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 |
|---|---|---|---|---|---|
| Partners Capital Investment Group, LLP | 3,497 | $59.9 萬 | 0.01% | +3,497 | 新進 |
| Mach-1 Financial Group, Inc. | 3,540 | $60.6 萬 | 0.24% | +3,540 | 新進 |
| Panagora Asset Management Inc | 3,551 | $60.8 萬 | 0.00% | +3,551 | 新進 |
| Thrivent Financial for Lutherans | 3,630 | $62.2 萬 | 0.00% | +3,630 | 新進 |
| Silicon Valley Capital Partners | 3,662 | $62.7 萬 | 0.12% | −3,111−45.9% | 減碼 |
| Nebula Research & Development LLC | 3,687 | $63.1 萬 | 0.48% | +3,687 | 新進 |
| Vinva Investment Management Ltd | 3,770 | $63.8 萬 | 0.06% | +3,770 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,734 | $63.9 萬 | 0.00% | −1,242−25.0% | 減碼 |
| LPL Financial LLC | 3,786 | $64.8 萬 | 0.00% | −933−19.8% | 減碼 |
| Level Four Advisory Services, LLC | 3,804 | $65.1 萬 | 0.04% | +1,210+46.6% | 加碼 |
| XTX Topco Ltd | 3,836 | $65.7 萬 | 0.12% | +3,836 | 新進 |
| ExodusPoint Capital Management, LP | 3,870 | $66.3 萬 | 0.01% | −57,697−93.7% | 減碼 |
| Assetmark, Inc | 3,883 | $66.5 萬 | 0.00% | +247+6.8% | 加碼 |
| Shay Capital LLC | 3,950 | $67.6 萬 | 0.24% | +3,950 | 新進 |
| HSBC Holdings PLC | 4,176 | $71.3 萬 | 0.00% | +4,176 | 新進 |
| Mariner, LLC | 4,513 | $77.3 萬 | 0.00% | +4,513 | 新進 |
| Nomura Asset Management Co Ltd | 4,600 | $78.8 萬 | 0.00% | +4,600 | 新進 |
| M&T Bank Corp | 4,619 | $79.1 萬 | 0.00% | −869−15.8% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 4,652 | $79.7 萬 | 0.05% | +406+9.6% | 加碼 |
| Verition Fund Management LLC | 4,822 | $82.6 萬 | 0.01% | +1,197+33.0% | 加碼 |
| L & S Advisors Inc | 4,897 | $83.8 萬 | 0.11% | +4,897 | 新進 |
| TD Asset Management Inc | 4,914 | $84.1 萬 | 0.00% | +4,914 | 新進 |
| Alpha DNA Investment Management LLC | 4,995 | $85.5 萬 | 0.48% | −2,479−33.2% | 減碼 |
| Diversified Trust Co | 5,072 | $86.8 萬 | 0.03% | +5,072 | 新進 |
| Envestnet Asset Management Inc | 5,169 | $88.5 萬 | 0.00% | +3,254+169.9% | 加碼 |
| AE Wealth Management LLC | 5,318 | $91.1 萬 | 0.01% | +1,377+34.9% | 加碼 |
| Korea Investment CORP | 5,464 | $93.6 萬 | 0.00% | +5,464 | 新進 |
| Corton Capital Inc. | 5,615 | $96.1 萬 | 0.45% | +2,073+58.5% | 加碼 |
| Spark Investment Management LLC | 5,900 | $101.0 萬 | 3.43% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 5,981 | $101.2 萬 | 0.01% | +5,981 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,910 | $101.2 萬 | 0.00% | +5,910 | 新進 |
| Dynamic Technology Lab Private Ltd | 6,048 | $103.6 萬 | 0.13% | −2,792−31.6% | 減碼 |
| Temasek Holdings (Private) Ltd | 6,224 | $106.6 萬 | 0.01% | +6,224 | 新進 |
| Evolutionary Tree Capital Management, LLC | 6,244 | $106.9 萬 | 1.29% | +6,244 | 新進 |
| Stifel Financial Corp | 6,263 | $107.2 萬 | 0.00% | +6,263 | 新進 |
| US Bancorp | 6,312 | $108.1 萬 | 0.00% | +5,688+911.5% | 加碼 |
| Gsa Capital Partners LLP | 6,335 | $108.5 萬 | 0.11% | −95−1.5% | 減碼 |
| Pictet Asset Management SA | 6,489 | $111.1 萬 | 0.00% | +6,489 | 新進 |
| Amundi | 6,692 | $111.6 萬 | 0.00% | +6,056+952.2% | 加碼 |
| First Trust Advisors LP | 6,828 | $116.9 萬 | 0.00% | +6,828 | 新進 |
| Van Eck Associates Corp | 7,930 | $135.8 萬 | 0.00% | +2,820+55.2% | 加碼 |
| Asset Management One Co.,Ltd. | 7,997 | $136.9 萬 | 0.01% | +7,997 | 新進 |
| Public Sector Pension Investment Board | 8,000 | $137.0 萬 | 0.01% | +8,000 | 新進 |
| Interval Partners, LP | 8,000 | $137.0 萬 | 0.07% | +8,000 | 新進 |
| Pearl River Capital, LLC | 8,068 | $138.1 萬 | 0.22% | +8,068 | 新進 |
| Manufacturers Life Insurance Company, The | 8,100 | $138.7 萬 | 0.00% | +8,100 | 新進 |
| Occudo Quantitative Strategies LP | 8,275 | $141.7 萬 | 0.15% | −19,868−70.6% | 減碼 |
| Symmetry Peak Management LLC | 8,534 | $146.1 萬 | 3.08% | +3,034+55.2% | 加碼 |
| Tudor Investment Corp Et Al | 8,892 | $152.2 萬 | 0.02% | −12,195−57.8% | 減碼 |
| Virtu Financial LLC | 9,257 | $158.5 萬 | 0.12% | +457+5.2% | 加碼 |
| Bank of Montreal | 8,984 | $161.9 萬 | 0.00% | +8,984 | 新進 |
| Renaissance Capital LLC | 9,627 | $164.8 萬 | 0.94% | +5,624+140.5% | 加碼 |
| Wells Fargo & Company | 10,382 | $177.8 萬 | 0.00% | +1,183+12.9% | 加碼 |
| UBS Group AG | 10,815 | $185.2 萬 | 0.00% | −37,306−77.5% | 減碼 |
| Charles Schwab Investment Management Inc | 10,833 | $185.5 萬 | 0.00% | +10,833 | 新進 |
| Alps Advisors Inc | 10,860 | $185.9 萬 | 0.02% | −1,102−9.2% | 減碼 |
| Advisor Group Holdings, Inc. | 10,886 | $186.3 萬 | 0.00% | +8,284+318.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 10,927 | $187.1 萬 | 0.00% | +10,927 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,162 | $191.1 萬 | 0.01% | −13,944−55.5% | 減碼 |
| Graham Capital Management, L.P. | 11,177 | $191.4 萬 | 0.07% | −33,799−75.1% | 減碼 |
| Penserra Capital Management LLC | 11,830 | $202.5 萬 | 0.04% | +11,830 | 新進 |
| Guggenheim Capital LLC | 12,445 | $213.1 萬 | 0.02% | +950+8.3% | 加碼 |
| Advisory Research Inc | 12,705 | $217.5 萬 | 0.28% | +12,705 | 新進 |
| Victory Capital Management Inc | 12,820 | $219.5 萬 | 0.00% | −1,160−8.3% | 減碼 |
| Barclays PLC | 13,522 | $231.5 萬 | 0.00% | +12,861+1,945.7% | 加碼 |
| Lazard Asset Management LLC | 14,063 | $240.7 萬 | 0.00% | +11,750+508.0% | 加碼 |
| State of Wisconsin Investment Board | 14,300 | $244.8 萬 | 0.01% | +14,300 | 新進 |
| Public Employees Retirement Association of Colorado | 14,446 | $247.3 萬 | 0.01% | +14,446 | 新進 |
| RMB Capital Management, LLC | 14,733 | $252.3 萬 | 0.08% | +1,109+8.1% | 加碼 |
| Bayesian Capital Management, LP | 14,816 | $253.7 萬 | 0.27% | +2,100+16.5% | 加碼 |
| FORA Capital, LLC | 15,033 | $257.4 萬 | 0.37% | +9,927+194.4% | 加碼 |
| APG Asset Management N.V. | 16,402 | $257.4 萬 | 0.01% | +16,402 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 15,658 | $268.1 萬 | 0.02% | −3,779−19.4% | 減碼 |
| Utah Retirement Systems | 16,026 | $274.4 萬 | 0.04% | +6,874+75.1% | 加碼 |
| Susquehanna International Group, LLP | 16,549 | $283.4 萬 | 0.00% | −21,507−56.5% | 減碼 |
| Raymond James & Associates | 16,603 | $284.3 萬 | 0.00% | +7,535+83.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 16,800 | $287.6 萬 | 0.01% | +16,800 | 新進 |
| Lisanti Capital Growth, LLC | 16,905 | $289.4 萬 | 0.40% | −10,745−38.9% | 減碼 |
| Summit Trail Advisors, LLC | 17,147 | $293.6 萬 | 0.11% | +4,685+37.6% | 加碼 |
| Deutsche Bank AG | 17,242 | $295.2 萬 | 0.00% | +17,242 | 新進 |
| California State Teachers Retirement System | 17,459 | $298.9 萬 | 0.00% | +17,459 | 新進 |
| Aquatic Capital Management LLC | 17,600 | $301.3 萬 | 0.16% | +7,600+76.0% | 加碼 |
| Firsthand Capital Management, Inc. | 20,000 | $342.4 萬 | 4.11% | 00.0% | 不變 |
| Aigen Investment Management, LP | 20,397 | $349.2 萬 | 0.52% | +14,318+235.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 20,476 | $350.6 萬 | 0.01% | +19,765+2,779.9% | 加碼 |
| Credit Suisse AG | 21,354 | $365.6 萬 | 0.00% | +21,354 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 21,737 | $372.2 萬 | 0.08% | +3,737+20.8% | 加碼 |
| Russell Investments Group, Ltd. | 23,204 | $392.8 萬 | 0.01% | +23,204 | 新進 |
| Teacher Retirement System of Texas | 24,209 | $414.5 萬 | 0.03% | +24,209 | 新進 |
| Ameriprise Financial Inc | 25,488 | $436.7 萬 | 0.00% | +16,773+192.5% | 加碼 |
| Capital Fund Management S.A. | 25,682 | $439.7 萬 | 0.07% | +25,682 | 新進 |
| CIBC World Markets Inc. | 25,832 | $442.3 萬 | 0.02% | +4,272+19.8% | 加碼 |
| PDT Partners, LLC | 28,560 | $489.0 萬 | 0.67% | +3,303+13.1% | 加碼 |
| Canada Pension Plan Investment Board | 29,070 | $497.7 萬 | 0.01% | +29,070 | 新進 |
| Squarepoint Ops LLC | 32,277 | $552.6 萬 | 0.03% | −7,039−17.9% | 減碼 |
| Vanguard Group Inc | 33,925 | $580.9 萬 | 0.00% | +22,902+207.8% | 加碼 |
| State of Michigan Retirement System | 37,799 | $647.2 萬 | 0.04% | +37,799 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,255 | $672.1 萬 | 0.01% | +39,255 | 新進 |
| Berkshire Capital Holdings Inc | 40,420 | $692.1 萬 | 2.85% | +19,070+89.3% | 加碼 |
| M&G Investment Management Ltd | 40,745 | $696.7 萬 | 0.04% | +40,745 | 新進 |