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 4 季 13F 持有人
monday.com Ltd. 在 2022/12/31 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
- 173
- 較 2022 年第 3 季 0 家
- 持有股數
- 3,508 萬
- 較 2022 年第 3 季 +620.2 萬 (+21.5%)
- 總市值
- $42.8 億
- 較 2022 年第 3 季 +$10.1 億 (+30.8%)
- 新進機構
- 44
- 另有 45 家加碼
- 清倉機構
- 44
- 另有 46 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 13,721,287 | $16.7 億 | 35.09% | +772,450+6.0% | 加碼 |
| Sonnipe Ltd | 4,246,368 | $5.18 億 | 96.12% | +4,246,368 | 新進 |
| Franklin Resources Inc | 2,145,567 | $2.62 億 | 0.14% | +250,756+13.2% | 加碼 |
| Voya Investment Management LLC | 1,441,125 | $1.76 億 | 0.20% | +300,995+26.4% | 加碼 |
| Price T Rowe Associates Inc | 1,351,331 | $1.65 億 | 0.03% | +42,128+3.2% | 加碼 |
| 1832 Asset Management L.P. | 893,500 | $1.09 億 | 0.22% | +275,800+44.6% | 加碼 |
| Alliancebernstein L.P. | 860,431 | $1.05 億 | 0.05% | −114,634−11.8% | 減碼 |
| ArrowMark Colorado Holdings LLC | 776,678 | $9,475 萬 | 1.13% | +178,743+29.9% | 加碼 |
| Capital World Investors | 671,330 | $8,190 萬 | 0.02% | +671,330 | 新進 |
| Hamilton Lane Advisors LLC | 666,528 | $8,132 萬 | 29.38% | 00.0% | 不變 |
| Jericho Capital Asset Management L.P. | 503,138 | $6,138 萬 | 4.55% | +41,000+8.9% | 加碼 |
| Salesforce.com, Inc | 483,871 | $5,903 萬 | 51.61% | 00.0% | 不變 |
| Zoom Video Communications, Inc. | 483,871 | $5,903 萬 | 42.16% | 00.0% | 不變 |
| Sapphire Ventures, L.L.C. | 450,901 | $5,501 萬 | 19.28% | −4,249−0.9% | 減碼 |
| Citadel Advisors LLC | 360,172 | $4,394 萬 | 0.05% | −105,267−22.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 317,288 | $3,871 萬 | 0.03% | −3,144−1.0% | 減碼 |
| Nikko Asset Management Americas, Inc. | 317,288 | $3,871 萬 | 0.56% | −3,144−1.0% | 減碼 |
| Whale Rock Capital Management LLC | 308,475 | $3,763 萬 | 1.27% | +199,336+182.6% | 加碼 |
| Renaissance Technologies LLC | 291,300 | $3,554 萬 | 0.05% | −34,500−10.6% | 減碼 |
| Artisan Partners Limited Partnership | 281,876 | $3,439 萬 | 0.06% | +126,138+81.0% | 加碼 |
| BIT Capital GmbH | 265,728 | $3,242 萬 | 6.74% | −144,245−35.2% | 減碼 |
| Eagle Asset Management Inc | 257,425 | $3,074 萬 | 0.19% | +41,888+19.4% | 加碼 |
| Millennium Management LLC | 250,473 | $3,056 萬 | 0.03% | +82,652+49.3% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 249,493 | $3,044 萬 | 0.26% | −12,256−4.7% | 減碼 |
| Noked Israel Ltd | 221,420 | $2,701 萬 | 10.33% | +21,772+10.9% | 加碼 |
| TenCore Partners, LP | 216,405 | $2,640 萬 | 9.54% | −14,960−6.5% | 減碼 |
| Wasatch Advisors Inc | 213,063 | $2,599 萬 | 0.17% | +8,073+3.9% | 加碼 |
| Morgan Stanley | 209,216 | $2,552 萬 | 0.00% | +141,425+208.6% | 加碼 |
| HarbourVest Partners LLC | 181,953 | $2,220 萬 | 7.44% | 00.0% | 不變 |
| Himension Fund | 165,500 | $2,019 萬 | 2.70% | +165,500 | 新進 |
| Balyasny Asset Management LLC | 148,051 | $1,806 萬 | 0.06% | +105,378+246.9% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 146,374 | $1,786 萬 | 2.24% | 00.0% | 不變 |
| Marshall Wace, LLP | 128,821 | $1,572 萬 | 0.04% | +88,632+220.5% | 加碼 |
| BlackRock Inc. | 103,234 | $1,259 萬 | 0.00% | −2,425−2.3% | 減碼 |
| Founders Circle Capital LLC | 102,263 | $1,248 萬 | 8.77% | 00.0% | 不變 |
| Ardevora Asset Management LLP | 95,554 | $1,166 萬 | 0.20% | −15,831−14.2% | 減碼 |
| Greenlea Lane Capital Management, LLC | 66,820 | $1,109 萬 | 5.28% | −43,795−39.6% | 減碼 |
| Goldman Sachs Group Inc | 83,071 | $1,013 萬 | 0.00% | +73,623+779.2% | 加碼 |
| Oberndorf William E | 77,000 | $939.4 萬 | 22.11% | −56,500−42.3% | 減碼 |
| Bank of New York Mellon Corp | 75,683 | $923.3 萬 | 0.00% | −1,556−2.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 70,000 | $854.0 萬 | 0.19% | +70,000 | 新進 |
| MIC Capital Management UK LLP | 66,000 | $805.2 萬 | 1.59% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 56,209 | $685.7 萬 | 0.06% | −21,636−27.8% | 減碼 |
| Moore Capital Management, LP | 53,550 | $653.3 萬 | 0.18% | +37,221+227.9% | 加碼 |
| Two Sigma Investments, LP | 52,133 | $636.0 萬 | 0.02% | +52,133 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45,071 | $549.9 萬 | 0.01% | +36,232+409.9% | 加碼 |
| Stanley-Laman Group, Ltd. | 42,999 | $524.6 萬 | 1.00% | −3,409−7.3% | 減碼 |
| Norges Bank | 40,434 | $493.3 萬 | 0.00% | −24,129−37.4% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 40,000 | $488.0 萬 | 0.14% | −10,000−20.0% | 減碼 |
| Jane Street Group, LLC | 37,737 | $460.4 萬 | 0.01% | +22,604+149.4% | 加碼 |
| Bank of America Corp | 36,152 | $441.1 萬 | 0.00% | +9,606+36.2% | 加碼 |
| Geode Capital Management, LLC | 35,251 | $430.0 萬 | 0.00% | −470−1.3% | 減碼 |
| State Street Corp | 35,220 | $429.7 萬 | 0.00% | +5,424+18.2% | 加碼 |
| Trexquant Investment LP | 34,349 | $419.1 萬 | 0.12% | +28,956+536.9% | 加碼 |
| HPC Germany GmbH & Co. KG | 29,674 | $362.0 萬 | 5.65% | 00.0% | 不變 |
| Berkshire Capital Holdings Inc | 28,570 | $348.6 萬 | 1.85% | −20,990−42.4% | 減碼 |
| Squarepoint Ops LLC | 25,088 | $306.1 萬 | 0.02% | +5,373+27.3% | 加碼 |
| PDT Partners, LLC | 22,202 | $270.9 萬 | 0.44% | +16,610+297.0% | 加碼 |
| Jump Financial, LLC | 22,105 | $269.7 萬 | 0.14% | +22,105 | 新進 |
| New York State Common Retirement Fund | 20,357 | $248.4 萬 | 0.00% | +14,384+240.8% | 加碼 |
| Firsthand Capital Management, Inc. | 20,000 | $244.0 萬 | 2.85% | 00.0% | 不變 |
| Jeneq Management, LP | 19,690 | $240.2 萬 | 10.75% | −279−1.4% | 減碼 |
| Man Group plc | 19,305 | $235.5 萬 | 0.01% | +19,305 | 新進 |
| Alps Advisors Inc | 17,187 | $209.7 萬 | 0.02% | −2,308−11.8% | 減碼 |
| Graham Capital Management, L.P. | 16,924 | $206.5 萬 | 0.08% | +16,924 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,500 | $197.1 萬 | 0.01% | +16,500 | 新進 |
| Victory Capital Management Inc | 14,790 | $180.4 萬 | 0.00% | −600−3.9% | 減碼 |
| Lisanti Capital Growth, LLC | 12,655 | $154.4 萬 | 0.21% | +12,655 | 新進 |
| Brookfield Asset Management Inc. | 11,670 | $142.4 萬 | 0.01% | −14,016−54.6% | 減碼 |
| Guggenheim Capital LLC | 11,416 | $139.3 萬 | 0.01% | −1,234−9.8% | 減碼 |
| Citigroup Inc | 10,833 | $132.2 萬 | 0.00% | +1,293+13.6% | 加碼 |
| Alpha DNA Investment Management LLC | 10,347 | $126.2 萬 | 0.67% | +10,347 | 新進 |
| Tudor Investment Corp Et Al | 9,834 | $120.0 萬 | 0.03% | +2,668+37.2% | 加碼 |
| Vanguard Group Inc | 9,132 | $111.4 萬 | 0.00% | −94−1.0% | 減碼 |
| Walleye Capital LLC | 8,694 | $106.1 萬 | 0.02% | +6,347+270.4% | 加碼 |
| ExodusPoint Capital Management, LP | 8,399 | $102.5 萬 | 0.02% | −12,439−59.7% | 減碼 |
| Chimera Capital Management LLC | 8,051 | $98.2 萬 | 0.27% | +8,051 | 新進 |
| Arrowstreet Capital, Limited Partnership | 7,971 | $97.2 萬 | 0.00% | +2,839+55.3% | 加碼 |
| M&T Bank Corp | 7,892 | $96.2 萬 | 0.00% | +2,128+36.9% | 加碼 |
| Bayesian Capital Management, LP | 7,200 | $87.8 萬 | 0.13% | +7,200 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,696 | $81.7 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 6,219 | $75.9 萬 | 0.00% | +117+1.9% | 加碼 |
| BFSG, LLC | 6,122 | $74.7 萬 | 0.15% | +6,122 | 新進 |
| Hongkou Capital LP | 6,000 | $73.2 萬 | 2.53% | +6,000 | 新進 |
| Raymond James & Associates | 5,928 | $72.3 萬 | 0.00% | −942−13.7% | 減碼 |
| Spark Investment Management LLC | 5,900 | $72.0 萬 | 1.57% | 00.0% | 不變 |
| Twin Tree Management, LP | 5,817 | $71.0 萬 | 0.02% | −5,657−49.3% | 減碼 |
| AE Wealth Management LLC | 5,719 | $69.8 萬 | 0.01% | +5,719 | 新進 |
| Mach-1 Financial Group, Inc. | 5,695 | $69.5 萬 | 0.32% | +5,695 | 新進 |
| Legal & General Group Plc | 5,585 | $68.1 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 5,575 | $68.0 萬 | 0.00% | −1,651−22.8% | 減碼 |
| Silicon Valley Capital Partners | 5,210 | $63.6 萬 | 0.15% | 00.0% | 不變 |
| Van Eck Associates Corp | 5,181 | $63.2 萬 | 0.00% | +439+9.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,638 | $56.6 萬 | 0.08% | +4,638 | 新進 |
| Renaissance Capital LLC | 4,413 | $53.8 萬 | 0.42% | −150−3.3% | 減碼 |
| Summit Trail Advisors, LLC | 4,317 | $52.7 萬 | 0.02% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 4,100 | $50.0 萬 | 0.00% | +4,100 | 新進 |
| SEI Investments Co | 4,049 | $49.4 萬 | 0.00% | +4,049 | 新進 |
| Gsa Capital Partners LLP | 3,941 | $48.1 萬 | 0.06% | +3,941 | 新進 |
| UBS Group AG | 3,843 | $46.9 萬 | 0.00% | +1,241+47.7% | 加碼 |