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 2025
Institutional positions in monday.com Ltd. as of Sep 30, 2025. 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
- 429
- −35 vs. Q2 2025
- Shares held
- 40.0M
- −1.66M (−4.0%) vs. Q2 2025
- Total value
- $7.78B
- −$5.29B (−40.5%) vs. Q2 2025
- New holders
- 72
- 167 more added
- Sold out
- 107
- 134 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $194 | 0.00% | +1 | New |
| Binnacle Investments Inc | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $387 | 0.00% | +1+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 2 | $387 | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $500 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3 | $581 | 0.00% | −1−25.0% | Reduced |
| Golden State Wealth Management, LLC | 3 | $581 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 3 | $582 | 0.00% | −7−70.0% | Reduced |
| Addison Advisors LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $582 | 0.00% | +3 | New |
| Park Place Capital Corp | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $968 | 0.00% | −7−58.3% | Reduced |
| Huntington National Bank | 5 | $968 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $968 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $969 | 0.00% | +2+66.7% | Added |
| Private Trust Co NA | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7 | $1.36K | 0.00% | +2+40.0% | Added |
| Johnson Financial Group, Inc. | 7 | $1.36K | 0.00% | +7 | New |
| Essential Partners LLC | 7 | $1.36K | 0.00% | +7 | New |
| Gen-Wealth Partners Inc | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8 | $1.55K | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $1.94K | 0.00% | −3−23.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12 | $2.32K | 0.00% | −13−52.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $2.90K | 0.00% | +2+15.4% | Added |
| Fairscale Capital, LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $3.68K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $4.46K | 0.00% | −44−65.7% | Reduced |
| Salomon & Ludwin, LLC | 25 | $4.59K | 0.00% | +24+2,400.0% | Added |
| Grove Bank & Trust | 25 | $4.84K | 0.00% | −23−47.9% | Reduced |
| Activest Wealth Management | 25 | $4.84K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 26 | $5.04K | 0.00% | −24−48.0% | Reduced |
| Washington Trust Advisors, Inc. | 26 | $5.04K | 0.00% | −7−21.2% | Reduced |
| Wealthspire Advisors, LLC | 29 | $5.62K | 0.00% | +29 | New |
| WealthCollab, LLC | 34 | $6.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 36 | $6.97K | 0.00% | −997−96.5% | Reduced |
| Global Retirement Partners, LLC | 44 | $8.52K | 0.00% | −6−12.0% | Reduced |
| City State Bank | 45 | $8.72K | 0.00% | +45 | New |
| Quaker Wealth Management, LLC | 46 | $8.91K | 0.00% | −8−14.8% | Reduced |
| VSM Wealth Advisory, LLC | 50 | $9.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 59 | $11.4K | 0.00% | +59 | New |
| MAI Capital Management | 65 | $12.6K | 0.00% | +33+103.1% | Added |
| GWM Advisors LLC | 66 | $12.8K | 0.00% | −1−1.5% | Reduced |
| Reyes Financial Architecture, Inc. | 75 | $14.5K | 0.01% | +75 | New |
| Fifth Third Bancorp | 80 | $15.5K | 0.00% | +29+56.9% | Added |
| Berbice Capital Management LLC | 80 | $15.5K | 0.01% | +80 | New |
| CWM, LLC | 81 | $16.0K | 0.00% | −129−61.4% | Reduced |
| Valley National Advisers Inc | 85 | $16.0K | 0.00% | +35+70.0% | Added |
| Brown Brothers Harriman & Co | 84 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 92 | $17.8K | 0.01% | +92 | New |
| Cornerstone Planning Group LLC | 113 | $22.5K | 0.00% | +75+197.4% | Added |
| Pinnacle Holdings, LLC | 122 | $23.6K | 0.01% | +122 | New |
| EverSource Wealth Advisors, LLC | 129 | $25.0K | 0.00% | −21−14.0% | Reduced |
| Cromwell Holdings LLC | 132 | $25.6K | 0.01% | −95−41.9% | Reduced |
| Versant Capital Management, Inc | 133 | $25.8K | 0.00% | −15−10.1% | Reduced |
| Advisory Services Network, LLC | 147 | $28.5K | 0.00% | +147 | New |
| Allworth Financial LP | 155 | $30.1K | 0.00% | −8−4.9% | Reduced |
| Smartleaf Asset Management LLC | 223 | $45.0K | 0.00% | +190+575.8% | Added |
| Arlington Trust Co LLC | 247 | $47.8K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 282 | $54.6K | 0.00% | +36+14.6% | Added |
| Tower Research Capital LLC (TRC) | 288 | $55.8K | 0.00% | +51+21.5% | Added |
| NBC Securities, Inc. | 291 | $56.4K | 0.00% | +182+167.0% | Added |
| Hazlett, Burt & Watson, Inc. | 295 | $57.0K | 0.02% | +135+84.4% | Added |
| CoreCap Advisors, LLC | 299 | $57.9K | 0.00% | +299 | New |
| Signaturefd, LLC | 318 | $61.6K | 0.00% | −110−25.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 320 | $62.0K | 0.01% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 321 | $62.2K | 0.01% | +56+21.1% | Added |
| Cloud Capital Management, LLC | 337 | $65.0K | 0.03% | +337 | New |
| Steward Partners Investment Advisory, LLC | 356 | $69.0K | 0.00% | −105−22.8% | Reduced |
| Pacer Advisors, Inc. | 382 | $74.0K | 0.00% | −70−15.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 395 | $76.5K | 0.00% | +245+163.3% | Added |
| Farther Finance Advisors, LLC | 398 | $77.1K | 0.00% | +29+7.9% | Added |
| ASR Vermogensbeheer N.V. | 407 | $78.8K | 0.00% | +6+1.5% | Added |
| Advisors Asset Management, Inc. | 435 | $84.3K | 0.00% | +10+2.4% | Added |
| Parallel Advisors, LLC | 447 | $86.6K | 0.00% | −151−25.3% | Reduced |
| HM Payson & Co | 455 | $88.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 607 | $117.6K | 0.00% | −197−24.5% | Reduced |
| Rakuten Securities, Inc. | 650 | $125.9K | 0.05% | −2,080−76.2% | Reduced |
| Catalyst Capital Advisors LLC | 660 | $127.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 680 | $131.7K | 0.00% | +230+51.1% | Added |
| Vestcor Inc | 680 | $132.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 690 | $133.6K | 0.00% | +690 | New |
| SRS Capital Advisors, Inc. | 769 | $148.9K | 0.00% | +191+33.0% | Added |
| State of Wyoming | 780 | $151.1K | 0.02% | −452−36.7% | Reduced |
| Principal Securities, Inc. | 834 | $161.5K | 0.00% | −24−2.8% | Reduced |
| Silicon Valley Capital Partners | 837 | $162.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 855 | $165.6K | 0.00% | +57+7.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 882 | $171.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,041 | $201.6K | 0.00% | +179+20.8% | Added |
| Paradice Investment Management LLC | 1,043 | $202.0K | 0.05% | +1,043 | New |
| IFP Advisors, Inc | 1,044 | $202.2K | 0.01% | +216+26.1% | Added |