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, Q2 2026
Institutional positions in monday.com Ltd. as of Jun 30, 2026. 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
- 274
- −31 vs. Q1 2026
- Shares held
- 32.2M
- −4.61M (−12.5%) vs. Q1 2026
- Total value
- $2.33B
- −$212.9M (−8.4%) vs. Q1 2026
- New holders
- 60
- 81 more added
- Sold out
- 91
- 107 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | −25−89.3% | Reduced |
| Bogart Wealth, LLC | 1 | $72 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $145 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 3 | $217 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $362 | 0.00% | −14−73.7% | Reduced |
| UMA Financial Services, Inc. | 5 | $362 | 0.00% | −3−37.5% | Reduced |
| WPG Advisers, LLC | 5 | $362 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6 | $434 | 0.00% | −1−14.3% | Reduced |
| Action Point Financial Planning, LLC | 7 | $434 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 7 | $507 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 7 | $507 | 0.00% | +7 | New |
| Golden State Equity Partners | 8 | $578 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10 | $724 | 0.00% | −98−90.7% | Reduced |
| Caitlin John, LLC | 10 | $724 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $796 | 0.00% | +8+266.7% | Added |
| SHP Wealth Management | 11 | $796 | 0.00% | +11 | New |
| Edmond de Rothschild Holding S.A. | 12 | $869 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12 | $869 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $961 | 0.00% | +13 | New |
| TSFG, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 14 | $1.01K | 0.00% | +14 | New |
| Fairscale Capital, LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.09K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 16 | $1.16K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 20 | $1.45K | 0.00% | +8+66.7% | Added |
| Ameritas Advisory Services, LLC | 22 | $1.59K | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 22 | $1.59K | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 28 | $2.03K | 0.00% | +28 | New |
| Quarry LP | 33 | $2.39K | 0.00% | +33 | New |
| Rothschild Investment LLC | 39 | $2.82K | 0.00% | +36+1,200.0% | Added |
| Massmutual Trust Co FSB | 40 | $2.90K | 0.00% | −35−46.7% | Reduced |
| Altshuler Shaham Ltd | 42 | $3.04K | 0.00% | −158−79.0% | Reduced |
| Owl Creek Wealth Partners LLC | 42 | $3.04K | 0.00% | −89−67.9% | Reduced |
| City State Bank | 45 | $3.26K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.62K | 0.00% | −35−41.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 55 | $4.00K | 0.00% | −827−93.8% | Reduced |
| Sfam, LLC | 79 | $5.72K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $5.86K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 109 | $7.89K | 0.00% | −131−54.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 110 | $7.96K | 0.00% | −239−68.5% | Reduced |
| EverSource Wealth Advisors, LLC | 118 | $8.54K | 0.00% | −307−72.2% | Reduced |
| Global Retirement Partners, LLC | 128 | $9.27K | 0.00% | +128 | New |
| Persistent Asset Partners Ltd | 128 | $9.27K | 0.00% | +128 | New |
| Versant Capital Management, Inc | 136 | $9.85K | 0.00% | −102−42.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 146 | $10.6K | 0.00% | +146 | New |
| Mirae Asset Global Investments Co., Ltd. | 150 | $10.9K | 0.00% | −177−54.1% | Reduced |
| Cromwell Holdings LLC | 157 | $11.4K | 0.01% | −140−47.1% | Reduced |
| Ronald Blue Trust, Inc. | 198 | $14.3K | 0.00% | +14+7.6% | Added |
| SRS Capital Advisors, Inc. | 226 | $16.4K | 0.00% | +218+2,725.0% | Added |
| Vanguard Global Advisers, LLC | 227 | $16.4K | 0.00% | −27−10.6% | Reduced |
| Parkside Financial Bank & Trust | 236 | $17.1K | 0.00% | +227+2,522.2% | Added |
| Nisa Investment Advisors, LLC | 258 | $18.7K | 0.00% | −243−48.5% | Reduced |
| Allworth Financial LP | 311 | $22.5K | 0.00% | +86+38.2% | Added |
| Newbridge Financial Services Group, Inc. | 315 | $22.8K | 0.00% | −3−0.9% | Reduced |
| FIL Ltd | 377 | $27.3K | 0.00% | −61,099−99.4% | Reduced |
| Rakuten Securities, Inc. | 411 | $29.8K | 0.01% | −514−55.6% | Reduced |
| Atlantic Union Bankshares Corp | 450 | $32.6K | 0.00% | −220−32.8% | Reduced |
| HM Payson & Co | 455 | $32.9K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 451 | $33.0K | 0.00% | +11+2.5% | Added |
| Creative Financial Designs Inc | 500 | $36.2K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 563 | $40.8K | 0.00% | −30−5.1% | Reduced |
| Storebrand Asset Management AS | 627 | $45.4K | 0.00% | −533−45.9% | Reduced |
| Pier 88 Investment Partners LLC | 900 | $65.2K | 0.02% | −2,200−71.0% | Reduced |
| IFP Advisors, Inc | 907 | $65.7K | 0.00% | −374−29.2% | Reduced |
| Rockefeller Capital Management L.P. | 924 | $66.9K | 0.00% | +190+25.9% | Added |
| Parallel Advisors, LLC | 934 | $67.7K | 0.00% | +516+123.4% | Added |
| Larson Financial Group LLC | 935 | $67.7K | 0.00% | +111+13.5% | Added |
| Advisors Asset Management, Inc. | 1,017 | $73.6K | 0.00% | +306+43.0% | Added |
| SBI Securities Co., Ltd. | 1,018 | $73.7K | 0.00% | −857−45.7% | Reduced |
| UBS Asset Management Americas Inc | 1,183 | $85.6K | 0.00% | −149,679−99.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,241 | $89.8K | 0.00% | −2−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,258 | $91.1K | 0.00% | +1,258 | New |
| The PNC Financial Services Group, Inc. | 1,307 | $94.6K | 0.00% | −595−31.3% | Reduced |
| Rhumbline Advisers | 1,403 | $101.6K | 0.00% | −8,225−85.4% | Reduced |
| Farther Finance Advisors, LLC | 1,572 | $113.8K | 0.00% | +623+65.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,114 | $153.0K | 0.00% | −43,809−95.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,500 | $181.0K | 0.02% | +2,500 | New |
| Centiva Capital, LP | 2,821 | $204.2K | 0.01% | −5,383−65.6% | Reduced |
| Swiss Life Asset Management Ltd | 2,854 | $206.6K | 0.00% | +2,854 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,883 | $208.7K | 0.00% | −13,803−82.7% | Reduced |
| Abel Hall, LLC | 2,891 | $209.3K | 0.04% | +2,891 | New |
| Bank of Montreal | 2,925 | $211.7K | 0.00% | −12,545−81.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,816 | $214.6K | 0.00% | −1,148−29.0% | Reduced |
| Commonwealth Equity Services, LLC | 3,026 | $219.1K | 0.00% | +3,026 | New |
| Evanson Financial, LLC | 3,028 | $219.2K | 0.01% | +3,028 | New |
| Federation des caisses Desjardins du Quebec | 3,035 | $219.7K | 0.00% | +193+6.8% | Added |
| Korea Investment CORP | 3,038 | $219.9K | 0.00% | −12,520−80.5% | Reduced |
| Mangrove Partners | 3,118 | $225.7K | 0.01% | +3,118 | New |
| Jump Financial, LLC | 3,136 | $227.0K | 0.00% | +3,136 | New |
| Brinker Capital Investments, LLC | 3,158 | $228.6K | 0.00% | +3,158 | New |
| Sig Brokerage, LP | 3,191 | $231.0K | 0.04% | +3,191 | New |
| Kestra Advisory Services, LLC | 3,200 | $231.6K | 0.00% | +3,200 | New |
| Two Sigma Securities, LLC | 3,217 | $232.9K | 0.02% | −746−18.8% | Reduced |
| Prospera Financial Services Inc | 3,222 | $233.2K | 0.00% | −7,167−69.0% | Reduced |
| Fulton Bank, N.A. | 3,339 | $241.7K | 0.01% | +162+5.1% | Added |
| Magnetar Financial LLC | 3,473 | $251.4K | 0.00% | +3,473 | New |
| Signaturefd, LLC | 3,482 | $252.1K | 0.00% | +2,358+209.8% | Added |