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 4 季 13F 持有人
monday.com Ltd. 在 2023/12/31 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
- 339
- 較 2023 年第 3 季 +48 家
- 持有股數
- 3,555 萬
- 較 2023 年第 3 季 +124.9 萬 (+3.6%)
- 總市值
- $66.7 億
- 較 2023 年第 3 季 +$11.7 億 (+21.3%)
- 新進機構
- 83
- 另有 136 家加碼
- 清倉機構
- 35
- 另有 89 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sonnipe Ltd | 4,157,868 | $7.81 億 | 96.68% | −23,500−0.6% | 減碼 |
| Price T Rowe Associates Inc | 3,133,262 | $5.88 億 | 0.08% | −74,863−2.3% | 減碼 |
| Franklin Resources Inc | 2,191,928 | $4.12 億 | 0.19% | −108,014−4.7% | 減碼 |
| Insight Holdings Group, LLC | 1,617,264 | $3.04 億 | 7.33% | −3,000,000−65.0% | 減碼 |
| Voya Investment Management LLC | 1,591,819 | $2.99 億 | 0.31% | −44,802−2.7% | 減碼 |
| Morgan Stanley | 1,292,389 | $2.43 億 | 0.02% | +678,230+110.4% | 加碼 |
| BlackRock Inc. | 1,119,960 | $2.10 億 | 0.01% | +225,610+25.2% | 加碼 |
| Citadel Advisors LLC | 1,061,594 | $1.99 億 | 0.20% | +365,630+52.5% | 加碼 |
| Whale Rock Capital Management LLC | 1,047,147 | $1.97 億 | 3.52% | +1,047,147 | 新進 |
| Renaissance Technologies LLC | 1,007,690 | $1.89 億 | 0.29% | +223,890+28.6% | 加碼 |
| 1832 Asset Management L.P. | 860,300 | $1.62 億 | 0.31% | +92,600+12.1% | 加碼 |
| Acadian Asset Management LLC | 849,621 | $1.60 億 | 0.62% | −288,229−25.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 845,026 | $1.59 億 | 0.17% | +521,630+161.3% | 加碼 |
| Alliancebernstein L.P. | 746,812 | $1.40 億 | 0.05% | −166,693−18.2% | 減碼 |
| Jennison Associates LLC | 697,972 | $1.31 億 | 0.10% | +697,972 | 新進 |
| Holocene Advisors, LP | 682,567 | $1.28 億 | 0.50% | −34,711−4.8% | 減碼 |
| Capital World Investors | 681,139 | $1.28 億 | 0.02% | +1470.0% | 加碼 |
| Two Sigma Advisers, LP | 545,100 | $1.02 億 | 0.24% | −33,000−5.7% | 減碼 |
| Millennium Management LLC | 481,815 | $9,049 萬 | 0.09% | +155,043+47.4% | 加碼 |
| State Street Corp | 456,322 | $8,570 萬 | 0.00% | +102,587+29.0% | 加碼 |
| Driehaus Capital Management LLC | 431,722 | $8,108 萬 | 0.98% | −47,944−10.0% | 減碼 |
| Two Sigma Investments, LP | 429,935 | $8,075 萬 | 0.19% | +213,905+99.0% | 加碼 |
| Eventide Asset Management, LLC | 407,870 | $7,660 萬 | 1.25% | +204,253+100.3% | 加碼 |
| Goldman Sachs Group Inc | 351,518 | $6,602 萬 | 0.01% | +66,471+23.3% | 加碼 |
| FMR LLC | 338,129 | $6,350 萬 | 0.00% | +303,109+865.5% | 加碼 |
| Westfield Capital Management Co LP | 312,490 | $5,869 萬 | 0.34% | +312,490 | 新進 |
| Polar Capital Holdings Plc | 311,736 | $5,855 萬 | 0.41% | −120,002−27.8% | 減碼 |
| Norges Bank | 307,513 | $5,775 萬 | 0.01% | +91,783+42.5% | 加碼 |
| Man Group plc | 265,685 | $4,990 萬 | 0.14% | – | – |
| Voloridge Investment Management, LLC | 261,026 | $4,902 萬 | 0.19% | +184,328+240.3% | 加碼 |
| Strategy Capital LLC | 231,506 | $4,348 萬 | 4.73% | −656−0.3% | 減碼 |
| Geode Capital Management, LLC | 222,501 | $4,164 萬 | 0.00% | +40,481+22.2% | 加碼 |
| JPMorgan Chase & Co | 212,366 | $3,988 萬 | 0.00% | +164,365+342.4% | 加碼 |
| Barclays PLC | 209,550 | $3,936 萬 | 0.02% | +192,766+1,148.5% | 加碼 |
| Eagle Asset Management Inc | 206,967 | $3,887 萬 | 0.21% | +14,597+7.6% | 加碼 |
| Lord, Abbett & Co. LLC | 202,080 | $3,795 萬 | 0.13% | −120,713−37.4% | 減碼 |
| Himension Fund | 198,623 | $3,730 萬 | 3.39% | −14,705−6.9% | 減碼 |
| Noked Israel Ltd | 194,174 | $3,647 萬 | 9.62% | −48,786−20.1% | 減碼 |
| HarbourVest Partners LLC | 181,953 | $3,417 萬 | 11.45% | 00.0% | 不變 |
| Ion Asset Management Ltd. | 169,617 | $3,186 萬 | 2.68% | +169,617 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 156,609 | $2,941 萬 | 0.59% | +57,500+58.0% | 加碼 |
| TenCore Partners, LP | 150,194 | $2,821 萬 | 8.38% | −16,480−9.9% | 減碼 |
| Wasatch Advisors Inc | 145,184 | $2,727 萬 | 0.15% | −6,267−4.1% | 減碼 |
| Point72 Asset Management, L.P. | 132,760 | $2,493 萬 | 0.08% | +65,770+98.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 131,332 | $2,467 萬 | 0.20% | +96,632+278.5% | 加碼 |
| Bank of America Corp | 120,103 | $2,256 萬 | 0.00% | +77,436+181.5% | 加碼 |
| Summit Partners Public Asset Management, LLC | 109,548 | $2,057 萬 | 1.12% | +24,793+29.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 104,633 | $1,965 萬 | 0.27% | +104,633 | 新進 |
| Founders Circle Capital LLC | 102,263 | $1,921 萬 | 19.70% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 99,664 | $1,872 萬 | 0.00% | +6,377+6.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 91,815 | $1,724 萬 | 0.21% | +46,201+101.3% | 加碼 |
| Quadrature Capital Ltd | 90,414 | $1,698 萬 | 0.31% | +31,831+54.3% | 加碼 |
| Greenlea Lane Capital Management, LLC | 86,165 | $1,618 萬 | 5.01% | −26,775−23.7% | 減碼 |
| Northern Trust Corp | 86,058 | $1,616 萬 | 0.00% | +3,226+3.9% | 加碼 |
| Jane Street Group, LLC | 86,046 | $1,616 萬 | 0.02% | +55,318+180.0% | 加碼 |
| Swiss National Bank | 83,000 | $1,559 萬 | 0.01% | +12,700+18.1% | 加碼 |
| Capital Fund Management S.A. | 81,380 | $1,528 萬 | 0.19% | +54,847+206.7% | 加碼 |
| New York State Common Retirement Fund | 79,967 | $1,502 萬 | 0.02% | −23,957−23.1% | 減碼 |
| Whetstone Capital Advisors, LLC | 79,793 | $1,499 萬 | 7.54% | −14,764−15.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 74,052 | $1,391 萬 | 0.19% | +10,426+16.4% | 加碼 |
| Aragon Global Management, LP | 73,064 | $1,372 萬 | 7.78% | +73,064 | 新進 |
| Legal & General Group Plc | 69,263 | $1,301 萬 | 0.00% | +19,779+40.0% | 加碼 |
| Engineers Gate Manager LP | 68,295 | $1,283 萬 | 0.37% | +31,160+83.9% | 加碼 |
| Qube Research & Technologies Ltd | 66,731 | $1,253 萬 | 0.03% | −42,727−39.0% | 減碼 |
| MIC Capital Management UK LLP | 66,000 | $1,240 萬 | 2.40% | 00.0% | 不變 |
| SEI Investments Co | 65,491 | $1,230 萬 | 0.02% | −11,012−14.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 65,000 | $1,221 萬 | 0.04% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 64,772 | $1,216 萬 | 0.00% | +12,903+24.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 64,682 | $1,215 萬 | 0.03% | +31,329+93.9% | 加碼 |
| Sapphire Ventures, L.L.C. | 64,133 | $1,204 萬 | 7.22% | +133+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 61,824 | $1,161 萬 | 0.02% | +21,141+52.0% | 加碼 |
| Nuveen Asset Management, LLC | 61,800 | $1,161 萬 | 0.00% | +61,800 | 新進 |
| Trexquant Investment LP | 61,096 | $1,147 萬 | 0.26% | +31,656+107.5% | 加碼 |
| Hamilton Lane Advisors LLC | 55,185 | $1,036 萬 | 4.26% | −22,115−28.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,820 | $1,028 萬 | 0.02% | +4,700+8.5% | 加碼 |
| Carlson Capital L P | 54,100 | $1,016 萬 | 0.81% | +39,300+265.5% | 加碼 |
| First Trust Advisors LP | 52,242 | $981.2 萬 | 0.01% | −7,614−12.7% | 減碼 |
| Interval Partners, LP | 49,862 | $936.5 萬 | 0.41% | +35,862+256.2% | 加碼 |
| M&G Investment Management Ltd | 48,347 | $908.9 萬 | 0.05% | +3,796+8.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,864 | $898.9 萬 | 0.01% | +7,955+19.9% | 加碼 |
| Consolidated Press International Holdings Ltd | 44,465 | $835.1 萬 | 1.05% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 41,819 | $785.4 萬 | 1.20% | +40,414+2,876.4% | 加碼 |
| Vanguard Group Inc | 40,453 | $759.7 萬 | 0.00% | +5,547+15.9% | 加碼 |
| Ardevora Asset Management LLP | 39,945 | $750.2 萬 | 0.67% | −23,076−36.6% | 減碼 |
| Twinbeech Capital LP | 37,776 | $709.5 萬 | 0.11% | +11,084+41.5% | 加碼 |
| Deutsche Bank AG | 34,910 | $655.6 萬 | 0.00% | +7,116+25.6% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 44,345 | $654.4 萬 | 0.09% | +44,345 | 新進 |
| Balyasny Asset Management LLC | 33,749 | $633.8 萬 | 0.02% | +33,749 | 新進 |
| Oberndorf William E | 31,179 | $585.6 萬 | 9.54% | −8,854−22.1% | 減碼 |
| CIBC World Markets Inc. | 28,430 | $533.9 萬 | 0.02% | −637−2.2% | 減碼 |
| Thornburg Investment Management Inc | 27,608 | $518.5 萬 | 0.07% | +1,322+5.0% | 加碼 |
| RMB Capital Management, LLC | 25,829 | $485.1 萬 | 0.15% | +10,412+67.5% | 加碼 |
| Metavasi Capital LP | 25,000 | $469.5 萬 | 3.49% | −19,000−43.2% | 減碼 |
| Squarepoint Ops LLC | 23,431 | $440.1 萬 | 0.02% | −9,715−29.3% | 減碼 |
| PDT Partners, LLC | 22,954 | $431.1 萬 | 0.48% | −5,645−19.7% | 減碼 |
| Bienville Capital Management, LLC | 22,900 | $430.1 萬 | 1.31% | +12,000+110.1% | 加碼 |
| Envestnet Asset Management Inc | 22,751 | $427.3 萬 | 0.00% | +11,549+103.1% | 加碼 |
| California State Teachers Retirement System | 22,252 | $417.9 萬 | 0.01% | +2,865+14.8% | 加碼 |
| Credit Suisse AG | 21,793 | $409.3 萬 | 0.00% | −10,776−33.1% | 減碼 |
| Entropy Technologies, LP | 21,614 | $405.9 萬 | 0.75% | +21,614 | 新進 |