monday.com Ltd.
MNDY- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001845338
近 90 天，monday.com Ltd. 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 274 家機構在 13F 申報持有，市值合計 $23.3 億；大師中只有方舟投資持有。
2022 年第 2 季 13F 持有人
monday.com Ltd. 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 140
- 較 2022 年第 1 季 −7 家
- 持有股數
- 2,854 萬
- 較 2022 年第 1 季 +70.5 萬 (+2.5%)
- 總市值
- $29.4 億
- 較 2022 年第 1 季 −$14.5 億 (−33.0%)
- 新進機構
- 32
- 另有 40 家加碼
- 清倉機構
- 39
- 另有 46 家減碼
另有 1 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MNDY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 274 | $23.3 億 |
| 2026 年第 1 季 | 306 | $25.5 億 |
| 2025 年第 4 季 | 405 | $58.6 億 |
| 2025 年第 3 季 | 429 | $77.8 億 |
| 2025 年第 2 季 | 469 | $132.4 億 |
| 2025 年第 1 季 | 433 | $98.9 億 |
| 2024 年第 4 季 | 439 | $93.8 億 |
| 2024 年第 3 季 | 403 | $108.9 億 |
| 2024 年第 2 季 | 397 | $94.1 億 |
| 2024 年第 1 季 | 398 | $85.1 億 |
| 2023 年第 4 季 | 339 | $66.7 億 |
| 2023 年第 3 季 | 292 | $55.0 億 |
| 2023 年第 2 季 | 278 | $62.1 億 |
| 2023 年第 1 季 | 211 | $50.0 億 |
| 2022 年第 4 季 | 173 | $42.8 億 |
| 2022 年第 3 季 | 175 | $33.0 億 |
| 2022 年第 2 季 | 140 | $29.4 億 |
| 2022 年第 1 季 | 148 | $44.0 億 |
| 2021 年第 4 季 | 133 | $85.9 億 |
| 2021 年第 3 季 | 102 | $85.8 億 |
| 2021 年第 2 季 | 73 | $55.2 億 |
| 2021 年第 1 季 | 0 | $0 |
2022 年第 2 季持有機構
每家機構持有 monday.com Ltd. 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 13,877,453 | $14.3 億 | 29.61% | −29,825−0.2% | 減碼 |
| Price T Rowe Associates Inc | 2,091,710 | $2.16 億 | 0.03% | +668,816+47.0% | 加碼 |
| Franklin Resources Inc | 1,509,928 | $1.56 億 | 0.08% | +199,048+15.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,049,792 | $1.08 億 | 1.24% | +678,530+182.8% | 加碼 |
| Alliancebernstein L.P. | 909,287 | $9,380 萬 | 0.04% | +254,320+38.8% | 加碼 |
| Sapphire Ventures, L.L.C. | 815,565 | $8,413 萬 | 20.36% | −4,249−0.5% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 778,126 | $8,027 萬 | 0.67% | −1,297,720−62.5% | 減碼 |
| Hamilton Lane Advisors LLC | 666,528 | $6,876 萬 | 26.62% | −5,052−0.8% | 減碼 |
| Jericho Capital Asset Management L.P. | 577,054 | $5,953 萬 | 3.73% | +185,337+47.3% | 加碼 |
| Salesforce.com, Inc | 483,871 | $4,992 萬 | 33.42% | 00.0% | 不變 |
| Zoom Video Communications, Inc. | 483,871 | $4,992 萬 | 41.13% | 00.0% | 不變 |
| Coatue Management LLC大師Coatue | 469,309 | $4,841 萬 | 0.59% | +469,309 | 新進 |
| Renaissance Technologies LLC | 416,800 | $4,300 萬 | 0.05% | +217,700+109.3% | 加碼 |
| ION Crossover Partners Ltd | 410,607 | $4,236 萬 | 44.63% | −443,415−51.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 320,432 | $3,306 萬 | 0.03% | +320,432 | 新進 |
| Nikko Asset Management Americas, Inc. | 320,432 | $3,108 萬 | 0.38% | +30,017+10.3% | 加碼 |
| Voloridge Investment Management, LLC | 288,425 | $2,975 萬 | 0.15% | −12,982−4.3% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 236,624 | $2,687 萬 | 0.16% | +28,633+13.8% | 加碼 |
| TenCore Partners, LP | 258,405 | $2,666 萬 | 6.91% | +4,320+1.7% | 加碼 |
| Noked Capital LTD | 243,890 | $2,516 萬 | 5.78% | +59,100+32.0% | 加碼 |
| Noked Israel Ltd | 243,890 | $2,516 萬 | 5.78% | +59,100+32.0% | 加碼 |
| HarbourVest Partners LLC | 181,953 | $1,877 萬 | 6.16% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 148,606 | $1,533 萬 | 0.25% | +148,606 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 146,374 | $1,510 萬 | 1.69% | +146,374 | 新進 |
| Oberndorf William E | 133,500 | $1,377 萬 | 30.85% | 00.0% | 不變 |
| BlackRock Inc. | 106,815 | $1,102 萬 | 0.00% | +73,515+220.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 103,609 | $1,069 萬 | 0.02% | +103,609 | 新進 |
| Founders Circle Capital LLC | 102,263 | $1,055 萬 | 6.41% | 00.0% | 不變 |
| Conifer Management, L.L.C. | 100,000 | $1,032 萬 | 1.56% | +100,000 | 新進 |
| Greenlea Lane Capital Management, LLC | 76,395 | $788.1 萬 | 3.14% | −6,625−8.0% | 減碼 |
| MIC Capital Management UK LLP | 66,000 | $680.9 萬 | 1.33% | +66,000 | 新進 |
| Morgan Stanley | 64,074 | $661.0 萬 | 0.00% | −110,848−63.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 63,442 | $654.5 萬 | 0.05% | +7,091+12.6% | 加碼 |
| Bank of New York Mellon Corp | 63,070 | $650.6 萬 | 0.00% | +7,181+12.8% | 加碼 |
| Whetstone Capital Advisors, LLC | 61,037 | $629.7 萬 | 3.69% | −11,049−15.3% | 減碼 |
| Stanley-Laman Group, Ltd. | 48,841 | $503.8 萬 | 0.90% | +48,841 | 新進 |
| Marshall Wace, LLP | 42,061 | $434.0 萬 | 0.01% | −149,645−78.1% | 減碼 |
| Geode Capital Management, LLC | 33,094 | $341.3 萬 | 0.00% | +160+0.5% | 加碼 |
| Invesco Ltd. | 30,568 | $315.3 萬 | 0.00% | −464−1.5% | 減碼 |
| Akkr Management Company, LLC | 28,191 | $290.8 萬 | 4.25% | −3,409−10.8% | 減碼 |
| ExodusPoint Capital Management, LP | 24,473 | $252.5 萬 | 0.04% | −9,451−27.9% | 減碼 |
| Alps Advisors Inc | 23,945 | $247.0 萬 | 0.02% | +23,945 | 新進 |
| PEAK6 Investments LLC | 23,321 | $246.3 萬 | 0.06% | +15,087+183.2% | 加碼 |
| Eventide Asset Management, LLC | 20,409 | $210.5 萬 | 0.05% | −12,091−37.2% | 減碼 |
| Firsthand Capital Management, Inc. | 20,000 | $206.3 萬 | 1.78% | +20,000 | 新進 |
| Jeneq Management, LP | 18,889 | $194.9 萬 | 11.31% | +16,689+758.6% | 加碼 |
| ETF Managers Group, LLC | 16,934 | $184.5 萬 | 0.05% | +436+2.6% | 加碼 |
| Chicago Capital, LLC | 17,748 | $183.1 萬 | 0.10% | +17,748 | 新進 |
| Metavasi Capital LP | 17,000 | $175.4 萬 | 1.63% | +700+4.3% | 加碼 |
| Phoenix Holdings Ltd. | 16,065 | $170.4 萬 | 0.04% | +6,537+68.6% | 加碼 |
| Victory Capital Management Inc | 15,970 | $164.7 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 13,916 | $143.6 萬 | 0.00% | −34,203−71.1% | 減碼 |
| Squarepoint Ops LLC | 13,705 | $141.4 萬 | 0.01% | −11,955−46.6% | 減碼 |
| Guggenheim Capital LLC | 13,045 | $134.6 萬 | 0.01% | −609−4.5% | 減碼 |
| JPMorgan Chase & Co | 13,026 | $134.4 萬 | 0.00% | −59,798−82.1% | 減碼 |
| Qube Research & Technologies Ltd | 12,162 | $125.5 萬 | 0.01% | −1,825−13.0% | 減碼 |
| M&T Bank Corp | 10,040 | $103.6 萬 | 0.00% | +10,040 | 新進 |
| State Street Corp | 9,935 | $102.5 萬 | 0.00% | −6−0.1% | 減碼 |
| Vanguard Group Inc | 9,222 | $95.1 萬 | 0.00% | +300+3.4% | 加碼 |
| Citadel Advisors LLC | 8,488 | $87.6 萬 | 0.00% | −77,689−90.2% | 減碼 |
| Ameriprise Financial Inc | 7,929 | $81.8 萬 | 0.00% | −1,674−17.4% | 減碼 |
| Brookfield Asset Management Inc. | 7,370 | $76.0 萬 | 0.00% | −984−11.8% | 減碼 |
| Tudor Investment Corp Et Al | 7,234 | $74.6 萬 | 0.02% | +65+0.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,696 | $69.1 萬 | 0.01% | +3,341+99.6% | 加碼 |
| Legal & General Group Plc | 6,667 | $68.8 萬 | 0.00% | +1,005+17.7% | 加碼 |
| Quantbot Technologies LP | 6,078 | $62.7 萬 | 0.06% | +6,078 | 新進 |
| Spark Investment Management LLC | 5,900 | $60.8 萬 | 0.88% | 00.0% | 不變 |
| Renaissance Capital LLC | 5,432 | $56.0 萬 | 0.30% | +1,743+47.2% | 加碼 |
| Credit Suisse AG | 5,249 | $54.1 萬 | 0.00% | +3,434+189.2% | 加碼 |
| Walleye Trading LLC | 5,226 | $53.9 萬 | 0.01% | +5,226 | 新進 |
| Silicon Valley Capital Partners | 5,210 | $53.7 萬 | 0.11% | +77+1.5% | 加碼 |
| PDT Partners, LLC | 4,760 | $49.1 萬 | 0.04% | −4,440−48.3% | 減碼 |
| Van Eck Associates Corp | 4,726 | $48.8 萬 | 0.00% | −210−4.3% | 減碼 |
| Simplex Trading, LLC | 4,713 | $48.6 萬 | 0.02% | +3,254+223.0% | 加碼 |
| Cna Financial Corp | 4,640 | $47.9 萬 | 0.17% | +1,580+51.6% | 加碼 |
| Summit Trail Advisors, LLC | 4,635 | $47.8 萬 | 0.03% | +4,635 | 新進 |
| UBS Group AG | 3,931 | $40.5 萬 | 0.00% | −52,897−93.1% | 減碼 |
| Dimensional Fund Advisors LP | 3,745 | $38.6 萬 | 0.00% | +14+0.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 3,736 | $38.5 萬 | 0.02% | +3,736 | 新進 |
| Citigroup Inc | 3,612 | $37.3 萬 | 0.00% | −28,332−88.7% | 減碼 |
| Quantamental Technologies LLC | 3,616 | $37.3 萬 | 0.17% | +3,616 | 新進 |
| Utah Retirement Systems | 3,486 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 3,335 | $34.4 萬 | 0.03% | +490+17.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,995 | $30.8 萬 | 0.03% | −40−1.3% | 減碼 |
| New York Life Investments Alternatives | 2,956 | $30.5 萬 | 0.28% | −198−6.3% | 減碼 |
| Paloma Partners Management Co | 2,900 | $29.9 萬 | 0.03% | +2,900 | 新進 |
| Bessemer Group Inc | 2,887 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 2,885 | $29.8 萬 | 0.01% | +2,885 | 新進 |
| Naviter Wealth, LLC | 2,850 | $29.4 萬 | 0.12% | −18,387−86.6% | 減碼 |
| Yarbrough Capital, LLC | 2,761 | $28.5 萬 | 0.02% | −575−17.2% | 減碼 |
| Two Sigma Advisers, LP | 2,400 | $24.8 萬 | 0.00% | +600+33.3% | 加碼 |
| Millennium Management LLC | 2,390 | $24.7 萬 | 0.00% | −108,765−97.8% | 減碼 |
| Advisory Research Inc | 2,299 | $23.7 萬 | 0.02% | +2,299 | 新進 |
| Wolverine Trading, LLC | 2,077 | $22.6 萬 | 0.01% | −5,386−72.2% | 減碼 |
| Balyasny Asset Management LLC | 2,109 | $21.8 萬 | 0.00% | −8,546−80.2% | 減碼 |
| Jane Street Group, LLC | 1,962 | $20.2 萬 | 0.00% | −14,922−88.4% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,734 | $17.9 萬 | 0.00% | +1,734 | 新進 |
| Tower Research Capital LLC (TRC) | 1,470 | $15.2 萬 | 0.00% | −582−28.4% | 減碼 |
| Advisor Group Holdings, Inc. | 1,212 | $12.5 萬 | 0.00% | +427+54.4% | 加碼 |
| Sculptor Capital LP | 1,000 | $10.3 萬 | 0.00% | 00.0% | 不變 |