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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, Q4 2024

Institutional positions in monday.com Ltd. as of Dec 31, 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
439
+39 vs. Q3 2024
Shares held
39.9M
+704.3K (+1.8%) vs. Q3 2024
Total value
$9.38B
−$1.48B (−13.6%) vs. Q3 2024
New holders
109
165 more added
Sold out
70
116 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 439 institutions
Q1 2021: 0 institutionsQ2 2021: 73 institutionsQ3 2021: 102 institutionsQ4 2021: 133 institutionsQ1 2022: 148 institutionsQ2 2022: 140 institutionsQ3 2022: 175 institutionsQ4 2022: 173 institutionsQ1 2023: 211 institutionsQ2 2023: 278 institutionsQ3 2023: 292 institutionsQ4 2023: 339 institutionsQ1 2024: 398 institutionsQ2 2024: 397 institutionsQ3 2024: 403 institutionsQ4 2024: 439 institutionsQ1 2025: 433 institutionsQ2 2025: 469 institutionsQ3 2025: 429 institutionsQ4 2025: 405 institutionsQ1 2026: 306 institutionsQ2 2026: 274 institutions
Value heldQ4 2024: $9.38B
Q1 2021: $0Q2 2021: $5.52BQ3 2021: $8.58BQ4 2021: $8.59BQ1 2022: $4.40BQ2 2022: $2.94BQ3 2022: $3.30BQ4 2022: $4.28BQ1 2023: $5.00BQ2 2023: $6.21BQ3 2023: $5.50BQ4 2023: $6.67BQ1 2024: $8.51BQ2 2024: $9.41BQ3 2024: $10.9BQ4 2024: $9.38BQ1 2025: $9.89BQ2 2025: $13.2BQ3 2025: $7.78BQ4 2025: $5.86BQ1 2026: $2.55BQ2 2026: $2.33B
Institutions holding MNDY and their total value by quarter
QuarterHoldersValue
Q2 2026274$2.33B
Q1 2026306$2.55B
Q4 2025405$5.86B
Q3 2025429$7.78B
Q2 2025469$13.2B
Q1 2025433$9.89B
Q4 2024439$9.38B
Q3 2024403$10.9B
Q2 2024397$9.41B
Q1 2024398$8.51B
Q4 2023339$6.67B
Q3 2023292$5.50B
Q2 2023278$6.21B
Q1 2023211$5.00B
Q4 2022173$4.28B
Q3 2022175$3.30B
Q2 2022140$2.94B
Q1 2022148$4.40B
Q4 2021133$8.59B
Q3 2021102$8.58B
Q2 202173$5.52B
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q3 2024.

Institutions holding MNDY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Abound Wealth Management1$2360.00%−5−83.3%Reduced
SJS Investment Consulting Inc.1$2360.00%00.0%Unchanged
Mendota Financial Group, LLC1$2360.00%00.0%Unchanged
Cornerstone Planning Group LLC1$2460.00%+1New
Zions Bancorporation, N.A.2$4710.00%−2−50.0%Reduced
PEAK6 LLC3$6070.00%+3New
Creative Financial Designs Inc3$7060.00%+3New
Golden State Wealth Management, LLC3$7060.00%+3New
Addison Advisors LLC3$7070.00%00.0%Unchanged
Rothschild Investment LLC4$9420.00%−2−33.3%Reduced
Huntington National Bank4$9420.00%−1−20.0%Reduced
GWM Advisors LLC5$1.18K0.00%+5New
Caitlin John, LLC5$1.18K0.00%+5New
GAMMA Investing LLC6$1.41K0.00%00.0%Unchanged
CVA Family Office, LLC7$1.65K0.00%00.0%Unchanged
Beacon Capital Management, LLC7$1.65K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc7$1.65K0.00%+7New
Sierra Ocean, LLC7$1.65K0.00%+7New
GW&K Investment Management, LLC8$2.00K0.00%00.0%Unchanged
Canada Pension Plan Investment Board10$2.35K0.00%−397−97.5%Reduced
Berkshire Capital Holdings Inc10$2.35K0.00%00.0%Unchanged
Private Trust Co NA13$3.06K0.00%+4+44.4%Added
Fairscale Capital, LLC15$3.53K0.00%00.0%Unchanged
Skopos Labs, Inc.15$3.53K0.00%+15New
Wolff Wiese Magana LLC19$4.47K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$4.71K0.00%00.0%Unchanged
Bellevue Asset Management, LLC21$4.94K0.00%00.0%Unchanged
TSFG, LLC21$5.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC22$5.18K0.00%+18+450.0%Added
MAI Capital Management23$5.42K0.00%+23New
FLP Wealth Management, LLC24$5.65K0.01%+24New
Pinnacle Bancorp, Inc.27$6.36K0.00%00.0%Unchanged
Geneos Wealth Management Inc.31$7.30K0.00%−2−6.1%Reduced
Whipplewood Advisors, LLC33$7.77K0.00%+33New
Harel Insurance Investments & Financial Services Ltd.33$8.00K0.00%−2−5.7%Reduced
WealthCollab, LLC34$8.01K0.01%00.0%Unchanged
Colonial Trust Co36$8.48K0.00%−125−77.6%Reduced
Bell Investment Advisors, Inc39$9.18K0.00%+3+8.3%Added
FPC Investment Advisory, Inc.36$9.20K0.01%+36New
Proequities, Inc.39$9.90K0.00%+38+3,800.0%Added
Hexagon Capital Partners LLC44$10.4K0.00%+32+266.7%Added
Allworth Financial LP41$10.4K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC50$11.8K0.00%+50New
Washington Trust Advisors, Inc.53$12.5K0.00%00.0%Unchanged
Principal Securities, Inc.53$12.5K0.00%+5+10.4%Added
Agur Provident & Training Funds Management Ltd63$14.0K0.01%00.0%Unchanged
Fifth Third Bancorp62$14.6K0.00%+22+55.0%Added
Massmutual Trust Co FSB65$15.3K0.00%+39+150.0%Added
Kestra Investment Management, LLC66$15.5K0.00%+66New
Lindbrook Capital, LLC69$16.2K0.00%+29+72.5%Added
Smartleaf Asset Management LLC74$17.4K0.00%+39+111.4%Added
Quarry LP91$21.4K0.00%−32−26.0%Reduced
TD Private Client Wealth LLC92$21.7K0.00%+52+130.0%Added
First Horizon Advisors, Inc.96$22.6K0.00%−5−5.0%Reduced
Caitong International Asset Management Co., Ltd96$22.6K0.02%+96New
Berbice Capital Management LLC100$23.5K0.02%+100New
Walleye Capital LLC102$24.0K0.00%−10,102−99.0%Reduced
Stonebridge Financial Group, LLC108$25.4K0.00%+108New
Arcadia Investment Management Corp118$27.8K0.00%+118New
EverSource Wealth Advisors, LLC126$29.7K0.00%+12+10.5%Added
WPG Advisers, LLC132$31.1K0.03%+132New
R Squared Ltd140$33.0K0.03%+140New
Signaturefd, LLC144$33.9K0.00%+88+157.1%Added
Global Retirement Partners, LLC150$35.3K0.00%+59+64.8%Added
Cromwell Holdings LLC156$36.7K0.02%+123+372.7%Added
Farther Finance Advisors, LLC159$37.4K0.00%00.0%Unchanged
Clearstead Advisors, LLC168$39.6K0.00%−346−67.3%Reduced
Ridgewood Investments LLC170$40.0K0.02%00.0%Unchanged
Loomis Sayles & Co L P186$44.0K0.00%+186New
Mizuho Bank, Ltd.200$47.1K0.01%+30+17.6%Added
Tower Research Capital LLC (TRC)211$49.7K0.00%−811−79.4%Reduced
Coppell Advisory Solutions LLC190$56.3K0.01%−86−31.2%Reduced
Arlington Trust Co LLC247$58.2K0.01%00.0%Unchanged
CWM, LLC267$63.0K0.00%+223+506.8%Added
Mirae Asset Global Investments Co., Ltd.274$64.2K0.00%+117+74.5%Added
Steward Partners Investment Advisory, LLC285$67.1K0.00%−3−1.0%Reduced
Parallel Advisors, LLC331$77.9K0.00%+29+9.6%Added
Pacer Advisors, Inc.367$86.4K0.00%+32+9.6%Added
Mirae Asset Global ETFs Holdings Ltd.383$90.2K0.00%+206+116.4%Added
IFP Advisors, Inc407$95.8K0.00%−6−1.5%Reduced
Sandy Spring Bank450$105.9K0.00%00.0%Unchanged
Advisors Asset Management, Inc.454$106.9K0.00%−61−11.8%Reduced
HM Payson & Co455$107.1K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.488$114.9K0.03%−37−7.0%Reduced
Spire Wealth Management530$124.8K0.00%+530New
SRS Capital Advisors, Inc.600$141.3K0.01%+15+2.6%Added
Vestcor Inc602$142.0K0.00%+83+16.0%Added
Larson Financial Group LLC604$142.2K0.01%00.0%Unchanged
Credit Agricole S A700$164.8K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna773$181.9K0.07%+79+11.4%Added
Employees Retirement System of Texas793$187.0K0.00%+793New
Jones Financial Companies LLLP834$196.4K0.00%+751+904.8%Added
Harvest Investment Services, LLC856$201.5K0.05%+856New
New York Life Investment Management LLC857$201.8K0.00%+857New
Clal Insurance Enterprises Holdings Ltd882$208.0K0.00%00.0%Unchanged
Mesirow Financial Investment Management, Inc.895$210.7K0.00%−19−2.1%Reduced
National Bank of Canada917$215.9K0.00%+917New
Magnetar Financial LLC943$222.0K0.01%+943New
AssuredPartners Investment Advisors, LLC960$226.0K0.04%+960New
Standard Life Aberdeen plc970$228.4K0.00%+2+0.2%Added