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, Q4 2023
Institutional positions in monday.com Ltd. as of Dec 31, 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
- 339
- +48 vs. Q3 2023
- Shares held
- 35.5M
- +1.25M (+3.6%) vs. Q3 2023
- Total value
- $6.67B
- +$1.17B (+21.3%) vs. Q3 2023
- New holders
- 83
- 136 more added
- Sold out
- 35
- 89 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $188 | 0.00% | −229−99.6% | Reduced |
| Bourgeon Capital Management LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2 | $376 | 0.00% | +1+100.0% | Added |
| Rothschild Investment LLC | 2 | $376 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 2 | $376 | 0.00% | +2 | New |
| Addison Advisors LLC | 3 | $564 | 0.00% | +3 | New |
| Operose Advisors LLC | 4 | $751 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Abound Wealth Management | 6 | $1.13K | 0.00% | +6 | New |
| CVA Family Office, LLC | 7 | $1.31K | 0.00% | +7 | New |
| Institutional & Family Asset Management, LLC | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $1.69K | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 9 | $1.76K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.88K | 0.00% | −19,650−99.9% | Reduced |
| Zions Bancorporation, N.A. | 10 | $1.88K | 0.00% | +7+233.3% | Added |
| C M Bidwell & Associates Ltd | 18 | $3.38K | 0.00% | +18 | New |
| Bellevue Asset Management, LLC | 21 | $3.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $4.00K | 0.00% | −24−53.3% | Reduced |
| Smartleaf Asset Management LLC | 23 | $4.39K | 0.00% | +23 | New |
| Pinnacle Bancorp, Inc. | 27 | $5.07K | 0.00% | +27 | New |
| First Horizon Advisors, Inc. | 28 | $5.26K | 0.00% | −115−80.4% | Reduced |
| Bell Investment Advisors, Inc | 29 | $5.45K | 0.00% | −6−17.1% | Reduced |
| Private Trust Co NA | 34 | $6.39K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 34 | $6.39K | 0.00% | +34 | New |
| Crewe Advisors LLC | 41 | $7.70K | 0.00% | −188−82.1% | Reduced |
| Washington Trust Advisors, Inc. | 56 | $10.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 63 | $11.8K | 0.00% | +23+57.5% | Added |
| Principal Securities, Inc. | 66 | $12.4K | 0.00% | +66 | New |
| Tower Research Capital LLC (TRC) | 69 | $13.0K | 0.00% | +69 | New |
| Macroview Investment Management LLC | 74 | $13.9K | 0.02% | −16−17.8% | Reduced |
| CWM, LLC | 73 | $14.0K | 0.00% | +69+1,725.0% | Added |
| Cutler Group LP | 84 | $15.0K | 0.00% | −1,579−94.9% | Reduced |
| FinTrust Capital Advisors, LLC | 81 | $15.2K | 0.00% | +81 | New |
| Parallel Advisors, LLC | 85 | $16.0K | 0.00% | −29−25.4% | Reduced |
| EverSource Wealth Advisors, LLC | 92 | $17.3K | 0.00% | −44−32.4% | Reduced |
| Caz Investments LP | 96 | $18.0K | 0.05% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 100 | $18.8K | 0.00% | −2,800−96.6% | Reduced |
| O'Dell Group, LLC | 100 | $18.8K | 0.00% | +100 | New |
| Quarry LP | 111 | $20.8K | 0.01% | +35+46.1% | Added |
| Amalgamated Bank | 110 | $21.0K | 0.00% | +24+27.9% | Added |
| Lindbrook Capital, LLC | 113 | $21.2K | 0.00% | −23−16.9% | Reduced |
| Signaturefd, LLC | 123 | $23.1K | 0.00% | −53−30.1% | Reduced |
| Desjardins Global Asset Management Inc. | 132 | $24.8K | 0.00% | +91+222.0% | Added |
| IFP Advisors, Inc | 224 | $42.1K | 0.00% | +77+52.4% | Added |
| Pacer Advisors, Inc. | 236 | $44.3K | 0.00% | +2+0.9% | Added |
| Arlington Partners LLC | 247 | $46.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 247 | $46.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 260 | $48.8K | 0.00% | +260 | New |
| Employees Retirement System of Texas | 281 | $53.0K | 0.00% | +281 | New |
| Coppell Advisory Solutions LLC | 299 | $56.2K | 0.01% | −156−34.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 315 | $59.2K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 349 | $65.5K | 0.00% | −4−1.1% | Reduced |
| Penserra Capital Management LLC | 360 | $67.0K | 0.00% | +360 | New |
| Umb Bank N A | 393 | $73.8K | 0.00% | −23−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 393 | $73.8K | 0.00% | +310+373.5% | Added |
| Vestcor Inc | 395 | $74.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 450 | $84.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 627 | $117.8K | 0.00% | +79+14.4% | Added |
| Point72 Middle East FZE | 670 | $125.8K | 0.01% | +670 | New |
| Proequities, Inc. | 743 | $139.5K | 0.01% | +743 | New |
| Harel Insurance Investments & Financial Services Ltd. | 806 | $151.0K | 0.00% | +93+13.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 845 | $158.7K | 0.07% | +175+26.1% | Added |
| Silicon Valley Capital Partners | 877 | $164.8K | 0.03% | −2,838−76.4% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 882 | $166.0K | 0.00% | −131,453−99.3% | Reduced |
| Storebrand Asset Management AS | 886 | $166.4K | 0.00% | +92+11.6% | Added |
| BloombergSen Inc. | 1,010 | $189.7K | 0.02% | +225+28.7% | Added |
| Headlands Technologies LLC | 1,023 | $192.1K | 0.06% | +1,023 | New |
| Metropolitan Life Insurance Co | 1,035 | $194.4K | 0.01% | +185+21.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,077 | $202.3K | 0.03% | +1,077 | New |
| Clifford Group, LLC | 1,141 | $214.3K | 0.20% | +1,141 | New |
| Magnetar Financial LLC | 1,176 | $220.9K | 0.01% | +1,176 | New |
| Toroso Investments, LLC | 1,189 | $223.3K | 0.01% | +1,189 | New |
| MetLife Investment Management | 1,200 | $225.4K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,205 | $226.0K | 0.01% | +1,205 | New |
| Bank of Nova Scotia | 1,215 | $228.2K | 0.00% | +1,215 | New |
| Baader Bank INC | 1,220 | $229.1K | 0.02% | +1,220 | New |
| Northwestern Mutual Wealth Management Co | 1,238 | $232.5K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,238 | $232.5K | 0.02% | +1,238 | New |
| MML Investors Services, LLC | 1,282 | $241.0K | 0.00% | −194−13.1% | Reduced |
| Centiva Capital, LP | 1,305 | $245.1K | 0.02% | +1,305 | New |
| Allspring Global Investments Holdings, LLC | 1,330 | $249.8K | 0.00% | +591+80.0% | Added |
| Mackenzie Financial Corp | 1,346 | $252.8K | 0.00% | +1,346 | New |
| Neuberger Berman Group LLC | 1,363 | $256.0K | 0.00% | +10+0.7% | Added |
| Vident Advisory, LLC | 1,373 | $257.9K | 0.01% | +1,373 | New |
| DekaBank Deutsche Girozentrale | 1,371 | $261.0K | 0.00% | +537+64.4% | Added |
| Ellevest, Inc. | 1,396 | $262.2K | 0.02% | +27+2.0% | Added |
| KCM Investment Advisors LLC | 1,409 | $264.6K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 1,480 | $278.0K | 0.00% | +1,480 | New |
| Alyeska Investment Group, L.P. | 1,486 | $279.1K | 0.00% | +1,486 | New |
| Shay Capital LLC | 1,500 | $281.7K | 0.11% | −5,300−77.9% | Reduced |
| Yousif Capital Management, LLC | 1,500 | $281.7K | 0.00% | +160+11.9% | Added |
| Chicago Capital, LLC | 1,510 | $283.6K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,563 | $293.5K | 0.22% | +1,563 | New |
| Oracle Alpha Inc. | 1,568 | $294.5K | 0.38% | +1,568 | New |
| Daiwa Securities Group Inc. | 1,600 | $300.0K | 0.00% | +300+23.1% | Added |
| Nordea Investment Management AB | 1,596 | $301.7K | 0.00% | +1,596 | New |
| Intech Investment Management LLC | 1,724 | $323.8K | 0.00% | +1,724 | New |
| KLR Investment Advisors, LLC | 1,744 | $327.5K | 0.24% | +1,744 | New |
| Parkwood LLC | 1,819 | $342.0K | 0.05% | +208+12.9% | Added |