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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1,241 | $89.8K | 0.00% | −2−0.2% | Reduced |
| UBS Asset Management Americas Inc | 1,183 | $85.6K | 0.00% | −149,679−99.2% | Reduced |
| SBI Securities Co., Ltd. | 1,018 | $73.7K | 0.00% | −857−45.7% | Reduced |
| Advisors Asset Management, Inc. | 1,017 | $73.6K | 0.00% | +306+43.0% | Added |
| Larson Financial Group LLC | 935 | $67.7K | 0.00% | +111+13.5% | Added |
| Parallel Advisors, LLC | 934 | $67.7K | 0.00% | +516+123.4% | Added |
| Rockefeller Capital Management L.P. | 924 | $66.9K | 0.00% | +190+25.9% | Added |
| IFP Advisors, Inc | 907 | $65.7K | 0.00% | −374−29.2% | Reduced |
| Pier 88 Investment Partners LLC | 900 | $65.2K | 0.02% | −2,200−71.0% | Reduced |
| Storebrand Asset Management AS | 627 | $45.4K | 0.00% | −533−45.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 563 | $40.8K | 0.00% | −30−5.1% | Reduced |
| Creative Financial Designs Inc | 500 | $36.2K | 0.00% | +500 | New |
| Pacer Advisors, Inc. | 451 | $33.0K | 0.00% | +11+2.5% | Added |
| HM Payson & Co | 455 | $32.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 450 | $32.6K | 0.00% | −220−32.8% | Reduced |
| Rakuten Securities, Inc. | 411 | $29.8K | 0.01% | −514−55.6% | Reduced |
| FIL Ltd | 377 | $27.3K | 0.00% | −61,099−99.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 315 | $22.8K | 0.00% | −3−0.9% | Reduced |
| Allworth Financial LP | 311 | $22.5K | 0.00% | +86+38.2% | Added |
| Nisa Investment Advisors, LLC | 258 | $18.7K | 0.00% | −243−48.5% | Reduced |
| Parkside Financial Bank & Trust | 236 | $17.1K | 0.00% | +227+2,522.2% | Added |
| Vanguard Global Advisers, LLC | 227 | $16.4K | 0.00% | −27−10.6% | Reduced |
| SRS Capital Advisors, Inc. | 226 | $16.4K | 0.00% | +218+2,725.0% | Added |
| Ronald Blue Trust, Inc. | 198 | $14.3K | 0.00% | +14+7.6% | Added |
| Cromwell Holdings LLC | 157 | $11.4K | 0.01% | −140−47.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150 | $10.9K | 0.00% | −177−54.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 146 | $10.6K | 0.00% | +146 | New |
| Versant Capital Management, Inc | 136 | $9.85K | 0.00% | −102−42.9% | Reduced |
| Global Retirement Partners, LLC | 128 | $9.27K | 0.00% | +128 | New |
| Persistent Asset Partners Ltd | 128 | $9.27K | 0.00% | +128 | New |
| EverSource Wealth Advisors, LLC | 118 | $8.54K | 0.00% | −307−72.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 110 | $7.96K | 0.00% | −239−68.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 109 | $7.89K | 0.00% | −131−54.6% | Reduced |
| Founders Capital Management | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $5.86K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 79 | $5.72K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 55 | $4.00K | 0.00% | −827−93.8% | Reduced |
| Valley National Advisers Inc | 50 | $3.62K | 0.00% | −35−41.2% | Reduced |
| City State Bank | 45 | $3.26K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 42 | $3.04K | 0.00% | −89−67.9% | Reduced |
| Altshuler Shaham Ltd | 42 | $3.04K | 0.00% | −158−79.0% | Reduced |
| Massmutual Trust Co FSB | 40 | $2.90K | 0.00% | −35−46.7% | Reduced |
| Rothschild Investment LLC | 39 | $2.82K | 0.00% | +36+1,200.0% | Added |
| Quarry LP | 33 | $2.39K | 0.00% | +33 | New |
| Cornerstone Financial Management LLC | 28 | $2.03K | 0.00% | +28 | New |
| Ameritas Advisory Services, LLC | 22 | $1.59K | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 22 | $1.59K | 0.00% | +22 | New |
| Zions Bancorporation, National Association | 20 | $1.45K | 0.00% | +8+66.7% | Added |
| Wolff Wiese Magana LLC | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $1.16K | 0.00% | +16 | New |
| Fairscale Capital, LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.09K | 0.00% | +15 | New |
| Mather Group, LLC. | 14 | $1.01K | 0.00% | +14 | New |
| TSFG, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $961 | 0.00% | +13 | New |
| Edmond de Rothschild Holding S.A. | 12 | $869 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12 | $869 | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 11 | $796 | 0.00% | +8+266.7% | Added |
| SHP Wealth Management | 11 | $796 | 0.00% | +11 | New |
| Fifth Third Bancorp | 10 | $724 | 0.00% | −98−90.7% | Reduced |
| Caitlin John, LLC | 10 | $724 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 8 | $578 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $507 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 7 | $507 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 6 | $434 | 0.00% | −1−14.3% | Reduced |
| Action Point Financial Planning, LLC | 7 | $434 | 0.00% | +7 | New |
| 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 |
| First Horizon Corp | 3 | $217 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $145 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $72 | 0.00% | +1 | New |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | −25−89.3% | Reduced |
| Topline Capital Management, LLC | 0 | $0 | 0.00% | −363,974−100.0% | Sold out |
| RPD Fund Management LLC | 0 | $0 | 0.00% | −253,636−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −248,101−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −231,351−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −103,173−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −73,507−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −67,172−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −59,121−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −57,188−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −48,578−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −45,940−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,440−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −31,319−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −30,928−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −24,620−100.0% | Sold out |
| SEB Asset Management AB | 0 | $0 | 0.00% | −23,710−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −23,527−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −22,716−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −22,210−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −22,161−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −19,121−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −17,017−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,229−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −15,506−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −14,620−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −14,530−100.0% | Sold out |