130,972 0.20% Shares
NORDEA INVESTMENT MANAGEMENT AB $43,827,680 131,095 0.20% Shares
MIROVA $43,285,754 128,865 0.20% Shares
Assenagon Asset Management S.A. $43,022,072 128,080 0.20% Shares
ENVESTNET ASSET MANAGEMENT INC $42,692,832 127,100 0.20% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $42,542,739 173,807 0.20% Shares
RHUMBLINE ADVISERS $42,099,969 125,335 0.20% Shares
ARMISTICE CAPITAL, LLC $42,045,275 125,172 0.20% Shares
GOLDMAN SACHS GROUP INC $41,865,904 124,638 0.20% Shares
Toroso Investments, LLC $40,897,951 97,448 0.19% Shares
CITADEL ADVISORS LLC $40,789,345 121,433 0.19% Shares
Vinva Investment Management Ltd $40,011,417 117,361 0.19% Shares
Migdal Insurance & Financial Holdings Ltd. $39,972,100 119,000 0.19% Shares
Kodai Capital Management LP $39,944,894 227,736 0.19% Shares
EMINENCE CAPITAL, LP $39,899,468 163,008 0.19% Shares
BNP PARIBAS FINANCIAL MARKETS $39,172,322 116,619 0.18% Shares
CI INVESTMENTS INC. $38,839,109 115,627 0.18% Shares

Company insiders 16 insiders · 6 officers · 12 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Chirantan Jitendra Desai President & CEO July 1, 2026 F 72,753 0 0 $0
Michael J Berry Chief Financial Officer July 8, 2026 G 12,413 0 32 $-3,538,676
Michael Lawrence Gordon Chief Financial Officer Oct. 23, 2017 P 1,000 0 0 $0
Eliot Horowitz Chief Technology Officer Sept. 4, 2018 C 87,838 0 0 $0
Meagen Eisenberg Chief Marketing Officer Sept. 4, 2018 C 31,495 0 0 $0
Thomas Bull Principal Accounting Officer July 2, 2018 C 7,934 0 0 $0
Dwight A Merriman Director Aug. 17, 2026 S 452,896 0 28 $-18,607,208
Dev Ittycheria Director July 1, 2026 F 158,727 0 1 $-2,664,712
Hope F Cochran Director July 1, 2026 S 29,326 0 3 $-1,238,782
Archana Agrawal Director June 30, 2026 A 5,328 0 0 $0
Peter Thomas Killalea Director June 30, 2026 A 63,060 0 0 $0
Ann Lewnes Director June 30, 2026 A 3,454 0 0 $0
Charles M Hazard Jr Director June 30, 2026 A 45,832 0 0 $0
Francisco Dsouza Director June 30, 2026 A 8,606 0 0 $0
ROELOF BOTHA ("RB") Director June 30, 2026 A 2,047 0 5 $-17,534,749
Kevin P Ryan Director Oct. 23, 2017 C 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Whale Rock Capital Management LLC, Alexander Sacerdote May 10, 2018 Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 139 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
DAT · ProShares Trust 4.06% 673 NS May 31, 2026 N-PORT
TMFM · RBB Fund, Inc. 3.65% 12,693 NS May 31, 2026 N-PORT
LGRO · ALPS ETF Trust 2.28% 9,165 NS May 31, 2026 N-PORT
CAML · Professionally Managed Portfolios 1.96% 29,422 NS April 30, 2026 N-PORT
WBIL · Absolute Shares Trust 1.95% 1,767 NS June 30, 2026 N-PORT
NUMG · Nushares ETF Trust 1.91% 26,959 NS April 30, 2026 N-PORT
IVES · Wedbush Series Trust 1.68% 66,714 NS April 30, 2026 N-PORT
OGIG · ALPS ETF Trust 1.64% 5,620 NS May 31, 2026 N-PORT
THNQ · EXCHANGE TRADED CONCEPTS TRUST 1.44% 18,491 NS April 30, 2026 N-PORT
SKYU · ProShares Trust 1.36% 146 NS May 31, 2026 N-PORT
SPIT · RBB Fund, Inc. 1.31% 1,495 NS April 30, 2026 N-PORT
TMFX · RBB Fund, Inc. 1.23% 1,181 NS May 31, 2026 N-PORT
ENDW · EA Series Trust 0.86% 3,682 NS May 29, 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0.76% 63,558 NS May 31, 2026 N-PORT
NULG · Nushares ETF Trust 0.66% 69,064 NS April 30, 2026 N-PORT
ILDR · First Trust Exchange-Traded Fund VI… 0.59% 5,074 NS May 31, 2026 N-PORT
GTEK · Goldman Sachs ETF Trust 0.56% 4,065 NS May 31, 2026 N-PORT
TRFK · Pacer Funds Trust 0.45% 10,910 NS April 30, 2026 N-PORT
HQGO · Lattice Strategies Trust 0.36% 686 NS April 30, 2026 N-PORT
TMFE · RBB Fund, Inc. 0.32% 799 NS May 31, 2026 N-PORT
NULC · Nushares ETF Trust 0.31% 714 NS April 30, 2026 N-PORT
ACGR · AMERICAN CENTURY ETF TRUST 0.28% 96 NS May 31, 2026 N-PORT
FXL · First Trust Exchange-Traded AlphaDE… 0.28% 16,497 NS April 30, 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0.25% 13,157 NS May 31, 2026 N-PORT
ACLC · AMERICAN CENTURY ETF TRUST 0.24% 2,187 NS May 31, 2026 N-PORT
JMID · Janus Detroit Street Trust 0.23% 167 NS April 30, 2026 N-PORT
OASC · Unified Series Trust 0.22% 556 NS May 31, 2026 N-PORT
ESUM · Strategy Shares 0.22% 1,348 NS April 30, 2026 N-PORT
ESLG · Strategy Shares 0.19% 150 NS April 30, 2026 N-PORT
TRFM · ETF Series Solutions 0.18% 1,116 NS April 30, 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 15,555 NS April 30, 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0.16% 8,030 NS April 30, 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0.14% 99,749 NS April 30, 2026 N-PORT
FHEQ · Fidelity Greenwood Street Trust 0.12% 4,072 NS April 30, 2026 N-PORT
CRTC · DBX ETF Trust 0.12% 472 NS May 31, 2026 N-PORT
GXPT · Global X Funds 0.11% 341 NS May 31, 2026 N-PORT
FLCG · Federated Hermes ETF Trust 0.11% 1,914 NS May 31, 2026 N-PORT
JSTC · Tidal Trust I 0.11% 1,067 NS May 31, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.10% 72 NS April 30, 2026 N-PORT
SCHG · SCHWAB STRATEGIC TRUST 0.10% 174,019 NS May 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.08% 1,521 NS April 30, 2026 N-PORT
SFY · Tidal Trust I 0.07% 1,431 NS May 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.07% 440 NS April 30, 2026 N-PORT
GVUS · Goldman Sachs ETF Trust 0.07% 863 NS May 31, 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0.06% 783 NS April 30, 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.06% 19,214 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.06% 4,874 NS April 30, 2026 N-PORT
XMAG · Tidal Trust II 0.06% 252 NS May 31, 2026 N-PORT
USNZ · DBX ETF Trust 0.05% 434 NS May 29, 2026 N-PORT
GLBL · Pacer Funds Trust 0.05% 2 NS April 30, 2026 N-PORT