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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 964 | $267.8K | 0.05% | −176−15.4% | Reduced |
| Standard Life Aberdeen plc | 968 | $268.9K | 0.00% | +968 | New |
| Venturi Wealth Management, LLC | 1,000 | $277.8K | 0.01% | +456+83.8% | Added |
| Tower Research Capital LLC (TRC) | 1,022 | $283.9K | 0.01% | −1,011−49.7% | Reduced |
| International Assets Investment Management, LLC | 79,164 | $285.0K | 0.00% | +79,164 | New |
| Prudential PLC | 1,030 | $286.1K | 0.00% | −40−3.7% | Reduced |
| Autumn Glory Partners, LLC | 1,027 | $290.9K | 0.11% | +1,027 | New |
| IPG Investment Advisors LLC | 1,050 | $291.7K | 0.06% | +1,050 | New |
| Brinker Capital Investments, LLC | 1,075 | $298.6K | 0.00% | −5,581−83.8% | Reduced |
| Orion Portfolio Solutions, LLC | 1,075 | $298.6K | 0.00% | −5,581−83.8% | Reduced |
| Cresset Asset Management, LLC | 1,085 | $301.4K | 0.00% | −245−18.4% | Reduced |
| Financial Advocates Investment Management | 1,201 | $333.6K | 0.02% | −284−19.1% | Reduced |
| State of Wyoming | 1,223 | $339.7K | 0.05% | +439+56.0% | Added |
| APG Asset Management N.V. | 1,382 | $344.0K | 0.00% | −4,369−76.0% | Reduced |
| Cerity Partners LLC | 1,254 | $348.3K | 0.00% | −299−19.3% | Reduced |
| Entropy Technologies, LP | 1,256 | $348.9K | 0.04% | +1,256 | New |
| Northwestern Mutual Wealth Management Co | 1,260 | $350.0K | 0.00% | +21+1.7% | Added |
| Paloma Partners Management Co | 1,336 | $371.1K | 0.02% | +1,336 | New |
| Ethic Inc. | 1,538 | $377.3K | 0.01% | +87+6.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,362 | $378.3K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,373 | $381.4K | 0.01% | −118−7.9% | Reduced |
| Mercer Global Advisors Inc | 1,414 | $381.5K | 0.00% | +290+25.8% | Added |
| CI Private Wealth, LLC | 1,403 | $389.7K | 0.00% | +44+3.2% | Added |
| KCM Investment Advisors LLC | 1,409 | $391.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,419 | $394.2K | 0.00% | −928−39.5% | Reduced |
| Vontobel Holding Ltd. | 1,453 | $403.6K | 0.00% | −280−16.2% | Reduced |
| Centiva Capital, LP | 1,518 | $421.7K | 0.02% | +1,518 | New |
| Shay Capital LLC | 1,555 | $431.9K | 0.13% | +1,555 | New |
| Atom Investors LP | 1,586 | $440.5K | 0.05% | +1,586 | New |
| Aigen Investment Management, LP | 1,613 | $448.0K | 0.09% | −232−12.6% | Reduced |
| Ellevest, Inc. | 1,628 | $452.2K | 0.03% | +160+10.9% | Added |
| Covenant Partners, LLC | 1,650 | $458.3K | 0.13% | −1−0.1% | Reduced |
| Silicon Valley Capital Partners | 1,673 | $464.8K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,687 | $468.6K | 0.01% | +1,687 | New |
| Panagora Asset Management Inc | 1,749 | $485.8K | 0.00% | −131−7.0% | Reduced |
| Counterpoint Mutual Funds LLC | 1,750 | $486.1K | 0.09% | +1,750 | New |
| Corton Capital Inc. | 1,758 | $488.3K | 0.24% | +678+62.8% | Added |
| Vident Advisory, LLC | 1,767 | $490.8K | 0.01% | −133−7.0% | Reduced |
| Chicago Capital, LLC | 1,795 | $498.6K | 0.01% | +285+18.9% | Added |
| West Tower Group, LLC | 1,800 | $500.0K | 1.07% | +500+38.5% | Added |
| Alpha DNA Investment Management LLC | 1,802 | $500.5K | 0.27% | −118−6.1% | Reduced |
| Yousif Capital Management, LLC | 1,863 | $517.5K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,914 | $532.0K | 0.14% | −86−4.3% | Reduced |
| KBC Group NV | 1,942 | $539.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,019 | $560.8K | 0.00% | −804−28.5% | Reduced |
| Sheets Smith Wealth Management | 2,045 | $568.0K | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,056 | $571.1K | 0.00% | +75+3.8% | Added |
| Cravens & Co Advisors, LLC | 2,065 | $573.6K | 0.44% | −210−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 2,080 | $577.8K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,125 | $590.3K | 0.03% | +2,125 | New |
| Savoie Capital LLC | 2,200 | $611.1K | 0.07% | 00.0% | Unchanged |
| McAdam, LLC | 2,281 | $633.6K | 0.04% | −258−10.2% | Reduced |
| Dakota Wealth Management | 2,315 | $643.0K | 0.01% | −139−5.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,352 | $653.3K | 0.05% | −1,438−37.9% | Reduced |
| Plato Investment Management Ltd | 2,425 | $672.9K | 0.05% | +2,425 | New |
| Legacy Wealth Asset Management, LLC | 2,432 | $675.5K | 0.18% | −12−0.5% | Reduced |
| American Century Companies Inc | 2,481 | $689.1K | 0.00% | +149+6.4% | Added |
| Allianz Asset Management GmbH | 2,499 | $694.1K | 0.00% | +707+39.5% | Added |
| Quent Capital, LLC | 2,500 | $694.4K | 0.07% | 00.0% | Unchanged |
| WT Asset Management Ltd | 2,500 | $694.4K | 0.14% | +2,500 | New |
| Palumbo Wealth Management LLC | 2,525 | $701.4K | 0.27% | +193+8.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,611 | $725.3K | 0.03% | +67+2.6% | Added |
| Concentric Capital Strategies, LP | 2,685 | $745.8K | 0.05% | −10,089−79.0% | Reduced |
| CWA Asset Management Group, LLC | 2,729 | $758.0K | 0.04% | +2,729 | New |
| Storebrand Asset Management AS | 2,733 | $759.1K | 0.00% | +986+56.4% | Added |
| JustInvest LLC | 2,789 | $774.7K | 0.01% | +187+7.2% | Added |
| RSM US Wealth Management LLC | 2,894 | $778.9K | 0.01% | −19−0.7% | Reduced |
| Atria Investments LLC | 2,829 | $785.8K | 0.01% | −693−19.7% | Reduced |
| Bailard, Inc. | 2,851 | $791.9K | 0.02% | +370+14.9% | Added |
| Qtron Investments LLC | 2,862 | $795.0K | 0.11% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,898 | $805.0K | 0.10% | +1,316+83.2% | Added |
| Cetera Investment Advisers | 2,971 | $825.3K | 0.00% | +124+4.4% | Added |
| Daiwa Securities Group Inc. | 3,011 | $836.0K | 0.00% | +200+7.1% | Added |
| Fulton Bank, N.A. | 3,027 | $840.8K | 0.03% | +1,548+104.7% | Added |
| Harbor Capital Advisors, Inc. | 3,030 | $842.0K | 0.04% | +27+0.9% | Added |
| Values First Advisors, Inc. | 3,061 | $850.4K | 0.46% | +32+1.1% | Added |
| DC Investments Management, LLC | 3,129 | $869.1K | 0.61% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,131 | $869.7K | 0.09% | +3,131 | New |
| Yarbrough Capital, LLC | 3,166 | $879.4K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3,226 | $896.0K | 0.00% | −6,726−67.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,257 | $904.7K | 0.01% | −8−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,294 | $915.0K | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 3,410 | $917.8K | 0.00% | +4+0.1% | Added |
| BloombergSen Inc. | 3,372 | $936.6K | 0.08% | +1,518+81.9% | Added |
| Diversified Trust Co | 3,387 | $940.8K | 0.02% | +364+12.0% | Added |
| MetLife Investment Management | 3,416 | $948.9K | 0.01% | 00.0% | Unchanged |
| UBS Oconnor LLC | 3,500 | $972.2K | 0.02% | +3,500 | New |
| CIBC Asset Management Inc | 3,512 | $975.5K | 0.00% | +202+6.1% | Added |
| Guggenheim Capital LLC | 3,542 | $983.9K | 0.01% | −851−19.4% | Reduced |
| Janney Montgomery Scott LLC | 3,605 | $1.00M | 0.00% | +3,605 | New |
| Commonwealth Equity Services, LLC | 3,712 | $1.03M | 0.00% | −321−8.0% | Reduced |
| Truist Financial Corp | 3,726 | $1.03M | 0.00% | −1,267−25.4% | Reduced |
| Calamos Advisors LLC | 3,819 | $1.06M | 0.00% | +3,819 | New |
| Connable Office Inc | 3,857 | $1.07M | 0.11% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,911 | $1.09M | 0.00% | −693−15.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,932 | $1.09M | 0.07% | +3,932 | New |
| Boothbay Fund Management, LLC | 3,948 | $1.10M | 0.03% | +3,948 | New |
| Snowden Capital Advisors LLC | 4,011 | $1.11M | 0.03% | −113−2.7% | Reduced |
| Prelude Capital Management, LLC | 4,039 | $1.12M | 0.09% | −3,979−49.6% | Reduced |
| Prudential Financial Inc | 4,069 | $1.13M | 0.00% | +210+5.4% | Added |