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 3 季 13F 持有人
monday.com Ltd. 在 2023/9/30 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
- 292
- 較 2023 年第 2 季 +16 家
- 持有股數
- 3,432 萬
- 較 2023 年第 2 季 −194.9 萬 (−5.4%)
- 總市值
- $55.0 億
- 較 2023 年第 2 季 −$7.05 億 (−11.4%)
- 新進機構
- 54
- 另有 119 家加碼
- 清倉機構
- 38
- 另有 89 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 4,617,264 | $7.35 億 | 19.08% | −2,000,000−30.2% | 減碼 |
| Sonnipe Ltd | 4,181,368 | $6.66 億 | 96.57% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 3,208,125 | $5.11 億 | 0.07% | +196,609+6.5% | 加碼 |
| Franklin Resources Inc | 2,299,942 | $3.66 億 | 0.19% | +303,581+15.2% | 加碼 |
| Voya Investment Management LLC | 1,636,621 | $2.61 億 | 0.29% | +77,950+5.0% | 加碼 |
| Acadian Asset Management LLC | 1,137,850 | $1.81 億 | 0.76% | +300,011+35.8% | 加碼 |
| Alliancebernstein L.P. | 913,505 | $1.45 億 | 0.06% | +110,609+13.8% | 加碼 |
| BlackRock Inc. | 894,350 | $1.42 億 | 0.00% | +132,381+17.4% | 加碼 |
| Renaissance Technologies LLC | 783,800 | $1.25 億 | 0.21% | −43,900−5.3% | 減碼 |
| 1832 Asset Management L.P. | 767,700 | $1.22 億 | 0.25% | −175,800−18.6% | 減碼 |
| Holocene Advisors, LP | 717,278 | $1.14 億 | 0.51% | +181,224+33.8% | 加碼 |
| Citadel Advisors LLC | 695,964 | $1.11 億 | 0.12% | +339,590+95.3% | 加碼 |
| Capital World Investors | 680,992 | $1.08 億 | 0.02% | +916+0.1% | 加碼 |
| Invesco Ltd. | 629,572 | $1.00 億 | 0.03% | +483,709+331.6% | 加碼 |
| Morgan Stanley | 614,159 | $9,779 萬 | 0.01% | −37,401−5.7% | 減碼 |
| Two Sigma Advisers, LP | 578,100 | $9,205 萬 | 0.24% | −146,100−20.2% | 減碼 |
| Driehaus Capital Management LLC | 479,666 | $7,637 萬 | 0.99% | +49,852+11.6% | 加碼 |
| Polar Capital Holdings Plc | 431,738 | $6,874 萬 | 0.51% | +149,587+53.0% | 加碼 |
| Zoom Video Communications, Inc. | 353,904 | $5,635 萬 | 71.92% | 00.0% | 不變 |
| State Street Corp | 353,735 | $5,632 萬 | 0.00% | +48,573+15.9% | 加碼 |
| Millennium Management LLC | 326,772 | $5,203 萬 | 0.05% | −139,140−29.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 323,396 | $5,149 萬 | 0.06% | +110,743+52.1% | 加碼 |
| Lord, Abbett & Co. LLC | 322,793 | $5,140 萬 | 0.19% | +55,570+20.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 321,800 | $5,124 萬 | 0.62% | −99,258−23.6% | 減碼 |
| Goldman Sachs Group Inc | 285,047 | $4,539 萬 | 0.01% | +188,973+196.7% | 加碼 |
| Man Group plc | – | $4,070 萬 | 0.13% | – | – |
| Noked Israel Ltd | 242,960 | $3,868 萬 | 11.74% | +82,300+51.2% | 加碼 |
| Strategy Capital LLC | 232,162 | $3,696 萬 | 5.16% | +232,162 | 新進 |
| Two Sigma Investments, LP | 216,030 | $3,440 萬 | 0.10% | −520,941−70.7% | 減碼 |
| Norges Bank | 215,730 | $3,435 萬 | 0.01% | +48,945+29.3% | 加碼 |
| Himension Fund | 213,328 | $3,397 萬 | 3.49% | −3,474−1.6% | 減碼 |
| Eventide Asset Management, LLC | 203,617 | $3,242 萬 | 0.58% | +203,617 | 新進 |
| Eagle Asset Management Inc | 192,370 | $3,063 萬 | 0.18% | −24,069−11.1% | 減碼 |
| HarbourVest Partners LLC | 181,953 | $2,897 萬 | 9.84% | −13,242−6.8% | 減碼 |
| Geode Capital Management, LLC | 182,020 | $2,891 萬 | 0.00% | +21,472+13.4% | 加碼 |
| TenCore Partners, LP | 166,674 | $2,654 萬 | 7.89% | −27,161−14.0% | 減碼 |
| Wasatch Advisors Inc | 151,451 | $2,411 萬 | 0.15% | −25,167−14.2% | 減碼 |
| Teacher Retirement System of Texas | 145,209 | $2,312 萬 | 0.15% | +121,000+499.8% | 加碼 |
| Marshall Wace, LLP | 132,448 | $2,109 萬 | 0.05% | −232,781−63.7% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 132,335 | $2,107 萬 | 0.29% | +131,692+20,480.9% | 加碼 |
| Greenlea Lane Capital Management, LLC | 112,940 | $1,798 萬 | 6.44% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 109,458 | $1,743 萬 | 0.05% | +39,065+55.5% | 加碼 |
| New York State Common Retirement Fund | 103,924 | $1,655 萬 | 0.02% | −11,557−10.0% | 減碼 |
| Founders Circle Capital LLC | 102,263 | $1,628 萬 | 18.60% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 99,109 | $1,578 萬 | 0.34% | −23,560−19.2% | 減碼 |
| J. Goldman & Co LP | 97,849 | $1,558 萬 | 0.78% | +97,849 | 新進 |
| Whetstone Capital Advisors, LLC | 94,557 | $1,506 萬 | 8.33% | +245+0.3% | 加碼 |
| Bank of New York Mellon Corp | 93,287 | $1,485 萬 | 0.00% | −1,638−1.7% | 減碼 |
| Summit Partners Public Asset Management, LLC | 84,755 | $1,349 萬 | 0.85% | +84,755 | 新進 |
| Northern Trust Corp | 82,832 | $1,319 萬 | 0.00% | +19,866+31.6% | 加碼 |
| Hamilton Lane Advisors LLC | 77,300 | $1,231 萬 | 6.93% | +6,317+8.9% | 加碼 |
| Voloridge Investment Management, LLC | 76,698 | $1,221 萬 | 0.06% | −75,530−49.6% | 減碼 |
| SEI Investments Co | 76,503 | $1,218 萬 | 0.02% | +8,376+12.3% | 加碼 |
| APG Asset Management US Inc. | 75,347 | $1,200 萬 | 0.11% | +75,347 | 新進 |
| Swiss National Bank | 70,300 | $1,119 萬 | 0.01% | +1,800+2.6% | 加碼 |
| Point72 Asset Management, L.P. | 66,990 | $1,067 萬 | 0.04% | +66,990 | 新進 |
| MIC Capital Management UK LLP | 66,000 | $1,051 萬 | 2.40% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 65,000 | $1,035 萬 | 0.05% | +65,000 | 新進 |
| Sapphire Ventures, L.L.C. | 64,000 | $1,019 萬 | 5.87% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 63,626 | $1,013 萬 | 0.16% | +11,840+22.9% | 加碼 |
| Ardevora Asset Management LLP | 63,021 | $1,003 萬 | 0.49% | −46,955−42.7% | 減碼 |
| First Trust Advisors LP | 59,856 | $953.0 萬 | 0.01% | +53,028+776.6% | 加碼 |
| Quadrature Capital Ltd | 58,583 | $931.9 萬 | 0.19% | −140,470−70.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,120 | $877.6 萬 | 0.02% | +3,540+6.9% | 加碼 |
| UBS Asset Management Americas Inc | 51,869 | $825.9 萬 | 0.00% | +51,869 | 新進 |
| Legal & General Group Plc | 49,484 | $787.9 萬 | 0.00% | +3,715+8.1% | 加碼 |
| JPMorgan Chase & Co | 48,001 | $764.3 萬 | 0.00% | −56,617−54.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 45,614 | $726.3 萬 | 0.09% | −127,043−73.6% | 減碼 |
| M&G Investment Management Ltd | 44,551 | $708.4 萬 | 0.05% | +3,806+9.3% | 加碼 |
| Consolidated Press International Holdings Ltd | 44,465 | $708.0 萬 | 1.95% | +716+1.6% | 加碼 |
| Metavasi Capital LP | 44,000 | $700.6 萬 | 4.69% | +44,000 | 新進 |
| Bank of America Corp | 42,667 | $679.3 萬 | 0.00% | −882−2.0% | 減碼 |
| Russell Investments Group, Ltd. | 42,346 | $673.5 萬 | 0.01% | +19,142+82.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 40,683 | $647.8 萬 | 0.01% | −55,203−57.6% | 減碼 |
| Oberndorf William E | 40,033 | $637.4 萬 | 11.66% | −25,000−38.4% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 40,000 | $636.9 萬 | 0.01% | −5,000−11.1% | 減碼 |
| LMR Partners LLP | 40,000 | $636.9 萬 | 0.14% | +40,000 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,909 | $635.4 萬 | 0.01% | +654+1.7% | 加碼 |
| State of Michigan Retirement System | 38,048 | $605.8 萬 | 0.04% | +249+0.7% | 加碼 |
| Engineers Gate Manager LP | 37,135 | $591.3 萬 | 0.22% | −3,574−8.8% | 減碼 |
| FMR LLC | 35,020 | $557.6 萬 | 0.00% | +33,967+3,225.7% | 加碼 |
| Vanguard Group Inc | 34,906 | $555.8 萬 | 0.00% | +981+2.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 34,700 | $552.5 萬 | 0.05% | −18,900−35.3% | 減碼 |
| ExodusPoint Capital Management, LP | 33,701 | $536.6 萬 | 0.07% | +29,831+770.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 33,353 | $531.0 萬 | 0.01% | +12,877+62.9% | 加碼 |
| Squarepoint Ops LLC | 33,146 | $527.8 萬 | 0.03% | +869+2.7% | 加碼 |
| Credit Suisse AG | 32,569 | $518.6 萬 | 0.01% | +11,215+52.5% | 加碼 |
| Citigroup Inc | 32,323 | $514.6 萬 | 0.01% | −113,749−77.9% | 減碼 |
| Jane Street Group, LLC | 30,728 | $489.3 萬 | 0.01% | −123,300−80.1% | 減碼 |
| Trexquant Investment LP | 29,440 | $468.7 萬 | 0.12% | −15,527−34.5% | 減碼 |
| CIBC World Markets Inc. | 29,067 | $462.8 萬 | 0.02% | +3,235+12.5% | 加碼 |
| PDT Partners, LLC | 28,599 | $455.4 萬 | 0.57% | +39+0.1% | 加碼 |
| Deutsche Bank AG | 27,794 | $442.5 萬 | 0.00% | +10,552+61.2% | 加碼 |
| Twinbeech Capital LP | 26,692 | $425.0 萬 | 0.08% | +26,692 | 新進 |
| Capital Fund Management S.A. | 26,533 | $422.5 萬 | 0.06% | +851+3.3% | 加碼 |
| Susquehanna International Group, LLP | 26,381 | $420.0 萬 | 0.01% | +9,832+59.4% | 加碼 |
| Thornburg Investment Management Inc | 26,286 | $418.5 萬 | 0.07% | +26,286 | 新進 |
| Kettle Hill Capital Management, LLC | 23,323 | $371.3 萬 | 0.83% | +23,323 | 新進 |
| Utah Retirement Systems | 22,889 | $364.4 萬 | 0.05% | +6,863+42.8% | 加碼 |
| Summit Trail Advisors, LLC | 22,708 | $361.6 萬 | 0.13% | +5,561+32.4% | 加碼 |