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 |
|---|---|---|---|---|---|
| Prudential PLC | 1,070 | $257.6K | 0.00% | −210−16.4% | Reduced |
| Nine Masts Capital Ltd | 1,000 | $240.8K | 0.07% | +1,000 | New |
| Advisor OS, LLC | 976 | $235.0K | 0.03% | +976 | New |
| Sanctuary Advisors, LLC | 1,184 | $225.4K | 0.00% | +1,184 | New |
| Investment Management Corp of Ontario | 921 | $221.7K | 0.01% | +921 | New |
| Mesirow Financial Investment Management, Inc. | 914 | $220.1K | 0.00% | +914 | New |
| Kestra Advisory Services, LLC | 912 | $219.6K | 0.00% | −521−36.4% | Reduced |
| Prospera Financial Services Inc | 909 | $218.8K | 0.01% | +909 | New |
| Pinnacle Wealth Planning Services, Inc. | 891 | $214.5K | 0.03% | +891 | New |
| Clal Insurance Enterprises Holdings Ltd | 882 | $212.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 845 | $203.4K | 0.08% | 00.0% | Unchanged |
| Park National Corp | 844 | $203.2K | 0.01% | +844 | New |
| Granite Group Advisors, LLC | 842 | $202.7K | 0.15% | +842 | New |
| Integrated Wealth Concepts LLC | 835 | $201.3K | 0.00% | +835 | New |
| Fortis Capital Management LLC | 831 | $200.1K | 0.04% | +831 | New |
| State of Wyoming | 784 | $188.8K | 0.03% | +584+292.0% | Added |
| Credit Agricole S A | 700 | $168.5K | 0.00% | +700 | New |
| Advisors Asset Management, Inc. | 626 | $150.7K | 0.00% | −22−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 617 | $148.5K | 0.00% | +416+207.0% | Added |
| Ronald Blue Trust, Inc. | 645 | $145.7K | 0.00% | +639+10,650.0% | Added |
| RiverPark Advisors, LLC | 596 | $143.5K | 0.12% | +19+3.3% | Added |
| SRS Capital Advisors, Inc. | 585 | $140.8K | 0.01% | +116+24.7% | Added |
| Northwest & Ethical Investments L.P. | 550 | $132.4K | 0.00% | +550 | New |
| Venturi Wealth Management, LLC | 544 | $131.0K | 0.01% | +544 | New |
| Parallel Advisors, LLC | 530 | $127.6K | 0.00% | +40+8.2% | Added |
| Toronto Dominion Bank | 500 | $120.4K | 0.00% | +500 | New |
| IFP Advisors, Inc | 489 | $117.7K | 0.00% | −16−3.2% | Reduced |
| Farther Finance Advisors, LLC | 485 | $116.4K | 0.01% | +460+1,840.0% | Added |
| Toth Financial Advisory Corp | 464 | $111.7K | 0.01% | −3,000−86.6% | Reduced |
| HM Payson & Co | 455 | $109.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 450 | $108.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 433 | $104.0K | 0.00% | −223−34.0% | Reduced |
| Vestcor Inc | 395 | $95.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 393 | $94.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 374 | $90.0K | 0.00% | +74+24.7% | Added |
| Newbridge Financial Services Group, Inc. | 315 | $75.8K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $72.2K | 0.00% | +300 | New |
| Steward Partners Investment Advisory, LLC | 288 | $69.3K | 0.00% | +219+317.4% | Added |
| Opal Wealth Advisors, LLC | 286 | $68.9K | 0.02% | +286 | New |
| Coppell Advisory Solutions LLC | 277 | $66.7K | 0.01% | +277 | New |
| Pacer Advisors, Inc. | 276 | $66.5K | 0.00% | −10−3.5% | Reduced |
| Arlington Trust Co LLC | 247 | $59.5K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 242 | $58.3K | 0.02% | +102+72.9% | Added |
| Ridgewood Investments LLC | 188 | $45.3K | 0.02% | +188 | New |
| Principal Securities, Inc. | 103 | $24.8K | 0.00% | −31−23.1% | Reduced |
| EverSource Wealth Advisors, LLC | 107 | $24.6K | 0.00% | +15+16.3% | Added |
| Trifecta Capital Advisors, LLC | 100 | $24.1K | 0.01% | +100 | New |
| Quarry LP | 99 | $23.8K | 0.01% | +53+115.2% | Added |
| Caz Investments LP | 96 | $23.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92 | $22.1K | 0.00% | +78+557.1% | Added |
| First Horizon Advisors, Inc. | 90 | $21.7K | 0.00% | −8−8.2% | Reduced |
| Larson Financial Group LLC | 81 | $19.5K | 0.00% | +19+30.6% | Added |
| Macroview Investment Management LLC | 67 | $16.1K | 0.02% | −4−5.6% | Reduced |
| Crewe Advisors LLC | 63 | $15.2K | 0.00% | +8+14.5% | Added |
| Agur Provident & Training Funds Management Ltd | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 62 | $14.9K | 0.00% | −43−41.0% | Reduced |
| Baldwin Brothers Inc | 60 | $14.4K | 0.00% | +16+36.4% | Added |
| Washington Trust Advisors, Inc. | 53 | $12.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 51 | $12.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 48 | $12.0K | 0.00% | −46−48.9% | Reduced |
| FinTrust Capital Advisors, LLC | 49 | $11.8K | 0.00% | −37−43.0% | Reduced |
| Lindbrook Capital, LLC | 40 | $9.63K | 0.00% | −73−64.6% | Reduced |
| Fifth Third Bancorp | 39 | $9.39K | 0.00% | +39 | New |
| Allworth Financial LP | 41 | $9.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $8.67K | 0.00% | +5+16.1% | Added |
| WealthCollab, LLC | 34 | $8.19K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 33 | $7.95K | 0.00% | +8+32.0% | Added |
| Whittier Trust Co of Nevada Inc | 31 | $7.46K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 27 | $6.50K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $6.26K | 0.00% | −1−3.7% | Reduced |
| Smartleaf Asset Management LLC | 24 | $5.67K | 0.00% | +1+4.3% | Added |
| Proequities, Inc. | 22 | $5.30K | 0.00% | −783−97.3% | Reduced |
| Bellevue Asset Management, LLC | 21 | $5.05K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 20 | $5.00K | 0.00% | −2−9.1% | Reduced |
| TSFG, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 18 | $4.33K | 0.00% | +18 | New |
| Fairscale Capital, LLC | 15 | $3.56K | 0.00% | +15 | New |
| 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 |
| 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 |
| Institutional & Family Asset Management, LLC | 9 | $2.17K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| Hexagon Capital Partners LLC | 7 | $1.69K | 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 |
| Abound Wealth Management | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $1.20K | 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 |
| Addison Advisors LLC | 3 | $723 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $722 | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| 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 |
| Central Valley Advisors, LLC | 17 | – | – | +17 | New |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −337,000−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −142,182−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −115,500−100.0% | Sold out |