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 |
|---|---|---|---|---|---|
| HarbourVest Partners LLC | 181,953 | $3,417 萬 | 11.45% | 00.0% | 不變 |
| Noked Israel Ltd | 194,174 | $3,647 萬 | 9.62% | −48,786−20.1% | 減碼 |
| Himension Fund | 198,623 | $3,730 萬 | 3.39% | −14,705−6.9% | 減碼 |
| Lord, Abbett & Co. LLC | 202,080 | $3,795 萬 | 0.13% | −120,713−37.4% | 減碼 |
| Eagle Asset Management Inc | 206,967 | $3,887 萬 | 0.21% | +14,597+7.6% | 加碼 |
| Barclays PLC | 209,550 | $3,936 萬 | 0.02% | +192,766+1,148.5% | 加碼 |
| JPMorgan Chase & Co | 212,366 | $3,988 萬 | 0.00% | +164,365+342.4% | 加碼 |
| Geode Capital Management, LLC | 222,501 | $4,164 萬 | 0.00% | +40,481+22.2% | 加碼 |
| Strategy Capital LLC | 231,506 | $4,348 萬 | 4.73% | −656−0.3% | 減碼 |
| Voloridge Investment Management, LLC | 261,026 | $4,902 萬 | 0.19% | +184,328+240.3% | 加碼 |
| Man Group plc | 265,685 | $4,990 萬 | 0.14% | – | – |
| Norges Bank | 307,513 | $5,775 萬 | 0.01% | +91,783+42.5% | 加碼 |
| Polar Capital Holdings Plc | 311,736 | $5,855 萬 | 0.41% | −120,002−27.8% | 減碼 |
| Westfield Capital Management Co LP | 312,490 | $5,869 萬 | 0.34% | +312,490 | 新進 |
| FMR LLC | 338,129 | $6,350 萬 | 0.00% | +303,109+865.5% | 加碼 |
| Goldman Sachs Group Inc | 351,518 | $6,602 萬 | 0.01% | +66,471+23.3% | 加碼 |
| Eventide Asset Management, LLC | 407,870 | $7,660 萬 | 1.25% | +204,253+100.3% | 加碼 |
| Two Sigma Investments, LP | 429,935 | $8,075 萬 | 0.19% | +213,905+99.0% | 加碼 |
| Driehaus Capital Management LLC | 431,722 | $8,108 萬 | 0.98% | −47,944−10.0% | 減碼 |
| State Street Corp | 456,322 | $8,570 萬 | 0.00% | +102,587+29.0% | 加碼 |
| Millennium Management LLC | 481,815 | $9,049 萬 | 0.09% | +155,043+47.4% | 加碼 |
| Two Sigma Advisers, LP | 545,100 | $1.02 億 | 0.24% | −33,000−5.7% | 減碼 |
| Capital World Investors | 681,139 | $1.28 億 | 0.02% | +1470.0% | 加碼 |
| Holocene Advisors, LP | 682,567 | $1.28 億 | 0.50% | −34,711−4.8% | 減碼 |
| Jennison Associates LLC | 697,972 | $1.31 億 | 0.10% | +697,972 | 新進 |
| Alliancebernstein L.P. | 746,812 | $1.40 億 | 0.05% | −166,693−18.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 845,026 | $1.59 億 | 0.17% | +521,630+161.3% | 加碼 |
| Acadian Asset Management LLC | 849,621 | $1.60 億 | 0.62% | −288,229−25.3% | 減碼 |
| 1832 Asset Management L.P. | 860,300 | $1.62 億 | 0.31% | +92,600+12.1% | 加碼 |
| Renaissance Technologies LLC | 1,007,690 | $1.89 億 | 0.29% | +223,890+28.6% | 加碼 |
| Whale Rock Capital Management LLC | 1,047,147 | $1.97 億 | 3.52% | +1,047,147 | 新進 |
| Citadel Advisors LLC | 1,061,594 | $1.99 億 | 0.20% | +365,630+52.5% | 加碼 |
| BlackRock Inc. | 1,119,960 | $2.10 億 | 0.01% | +225,610+25.2% | 加碼 |
| Morgan Stanley | 1,292,389 | $2.43 億 | 0.02% | +678,230+110.4% | 加碼 |
| Voya Investment Management LLC | 1,591,819 | $2.99 億 | 0.31% | −44,802−2.7% | 減碼 |
| Insight Holdings Group, LLC | 1,617,264 | $3.04 億 | 7.33% | −3,000,000−65.0% | 減碼 |
| Franklin Resources Inc | 2,191,928 | $4.12 億 | 0.19% | −108,014−4.7% | 減碼 |
| Price T Rowe Associates Inc | 3,133,262 | $5.88 億 | 0.08% | −74,863−2.3% | 減碼 |
| Sonnipe Ltd | 4,157,868 | $7.81 億 | 96.68% | −23,500−0.6% | 減碼 |
| Zoom Video Communications, Inc. | 0 | $0 | 0.00% | −353,904−100.0% | 清倉 |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −321,800−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −132,448−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −97,849−100.0% | 清倉 |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −75,347−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −38,048−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,701−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,381−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −23,323−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −21,099−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −15,035−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −14,357−100.0% | 清倉 |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −11,490−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,678−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | −6,285−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −6,142−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,411−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,180−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −3,727−100.0% | 清倉 |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −3,287−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,235−100.0% | 清倉 |
| Savoie Capital LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,790−100.0% | 清倉 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0 | $0 | 0.00% | −2,028−100.0% | 清倉 |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,337−100.0% | 清倉 |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −729−100.0% | 清倉 |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −149−100.0% | 清倉 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |