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, Q1 2024
Institutional positions in monday.com Ltd. as of Mar 31, 2024. 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
- 398
- +64 vs. Q4 2023
- Shares held
- 37.7M
- +2.27M (+6.4%) vs. Q4 2023
- Total value
- $8.51B
- +$1.86B (+28.0%) vs. Q4 2023
- New holders
- 121
- 142 more added
- Sold out
- 57
- 94 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2 | $452 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $678 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3 | $678 | 0.00% | +3 | New |
| Operose Advisors LLC | 4 | $903 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $903 | 0.00% | +4 | New |
| GW&K Investment Management, LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Rothschild Investment LLC | 5 | $1.13K | 0.00% | +3+150.0% | Added |
| Ronald Blue Trust, Inc. | 6 | $1.35K | 0.00% | +5+500.0% | Added |
| Abound Wealth Management | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $1.58K | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 7 | $1.58K | 0.00% | +7 | New |
| Institutional & Family Asset Management, LLC | 9 | $2.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12 | $2.71K | 0.00% | +2+20.0% | Added |
| Global Retirement Partners, LLC | 14 | $3.16K | 0.00% | +5+55.6% | Added |
| Smithfield Trust Co | 14 | $4.00K | 0.00% | +14 | New |
| First PREMIER Bank | 16 | $4.00K | 0.00% | +16 | New |
| Bellevue Asset Management, LLC | 21 | $4.74K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 22 | $5.00K | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 23 | $5.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $5.53K | 0.00% | +23+1,150.0% | Added |
| Exchange Traded Concepts, LLC | 25 | $5.65K | 0.00% | +25 | New |
| Private Trust Co NA | 26 | $5.87K | 0.00% | −8−23.5% | Reduced |
| Pinnacle Bancorp, Inc. | 27 | $6.10K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 27 | $6.10K | 0.00% | +27 | New |
| Whittier Trust Co of Nevada Inc | 31 | $7.00K | 0.00% | +31 | New |
| Ulland Investment Advisors, LLC | 32 | $7.00K | 0.01% | +32 | New |
| Bell Investment Advisors, Inc | 31 | $7.00K | 0.00% | +2+6.9% | Added |
| WealthCollab, LLC | 34 | $7.68K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 34 | $7.68K | 0.00% | +34 | New |
| Allworth Financial LP | 41 | $9.26K | 0.00% | +41 | New |
| Baldwin Brothers Inc | 44 | $9.94K | 0.00% | +44 | New |
| Quarry LP | 46 | $10.4K | 0.00% | −65−58.6% | Reduced |
| Agur Provident & Training Funds Management Ltd | 63 | $11.0K | 0.00% | +63 | New |
| Signaturefd, LLC | 51 | $11.5K | 0.00% | −72−58.5% | Reduced |
| Washington Trust Advisors, Inc. | 53 | $12.0K | 0.00% | −3−5.4% | Reduced |
| Crewe Advisors LLC | 55 | $12.4K | 0.00% | +14+34.1% | Added |
| Larson Financial Group LLC | 62 | $14.0K | 0.00% | +62 | New |
| Steward Partners Investment Advisory, LLC | 69 | $15.6K | 0.00% | +6+9.5% | Added |
| Macroview Investment Management LLC | 71 | $16.0K | 0.02% | −3−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 92 | $17.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 86 | $19.4K | 0.00% | +5+6.2% | Added |
| CWM, LLC | 94 | $21.0K | 0.00% | +21+28.8% | Added |
| Caz Investments LP | 96 | $22.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 98 | $22.1K | 0.00% | +70+250.0% | Added |
| Amalgamated Bank | 102 | $23.0K | 0.00% | −8−7.3% | Reduced |
| Arcadia Investment Management Corp | 105 | $23.7K | 0.00% | +105 | New |
| Spire Wealth Management | 110 | $24.8K | 0.00% | −3,916−97.3% | Reduced |
| Symmetry Peak Management LLC | 110 | $24.8K | 0.49% | −3,390−96.9% | Reduced |
| Lindbrook Capital, LLC | 113 | $25.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 134 | $30.3K | 0.00% | +68+103.0% | Added |
| Gilliland Jeter Wealth Management LLC | 140 | $31.6K | 0.01% | +140 | New |
| State of Wyoming | 200 | $45.2K | 0.01% | +200 | New |
| Federation des caisses Desjardins du Quebec | 201 | $45.3K | 0.00% | +201 | New |
| TD Private Client Wealth LLC | 208 | $47.0K | 0.00% | −141−40.4% | Reduced |
| Clearstead Advisors, LLC | 300 | $54.4K | 0.00% | +40+15.4% | Added |
| Arlington Trust Co LLC | 247 | $55.8K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 286 | $64.6K | 0.00% | +50+21.2% | Added |
| Newbridge Financial Services Group, Inc. | 315 | $71.1K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 334 | $75.4K | 0.04% | +334 | New |
| Umb Bank N A | 393 | $88.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 395 | $89.0K | 0.00% | 00.0% | Unchanged |
| Munro Partners | 430 | $97.1K | 0.00% | +430 | New |
| Sandy Spring Bank | 450 | $101.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 455 | $102.8K | 0.00% | +455 | New |
| SRS Capital Advisors, Inc. | 469 | $105.9K | 0.01% | +469 | New |
| Parallel Advisors, LLC | 490 | $110.7K | 0.00% | +405+476.5% | Added |
| IFP Advisors, Inc | 505 | $114.1K | 0.01% | +281+125.4% | Added |
| RiverPark Advisors, LLC | 577 | $130.3K | 0.11% | +577 | New |
| Advisors Asset Management, Inc. | 648 | $146.4K | 0.00% | +21+3.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 656 | $148.0K | 0.00% | −150−18.6% | Reduced |
| West Tower Group, LLC | 800 | $180.7K | 0.55% | +800 | New |
| Proequities, Inc. | 805 | $181.8K | 0.01% | +62+8.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 845 | $183.0K | 0.07% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 877 | $198.2K | 0.03% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 882 | $199.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 886 | $200.1K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 900 | $203.0K | 0.00% | +900 | New |
| Cresset Asset Management, LLC | 907 | $204.9K | 0.00% | +907 | New |
| OneAscent Financial Services LLC | 930 | $210.0K | 0.02% | +930 | New |
| Ethic Inc. | 961 | $217.1K | 0.01% | +961 | New |
| Dai-Ichi Life Insurance Company, Ltd | 962 | $217.3K | 0.00% | +962 | New |
| Los Angeles Capital Management LLC | 1,000 | $225.9K | 0.00% | +1,000 | New |
| Ensign Peak Advisors, Inc | 1,000 | $225.9K | 0.00% | +1,000 | New |
| MBB Public Markets I LLC | 1,016 | $229.5K | 0.01% | +1,016 | New |
| Mercer Global Advisors Inc | 1,077 | $243.0K | 0.00% | +1,077 | New |
| O'Neil Global Advisors, Inc. | 1,104 | $249.0K | 0.31% | +1,104 | New |
| Tudor Investment Corp Et Al | 1,103 | $249.1K | 0.00% | −3,942−78.1% | Reduced |
| Scientech Research LLC | 1,122 | $253.4K | 0.13% | +1,122 | New |
| Coldstream Capital Management Inc | 1,123 | $253.7K | 0.01% | +1,123 | New |
| Metropolitan Life Insurance Co | 1,130 | $255.2K | 0.01% | +95+9.2% | Added |
| Clifford Group, LLC | 1,141 | $257.7K | 0.21% | 00.0% | Unchanged |
| JT Stratford LLC | 1,167 | $263.6K | 0.05% | +1,167 | New |
| CWA Asset Management Group, LLC | 1,169 | $264.0K | 0.02% | +1,169 | New |
| Corton Capital Inc. | 1,179 | $266.3K | 0.10% | −2,407−67.1% | Reduced |
| We Are One Seven, LLC | 1,219 | $275.3K | 0.01% | +1,219 | New |
| Financial Advocates Investment Management | 1,237 | $279.4K | 0.02% | +1,237 | New |
| Northwestern Mutual Wealth Management Co | 1,238 | $279.6K | 0.00% | 00.0% | Unchanged |