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。
2023 年第 1 季 13F 持有人
monday.com Ltd. 在 2023/3/31 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
- 211
- 較 2022 年第 4 季 +40 家
- 持有股數
- 3,504 萬
- 較 2022 年第 4 季 −2.67 萬 (−0.1%)
- 總市值
- $50.0 億
- 較 2022 年第 4 季 +$7.26 億 (+17.0%)
- 新進機構
- 62
- 另有 80 家加碼
- 清倉機構
- 22
- 另有 41 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 10,617,264 | $15.2 億 | 34.28% | −3,104,023−22.6% | 減碼 |
| Sonnipe Ltd | 4,246,368 | $6.06 億 | 96.42% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 2,684,101 | $3.83 億 | 0.06% | +1,332,770+98.6% | 加碼 |
| Franklin Resources Inc | 1,997,336 | $2.85 億 | 0.14% | −148,231−6.9% | 減碼 |
| Voya Investment Management LLC | 1,216,775 | $1.74 億 | 0.19% | −224,350−15.6% | 減碼 |
| Alliancebernstein L.P. | 939,004 | $1.34 億 | 0.06% | +78,573+9.1% | 加碼 |
| 1832 Asset Management L.P. | 893,500 | $1.28 億 | 0.26% | 00.0% | 不變 |
| Hamilton Lane Advisors LLC | 682,471 | $9,742 萬 | 32.54% | +15,943+2.4% | 加碼 |
| Capital World Investors | 680,153 | $9,709 萬 | 0.02% | +8,823+1.3% | 加碼 |
| Morgan Stanley | 614,080 | $8,766 萬 | 0.01% | +404,864+193.5% | 加碼 |
| Renaissance Technologies LLC | 549,700 | $7,847 萬 | 0.10% | +258,400+88.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 530,803 | $7,577 萬 | 0.86% | −245,875−31.7% | 減碼 |
| Marshall Wace, LLP | 507,654 | $7,247 萬 | 0.18% | +378,833+294.1% | 加碼 |
| Jericho Capital Asset Management L.P. | 503,138 | $7,182 萬 | 2.98% | 00.0% | 不變 |
| Zoom Video Communications, Inc. | 483,871 | $6,907 萬 | 38.55% | 00.0% | 不變 |
| Citadel Advisors LLC | 469,898 | $6,708 萬 | 0.07% | +109,726+30.5% | 加碼 |
| Millennium Management LLC | 446,850 | $6,379 萬 | 0.07% | +196,377+78.4% | 加碼 |
| Acadian Asset Management LLC | 437,980 | $6,250 萬 | 0.27% | +434,298+11,795.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 336,920 | $4,810 萬 | 0.46% | +336,920 | 新進 |
| Two Sigma Investments, LP | 317,147 | $4,527 萬 | 0.13% | +265,014+508.3% | 加碼 |
| Artisan Partners Limited Partnership | 277,395 | $3,960 萬 | 0.07% | −4,481−1.6% | 減碼 |
| Lord, Abbett & Co. LLC | 266,431 | $3,803 萬 | 0.14% | +266,431 | 新進 |
| Driehaus Capital Management LLC | 262,014 | $3,740 萬 | 0.52% | +262,014 | 新進 |
| Himension Fund | 245,759 | $3,508 萬 | 3.14% | +80,259+48.5% | 加碼 |
| Eagle Asset Management Inc | 236,918 | $3,382 萬 | 0.20% | −20,507−8.0% | 減碼 |
| Noked Israel Ltd | 207,200 | $2,958 萬 | 12.88% | −14,220−6.4% | 減碼 |
| TenCore Partners, LP | 203,905 | $2,911 萬 | 8.41% | −12,500−5.8% | 減碼 |
| HarbourVest Partners LLC | 181,953 | $2,597 萬 | 8.75% | 00.0% | 不變 |
| Wasatch Advisors Inc | 180,861 | $2,582 萬 | 0.16% | −32,202−15.1% | 減碼 |
| Sapphire Ventures, L.L.C. | 160,031 | $2,284 萬 | 9.55% | −290,870−64.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 150,753 | $2,152 萬 | 0.03% | +142,782+1,791.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 150,447 | $2,148 萬 | 0.47% | +80,447+114.9% | 加碼 |
| Ardevora Asset Management LLP | 142,960 | $2,041 萬 | 0.37% | +47,406+49.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 138,174 | $1,972 萬 | 0.18% | +81,965+145.8% | 加碼 |
| Two Sigma Advisers, LP | 131,900 | $1,883 萬 | 0.05% | +127,800+3,117.1% | 加碼 |
| Greenlea Lane Capital Management, LLC | 114,285 | $1,631 萬 | 6.51% | +47,465+71.0% | 加碼 |
| BlackRock Inc. | 112,530 | $1,606 萬 | 0.00% | +9,296+9.0% | 加碼 |
| First Republic Investment Management, Inc. | 110,037 | $1,571 萬 | 0.03% | +110,037 | 新進 |
| Coatue Management LLC大師Coatue | 106,414 | $1,519 萬 | 0.10% | +106,414 | 新進 |
| Founders Circle Capital LLC | 102,263 | $1,460 萬 | 13.48% | 00.0% | 不變 |
| Jane Street Group, LLC | 99,739 | $1,424 萬 | 0.02% | +62,002+164.3% | 加碼 |
| Bank of America Corp | 95,693 | $1,366 萬 | 0.00% | +59,541+164.7% | 加碼 |
| Whetstone Capital Advisors, LLC | 94,312 | $1,346 萬 | 8.68% | +94,312 | 新進 |
| New York State Common Retirement Fund | 85,899 | $1,226 萬 | 0.02% | +65,542+322.0% | 加碼 |
| Goldman Sachs Group Inc | 70,124 | $1,001 萬 | 0.00% | −12,947−15.6% | 減碼 |
| MIC Capital Management UK LLP | 66,000 | $942.1 萬 | 1.80% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 61,567 | $878.9 萬 | 0.10% | +53,168+633.0% | 加碼 |
| Qube Research & Technologies Ltd | 61,437 | $877.0 萬 | 0.05% | +61,437 | 新進 |
| Bank of New York Mellon Corp | 60,585 | $864.9 萬 | 0.00% | −15,098−19.9% | 減碼 |
| Oberndorf William E | 60,313 | $861.0 萬 | 17.40% | −16,687−21.7% | 減碼 |
| Jump Financial, LLC | 51,713 | $738.2 萬 | 0.30% | +29,608+133.9% | 加碼 |
| SEI Investments Co | 50,257 | $717.4 萬 | 0.01% | +46,208+1,141.2% | 加碼 |
| UBS Group AG | 48,121 | $686.9 萬 | 0.00% | +44,278+1,152.2% | 加碼 |
| SQN Investors LP | 45,687 | $652.2 萬 | 2.87% | +45,687 | 新進 |
| Engineers Gate Manager LP | 45,189 | $645.1 萬 | 0.27% | +45,189 | 新進 |
| Graham Capital Management, L.P. | 44,976 | $642.0 萬 | 0.22% | +28,052+165.8% | 加碼 |
| Quadrature Capital Ltd | 44,480 | $635.0 萬 | 0.17% | +44,480 | 新進 |
| Voloridge Investment Management, LLC | 41,789 | $596.5 萬 | 0.03% | +41,789 | 新進 |
| Nishkama Capital, LLC | 40,577 | $579.2 萬 | 1.39% | +40,577 | 新進 |
| Man Group plc | – | $566.7 萬 | 0.02% | – | – |
| Quantbot Technologies LP | 39,506 | $563.9 萬 | 0.40% | +39,506 | 新進 |
| Squarepoint Ops LLC | 39,316 | $561.2 萬 | 0.04% | +14,228+56.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 38,633 | $551.5 萬 | 0.98% | −4,366−10.2% | 減碼 |
| Susquehanna International Group, LLP | 38,056 | $543.2 萬 | 0.01% | +38,056 | 新進 |
| State Street Corp | 36,904 | $526.8 萬 | 0.00% | +1,684+4.8% | 加碼 |
| Geode Capital Management, LLC | 35,749 | $510.3 萬 | 0.00% | +498+1.4% | 加碼 |
| Twin Tree Management, LP | 33,747 | $481.7 萬 | 0.14% | +27,930+480.1% | 加碼 |
| Walleye Capital LLC | 29,772 | $425.0 萬 | 0.09% | +21,078+242.4% | 加碼 |
| HPC Germany GmbH & Co. KG | 29,257 | $417.6 萬 | 5.26% | −417−1.4% | 減碼 |
| Occudo Quantitative Strategies LP | 28,143 | $401.7 萬 | 0.36% | +28,143 | 新進 |
| Lisanti Capital Growth, LLC | 27,650 | $394.7 萬 | 0.55% | +14,995+118.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,200 | $388.3 萬 | 0.01% | +10,700+64.8% | 加碼 |
| PDT Partners, LLC | 25,257 | $360.5 萬 | 0.49% | +3,055+13.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,106 | $358.4 萬 | 0.03% | +18,410+274.9% | 加碼 |
| Twinbeech Capital LP | 24,783 | $353.8 萬 | 0.07% | +24,783 | 新進 |
| JPMorgan Chase & Co | 22,180 | $316.6 萬 | 0.00% | +22,180 | 新進 |
| Walleye Trading LLC | 22,009 | $314.2 萬 | 0.11% | +18,663+557.8% | 加碼 |
| Metavasi Capital LP | 22,000 | $314.1 萬 | 2.34% | +22,000 | 新進 |
| D. E. Shaw & Co., Inc. | 21,772 | $310.8 萬 | 0.01% | +21,772 | 新進 |
| CIBC World Markets Inc. | 21,560 | $307.8 萬 | 0.01% | +21,560 | 新進 |
| Berkshire Capital Holdings Inc | 21,350 | $304.8 萬 | 1.36% | −7,220−25.3% | 減碼 |
| Tudor Investment Corp Et Al | 21,087 | $301.0 萬 | 0.06% | +11,253+114.4% | 加碼 |
| Firsthand Capital Management, Inc. | 20,000 | $285.5 萬 | 3.10% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 19,437 | $277.5 萬 | 0.02% | −230,056−92.2% | 減碼 |
| Norges Bank | 18,878 | $269.5 萬 | 0.00% | −21,556−53.3% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 18,000 | $257.0 萬 | 0.06% | −22,000−55.0% | 減碼 |
| ETF Managers Group, LLC | 17,575 | $250.9 萬 | 0.08% | +17,575 | 新進 |
| Northern Trust Corp | 15,423 | $220.2 萬 | 0.00% | +15,423 | 新進 |
| Citigroup Inc | 14,197 | $202.7 萬 | 0.00% | +3,364+31.1% | 加碼 |
| Victory Capital Management Inc | 13,980 | $199.6 萬 | 0.00% | −810−5.5% | 減碼 |
| RMB Capital Management, LLC | 13,624 | $194.5 萬 | 0.07% | +13,624 | 新進 |
| HRT Financial LP | 12,986 | $185.3 萬 | 0.02% | +12,986 | 新進 |
| LMR Partners LLP | 12,950 | $184.9 萬 | 0.04% | +12,950 | 新進 |
| Bayesian Capital Management, LP | 12,716 | $181.5 萬 | 0.22% | +5,516+76.6% | 加碼 |
| Summit Trail Advisors, LLC | 12,462 | $177.9 萬 | 0.07% | +8,145+188.7% | 加碼 |
| Alps Advisors Inc | 11,962 | $170.8 萬 | 0.02% | −5,225−30.4% | 減碼 |
| Guggenheim Capital LLC | 11,495 | $164.1 萬 | 0.01% | +79+0.7% | 加碼 |
| Trexquant Investment LP | 11,128 | $158.9 萬 | 0.04% | −23,221−67.6% | 減碼 |
| Vanguard Group Inc | 11,023 | $157.4 萬 | 0.00% | +1,891+20.7% | 加碼 |
| O'Neil Global Advisors, Inc. | 10,589 | $151.2 萬 | 0.78% | +10,589 | 新進 |