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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 9,458 | $177.6 萬 | 0.02% | +9,458 | 新進 |
| Aquatic Capital Management LLC | 9,500 | $178.4 萬 | 0.05% | −3,800−28.6% | 減碼 |
| Public Sector Pension Investment Board | 9,500 | $178.4 萬 | 0.01% | +1,800+23.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,539 | $179.2 萬 | 0.00% | +1,184+14.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 10,000 | $187.8 萬 | 0.00% | −30,000−75.0% | 減碼 |
| Russell Investments Group, Ltd. | 10,030 | $188.6 萬 | 0.00% | −32,316−76.3% | 減碼 |
| Seven Eight Capital, LP | 10,643 | $199.9 萬 | 0.23% | +4,252+66.5% | 加碼 |
| Quantbot Technologies LP | 11,042 | $207.4 萬 | 0.12% | +1,647+17.5% | 加碼 |
| National Philanthropic Trust | 11,176 | $209.9 萬 | 0.06% | +11,176 | 新進 |
| Clearbridge Investments, LLC | 11,673 | $219.2 萬 | 0.00% | +11,673 | 新進 |
| Boulder Hill Capital Management LP | 11,700 | $219.7 萬 | 1.18% | +11,700 | 新進 |
| Wolverine Trading, LLC | 11,770 | $221.1 萬 | 0.02% | +9,531+425.7% | 加碼 |
| UBS Oconnor LLC | 12,000 | $225.4 萬 | 0.07% | +12,000 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,061 | $226.5 萬 | 0.01% | +1,460+13.8% | 加碼 |
| Bayesian Capital Management, LP | 12,316 | $231.3 萬 | 0.25% | +4,100+49.9% | 加碼 |
| Victory Capital Management Inc | 12,320 | $231.4 萬 | 0.00% | −290−2.3% | 減碼 |
| Raymond James & Associates | 12,525 | $235.2 萬 | 0.00% | +4,457+55.2% | 加碼 |
| Jump Financial, LLC | 12,888 | $242.0 萬 | 0.08% | −412−3.1% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 13,459 | $252.8 萬 | 0.01% | +1,285+10.6% | 加碼 |
| Advisory Research Inc | 13,639 | $256.2 萬 | 0.40% | −813−5.6% | 減碼 |
| Canada Pension Plan Investment Board | 13,700 | $257.3 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 13,819 | $259.5 萬 | 0.01% | +2,613+23.3% | 加碼 |
| Atika Capital Management LLC | 14,000 | $262.9 萬 | 0.37% | +14,000 | 新進 |
| Hel Ved Capital Management Ltd | 14,745 | $276.9 萬 | 0.82% | +14,745 | 新進 |
| Firsthand Capital Management, Inc. | 20,000 | $281.7 萬 | 4.11% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 15,119 | $283.9 萬 | 0.09% | −7,589−33.4% | 減碼 |
| Charles Schwab Investment Management Inc | 15,769 | $296.2 萬 | 0.00% | +2,893+22.5% | 加碼 |
| Renaissance Capital LLC | 15,783 | $296.4 萬 | 1.46% | +3,439+27.9% | 加碼 |
| Andar Capital Management HK Ltd | 16,000 | $300.5 萬 | 4.24% | +16,000 | 新進 |
| Rakuten Securities, Inc. | 16,266 | $305.5 萬 | 2.41% | +16,266 | 新進 |
| State of Wisconsin Investment Board | 16,600 | $311.8 萬 | 0.01% | +1,200+7.8% | 加碼 |
| APG Asset Management N.V. | 18,758 | $318.9 萬 | 0.01% | +2,499+15.4% | 加碼 |
| Royal Fund Management, LLC | 17,400 | $326.8 萬 | 0.41% | −900−4.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 17,400 | $326.8 萬 | 0.01% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 17,984 | $337.7 萬 | 0.01% | +7,444+70.6% | 加碼 |
| HighTower Advisors, LLC | 18,385 | $344.7 萬 | 0.01% | +18,385 | 新進 |
| Ameriprise Financial Inc | 18,914 | $355.2 萬 | 0.00% | +8,911+89.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 19,399 | $364.3 萬 | 0.01% | +19,399 | 新進 |
| Citigroup Inc | 19,532 | $366.8 萬 | 0.00% | −12,791−39.6% | 減碼 |
| Entropy Technologies, LP | 21,614 | $405.9 萬 | 0.75% | +21,614 | 新進 |
| Credit Suisse AG | 21,793 | $409.3 萬 | 0.00% | −10,776−33.1% | 減碼 |
| California State Teachers Retirement System | 22,252 | $417.9 萬 | 0.01% | +2,865+14.8% | 加碼 |
| Envestnet Asset Management Inc | 22,751 | $427.3 萬 | 0.00% | +11,549+103.1% | 加碼 |
| Bienville Capital Management, LLC | 22,900 | $430.1 萬 | 1.31% | +12,000+110.1% | 加碼 |
| PDT Partners, LLC | 22,954 | $431.1 萬 | 0.48% | −5,645−19.7% | 減碼 |
| Squarepoint Ops LLC | 23,431 | $440.1 萬 | 0.02% | −9,715−29.3% | 減碼 |
| Metavasi Capital LP | 25,000 | $469.5 萬 | 3.49% | −19,000−43.2% | 減碼 |
| RMB Capital Management, LLC | 25,829 | $485.1 萬 | 0.15% | +10,412+67.5% | 加碼 |
| Thornburg Investment Management Inc | 27,608 | $518.5 萬 | 0.07% | +1,322+5.0% | 加碼 |
| CIBC World Markets Inc. | 28,430 | $533.9 萬 | 0.02% | −637−2.2% | 減碼 |
| Oberndorf William E | 31,179 | $585.6 萬 | 9.54% | −8,854−22.1% | 減碼 |
| Balyasny Asset Management LLC | 33,749 | $633.8 萬 | 0.02% | +33,749 | 新進 |
| Aware Super Pty Ltd as trustee of Aware Super | 44,345 | $654.4 萬 | 0.09% | +44,345 | 新進 |
| Deutsche Bank AG | 34,910 | $655.6 萬 | 0.00% | +7,116+25.6% | 加碼 |
| Twinbeech Capital LP | 37,776 | $709.5 萬 | 0.11% | +11,084+41.5% | 加碼 |
| Ardevora Asset Management LLP | 39,945 | $750.2 萬 | 0.67% | −23,076−36.6% | 減碼 |
| Vanguard Group Inc | 40,453 | $759.7 萬 | 0.00% | +5,547+15.9% | 加碼 |
| Stanley-Laman Group, Ltd. | 41,819 | $785.4 萬 | 1.20% | +40,414+2,876.4% | 加碼 |
| Consolidated Press International Holdings Ltd | 44,465 | $835.1 萬 | 1.05% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,864 | $898.9 萬 | 0.01% | +7,955+19.9% | 加碼 |
| M&G Investment Management Ltd | 48,347 | $908.9 萬 | 0.05% | +3,796+8.5% | 加碼 |
| Interval Partners, LP | 49,862 | $936.5 萬 | 0.41% | +35,862+256.2% | 加碼 |
| First Trust Advisors LP | 52,242 | $981.2 萬 | 0.01% | −7,614−12.7% | 減碼 |
| Carlson Capital L P | 54,100 | $1,016 萬 | 0.81% | +39,300+265.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,820 | $1,028 萬 | 0.02% | +4,700+8.5% | 加碼 |
| Hamilton Lane Advisors LLC | 55,185 | $1,036 萬 | 4.26% | −22,115−28.6% | 減碼 |
| Trexquant Investment LP | 61,096 | $1,147 萬 | 0.26% | +31,656+107.5% | 加碼 |
| Nuveen Asset Management, LLC | 61,800 | $1,161 萬 | 0.00% | +61,800 | 新進 |
| D. E. Shaw & Co., Inc. | 61,824 | $1,161 萬 | 0.02% | +21,141+52.0% | 加碼 |
| Sapphire Ventures, L.L.C. | 64,133 | $1,204 萬 | 7.22% | +133+0.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 64,682 | $1,215 萬 | 0.03% | +31,329+93.9% | 加碼 |
| UBS Asset Management Americas Inc | 64,772 | $1,216 萬 | 0.00% | +12,903+24.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 65,000 | $1,221 萬 | 0.04% | 00.0% | 不變 |
| SEI Investments Co | 65,491 | $1,230 萬 | 0.02% | −11,012−14.4% | 減碼 |
| MIC Capital Management UK LLP | 66,000 | $1,240 萬 | 2.40% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 66,731 | $1,253 萬 | 0.03% | −42,727−39.0% | 減碼 |
| Engineers Gate Manager LP | 68,295 | $1,283 萬 | 0.37% | +31,160+83.9% | 加碼 |
| Legal & General Group Plc | 69,263 | $1,301 萬 | 0.00% | +19,779+40.0% | 加碼 |
| Aragon Global Management, LP | 73,064 | $1,372 萬 | 7.78% | +73,064 | 新進 |
| Worldquant Millennium Advisors LLC | 74,052 | $1,391 萬 | 0.19% | +10,426+16.4% | 加碼 |
| Whetstone Capital Advisors, LLC | 79,793 | $1,499 萬 | 7.54% | −14,764−15.6% | 減碼 |
| New York State Common Retirement Fund | 79,967 | $1,502 萬 | 0.02% | −23,957−23.1% | 減碼 |
| Capital Fund Management S.A. | 81,380 | $1,528 萬 | 0.19% | +54,847+206.7% | 加碼 |
| Swiss National Bank | 83,000 | $1,559 萬 | 0.01% | +12,700+18.1% | 加碼 |
| Jane Street Group, LLC | 86,046 | $1,616 萬 | 0.02% | +55,318+180.0% | 加碼 |
| Northern Trust Corp | 86,058 | $1,616 萬 | 0.00% | +3,226+3.9% | 加碼 |
| Greenlea Lane Capital Management, LLC | 86,165 | $1,618 萬 | 5.01% | −26,775−23.7% | 減碼 |
| Quadrature Capital Ltd | 90,414 | $1,698 萬 | 0.31% | +31,831+54.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 91,815 | $1,724 萬 | 0.21% | +46,201+101.3% | 加碼 |
| Bank of New York Mellon Corp | 99,664 | $1,872 萬 | 0.00% | +6,377+6.8% | 加碼 |
| Founders Circle Capital LLC | 102,263 | $1,921 萬 | 19.70% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 104,633 | $1,965 萬 | 0.27% | +104,633 | 新進 |
| Summit Partners Public Asset Management, LLC | 109,548 | $2,057 萬 | 1.12% | +24,793+29.3% | 加碼 |
| Bank of America Corp | 120,103 | $2,256 萬 | 0.00% | +77,436+181.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 131,332 | $2,467 萬 | 0.20% | +96,632+278.5% | 加碼 |
| Point72 Asset Management, L.P. | 132,760 | $2,493 萬 | 0.08% | +65,770+98.2% | 加碼 |
| Wasatch Advisors Inc | 145,184 | $2,727 萬 | 0.15% | −6,267−4.1% | 減碼 |
| TenCore Partners, LP | 150,194 | $2,821 萬 | 8.38% | −16,480−9.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 156,609 | $2,941 萬 | 0.59% | +57,500+58.0% | 加碼 |
| Ion Asset Management Ltd. | 169,617 | $3,186 萬 | 2.68% | +169,617 | 新進 |