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, Q2 2024
Institutional positions in monday.com Ltd. as of Jun 30, 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
- 397
- +2 vs. Q1 2024
- Shares held
- 39.1M
- +1.49M (+4.0%) vs. Q1 2024
- Total value
- $9.41B
- +$907.5M (+10.7%) vs. Q1 2024
- New holders
- 63
- 182 more added
- Sold out
- 61
- 107 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 1 | $241 | 0.00% | −207−99.5% | Reduced |
| SJS Investment Consulting Inc. | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $241 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $722 | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $723 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| Institutional & Family Asset Management, LLC | 9 | $2.17K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.41K | 0.00% | −53,130−100.0% | Reduced |
| Canada Pension Plan Investment Board | 10 | $2.41K | 0.00% | −7,228−99.9% | Reduced |
| Private Trust Co NA | 14 | $3.37K | 0.00% | −12−46.2% | Reduced |
| Zions Bancorporation, N.A. | 14 | $3.37K | 0.00% | +2+16.7% | Added |
| Fairscale Capital, LLC | 15 | $3.56K | 0.00% | +15 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18 | $4.33K | 0.00% | +18 | New |
| Benjamin F. Edwards & Company, Inc. | 20 | $5.00K | 0.00% | −2−9.1% | Reduced |
| TSFG, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21 | $5.05K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 22 | $5.30K | 0.00% | −783−97.3% | Reduced |
| Smartleaf Asset Management LLC | 24 | $5.67K | 0.00% | +1+4.3% | Added |
| MCF Advisors LLC | 26 | $6.26K | 0.00% | −1−3.7% | Reduced |
| Pinnacle Bancorp, Inc. | 27 | $6.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $7.46K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 33 | $7.95K | 0.00% | +8+32.0% | Added |
| WealthCollab, LLC | 34 | $8.19K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $8.67K | 0.00% | +5+16.1% | Added |
| Allworth Financial LP | 41 | $9.38K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 39 | $9.39K | 0.00% | +39 | New |
| Lindbrook Capital, LLC | 40 | $9.63K | 0.00% | −73−64.6% | Reduced |
| FinTrust Capital Advisors, LLC | 49 | $11.8K | 0.00% | −37−43.0% | Reduced |
| CWM, LLC | 48 | $12.0K | 0.00% | −46−48.9% | Reduced |
| Signaturefd, LLC | 51 | $12.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $12.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 60 | $14.4K | 0.00% | +16+36.4% | Added |
| Arcadia Investment Management Corp | 62 | $14.9K | 0.00% | −43−41.0% | Reduced |
| Agur Provident & Training Funds Management Ltd | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 63 | $15.2K | 0.00% | +8+14.5% | Added |
| Macroview Investment Management LLC | 67 | $16.1K | 0.02% | −4−5.6% | Reduced |
| Larson Financial Group LLC | 81 | $19.5K | 0.00% | +19+30.6% | Added |
| First Horizon Advisors, Inc. | 90 | $21.7K | 0.00% | −8−8.2% | Reduced |
| Global Retirement Partners, LLC | 92 | $22.1K | 0.00% | +78+557.1% | Added |
| Caz Investments LP | 96 | $23.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 99 | $23.8K | 0.01% | +53+115.2% | Added |
| Trifecta Capital Advisors, LLC | 100 | $24.1K | 0.01% | +100 | New |
| EverSource Wealth Advisors, LLC | 107 | $24.6K | 0.00% | +15+16.3% | Added |
| Principal Securities, Inc. | 103 | $24.8K | 0.00% | −31−23.1% | Reduced |
| Ridgewood Investments LLC | 188 | $45.3K | 0.02% | +188 | New |
| Gilliland Jeter Wealth Management LLC | 242 | $58.3K | 0.02% | +102+72.9% | Added |
| Arlington Trust Co LLC | 247 | $59.5K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 276 | $66.5K | 0.00% | −10−3.5% | Reduced |
| Coppell Advisory Solutions LLC | 277 | $66.7K | 0.01% | +277 | New |
| Opal Wealth Advisors, LLC | 286 | $68.9K | 0.02% | +286 | New |
| Steward Partners Investment Advisory, LLC | 288 | $69.3K | 0.00% | +219+317.4% | Added |
| Aquatic Capital Management LLC | 300 | $72.2K | 0.00% | +300 | New |
| Newbridge Financial Services Group, Inc. | 315 | $75.8K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 374 | $90.0K | 0.00% | +74+24.7% | Added |
| Umb Bank N A | 393 | $94.6K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 395 | $95.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 433 | $104.0K | 0.00% | −223−34.0% | Reduced |
| Sandy Spring Bank | 450 | $108.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 455 | $109.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 464 | $111.7K | 0.01% | −3,000−86.6% | Reduced |
| Farther Finance Advisors, LLC | 485 | $116.4K | 0.01% | +460+1,840.0% | Added |
| IFP Advisors, Inc | 489 | $117.7K | 0.00% | −16−3.2% | Reduced |
| Toronto Dominion Bank | 500 | $120.4K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 530 | $127.6K | 0.00% | +40+8.2% | Added |
| Venturi Wealth Management, LLC | 544 | $131.0K | 0.01% | +544 | New |
| Northwest & Ethical Investments L.P. | 550 | $132.4K | 0.00% | +550 | New |
| SRS Capital Advisors, Inc. | 585 | $140.8K | 0.01% | +116+24.7% | Added |
| RiverPark Advisors, LLC | 596 | $143.5K | 0.12% | +19+3.3% | Added |
| Ronald Blue Trust, Inc. | 645 | $145.7K | 0.00% | +639+10,650.0% | Added |
| Federation des caisses Desjardins du Quebec | 617 | $148.5K | 0.00% | +416+207.0% | Added |
| Advisors Asset Management, Inc. | 626 | $150.7K | 0.00% | −22−3.4% | Reduced |
| Credit Agricole S A | 700 | $168.5K | 0.00% | +700 | New |
| State of Wyoming | 784 | $188.8K | 0.03% | +584+292.0% | Added |
| Fortis Capital Management LLC | 831 | $200.1K | 0.04% | +831 | New |
| Integrated Wealth Concepts LLC | 835 | $201.3K | 0.00% | +835 | New |
| Granite Group Advisors, LLC | 842 | $202.7K | 0.15% | +842 | New |
| Park National Corp | 844 | $203.2K | 0.01% | +844 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 845 | $203.4K | 0.08% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 882 | $212.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 891 | $214.5K | 0.03% | +891 | New |
| Prospera Financial Services Inc | 909 | $218.8K | 0.01% | +909 | New |
| Kestra Advisory Services, LLC | 912 | $219.6K | 0.00% | −521−36.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 914 | $220.1K | 0.00% | +914 | New |
| Investment Management Corp of Ontario | 921 | $221.7K | 0.01% | +921 | New |
| Sanctuary Advisors, LLC | 1,184 | $225.4K | 0.00% | +1,184 | New |
| Advisor OS, LLC | 976 | $235.0K | 0.03% | +976 | New |
| Nine Masts Capital Ltd | 1,000 | $240.8K | 0.07% | +1,000 | New |
| Prudential PLC | 1,070 | $257.6K | 0.00% | −210−16.4% | Reduced |
| Corton Capital Inc. | 1,080 | $260.0K | 0.14% | −99−8.4% | Reduced |
| Mercer Global Advisors Inc | 1,124 | $270.6K | 0.00% | +47+4.4% | Added |
| Janus Henderson Group PLC | 1,131 | $272.5K | 0.00% | +231+25.7% | Added |
| JT Stratford LLC | 1,140 | $274.5K | 0.05% | −27−2.3% | Reduced |