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。
2024 年第 1 季 13F 持有人
monday.com Ltd. 在 2024/3/31 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
- 398
- 較 2023 年第 4 季 +64 家
- 持有股數
- 3,768 萬
- 較 2023 年第 4 季 +226.8 萬 (+6.4%)
- 總市值
- $85.1 億
- 較 2023 年第 4 季 +$18.6 億 (+28.0%)
- 新進機構
- 121
- 另有 142 家加碼
- 清倉機構
- 57
- 另有 94 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sonnipe Ltd | 4,064,368 | $9.18 億 | 96.72% | −93,500−2.2% | 減碼 |
| WCM Investment Management, LLC | 3,225,401 | $7.29 億 | 1.73% | +3,225,401 | 新進 |
| Price T Rowe Associates Inc | 3,164,566 | $7.15 億 | 0.09% | +31,304+1.0% | 加碼 |
| Franklin Resources Inc | 2,328,059 | $5.26 億 | 0.17% | +136,131+6.2% | 加碼 |
| Voya Investment Management LLC | 1,921,942 | $4.34 億 | 0.43% | +330,123+20.7% | 加碼 |
| BlackRock Inc. | 1,762,795 | $3.98 億 | 0.01% | +642,835+57.4% | 加碼 |
| Renaissance Technologies LLC | 933,890 | $2.11 億 | 0.33% | −73,800−7.3% | 減碼 |
| Jennison Associates LLC | 782,154 | $1.77 億 | 0.12% | +84,182+12.1% | 加碼 |
| Alliancebernstein L.P. | 774,767 | $1.75 億 | 0.06% | +27,955+3.7% | 加碼 |
| Acadian Asset Management LLC | 688,910 | $1.56 億 | 0.54% | −160,711−18.9% | 減碼 |
| Capital World Investors | 680,985 | $1.54 億 | 0.03% | −1540.0% | 減碼 |
| JPMorgan Chase & Co | 625,303 | $1.41 億 | 0.01% | +412,937+194.4% | 加碼 |
| Artisan Partners Limited Partnership | 542,734 | $1.23 億 | 0.18% | +542,734 | 新進 |
| Driehaus Capital Management LLC | 519,853 | $1.17 億 | 1.17% | +88,131+20.4% | 加碼 |
| 1832 Asset Management L.P. | 496,700 | $1.12 億 | 0.21% | −363,600−42.3% | 減碼 |
| State Street Corp | 492,039 | $1.11 億 | 0.00% | +35,717+7.8% | 加碼 |
| Citadel Advisors LLC | 491,332 | $1.11 億 | 0.11% | −570,262−53.7% | 減碼 |
| Goldman Sachs Group Inc | 481,743 | $1.09 億 | 0.02% | +130,225+37.0% | 加碼 |
| Eminence Capital, LP | 464,368 | $1.05 億 | 1.92% | +464,368 | 新進 |
| ShawSpring Partners LLC | 435,896 | $9,846 萬 | 12.64% | +435,896 | 新進 |
| Whale Rock Capital Management LLC | 431,365 | $9,743 萬 | 1.45% | −615,782−58.8% | 減碼 |
| Holocene Advisors, LP | 419,854 | $9,483 萬 | 0.35% | −262,713−38.5% | 減碼 |
| FMR LLC | 416,375 | $9,405 萬 | 0.01% | +78,246+23.1% | 加碼 |
| Westfield Capital Management Co LP | 415,584 | $9,387 萬 | 0.49% | +103,094+33.0% | 加碼 |
| Eventide Asset Management, LLC | 399,490 | $9,023 萬 | 1.42% | −8,380−2.1% | 減碼 |
| Two Sigma Advisers, LP | 383,600 | $8,664 萬 | 0.20% | −161,500−29.6% | 減碼 |
| Clearbridge Investments, LLC | 344,525 | $7,782 萬 | 0.06% | +332,852+2,851.5% | 加碼 |
| Voloridge Investment Management, LLC | 340,235 | $7,685 萬 | 0.28% | +79,209+30.3% | 加碼 |
| Baillie Gifford & Co | 338,841 | $7,653 萬 | 0.06% | +338,841 | 新進 |
| TOMS Capital Investment Management LP | 337,000 | $7,612 萬 | 4.95% | +337,000 | 新進 |
| Polar Capital Holdings Plc | 330,425 | $7,463 萬 | 0.45% | +18,689+6.0% | 加碼 |
| Norges Bank | 296,015 | $6,686 萬 | 0.01% | −11,498−3.7% | 減碼 |
| Morgan Stanley | 282,022 | $6,370 萬 | 0.01% | −1,010,367−78.2% | 減碼 |
| Northern Trust Corp | 275,314 | $6,219 萬 | 0.01% | +189,256+219.9% | 加碼 |
| Geode Capital Management, LLC | 246,934 | $5,559 萬 | 0.01% | +24,433+11.0% | 加碼 |
| Strategy Capital LLC | 236,172 | $5,334 萬 | 5.42% | +4,666+2.0% | 加碼 |
| Agf Management Ltd | 207,344 | $4,683 萬 | 0.26% | +207,344 | 新進 |
| Lord, Abbett & Co. LLC | 199,652 | $4,510 萬 | 0.15% | −2,428−1.2% | 減碼 |
| Eagle Asset Management Inc | 197,669 | $4,368 萬 | 0.22% | −9,298−4.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 186,537 | $4,213 萬 | 0.53% | +81,904+78.3% | 加碼 |
| Macquarie Group Ltd | 185,872 | $4,198 萬 | 0.05% | +182,548+5,491.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 171,609 | $3,876 萬 | 0.62% | +15,000+9.6% | 加碼 |
| Envestnet Asset Management Inc | 155,585 | $3,514 萬 | 0.01% | +132,834+583.9% | 加碼 |
| Ameriprise Financial Inc | 148,462 | $3,353 萬 | 0.01% | +129,548+684.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 144,708 | $3,269 萬 | 0.04% | +82,884+134.1% | 加碼 |
| Coatue Management LLC大師Coatue | 142,182 | $3,211 萬 | 0.13% | +142,182 | 新進 |
| Arrowstreet Capital, Limited Partnership | 135,259 | $3,055 萬 | 0.03% | −709,767−84.0% | 減碼 |
| Wasatch Advisors Inc | 133,757 | $3,021 萬 | 0.16% | −11,427−7.9% | 減碼 |
| TenCore Partners, LP | 129,314 | $2,921 萬 | 9.06% | −20,880−13.9% | 減碼 |
| Two Sigma Investments, LP | 124,276 | $2,807 萬 | 0.07% | −305,659−71.1% | 減碼 |
| Noked Israel Ltd | 115,500 | $2,609 萬 | 7.01% | −78,674−40.5% | 減碼 |
| SEI Investments Co | 107,331 | $2,424 萬 | 0.04% | +41,840+63.9% | 加碼 |
| Brown Capital Management LLC | 106,458 | $2,405 萬 | 0.43% | +106,458 | 新進 |
| Founders Circle Capital LLC | 102,263 | $2,310 萬 | 27.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 100,958 | $2,280 萬 | 0.00% | +1,294+1.3% | 加碼 |
| Summit Partners Public Asset Management, LLC | 99,740 | $2,253 萬 | 1.08% | −9,808−9.0% | 減碼 |
| Vista Equity Partners Management, LLC | 91,916 | $2,076 萬 | 0.56% | +91,916 | 新進 |
| Aragon Global Management, LP | 88,209 | $1,992 萬 | 8.95% | +15,145+20.7% | 加碼 |
| Bank of America Corp | 88,103 | $1,990 萬 | 0.00% | −32,000−26.6% | 減碼 |
| Swiss National Bank | 86,400 | $1,952 萬 | 0.01% | +3,400+4.1% | 加碼 |
| Greenlea Lane Capital Management, LLC | 86,165 | $1,946 萬 | 5.51% | 00.0% | 不變 |
| Whetstone Capital Advisors, LLC | 79,793 | $1,802 萬 | 7.89% | 00.0% | 不變 |
| LMR Partners LLP | 77,602 | $1,753 萬 | 0.45% | +77,602 | 新進 |
| Squarepoint Ops LLC | 77,024 | $1,740 萬 | 0.07% | +53,593+228.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 77,781 | $1,719 萬 | 0.03% | +58,382+301.0% | 加碼 |
| Balyasny Asset Management LLC | 75,998 | $1,717 萬 | 0.04% | +42,249+125.2% | 加碼 |
| Assenagon Asset Management S.A. | 74,681 | $1,687 萬 | 0.04% | +74,681 | 新進 |
| State of Tennessee, Treasury Department | 74,315 | $1,679 萬 | 0.06% | +74,315 | 新進 |
| New York State Common Retirement Fund | 72,431 | $1,636 萬 | 0.02% | −7,536−9.4% | 減碼 |
| Legal & General Group Plc | 71,343 | $1,611 萬 | 0.00% | +2,080+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 70,784 | $1,599 萬 | 0.00% | +8,984+14.5% | 加碼 |
| UBS Asset Management Americas Inc | 69,601 | $1,572 萬 | 0.01% | +4,829+7.5% | 加碼 |
| MIC Capital Management UK LLP | 66,000 | $1,491 萬 | 2.83% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,759 | $1,440 萬 | 0.02% | +3,939+6.6% | 加碼 |
| Atika Capital Management LLC | 63,000 | $1,423 萬 | 1.60% | +49,000+350.0% | 加碼 |
| Amundi | 75,036 | $1,389 萬 | 0.01% | +67,558+903.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 60,104 | $1,358 萬 | 0.02% | +58,774+4,419.1% | 加碼 |
| Millennium Management LLC | 58,793 | $1,328 萬 | 0.01% | −423,022−87.8% | 減碼 |
| Capital Fund Management S.A. | 58,717 | $1,326 萬 | 0.16% | −22,663−27.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 56,500 | $1,276 萬 | 0.01% | +8,636+18.0% | 加碼 |
| Polar Asset Management Partners Inc. | 55,800 | $1,260 萬 | 0.34% | +55,800 | 新進 |
| Man Group plc | 55,503 | $1,254 萬 | 0.03% | −210,182−79.1% | 減碼 |
| Summit Trail Advisors, LLC | 55,048 | $1,243 萬 | 0.33% | +39,929+264.1% | 加碼 |
| Ion Asset Management Ltd. | 53,350 | $1,205 萬 | 0.88% | −116,267−68.5% | 減碼 |
| Berkshire Capital Holdings Inc | 53,140 | $1,200 萬 | 4.79% | +53,130+531,300.0% | 加碼 |
| Natixis Advisors, L.P. | 52,315 | $1,182 萬 | 0.03% | +34,331+190.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 46,905 | $1,059 萬 | 0.02% | −17,777−27.5% | 減碼 |
| Vanguard Group Inc | 45,682 | $1,032 萬 | 0.00% | +5,229+12.9% | 加碼 |
| Consolidated Press International Holdings Ltd | 44,654 | $1,009 萬 | 1.17% | +189+0.4% | 加碼 |
| First Trust Advisors LP | 44,648 | $1,008 萬 | 0.01% | −7,594−14.5% | 減碼 |
| Principal Financial Group Inc | 42,510 | $960.2 萬 | 0.01% | +40,596+2,121.0% | 加碼 |
| Himension Fund | 41,514 | $937.7 萬 | 0.70% | −157,109−79.1% | 減碼 |
| Stanley-Laman Group, Ltd. | 41,385 | $934.8 萬 | 1.31% | −434−1.0% | 減碼 |
| Deutsche Bank AG | 38,818 | $876.8 萬 | 0.00% | +3,908+11.2% | 加碼 |
| SG Americas Securities, LLC | 37,672 | $850.9 萬 | 0.04% | +31,914+554.3% | 加碼 |
| California Public Employees Retirement System | 36,783 | $830.8 萬 | 0.01% | +36,783 | 新進 |
| Artemis Investment Management LLP | 36,323 | $820.1 萬 | 0.11% | +36,323 | 新進 |
| EAM Global Investors LLC | 34,194 | $772.3 萬 | 1.78% | +34,194 | 新進 |
| UBS Group AG | 33,731 | $761.9 萬 | 0.00% | +30,308+885.4% | 加碼 |
| Quadrature Capital Ltd | 33,305 | $752.2 萬 | 0.13% | −57,109−63.2% | 減碼 |