Jeffrey Ubben's ValueAct Holdings reduced its MongoDB (MDB) position by 84% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 1.04M to 166K shares, worth about $55.7M, and from 4.45% to 0.99% of the reported portfolio.
What did the 2026 Q2 filing report for MDB?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.04M | 166K |
| Shares sold | -872K (84%) | |
| Reported value | $254M | $55.7M |
| Portfolio weight | 4.45% | 0.99% |
| Rank in portfolio | 15th of 18 |
How much did Jeffrey Ubben cut MDB?
Jeffrey Ubben sold 872K shares of MDB during 2026 Q2, cutting the stake from 1.04M to 166K. The reported value of the position fell by about $198.4M, from about $254M to about $55.7M.
Where does MDB sit in the Jeffrey Ubben portfolio?
MDB ranks 15th of 18 stock positions in the Jeffrey Ubben portfolio at 0.99%, below the fund's average stock position of 6%. The largest stock position is V at 14.1%. Next come AMZN at 12.44% and RKT at 11.65%. The three largest stocks together are 38.19% of the book. The MDB cut was the largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Jeffrey Ubben reported 18 stock positions, with 1 opened and 1 closed. The total portfolio value is about $5.6B, down 1% from the prior quarter.
How long has Jeffrey Ubben held MDB?
Jeffrey Ubben first reported MDB in the quarter ended June 30, 2025. The weight peaked at 8.4% in 2025 Q4. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 26%. Every reported trade is on the Jeffrey Ubben MDB trade history page.
FAQ
How many MDB shares did Jeffrey Ubben sell in 2026 Q2?
Jeffrey Ubben sold 872K shares of MDB, 84% of the position, leaving 166K shares.
What remains of the MDB position of Jeffrey Ubben?
Jeffrey Ubben still holds 166K shares of MDB, worth about $55.7M at June 30, 2026 prices.
How much of the Jeffrey Ubben portfolio is MDB now?
MDB is 0.99% of the Jeffrey Ubben portfolio, down from 4.45% a quarter earlier.