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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 4,192 | $1.16M | 0.01% | +2,461+142.2% | Added |
| Neuberger Berman Group LLC | 4,118 | $1.14M | 0.00% | −175−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,075 | $1.13M | 0.00% | +1,861+84.1% | Added |
| Prudential Financial Inc | 4,069 | $1.13M | 0.00% | +210+5.4% | Added |
| Prelude Capital Management, LLC | 4,039 | $1.12M | 0.09% | −3,979−49.6% | Reduced |
| Snowden Capital Advisors LLC | 4,011 | $1.11M | 0.03% | −113−2.7% | Reduced |
| Boothbay Fund Management, LLC | 3,948 | $1.10M | 0.03% | +3,948 | New |
| Y-Intercept (Hong Kong) Ltd | 3,932 | $1.09M | 0.07% | +3,932 | New |
| Envestnet Portfolio Solutions, Inc. | 3,911 | $1.09M | 0.00% | −693−15.1% | Reduced |
| Connable Office Inc | 3,857 | $1.07M | 0.11% | 00.0% | Unchanged |
| Calamos Advisors LLC | 3,819 | $1.06M | 0.00% | +3,819 | New |
| Truist Financial Corp | 3,726 | $1.03M | 0.00% | −1,267−25.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,712 | $1.03M | 0.00% | −321−8.0% | Reduced |
| Janney Montgomery Scott LLC | 3,605 | $1.00M | 0.00% | +3,605 | New |
| Guggenheim Capital LLC | 3,542 | $983.9K | 0.01% | −851−19.4% | Reduced |
| CIBC Asset Management Inc | 3,512 | $975.5K | 0.00% | +202+6.1% | Added |
| UBS Oconnor LLC | 3,500 | $972.2K | 0.02% | +3,500 | New |
| MetLife Investment Management | 3,416 | $948.9K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 3,387 | $940.8K | 0.02% | +364+12.0% | Added |
| BloombergSen Inc. | 3,372 | $936.6K | 0.08% | +1,518+81.9% | Added |
| Nordea Investment Management AB | 3,410 | $917.8K | 0.00% | +4+0.1% | Added |
| Ensign Peak Advisors, Inc | 3,294 | $915.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,257 | $904.7K | 0.01% | −8−0.2% | Reduced |
| Thrivent Financial for Lutherans | 3,226 | $896.0K | 0.00% | −6,726−67.6% | Reduced |
| Yarbrough Capital, LLC | 3,166 | $879.4K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,131 | $869.7K | 0.09% | +3,131 | New |
| DC Investments Management, LLC | 3,129 | $869.1K | 0.61% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,061 | $850.4K | 0.46% | +32+1.1% | Added |
| Harbor Capital Advisors, Inc. | 3,030 | $842.0K | 0.04% | +27+0.9% | Added |
| Fulton Bank, N.A. | 3,027 | $840.8K | 0.03% | +1,548+104.7% | Added |
| Daiwa Securities Group Inc. | 3,011 | $836.0K | 0.00% | +200+7.1% | Added |
| Cetera Investment Advisers | 2,971 | $825.3K | 0.00% | +124+4.4% | Added |
| Central Pacific Bank - Trust Division | 2,898 | $805.0K | 0.10% | +1,316+83.2% | Added |
| Qtron Investments LLC | 2,862 | $795.0K | 0.11% | 00.0% | Unchanged |
| Bailard, Inc. | 2,851 | $791.9K | 0.02% | +370+14.9% | Added |
| Atria Investments LLC | 2,829 | $785.8K | 0.01% | −693−19.7% | Reduced |
| RSM US Wealth Management LLC | 2,894 | $778.9K | 0.01% | −19−0.7% | Reduced |
| JustInvest LLC | 2,789 | $774.7K | 0.01% | +187+7.2% | Added |
| Storebrand Asset Management AS | 2,733 | $759.1K | 0.00% | +986+56.4% | Added |
| CWA Asset Management Group, LLC | 2,729 | $758.0K | 0.04% | +2,729 | New |
| Concentric Capital Strategies, LP | 2,685 | $745.8K | 0.05% | −10,089−79.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,611 | $725.3K | 0.03% | +67+2.6% | Added |
| Palumbo Wealth Management LLC | 2,525 | $701.4K | 0.27% | +193+8.3% | 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 |
| Allianz Asset Management GmbH | 2,499 | $694.1K | 0.00% | +707+39.5% | Added |
| American Century Companies Inc | 2,481 | $689.1K | 0.00% | +149+6.4% | Added |
| Legacy Wealth Asset Management, LLC | 2,432 | $675.5K | 0.18% | −12−0.5% | Reduced |
| Plato Investment Management Ltd | 2,425 | $672.9K | 0.05% | +2,425 | New |
| Grandeur Peak Global Advisors, LLC | 2,352 | $653.3K | 0.05% | −1,438−37.9% | Reduced |
| Dakota Wealth Management | 2,315 | $643.0K | 0.01% | −139−5.7% | Reduced |
| McAdam, LLC | 2,281 | $633.6K | 0.04% | −258−10.2% | Reduced |
| Savoie Capital LLC | 2,200 | $611.1K | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,125 | $590.3K | 0.03% | +2,125 | New |
| State Board of Administration of Florida Retirement System | 2,080 | $577.8K | 0.00% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 2,065 | $573.6K | 0.44% | −210−9.2% | Reduced |
| Mackenzie Financial Corp | 2,056 | $571.1K | 0.00% | +75+3.8% | Added |
| Sheets Smith Wealth Management | 2,045 | $568.0K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,019 | $560.8K | 0.00% | −804−28.5% | Reduced |
| KBC Group NV | 1,942 | $539.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,914 | $532.0K | 0.14% | −86−4.3% | Reduced |
| Yousif Capital Management, LLC | 1,863 | $517.5K | 0.01% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 1,802 | $500.5K | 0.27% | −118−6.1% | Reduced |
| West Tower Group, LLC | 1,800 | $500.0K | 1.07% | +500+38.5% | Added |
| Chicago Capital, LLC | 1,795 | $498.6K | 0.01% | +285+18.9% | Added |
| Vident Advisory, LLC | 1,767 | $490.8K | 0.01% | −133−7.0% | Reduced |
| Corton Capital Inc. | 1,758 | $488.3K | 0.24% | +678+62.8% | Added |
| Counterpoint Mutual Funds LLC | 1,750 | $486.1K | 0.09% | +1,750 | New |
| Panagora Asset Management Inc | 1,749 | $485.8K | 0.00% | −131−7.0% | Reduced |
| Bryn Mawr Trust Co | 1,687 | $468.6K | 0.01% | +1,687 | New |
| Silicon Valley Capital Partners | 1,673 | $464.8K | 0.06% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,650 | $458.3K | 0.13% | −1−0.1% | Reduced |
| Ellevest, Inc. | 1,628 | $452.2K | 0.03% | +160+10.9% | Added |
| Aigen Investment Management, LP | 1,613 | $448.0K | 0.09% | −232−12.6% | Reduced |
| Atom Investors LP | 1,586 | $440.5K | 0.05% | +1,586 | New |
| Shay Capital LLC | 1,555 | $431.9K | 0.13% | +1,555 | New |
| Centiva Capital, LP | 1,518 | $421.7K | 0.02% | +1,518 | New |
| Vontobel Holding Ltd. | 1,453 | $403.6K | 0.00% | −280−16.2% | Reduced |
| Creative Planning | 1,419 | $394.2K | 0.00% | −928−39.5% | Reduced |
| KCM Investment Advisors LLC | 1,409 | $391.4K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,403 | $389.7K | 0.00% | +44+3.2% | Added |
| Mercer Global Advisors Inc | 1,414 | $381.5K | 0.00% | +290+25.8% | Added |
| Coldstream Capital Management Inc | 1,373 | $381.4K | 0.01% | −118−7.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,362 | $378.3K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 1,538 | $377.3K | 0.01% | +87+6.0% | Added |
| Paloma Partners Management Co | 1,336 | $371.1K | 0.02% | +1,336 | New |
| Northwestern Mutual Wealth Management Co | 1,260 | $350.0K | 0.00% | +21+1.7% | Added |
| Entropy Technologies, LP | 1,256 | $348.9K | 0.04% | +1,256 | New |
| Cerity Partners LLC | 1,254 | $348.3K | 0.00% | −299−19.3% | Reduced |
| APG Asset Management N.V. | 1,382 | $344.0K | 0.00% | −4,369−76.0% | Reduced |
| State of Wyoming | 1,223 | $339.7K | 0.05% | +439+56.0% | Added |
| Financial Advocates Investment Management | 1,201 | $333.6K | 0.02% | −284−19.1% | Reduced |
| Cresset Asset Management, LLC | 1,085 | $301.4K | 0.00% | −245−18.4% | Reduced |
| 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 |
| IPG Investment Advisors LLC | 1,050 | $291.7K | 0.06% | +1,050 | New |
| Autumn Glory Partners, LLC | 1,027 | $290.9K | 0.11% | +1,027 | New |
| Prudential PLC | 1,030 | $286.1K | 0.00% | −40−3.7% | Reduced |
| International Assets Investment Management, LLC | 79,164 | $285.0K | 0.00% | +79,164 | New |
| Tower Research Capital LLC (TRC) | 1,022 | $283.9K | 0.01% | −1,011−49.7% | Reduced |