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 2 季 13F 持有人
monday.com Ltd. 在 2023/6/30 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
- 278
- 較 2023 年第 1 季 +70 家
- 持有股數
- 3,628 萬
- 較 2023 年第 1 季 +127.2 萬 (+3.6%)
- 總市值
- $62.1 億
- 較 2023 年第 1 季 +$12.1 億 (+24.2%)
- 新進機構
- 101
- 另有 90 家加碼
- 清倉機構
- 31
- 另有 64 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 6,617,264 | $11.3 億 | 26.18% | −4,000,000−37.7% | 減碼 |
| Sonnipe Ltd | 4,181,368 | $7.16 億 | 96.57% | −65,000−1.5% | 減碼 |
| Price T Rowe Associates Inc | 3,011,516 | $5.16 億 | 0.07% | +327,415+12.2% | 加碼 |
| Franklin Resources Inc | 1,996,361 | $3.42 億 | 0.16% | −9750.0% | 減碼 |
| Voya Investment Management LLC | 1,558,671 | $2.67 億 | 0.28% | +341,896+28.1% | 加碼 |
| 1832 Asset Management L.P. | 943,500 | $1.62 億 | 0.31% | +50,000+5.6% | 加碼 |
| Acadian Asset Management LLC | 837,839 | $1.43 億 | 0.59% | +399,859+91.3% | 加碼 |
| Renaissance Technologies LLC | 827,700 | $1.42 億 | 0.20% | +278,000+50.6% | 加碼 |
| Whale Rock Capital Management LLC | 821,666 | $1.41 億 | 2.43% | +821,666 | 新進 |
| Alliancebernstein L.P. | 802,896 | $1.37 億 | 0.06% | −136,108−14.5% | 減碼 |
| BlackRock Inc. | 761,969 | $1.30 億 | 0.00% | +649,439+577.1% | 加碼 |
| Two Sigma Investments, LP | 736,971 | $1.26 億 | 0.34% | +419,824+132.4% | 加碼 |
| Two Sigma Advisers, LP | 724,200 | $1.24 億 | 0.32% | +592,300+449.1% | 加碼 |
| Capital World Investors | 680,076 | $1.16 億 | 0.02% | −770.0% | 減碼 |
| Morgan Stanley | 651,560 | $1.12 億 | 0.01% | +37,480+6.1% | 加碼 |
| Holocene Advisors, LP | 536,054 | $9,178 萬 | 0.40% | +536,054 | 新進 |
| Millennium Management LLC | 465,912 | $7,977 萬 | 0.08% | +19,062+4.3% | 加碼 |
| Driehaus Capital Management LLC | 429,814 | $7,359 萬 | 0.93% | +167,800+64.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 421,058 | $7,209 萬 | 0.79% | −109,745−20.7% | 減碼 |
| Jericho Capital Asset Management L.P. | 400,000 | $6,849 萬 | 2.68% | −103,138−20.5% | 減碼 |
| Marshall Wace, LLP | 365,229 | $6,253 萬 | 0.14% | −142,425−28.1% | 減碼 |
| Citadel Advisors LLC | 356,374 | $6,102 萬 | 0.07% | −113,524−24.2% | 減碼 |
| Zoom Video Communications, Inc. | 353,904 | $6,060 萬 | 67.69% | −129,967−26.9% | 減碼 |
| State Street Corp | 305,162 | $5,225 萬 | 0.00% | +268,258+726.9% | 加碼 |
| Polar Capital Holdings Plc | 282,151 | $4,831 萬 | 0.33% | +282,151 | 新進 |
| Lord, Abbett & Co. LLC | 267,223 | $4,575 萬 | 0.16% | +792+0.3% | 加碼 |
| Artisan Partners Limited Partnership | 232,818 | $3,986 萬 | 0.06% | −44,577−16.1% | 減碼 |
| Himension Fund | 216,802 | $3,712 萬 | 3.38% | −28,957−11.8% | 減碼 |
| Eagle Asset Management Inc | 216,439 | $3,706 萬 | 0.21% | −20,479−8.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 212,653 | $3,641 萬 | 0.04% | +61,900+41.1% | 加碼 |
| Contour Asset Management LLC | 204,756 | $3,506 萬 | 1.58% | +204,756 | 新進 |
| Quadrature Capital Ltd | 199,053 | $3,408 萬 | 0.75% | +154,573+347.5% | 加碼 |
| HarbourVest Partners LLC | 195,195 | $3,342 萬 | 9.49% | +13,242+7.3% | 加碼 |
| TenCore Partners, LP | 193,835 | $3,319 萬 | 8.64% | −10,070−4.9% | 減碼 |
| Man Group plc | 182,801 | $3,130 萬 | 0.10% | – | – |
| Wasatch Advisors Inc | 176,618 | $3,024 萬 | 0.18% | −4,243−2.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 172,657 | $2,956 萬 | 0.33% | +34,483+25.0% | 加碼 |
| Norges Bank | 166,785 | $2,856 萬 | 0.01% | +147,907+783.5% | 加碼 |
| Noked Israel Ltd | 160,660 | $2,751 萬 | 9.41% | −46,540−22.5% | 減碼 |
| Geode Capital Management, LLC | 160,548 | $2,741 萬 | 0.00% | +124,799+349.1% | 加碼 |
| Jane Street Group, LLC | 154,028 | $2,637 萬 | 0.04% | +54,289+54.4% | 加碼 |
| Voloridge Investment Management, LLC | 152,228 | $2,606 萬 | 0.12% | +110,439+264.3% | 加碼 |
| Citigroup Inc | 146,072 | $2,501 萬 | 0.03% | +131,875+928.9% | 加碼 |
| Invesco Ltd. | 145,863 | $2,497 萬 | 0.01% | +145,863 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 122,669 | $2,100 萬 | 0.49% | −27,778−18.5% | 減碼 |
| New York State Common Retirement Fund | 115,481 | $1,977 萬 | 0.03% | +29,582+34.4% | 加碼 |
| Greenlea Lane Capital Management, LLC | 112,940 | $1,934 萬 | 7.05% | −1,345−1.2% | 減碼 |
| Ardevora Asset Management LLP | 109,976 | $1,883 萬 | 0.46% | −32,984−23.1% | 減碼 |
| JPMorgan Chase & Co | 104,618 | $1,791 萬 | 0.00% | +82,438+371.7% | 加碼 |
| Founders Circle Capital LLC | 102,263 | $1,751 萬 | 18.54% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 96,074 | $1,645 萬 | 0.00% | +25,950+37.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 95,886 | $1,642 萬 | 0.03% | +74,114+340.4% | 加碼 |
| Bank of New York Mellon Corp | 94,925 | $1,625 萬 | 0.00% | +34,340+56.7% | 加碼 |
| Whetstone Capital Advisors, LLC | 94,312 | $1,615 萬 | 9.01% | 00.0% | 不變 |
| Hamilton Lane Advisors LLC | 70,983 | $1,215 萬 | 5.33% | −611,488−89.6% | 減碼 |
| Qube Research & Technologies Ltd | 70,393 | $1,205 萬 | 0.05% | +8,956+14.6% | 加碼 |
| Swiss National Bank | 68,500 | $1,173 萬 | 0.01% | +68,500 | 新進 |
| SEI Investments Co | 68,127 | $1,166 萬 | 0.02% | +17,870+35.6% | 加碼 |
| MIC Capital Management UK LLP | 66,000 | $1,130 萬 | 2.30% | 00.0% | 不變 |
| Oberndorf William E | 65,033 | $1,113 萬 | 17.65% | +4,720+7.8% | 加碼 |
| Sapphire Ventures, L.L.C. | 64,000 | $1,096 萬 | 6.02% | −96,031−60.0% | 減碼 |
| Northern Trust Corp | 62,966 | $1,078 萬 | 0.00% | +47,543+308.3% | 加碼 |
| Pathway Capital Management, LP | 57,558 | $985.5 萬 | 17.63% | +57,558 | 新進 |
| Jump Financial, LLC | 56,985 | $975.7 萬 | 0.36% | +5,272+10.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 53,600 | $917.7 萬 | 0.08% | −283,320−84.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 51,786 | $886.7 萬 | 0.15% | +51,786 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51,580 | $883.2 萬 | 0.02% | +24,380+89.6% | 加碼 |
| Atika Capital Management LLC | 49,000 | $839.0 萬 | 1.05% | +49,000 | 新進 |
| Legal & General Group Plc | 45,769 | $783.7 萬 | 0.00% | +40,184+719.5% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 45,000 | $770.5 萬 | 0.02% | +45,000 | 新進 |
| Trexquant Investment LP | 44,967 | $769.9 萬 | 0.20% | +33,839+304.1% | 加碼 |
| Quantbot Technologies LP | 44,595 | $763.6 萬 | 0.50% | +5,089+12.9% | 加碼 |
| Consolidated Press International Holdings Ltd | 43,749 | $749.1 萬 | 2.35% | +43,749 | 新進 |
| Bank of America Corp | 43,549 | $745.6 萬 | 0.00% | −52,144−54.5% | 減碼 |
| First Republic Investment Management, Inc. | 42,782 | $732.5 萬 | 0.04% | −67,255−61.1% | 減碼 |
| EAM Global Investors LLC | 41,444 | $709.6 萬 | 2.08% | +41,444 | 新進 |
| Engineers Gate Manager LP | 40,709 | $697.0 萬 | 0.26% | −4,480−9.9% | 減碼 |
| M&G Investment Management Ltd | 40,745 | $696.7 萬 | 0.04% | +40,745 | 新進 |
| Berkshire Capital Holdings Inc | 40,420 | $692.1 萬 | 2.85% | +19,070+89.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,255 | $672.1 萬 | 0.01% | +39,255 | 新進 |
| State of Michigan Retirement System | 37,799 | $647.2 萬 | 0.04% | +37,799 | 新進 |
| Vanguard Group Inc | 33,925 | $580.9 萬 | 0.00% | +22,902+207.8% | 加碼 |
| Squarepoint Ops LLC | 32,277 | $552.6 萬 | 0.03% | −7,039−17.9% | 減碼 |
| Canada Pension Plan Investment Board | 29,070 | $497.7 萬 | 0.01% | +29,070 | 新進 |
| PDT Partners, LLC | 28,560 | $489.0 萬 | 0.67% | +3,303+13.1% | 加碼 |
| CIBC World Markets Inc. | 25,832 | $442.3 萬 | 0.02% | +4,272+19.8% | 加碼 |
| Capital Fund Management S.A. | 25,682 | $439.7 萬 | 0.07% | +25,682 | 新進 |
| Ameriprise Financial Inc | 25,488 | $436.7 萬 | 0.00% | +16,773+192.5% | 加碼 |
| Teacher Retirement System of Texas | 24,209 | $414.5 萬 | 0.03% | +24,209 | 新進 |
| Russell Investments Group, Ltd. | 23,204 | $392.8 萬 | 0.01% | +23,204 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 21,737 | $372.2 萬 | 0.08% | +3,737+20.8% | 加碼 |
| Credit Suisse AG | 21,354 | $365.6 萬 | 0.00% | +21,354 | 新進 |
| Robeco Institutional Asset Management B.V. | 20,476 | $350.6 萬 | 0.01% | +19,765+2,779.9% | 加碼 |
| Aigen Investment Management, LP | 20,397 | $349.2 萬 | 0.52% | +14,318+235.5% | 加碼 |
| Firsthand Capital Management, Inc. | 20,000 | $342.4 萬 | 4.11% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 17,600 | $301.3 萬 | 0.16% | +7,600+76.0% | 加碼 |
| California State Teachers Retirement System | 17,459 | $298.9 萬 | 0.00% | +17,459 | 新進 |
| Deutsche Bank AG | 17,242 | $295.2 萬 | 0.00% | +17,242 | 新進 |
| Summit Trail Advisors, LLC | 17,147 | $293.6 萬 | 0.11% | +4,685+37.6% | 加碼 |
| Lisanti Capital Growth, LLC | 16,905 | $289.4 萬 | 0.40% | −10,745−38.9% | 減碼 |