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 2025
Institutional positions in monday.com Ltd. as of Dec 31, 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
- 405
- −18 vs. Q3 2025
- Shares held
- 39.8M
- −34.4K (−0.1%) vs. Q3 2025
- Total value
- $5.86B
- −$1.88B (−24.3%) vs. Q3 2025
- New holders
- 78
- 140 more added
- Sold out
- 96
- 141 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1 | $127 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $295 | 0.00% | −3−60.0% | Reduced |
| Golden State Wealth Management, LLC | 3 | $443 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $443 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $443 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 3 | $443 | 0.00% | +3 | New |
| Basecamp Wealth Advisors LLC | 3 | $443 | 0.00% | +3 | New |
| Curio Wealth, LLC | 4 | $584 | 0.00% | +4 | New |
| Zions Bancorporation, National Association | 4 | $590 | 0.00% | +1+33.3% | Added |
| Cornerstone Financial Management LLC | 4 | $590 | 0.00% | +4 | New |
| Addison Advisors LLC | 4 | $591 | 0.00% | +1+33.3% | Added |
| WPG Advisers, LLC | 5 | $738 | 0.00% | −5−50.0% | Reduced |
| Caitlin John, LLC | 5 | $738 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $738 | 0.00% | +2+66.7% | Added |
| SHP Wealth Management | 5 | $738 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $886 | 0.00% | +3+100.0% | Added |
| GW&K Investment Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $1.03K | 0.00% | +7 | New |
| Barnes Dennig Private Wealth Management LLC | 7 | $1.03K | 0.00% | +7 | New |
| GAMMA Investing LLC | 8 | $1.18K | 0.00% | −4−33.3% | Reduced |
| Tower Research Capital LLC (TRC) | 11 | $1.62K | 0.00% | −277−96.2% | Reduced |
| Grove Bank & Trust | 11 | $1.62K | 0.00% | −14−56.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $1.77K | 0.00% | +12 | New |
| Hallmark Capital Management Inc | 13 | $1.92K | 0.00% | +13 | New |
| TSFG, LLC | 11 | $2.00K | 0.00% | −10−47.6% | Reduced |
| Cromwell Holdings LLC | 15 | $2.21K | 0.00% | −117−88.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $2.36K | 0.00% | −3,855−99.6% | Reduced |
| LRI Investments, LLC | 16 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $2.36K | 0.00% | +7+77.8% | Added |
| Wolff Wiese Magana LLC | 19 | $2.80K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 20 | $2.95K | 0.00% | +20 | New |
| Motiv8 Investments LLC | 17 | $3.00K | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 21 | $3.10K | 0.00% | −2−8.7% | Reduced |
| Bell Investment Advisors, Inc | 23 | $3.39K | 0.00% | −3−11.5% | Reduced |
| Global Retirement Partners, LLC | 26 | $3.84K | 0.00% | −18−40.9% | Reduced |
| Root Financial Partners, LLC | 26 | $3.84K | 0.00% | +18+225.0% | Added |
| Fifth Third Bancorp | 33 | $4.87K | 0.00% | −47−58.8% | Reduced |
| WealthCollab, LLC | 34 | $5.02K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 35 | $5.17K | 0.00% | +35 | New |
| First Horizon Corp | 38 | $5.61K | 0.00% | −21−35.6% | Reduced |
| Salomon & Ludwin, LLC | 43 | $6.14K | 0.00% | +18+72.0% | Added |
| City State Bank | 45 | $6.64K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 61 | $9.00K | 0.00% | −5−7.6% | Reduced |
| Cornerstone Planning Group LLC | 72 | $9.08K | 0.00% | −41−36.3% | Reduced |
| Sterling Capital Management LLC | 69 | $10.2K | 0.00% | −9,254−99.3% | Reduced |
| MAI Capital Management | 70 | $10.3K | 0.00% | +5+7.7% | Added |
| EverSource Wealth Advisors, LLC | 71 | $10.5K | 0.00% | −58−45.0% | Reduced |
| Valley National Advisers Inc | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $12.5K | 0.00% | −522−86.0% | Reduced |
| Smartleaf Asset Management LLC | 123 | $17.9K | 0.00% | −100−44.8% | Reduced |
| Pinnacle Holdings, LLC | 122 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $19.4K | 0.00% | −23−14.8% | Reduced |
| Rakuten Securities, Inc. | 174 | $25.7K | 0.01% | −476−73.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 184 | $27.2K | 0.00% | +184 | New |
| Ronald Blue Trust, Inc. | 191 | $28.2K | 0.00% | −1,807−90.4% | Reduced |
| Quarry LP | 194 | $28.6K | 0.00% | +194 | New |
| Abound Wealth Management | 202 | $29.8K | 0.01% | +202 | New |
| Steward Partners Investment Advisory, LLC | 212 | $31.3K | 0.00% | −144−40.4% | Reduced |
| Rockefeller Capital Management L.P. | 287 | $42.4K | 0.00% | −403−58.4% | Reduced |
| NBC Securities, Inc. | 291 | $42.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 295 | $44.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 303 | $44.7K | 0.00% | −92−23.3% | Reduced |
| Huntington National Bank | 307 | $45.3K | 0.00% | +302+6,040.0% | Added |
| Versant Capital Management, Inc | 309 | $45.6K | 0.01% | +176+132.3% | Added |
| Newbridge Financial Services Group, Inc. | 318 | $46.9K | 0.01% | −2−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 327 | $48.3K | 0.00% | +45+16.0% | Added |
| Silicon Valley Capital Partners | 352 | $52.0K | 0.00% | −485−57.9% | Reduced |
| CWM, LLC | 367 | $54.0K | 0.00% | +286+353.1% | Added |
| Pacer Advisors, Inc. | 366 | $54.0K | 0.00% | −16−4.2% | Reduced |
| CoreCap Advisors, LLC | 388 | $57.3K | 0.00% | +89+29.8% | Added |
| HM Payson & Co | 455 | $67.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 463 | $68.4K | 0.00% | +16+3.6% | Added |
| Signaturefd, LLC | 500 | $73.8K | 0.00% | +182+57.2% | Added |
| SRS Capital Advisors, Inc. | 527 | $77.8K | 0.00% | −242−31.5% | Reduced |
| Advisors Asset Management, Inc. | 545 | $80.4K | 0.00% | +110+25.3% | Added |
| SBI Securities Co., Ltd. | 563 | $83.1K | 0.00% | −1,309−69.9% | Reduced |
| Capco Asset Management, LLC | 577 | $85.1K | 0.02% | +256+79.8% | Added |
| Toth Financial Advisory Corp | 600 | $88.5K | 0.01% | +600 | New |
| Catalyst Capital Advisors LLC | 660 | $97.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 670 | $98.9K | 0.00% | −10−1.5% | Reduced |
| Vestcor Inc | 680 | $100.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 697 | $102.0K | 0.00% | +697 | New |
| Farther Finance Advisors, LLC | 735 | $108.5K | 0.00% | +337+84.7% | Added |
| Advisor Group Holdings, Inc. | 789 | $116.4K | 0.00% | −1,415−64.2% | Reduced |
| Harbour Investments, Inc. | 833 | $122.9K | 0.00% | −22−2.6% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 882 | $130.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 929 | $137.1K | 0.01% | −8,842−90.5% | Reduced |
| IFP Advisors, Inc | 1,240 | $183.0K | 0.00% | +196+18.8% | Added |
| Oppenheimer & Co Inc | 1,379 | $203.5K | 0.00% | −4,005−74.4% | Reduced |
| Argos Wealth Advisors, LLC | 1,405 | $207.3K | 0.06% | +1,405 | New |
| Ethic Inc. | 1,417 | $209.1K | 0.00% | −716−33.6% | Reduced |
| JMN Financial LLC | 1,419 | $209.4K | 0.21% | +1,419 | New |
| Prelude Capital Management, LLC | 1,430 | $211.0K | 0.02% | −4,204−74.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,456 | $214.8K | 0.00% | −302−17.2% | Reduced |