monday.com Ltd.
MNDY- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001845338
In the last 90 days, monday.com Ltd. insiders filed 0 open-market purchases and 3 sales; 274 institutions reported holding it in 13F filings for Q2 2026, worth $2.33B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in monday.com Ltd. as of Sep 30, 2023. 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
- 292
- +16 vs. Q2 2023
- Shares held
- 34.3M
- −1.95M (−5.4%) vs. Q2 2023
- Total value
- $5.50B
- −$704.9M (−11.4%) vs. Q2 2023
- New holders
- 54
- 119 more added
- Sold out
- 38
- 89 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MNDY 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 274 | $2.33B |
| Q1 2026 | 306 | $2.55B |
| Q4 2025 | 405 | $5.86B |
| Q3 2025 | 429 | $7.78B |
| Q2 2025 | 469 | $13.2B |
| Q1 2025 | 433 | $9.89B |
| Q4 2024 | 439 | $9.38B |
| Q3 2024 | 403 | $10.9B |
| Q2 2024 | 397 | $9.41B |
| Q1 2024 | 398 | $8.51B |
| Q4 2023 | 339 | $6.67B |
| Q3 2023 | 292 | $5.50B |
| Q2 2023 | 278 | $6.21B |
| Q1 2023 | 211 | $5.00B |
| Q4 2022 | 173 | $4.28B |
| Q3 2022 | 175 | $3.30B |
| Q2 2022 | 140 | $2.94B |
| Q1 2022 | 148 | $4.40B |
| Q4 2021 | 133 | $8.59B |
| Q3 2021 | 102 | $8.58B |
| Q2 2021 | 73 | $5.52B |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 1 | $159 | 0.00% | +1 | New |
| Toronto Dominion Bank | 1 | $159 | 0.00% | +1 | New |
| Glassman Wealth Services | 1 | $159 | 0.00% | +1 | New |
| Bourgeon Capital Management LLC | 1 | $160 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 1 | $160 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 3 | $478 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 4 | $637 | 0.00% | +4 | New |
| Operose Advisors LLC | 4 | $637 | 0.00% | +4 | New |
| CWM, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Global Retirement Partners, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 19 | $3.00K | 0.00% | +19 | New |
| Bellevue Asset Management, LLC | 21 | $3.34K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 34 | $5.41K | 0.00% | +11+47.8% | Added |
| Bell Investment Advisors, Inc | 35 | $5.57K | 0.00% | −2−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 40 | $6.37K | 0.00% | −21−34.4% | Reduced |
| Desjardins Global Asset Management Inc. | 41 | $6.52K | 0.00% | −61−59.8% | Reduced |
| TSFG, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 56 | $8.92K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 76 | $12.1K | 0.01% | −57−42.9% | Reduced |
| The PNC Financial Services Group, Inc. | 83 | $13.2K | 0.00% | −7−7.8% | Reduced |
| Amalgamated Bank | 86 | $14.0K | 0.00% | +4+4.9% | Added |
| Macroview Investment Management LLC | 90 | $14.3K | 0.02% | −2−2.2% | Reduced |
| Caz Investments LP | 96 | $15.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 114 | $18.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 136 | $21.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 136 | $21.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 143 | $22.8K | 0.00% | −3−2.1% | Reduced |
| IFP Advisors, Inc | 147 | $23.4K | 0.00% | −36−19.7% | Reduced |
| Hollencrest Capital Management | 149 | $23.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 176 | $28.0K | 0.00% | +17+10.7% | Added |
| Crewe Advisors LLC | 229 | $36.5K | 0.01% | +71+44.9% | Added |
| SJS Investment Consulting Inc. | 230 | $36.6K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 234 | $37.3K | 0.00% | +90+62.5% | Added |
| Arlington Partners LLC | 247 | $39.3K | 0.02% | +126+104.1% | Added |
| Arlington Trust Co LLC | 247 | $39.3K | 0.02% | +247 | New |
| Compagnie Lombard Odier SCmA | 300 | $47.8K | 0.00% | +300 | New |
| Newbridge Financial Services Group, Inc. | 315 | $50.2K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 455 | $55.5K | 0.02% | +143+45.8% | Added |
| TD Private Client Wealth LLC | 353 | $56.2K | 0.00% | +103+41.2% | Added |
| Vestcor Inc | 395 | $63.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 416 | $66.2K | 0.00% | +37+9.8% | Added |
| Sandy Spring Bank | 450 | $71.6K | 0.00% | +450 | New |
| Advisors Asset Management, Inc. | 548 | $87.3K | 0.00% | +160+41.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 670 | $106.7K | 0.06% | +670 | New |
| Harel Insurance Investments & Financial Services Ltd. | 713 | $114.0K | 0.00% | −156−18.0% | Reduced |
| BluePath Capital Management, LLC | 729 | $116.1K | 0.11% | +729 | New |
| Allspring Global Investments Holdings, LLC | 739 | $117.7K | 0.00% | +739 | New |
| BloombergSen Inc. | 785 | $125.0K | 0.01% | +154+24.4% | Added |
| Storebrand Asset Management AS | 794 | $126.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 834 | $131.0K | 0.00% | +145+21.0% | Added |
| Metropolitan Life Insurance Co | 850 | $135.3K | 0.01% | +110+14.9% | Added |
| Harbor Capital Advisors, Inc. | 854 | $136.0K | 0.03% | −129−13.1% | Reduced |
| MetLife Investment Management | 1,200 | $191.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,238 | $197.1K | 0.00% | +361+41.2% | Added |
| Daiwa Securities Group Inc. | 1,300 | $207.0K | 0.00% | +200+18.2% | Added |
| Cresset Asset Management, LLC | 1,337 | $212.9K | 0.00% | +1,337 | New |
| Yousif Capital Management, LLC | 1,340 | $213.4K | 0.00% | +1,340 | New |
| Neuberger Berman Group LLC | 1,353 | $215.4K | 0.00% | +1,353 | New |
| Ellevest, Inc. | 1,369 | $218.0K | 0.02% | +1,369 | New |
| Titleist Asset Management, LLC | 1,400 | $222.9K | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,405 | $223.7K | 0.04% | −239−14.5% | Reduced |
| KCM Investment Advisors LLC | 1,409 | $224.3K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,476 | $235.0K | 0.00% | +1,476 | New |
| Chicago Capital, LLC | 1,510 | $240.4K | 0.01% | 00.0% | Unchanged |
| Parkwood LLC | 1,611 | $257.0K | 0.05% | +1,611 | New |
| Blueshift Asset Management, LLC | 1,621 | $258.1K | 0.15% | −1,798−52.6% | Reduced |
| Cutler Group LP | 1,663 | $264.0K | 0.04% | −518−23.8% | Reduced |
| Principal Financial Group Inc | 1,682 | $267.8K | 0.00% | +209+14.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,802 | $287.0K | 0.00% | +2+0.1% | Added |
| Creative Planning | 1,804 | $287.2K | 0.00% | −146−7.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,940 | $308.9K | 0.00% | +10+0.5% | Added |
| CIBC Asset Management Inc | 2,037 | $324.3K | 0.00% | +238+13.2% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2,028 | $324.6K | 0.02% | +642+46.3% | Added |
| HSBC Holdings PLC | 2,082 | $331.8K | 0.00% | −2,094−50.1% | Reduced |
| Washington Capital Management Inc | 2,100 | $334.4K | 0.31% | −650−23.6% | Reduced |
| Fox Run Management, L.L.C. | 2,199 | $350.1K | 0.10% | +2,199 | New |
| Wolverine Trading, LLC | 2,239 | $356.5K | 0.00% | −611−21.4% | Reduced |
| Oppenheimer & Co Inc | 2,246 | $357.6K | 0.01% | +689+44.3% | Added |
| Symmetry Peak Management LLC | 2,250 | $358.2K | 2.24% | −6,284−73.6% | Reduced |
| American Century Companies Inc | 2,290 | $364.6K | 0.00% | −43−1.8% | Reduced |
| Boston Partners | 11,340 | $368.8K | 0.00% | +2,112+22.9% | Added |
| Graham Capital Management, L.P. | 2,365 | $376.6K | 0.01% | −8,812−78.8% | Reduced |
| JustInvest LLC | 2,376 | $378.3K | 0.01% | −36−1.5% | Reduced |
| Nissay Asset Management Corp | 2,490 | $396.5K | 0.00% | +322+14.9% | Added |
| UBS Group AG | 2,514 | $400.3K | 0.00% | −8,301−76.8% | Reduced |
| Captrust Financial Advisors | 2,587 | $411.9K | 0.00% | +2,587 | New |
| NVWM, LLC | 2,653 | $422.4K | 0.14% | +2,653 | New |
| Bailard, Inc. | 2,735 | $435.5K | 0.01% | +2,735 | New |
| Yarbrough Capital, LLC | 2,761 | $439.6K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,790 | $444.2K | 0.23% | −897−24.3% | Reduced |
| Verition Fund Management LLC | 2,812 | $447.7K | 0.01% | −2,010−41.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,871 | $457.1K | 0.04% | −243−7.8% | Reduced |
| Pier 88 Investment Partners LLC | 2,900 | $461.7K | 0.12% | +2,900 | New |
| Prudential Financial Inc | 2,998 | $477.3K | 0.00% | +455+17.9% | Added |
| Savoie Capital LLC | 3,000 | $477.7K | 0.13% | +3,000 | New |
| Commonwealth Equity Services, LLC | 3,073 | $489.0K | 0.00% | +14+0.5% | Added |
| Phoenix Holdings Ltd. | 3,112 | $493.9K | 0.01% | +1,066+52.1% | Added |
| DC Investments Management, LLC | 3,129 | $498.2K | 0.63% | 00.0% | Unchanged |