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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 1,000 | $277.8K | 0.01% | +456+83.8% | Added |
| Standard Life Aberdeen plc | 968 | $268.9K | 0.00% | +968 | New |
| JT Stratford LLC | 964 | $267.8K | 0.05% | −176−15.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 914 | $253.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 902 | $250.5K | 0.03% | +11+1.2% | Added |
| Advisor OS, LLC | 899 | $249.7K | 0.02% | −77−7.9% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 882 | $245.0K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 844 | $234.4K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 837 | $232.5K | 0.15% | −5−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 826 | $229.6K | 0.00% | −9−1.1% | Reduced |
| Tudor Investment Corp Et Al | 798 | $221.7K | 0.00% | +798 | New |
| Kolinsky Wealth Management, LLC | 794 | $220.5K | 0.14% | +794 | New |
| WoodTrust Financial Corp | 775 | $215.0K | 0.03% | +775 | New |
| Quantinno Capital Management LP | 769 | $213.6K | 0.00% | +769 | New |
| United Advisor Group, LLC | 750 | $208.3K | 0.05% | +750 | New |
| S&CO Inc | 745 | $206.0K | 0.01% | +745 | New |
| American Trust | 734 | $203.9K | 0.02% | +734 | New |
| Independent Advisor Alliance | 723 | $200.8K | 0.01% | +723 | New |
| Manchester Financial Inc | 722 | $200.6K | 0.04% | +722 | New |
| Credit Agricole S A | 700 | $194.4K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 694 | $192.8K | 0.07% | −151−17.9% | Reduced |
| Northwest & Ethical Investments L.P. | 650 | $180.6K | 0.00% | +100+18.2% | Added |
| Larson Financial Group LLC | 604 | $167.8K | 0.01% | +523+645.7% | Added |
| SRS Capital Advisors, Inc. | 585 | $162.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 525 | $145.8K | 0.05% | +210+66.7% | Added |
| Vestcor Inc | 519 | $144.0K | 0.00% | +124+31.4% | Added |
| Advisors Asset Management, Inc. | 515 | $143.1K | 0.00% | −111−17.7% | Reduced |
| Clearstead Advisors, LLC | 514 | $142.8K | 0.00% | +140+37.4% | Added |
| Federation des caisses Desjardins du Quebec | 459 | $127.5K | 0.00% | −158−25.6% | Reduced |
| HM Payson & Co | 455 | $126.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 450 | $125.0K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 425 | $118.1K | 0.10% | −171−28.7% | Reduced |
| IFP Advisors, Inc | 413 | $114.7K | 0.00% | −76−15.5% | Reduced |
| Canada Pension Plan Investment Board | 407 | $113.1K | 0.00% | +397+3,970.0% | Added |
| Pacer Advisors, Inc. | 335 | $93.1K | 0.00% | +59+21.4% | Added |
| Parallel Advisors, LLC | 302 | $83.9K | 0.00% | −228−43.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 288 | $80.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 319 | $76.8K | 0.00% | −326−50.5% | Reduced |
| Coppell Advisory Solutions LLC | 276 | $75.1K | 0.01% | −1−0.4% | Reduced |
| Arlington Trust Co LLC | 247 | $68.6K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 242 | $67.2K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 238 | $66.1K | 0.00% | +178+296.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 177 | $49.2K | 0.00% | +159+883.3% | Added |
| Ridgewood Investments LLC | 170 | $47.2K | 0.02% | −18−9.6% | Reduced |
| Mizuho Bank, Ltd. | 170 | $47.2K | 0.01% | +170 | New |
| Colonial Trust Co | 161 | $44.7K | 0.01% | +161 | New |
| Farther Finance Advisors, LLC | 159 | $44.2K | 0.00% | −326−67.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 157 | $42.7K | 0.00% | +157 | New |
| Quarry LP | 123 | $34.2K | 0.01% | +24+24.2% | Added |
| EverSource Wealth Advisors, LLC | 114 | $31.7K | 0.00% | +7+6.5% | Added |
| First Horizon Advisors, Inc. | 101 | $28.1K | 0.00% | +11+12.2% | Added |
| Trifecta Capital Advisors, LLC | 100 | $27.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 91 | $25.3K | 0.00% | −1−1.1% | Reduced |
| Jones Financial Companies LLLP | 83 | $22.6K | 0.00% | +83 | New |
| Jaffetilchin Investment Partners, LLC | 75 | $20.8K | 0.00% | +75 | New |
| FinTrust Capital Advisors, LLC | 71 | $19.7K | 0.00% | +22+44.9% | Added |
| Macroview Investment Management LLC | 67 | $18.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 56 | $15.6K | 0.00% | +5+9.8% | Added |
| Washington Trust Advisors, Inc. | 53 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $14.4K | 0.00% | +52 | New |
| Principal Securities, Inc. | 48 | $13.3K | 0.00% | −55−53.4% | Reduced |
| CWM, LLC | 44 | $12.0K | 0.00% | −4−8.3% | Reduced |
| Crewe Advisors LLC | 41 | $11.4K | 0.00% | −22−34.9% | Reduced |
| Allworth Financial LP | 41 | $11.4K | 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 |
| Agur Provident & Training Funds Management Ltd | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Smartleaf Asset Management LLC | 35 | $9.52K | 0.00% | +11+45.8% | Added |
| WealthCollab, LLC | 34 | $9.45K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33 | $9.17K | 0.00% | +33 | New |
| Cromwell Holdings LLC | 33 | $9.17K | 0.01% | +33 | New |
| Pinnacle Bancorp, Inc. | 27 | $7.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $7.22K | 0.00% | +19+271.4% | Added |
| TSFG, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21 | $5.83K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $5.55K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 19 | $5.28K | 0.00% | +19 | New |
| MCF Advisors LLC | 18 | $5.00K | 0.00% | −8−30.8% | Reduced |
| Harvest Fund Management Co., Ltd | 19 | $5.00K | 0.00% | +19 | New |
| Fairscale Capital, LLC | 15 | $4.17K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.33K | 0.00% | +5+71.4% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $2.50K | 0.00% | −5−35.7% | Reduced |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Huntington National Bank | 5 | $1.39K | 0.00% | +2+66.7% | Added |
| Quadrant Capital Group LLC | 4 | $1.11K | 0.00% | +2+100.0% | Added |
| Zions Bancorporation, N.A. | 4 | $1.11K | 0.00% | −10−71.4% | Reduced |
| Operose Advisors LLC | 4 | $1.11K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $834 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $807 | 0.00% | +3 | New |
| TD Waterhouse Canada Inc. | 2 | $538 | 0.00% | +2 | New |