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 3 季 13F 持有人
monday.com Ltd. 在 2022/9/30 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
- 175
- 較 2022 年第 2 季 +35 家
- 持有股數
- 2,908 萬
- 較 2022 年第 2 季 +54.6 萬 (+1.9%)
- 總市值
- $33.0 億
- 較 2022 年第 2 季 +$3.51 億 (+11.9%)
- 新進機構
- 49
- 另有 40 家加碼
- 清倉機構
- 14
- 另有 44 家減碼
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 12,948,837 | $14.7 億 | 29.44% | −928,616−6.7% | 減碼 |
| Franklin Resources Inc | 1,894,811 | $2.15 億 | 0.12% | +384,883+25.5% | 加碼 |
| Price T Rowe Associates Inc | 1,309,203 | $1.48 億 | 0.02% | −782,507−37.4% | 減碼 |
| Voya Investment Management LLC | 1,140,130 | $1.29 億 | 0.16% | +1,140,130 | 新進 |
| Alliancebernstein L.P. | 975,065 | $1.11 億 | 0.05% | +65,778+7.2% | 加碼 |
| Hamilton Lane Advisors LLC | 666,528 | $7,554 萬 | 27.63% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 617,700 | $7,001 萬 | 0.15% | +617,700 | 新進 |
| ArrowMark Colorado Holdings LLC | 597,935 | $6,777 萬 | 0.83% | −451,857−43.0% | 減碼 |
| Salesforce.com, Inc | 483,871 | $5,484 萬 | 43.44% | 00.0% | 不變 |
| Zoom Video Communications, Inc. | 483,871 | $5,484 萬 | 42.19% | 00.0% | 不變 |
| Coatue Management LLC大師Coatue | 469,309 | $5,319 萬 | 0.62% | 00.0% | 不變 |
| Citadel Advisors LLC | 465,439 | $5,275 萬 | 0.07% | +456,951+5,383.5% | 加碼 |
| Jericho Capital Asset Management L.P. | 462,138 | $5,238 萬 | 3.32% | −114,916−19.9% | 減碼 |
| Sapphire Ventures, L.L.C. | 455,150 | $5,159 萬 | 16.56% | −360,415−44.2% | 減碼 |
| BIT Capital GmbH | 409,973 | $4,647 萬 | 8.94% | +409,973 | 新進 |
| Renaissance Technologies LLC | 325,800 | $3,693 萬 | 0.05% | −91,000−21.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 320,432 | $3,632 萬 | 0.03% | 00.0% | 不變 |
| Nikko Asset Management Americas, Inc. | 320,432 | $3,578 萬 | 0.46% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 261,749 | $2,967 萬 | 0.21% | +25,125+10.6% | 加碼 |
| TenCore Partners, LP | 231,365 | $2,622 萬 | 8.80% | −27,040−10.5% | 減碼 |
| Eagle Asset Management Inc | 215,537 | $2,443 萬 | 0.16% | +215,537 | 新進 |
| Wasatch Advisors Inc | 204,990 | $2,323 萬 | 0.16% | +204,990 | 新進 |
| Noked Capital LTD | 199,648 | $2,263 萬 | 2.39% | −44,242−18.1% | 減碼 |
| Noked Israel Ltd | 199,648 | $2,263 萬 | 5.50% | −44,242−18.1% | 減碼 |
| HarbourVest Partners LLC | 181,953 | $2,062 萬 | 6.74% | 00.0% | 不變 |
| Millennium Management LLC | 167,821 | $1,902 萬 | 0.02% | +165,431+6,921.8% | 加碼 |
| Artisan Partners Limited Partnership | 155,738 | $1,765 萬 | 0.03% | +155,738 | 新進 |
| Optimus Prime Fund Management Co., Ltd. | 146,374 | $1,659 萬 | 2.15% | 00.0% | 不變 |
| Oberndorf William E | 133,500 | $1,513 萬 | 32.57% | 00.0% | 不變 |
| ION Crossover Partners Ltd | 132,499 | $1,502 萬 | 27.40% | −278,108−67.7% | 減碼 |
| Voloridge Investment Management, LLC | 112,924 | $1,280 萬 | 0.07% | −175,501−60.8% | 減碼 |
| Ardevora Asset Management LLP | 111,385 | $1,262 萬 | 0.23% | +111,385 | 新進 |
| Whetstone Capital Advisors, LLC | 110,638 | $1,254 萬 | 7.73% | +49,601+81.3% | 加碼 |
| Greenlea Lane Capital Management, LLC | 110,615 | $1,254 萬 | 4.56% | +34,220+44.8% | 加碼 |
| Whale Rock Capital Management LLC | 109,139 | $1,237 萬 | 0.35% | +109,139 | 新進 |
| BlackRock Inc. | 105,659 | $1,198 萬 | 0.00% | −1,156−1.1% | 減碼 |
| Founders Circle Capital LLC | 102,263 | $1,159 萬 | 6.60% | 00.0% | 不變 |
| Conifer Management, L.L.C. | 100,000 | $1,133 萬 | 1.61% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 89,320 | $1,012 萬 | 0.08% | +89,320 | 新進 |
| Cubist Systematic Strategies, LLC | 77,845 | $882.3 萬 | 0.07% | +14,403+22.7% | 加碼 |
| Bank of New York Mellon Corp | 77,239 | $875.4 萬 | 0.00% | +14,169+22.5% | 加碼 |
| Morgan Stanley | 67,791 | $768.4 萬 | 0.00% | +3,717+5.8% | 加碼 |
| MIC Capital Management UK LLP | 66,000 | $748.0 萬 | 1.35% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 65,000 | $736.7 萬 | 0.02% | +65,000 | 新進 |
| Norges Bank | 64,563 | $731.8 萬 | 0.00% | +64,563 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 50,000 | $566.7 萬 | 0.15% | +50,000 | 新進 |
| Berkshire Capital Holdings Inc | 49,560 | $561.7 萬 | 2.26% | +49,560 | 新進 |
| Metavasi Capital LP | 47,750 | $541.2 萬 | 5.26% | +30,750+180.9% | 加碼 |
| Stanley-Laman Group, Ltd. | 46,408 | $526.0 萬 | 1.00% | −2,433−5.0% | 減碼 |
| Balyasny Asset Management LLC | 42,673 | $483.7 萬 | 0.02% | +40,564+1,923.4% | 加碼 |
| Marshall Wace, LLP | 40,189 | $455.5 萬 | 0.01% | −1,872−4.5% | 減碼 |
| Geode Capital Management, LLC | 35,721 | $404.8 萬 | 0.00% | +2,627+7.9% | 加碼 |
| Invesco Ltd. | 30,855 | $349.8 萬 | 0.00% | +287+0.9% | 加碼 |
| Armistice Capital, LLC | 30,000 | $340.0 萬 | 0.09% | +30,000 | 新進 |
| State Street Corp | 29,796 | $337.7 萬 | 0.00% | +19,861+199.9% | 加碼 |
| HPC Germany GmbH & Co. KG | 29,674 | $336.3 萬 | 5.53% | +29,674 | 新進 |
| PEAK6 Investments LLC | 28,176 | $319.3 萬 | 0.12% | +4,855+20.8% | 加碼 |
| Bank of America Corp | 26,546 | $300.8 萬 | 0.00% | +25,626+2,785.4% | 加碼 |
| Brookfield Asset Management Inc. | 25,686 | $291.1 萬 | 0.01% | +18,316+248.5% | 加碼 |
| Twinbeech Capital LP | 24,358 | $276.1 萬 | 0.07% | +24,358 | 新進 |
| JPMorgan Chase & Co | 22,194 | $251.5 萬 | 0.00% | +9,168+70.4% | 加碼 |
| Qube Research & Technologies Ltd | 22,098 | $250.5 萬 | 0.02% | +9,936+81.7% | 加碼 |
| ExodusPoint Capital Management, LP | 20,838 | $236.2 萬 | 0.03% | −3,635−14.9% | 減碼 |
| Firsthand Capital Management, Inc. | 20,000 | $226.7 萬 | 2.07% | 00.0% | 不變 |
| Jeneq Management, LP | 19,969 | $226.3 萬 | 13.85% | +1,080+5.7% | 加碼 |
| Squarepoint Ops LLC | 19,715 | $223.4 萬 | 0.02% | +6,010+43.9% | 加碼 |
| Alps Advisors Inc | 19,495 | $221.0 萬 | 0.02% | −4,450−18.6% | 減碼 |
| ETF Managers Group, LLC | 18,314 | $207.6 萬 | 0.07% | +1,380+8.1% | 加碼 |
| Divisadero Street Capital Management, LP | 18,000 | $204.0 萬 | 2.26% | +18,000 | 新進 |
| Moore Capital Management, LP | 16,329 | $185.1 萬 | 0.05% | +16,329 | 新進 |
| Victory Capital Management Inc | 15,390 | $174.4 萬 | 0.00% | −580−3.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 15,390 | $174.4 萬 | 0.17% | +15,390 | 新進 |
| D. E. Shaw & Co., Inc. | 15,257 | $172.9 萬 | 0.00% | −88,352−85.3% | 減碼 |
| Jane Street Group, LLC | 15,133 | $171.5 萬 | 0.00% | +13,171+671.3% | 加碼 |
| HRT Financial LP | 13,342 | $151.2 萬 | 0.02% | +13,342 | 新進 |
| Guggenheim Capital LLC | 12,650 | $143.4 萬 | 0.01% | −395−3.0% | 減碼 |
| Quadrature Capital Ltd | 12,411 | $140.7 萬 | 0.05% | +12,411 | 新進 |
| Twin Tree Management, LP | 11,474 | $130.0 萬 | 0.04% | +11,474 | 新進 |
| Caption Management, LLC | 10,000 | $113.4 萬 | 0.20% | +10,000 | 新進 |
| Citigroup Inc | 9,540 | $108.2 萬 | 0.00% | +5,928+164.1% | 加碼 |
| Goldman Sachs Group Inc | 9,448 | $107.1 萬 | 0.00% | −4,468−32.1% | 減碼 |
| Occudo Quantitative Strategies LP | 9,423 | $106.8 萬 | 0.08% | +6,088+182.5% | 加碼 |
| Vanguard Group Inc | 9,226 | $104.5 萬 | 0.00% | +40.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,839 | $100.2 萬 | 0.00% | +8,839 | 新進 |
| Quantbot Technologies LP | 8,699 | $98.5 萬 | 0.07% | +2,621+43.1% | 加碼 |
| Wells Fargo & Company | 7,226 | $81.9 萬 | 0.00% | +6,902+2,130.2% | 加碼 |
| Tudor Investment Corp Et Al | 7,166 | $81.2 萬 | 0.02% | −68−0.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,100 | $80.4 萬 | 0.01% | +7,100 | 新進 |
| Raymond James & Associates | 6,870 | $77.9 萬 | 0.00% | +6,870 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,696 | $75.9 萬 | 0.01% | 00.0% | 不變 |
| Quantamental Technologies LLC | 6,242 | $70.7 萬 | 0.27% | +2,626+72.6% | 加碼 |
| Fox Run Management, L.L.C. | 6,229 | $70.6 萬 | 0.27% | +6,229 | 新進 |
| Ameriprise Financial Inc | 6,102 | $69.2 萬 | 0.00% | −1,827−23.0% | 減碼 |
| Barclays PLC | 6,071 | $68.8 萬 | 0.00% | +5,195+593.0% | 加碼 |
| New York State Common Retirement Fund | 5,973 | $67.7 萬 | 0.00% | +5,973 | 新進 |
| Credit Suisse AG | 5,916 | $67.1 萬 | 0.00% | +667+12.7% | 加碼 |
| Spark Investment Management LLC | 5,900 | $66.8 萬 | 1.28% | 00.0% | 不變 |
| M&T Bank Corp | 5,764 | $65.4 萬 | 0.00% | −4,276−42.6% | 減碼 |
| PDT Partners, LLC | 5,592 | $63.4 萬 | 0.10% | +832+17.5% | 加碼 |
| Legal & General Group Plc | 5,585 | $63.3 萬 | 0.00% | −1,082−16.2% | 減碼 |