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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 2,790 | $444.2K | 0.23% | −897−24.3% | Reduced |
| Yarbrough Capital, LLC | 2,761 | $439.6K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 2,735 | $435.5K | 0.01% | +2,735 | New |
| NVWM, LLC | 2,653 | $422.4K | 0.14% | +2,653 | New |
| Captrust Financial Advisors | 2,587 | $411.9K | 0.00% | +2,587 | New |
| UBS Group AG | 2,514 | $400.3K | 0.00% | −8,301−76.8% | Reduced |
| Nissay Asset Management Corp | 2,490 | $396.5K | 0.00% | +322+14.9% | Added |
| JustInvest LLC | 2,376 | $378.3K | 0.01% | −36−1.5% | Reduced |
| Graham Capital Management, L.P. | 2,365 | $376.6K | 0.01% | −8,812−78.8% | Reduced |
| Boston Partners | 11,340 | $368.8K | 0.00% | +2,112+22.9% | Added |
| American Century Companies Inc | 2,290 | $364.6K | 0.00% | −43−1.8% | Reduced |
| Symmetry Peak Management LLC | 2,250 | $358.2K | 2.24% | −6,284−73.6% | Reduced |
| Oppenheimer & Co Inc | 2,246 | $357.6K | 0.01% | +689+44.3% | Added |
| Wolverine Trading, LLC | 2,239 | $356.5K | 0.00% | −611−21.4% | Reduced |
| Fox Run Management, L.L.C. | 2,199 | $350.1K | 0.10% | +2,199 | New |
| Washington Capital Management Inc | 2,100 | $334.4K | 0.31% | −650−23.6% | Reduced |
| HSBC Holdings PLC | 2,082 | $331.8K | 0.00% | −2,094−50.1% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2,028 | $324.6K | 0.02% | +642+46.3% | Added |
| CIBC Asset Management Inc | 2,037 | $324.3K | 0.00% | +238+13.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,940 | $308.9K | 0.00% | +10+0.5% | Added |
| Creative Planning | 1,804 | $287.2K | 0.00% | −146−7.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,802 | $287.0K | 0.00% | +2+0.1% | Added |
| Principal Financial Group Inc | 1,682 | $267.8K | 0.00% | +209+14.2% | Added |
| Cutler Group LP | 1,663 | $264.0K | 0.04% | −518−23.8% | Reduced |
| Blueshift Asset Management, LLC | 1,621 | $258.1K | 0.15% | −1,798−52.6% | Reduced |
| Parkwood LLC | 1,611 | $257.0K | 0.05% | +1,611 | New |
| Chicago Capital, LLC | 1,510 | $240.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,476 | $235.0K | 0.00% | +1,476 | New |
| KCM Investment Advisors LLC | 1,409 | $224.3K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,405 | $223.7K | 0.04% | −239−14.5% | Reduced |
| Titleist Asset Management, LLC | 1,400 | $222.9K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,369 | $218.0K | 0.02% | +1,369 | New |
| Neuberger Berman Group LLC | 1,353 | $215.4K | 0.00% | +1,353 | New |
| Yousif Capital Management, LLC | 1,340 | $213.4K | 0.00% | +1,340 | New |
| Cresset Asset Management, LLC | 1,337 | $212.9K | 0.00% | +1,337 | New |
| Daiwa Securities Group Inc. | 1,300 | $207.0K | 0.00% | +200+18.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,238 | $197.1K | 0.00% | +361+41.2% | Added |
| MetLife Investment Management | 1,200 | $191.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 854 | $136.0K | 0.03% | −129−13.1% | Reduced |
| Metropolitan Life Insurance Co | 850 | $135.3K | 0.01% | +110+14.9% | Added |
| DekaBank Deutsche Girozentrale | 834 | $131.0K | 0.00% | +145+21.0% | Added |
| Storebrand Asset Management AS | 794 | $126.4K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 785 | $125.0K | 0.01% | +154+24.4% | Added |
| Allspring Global Investments Holdings, LLC | 739 | $117.7K | 0.00% | +739 | New |
| BluePath Capital Management, LLC | 729 | $116.1K | 0.11% | +729 | New |
| Harel Insurance Investments & Financial Services Ltd. | 713 | $114.0K | 0.00% | −156−18.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 670 | $106.7K | 0.06% | +670 | New |
| Advisors Asset Management, Inc. | 548 | $87.3K | 0.00% | +160+41.2% | Added |
| Sandy Spring Bank | 450 | $71.6K | 0.00% | +450 | New |
| Umb Bank N A | 416 | $66.2K | 0.00% | +37+9.8% | Added |
| Vestcor Inc | 395 | $63.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 353 | $56.2K | 0.00% | +103+41.2% | Added |
| Coppell Advisory Solutions LLC | 455 | $55.5K | 0.02% | +143+45.8% | Added |
| Newbridge Financial Services Group, Inc. | 315 | $50.2K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $47.8K | 0.00% | +300 | New |
| Arlington Partners LLC | 247 | $39.3K | 0.02% | +126+104.1% | Added |
| Arlington Trust Co LLC | 247 | $39.3K | 0.02% | +247 | New |
| Pacer Advisors, Inc. | 234 | $37.3K | 0.00% | +90+62.5% | Added |
| SJS Investment Consulting Inc. | 230 | $36.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 229 | $36.5K | 0.01% | +71+44.9% | Added |
| Signaturefd, LLC | 176 | $28.0K | 0.00% | +17+10.7% | Added |
| Hollencrest Capital Management | 149 | $23.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 147 | $23.4K | 0.00% | −36−19.7% | Reduced |
| First Horizon Advisors, Inc. | 143 | $22.8K | 0.00% | −3−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 136 | $21.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 136 | $21.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 114 | $18.2K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 96 | $15.0K | 0.04% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 90 | $14.3K | 0.02% | −2−2.2% | Reduced |
| Amalgamated Bank | 86 | $14.0K | 0.00% | +4+4.9% | Added |
| The PNC Financial Services Group, Inc. | 83 | $13.2K | 0.00% | −7−7.8% | Reduced |
| Quarry LP | 76 | $12.1K | 0.01% | −57−42.9% | Reduced |
| Washington Trust Advisors, Inc. | 56 | $8.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 41 | $6.52K | 0.00% | −61−59.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 40 | $6.37K | 0.00% | −21−34.4% | Reduced |
| Bell Investment Advisors, Inc | 35 | $5.57K | 0.00% | −2−5.4% | Reduced |
| Private Trust Co NA | 34 | $5.41K | 0.00% | +11+47.8% | Added |
| Bellevue Asset Management, LLC | 21 | $3.34K | 0.00% | 00.0% | Unchanged |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 19 | $3.00K | 0.00% | +19 | New |
| Ronald Blue Trust, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Institutional & Family Asset Management, LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Massmutual Trust Co FSB | 4 | $637 | 0.00% | +4 | New |
| Operose Advisors LLC | 4 | $637 | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 3 | $478 | 0.00% | +3 | New |
| Bourgeon Capital Management LLC | 1 | $160 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 1 | $160 | 0.00% | +1 | New |
| 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 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −821,666−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −232,818−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −204,756−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −57,558−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −41,444−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −21,737−100.0% | Sold out |