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 2024
Institutional positions in monday.com Ltd. as of Sep 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
- 403
- +10 vs. Q2 2024
- Shares held
- 39.3M
- +1.73M (+4.6%) vs. Q2 2024
- Total value
- $10.9B
- +$1.87B (+20.7%) vs. Q2 2024
- New holders
- 64
- 148 more added
- Sold out
- 54
- 136 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $277 | 0.00% | −21−95.5% | Reduced |
| SJS Investment Consulting Inc. | 1 | $278 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $278 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2 | $538 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 3 | $807 | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $834 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $1.11K | 0.00% | −10−71.4% | Reduced |
| Operose Advisors LLC | 4 | $1.11K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4 | $1.11K | 0.00% | +2+100.0% | Added |
| Huntington National Bank | 5 | $1.39K | 0.00% | +2+66.7% | Added |
| Abound Wealth Management | 6 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $1.67K | 0.00% | +1+20.0% | Added |
| GAMMA Investing LLC | 6 | $1.67K | 0.00% | +6 | New |
| Umb Bank N A | 7 | $1.94K | 0.00% | −386−98.2% | Reduced |
| CVA Family Office, LLC | 7 | $1.94K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $1.94K | 0.00% | +7 | New |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $2.50K | 0.00% | −5−35.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.33K | 0.00% | +5+71.4% | Added |
| Fairscale Capital, LLC | 15 | $4.17K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 18 | $5.00K | 0.00% | −8−30.8% | Reduced |
| Harvest Fund Management Co., Ltd | 19 | $5.00K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 19 | $5.28K | 0.00% | +19 | New |
| Global Wealth Strategies & Associates | 20 | $5.55K | 0.00% | +20 | New |
| Bellevue Asset Management, LLC | 21 | $5.83K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $7.22K | 0.00% | +19+271.4% | Added |
| Pinnacle Bancorp, Inc. | 27 | $7.50K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33 | $9.17K | 0.00% | +33 | New |
| Cromwell Holdings LLC | 33 | $9.17K | 0.01% | +33 | New |
| WealthCollab, LLC | 34 | $9.45K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 35 | $9.52K | 0.00% | +11+45.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 35 | $10.0K | 0.00% | −398−91.9% | Reduced |
| Bell Investment Advisors, Inc | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Agur Provident & Training Funds Management Ltd | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 40 | $11.1K | 0.00% | +1+2.6% | Added |
| TD Private Client Wealth LLC | 40 | $11.1K | 0.00% | +39+3,900.0% | Added |
| Crewe Advisors LLC | 41 | $11.4K | 0.00% | −22−34.9% | Reduced |
| Allworth Financial LP | 41 | $11.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 44 | $12.0K | 0.00% | −4−8.3% | Reduced |
| Principal Securities, Inc. | 48 | $13.3K | 0.00% | −55−53.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $14.4K | 0.00% | +52 | New |
| Washington Trust Advisors, Inc. | 53 | $14.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 56 | $15.6K | 0.00% | +5+9.8% | Added |
| Macroview Investment Management LLC | 67 | $18.6K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 71 | $19.7K | 0.00% | +22+44.9% | Added |
| Jaffetilchin Investment Partners, LLC | 75 | $20.8K | 0.00% | +75 | New |
| Jones Financial Companies LLLP | 83 | $22.6K | 0.00% | +83 | New |
| Global Retirement Partners, LLC | 91 | $25.3K | 0.00% | −1−1.1% | Reduced |
| Trifecta Capital Advisors, LLC | 100 | $27.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 101 | $28.1K | 0.00% | +11+12.2% | Added |
| EverSource Wealth Advisors, LLC | 114 | $31.7K | 0.00% | +7+6.5% | Added |
| Quarry LP | 123 | $34.2K | 0.01% | +24+24.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 157 | $42.7K | 0.00% | +157 | New |
| Farther Finance Advisors, LLC | 159 | $44.2K | 0.00% | −326−67.2% | Reduced |
| Colonial Trust Co | 161 | $44.7K | 0.01% | +161 | New |
| Ridgewood Investments LLC | 170 | $47.2K | 0.02% | −18−9.6% | Reduced |
| Mizuho Bank, Ltd. | 170 | $47.2K | 0.01% | +170 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 177 | $49.2K | 0.00% | +159+883.3% | Added |
| Baldwin Brothers Inc | 238 | $66.1K | 0.00% | +178+296.7% | Added |
| Gilliland Jeter Wealth Management LLC | 242 | $67.2K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 247 | $68.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 276 | $75.1K | 0.01% | −1−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 319 | $76.8K | 0.00% | −326−50.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 288 | $80.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 302 | $83.9K | 0.00% | −228−43.0% | Reduced |
| Pacer Advisors, Inc. | 335 | $93.1K | 0.00% | +59+21.4% | Added |
| Canada Pension Plan Investment Board | 407 | $113.1K | 0.00% | +397+3,970.0% | Added |
| IFP Advisors, Inc | 413 | $114.7K | 0.00% | −76−15.5% | Reduced |
| RiverPark Advisors, LLC | 425 | $118.1K | 0.10% | −171−28.7% | Reduced |
| Sandy Spring Bank | 450 | $125.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 455 | $126.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 459 | $127.5K | 0.00% | −158−25.6% | Reduced |
| Clearstead Advisors, LLC | 514 | $142.8K | 0.00% | +140+37.4% | Added |
| Advisors Asset Management, Inc. | 515 | $143.1K | 0.00% | −111−17.7% | Reduced |
| Vestcor Inc | 519 | $144.0K | 0.00% | +124+31.4% | Added |
| Newbridge Financial Services Group, Inc. | 525 | $145.8K | 0.05% | +210+66.7% | Added |
| SRS Capital Advisors, Inc. | 585 | $162.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 604 | $167.8K | 0.01% | +523+645.7% | Added |
| Northwest & Ethical Investments L.P. | 650 | $180.6K | 0.00% | +100+18.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 694 | $192.8K | 0.07% | −151−17.9% | Reduced |
| Credit Agricole S A | 700 | $194.4K | 0.00% | 00.0% | Unchanged |
| Manchester Financial Inc | 722 | $200.6K | 0.04% | +722 | New |
| Independent Advisor Alliance | 723 | $200.8K | 0.01% | +723 | New |
| American Trust | 734 | $203.9K | 0.02% | +734 | New |
| S&CO Inc | 745 | $206.0K | 0.01% | +745 | New |
| United Advisor Group, LLC | 750 | $208.3K | 0.05% | +750 | New |
| Quantinno Capital Management LP | 769 | $213.6K | 0.00% | +769 | New |
| WoodTrust Financial Corp | 775 | $215.0K | 0.03% | +775 | New |
| Kolinsky Wealth Management, LLC | 794 | $220.5K | 0.14% | +794 | New |
| Tudor Investment Corp Et Al | 798 | $221.7K | 0.00% | +798 | New |
| Integrated Wealth Concepts LLC | 826 | $229.6K | 0.00% | −9−1.1% | Reduced |
| Granite Group Advisors, LLC | 837 | $232.5K | 0.15% | −5−0.6% | Reduced |
| Park National Corp | 844 | $234.4K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 882 | $245.0K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 899 | $249.7K | 0.02% | −77−7.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 902 | $250.5K | 0.03% | +11+1.2% | Added |
| Mesirow Financial Investment Management, Inc. | 914 | $253.9K | 0.00% | 00.0% | Unchanged |