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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 5,397 | $121.9 萬 | 0.00% | +5,397 | 新進 |
| Captrust Financial Advisors | 5,426 | $122.6 萬 | 0.00% | +2,749+102.7% | 加碼 |
| Options Solutions, LLC | 5,508 | $124.4 萬 | 0.71% | +5,508 | 新進 |
| Lisanti Capital Growth, LLC | 5,750 | $129.9 萬 | 0.32% | −90−1.5% | 減碼 |
| Bessemer Group Inc | 5,816 | $131.4 萬 | 0.00% | +5,816 | 新進 |
| Spark Investment Management LLC | 5,900 | $133.3 萬 | 7.38% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 6,106 | $137.9 萬 | 0.01% | +6,106 | 新進 |
| Orion Portfolio Solutions, LLC | 6,106 | $137.9 萬 | 0.01% | +6,106 | 新進 |
| Washington Harbour Partners LP | 6,200 | $140.0 萬 | 2.27% | +6,200 | 新進 |
| Eagle Global Advisors LLC | 6,500 | $146.8 萬 | 0.08% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,512 | $147.0 萬 | 0.00% | −1,553−19.3% | 減碼 |
| Hel Ved Capital Management Ltd | 6,635 | $149.9 萬 | 0.37% | −8,110−55.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 6,678 | $150.8 萬 | 0.12% | +6,678 | 新進 |
| Rhumbline Advisers | 6,745 | $152.3 萬 | 0.00% | +608+9.9% | 加碼 |
| Nomura Asset Management Co Ltd | 7,100 | $160.4 萬 | 0.01% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 7,238 | $163.5 萬 | 0.00% | −6,462−47.2% | 減碼 |
| Jackson Square Capital, LLC | 7,590 | $171.4 萬 | 0.44% | −1,178−13.4% | 減碼 |
| Jump Financial, LLC | 7,700 | $173.9 萬 | 0.05% | −5,188−40.3% | 減碼 |
| MML Investors Services, LLC | 7,899 | $178.4 萬 | 0.01% | +6,617+516.1% | 加碼 |
| Equitable Trust Co | 7,926 | $179.0 萬 | 0.12% | +7,926 | 新進 |
| Omers Administration Corp | 8,000 | $180.7 萬 | 0.02% | 00.0% | 不變 |
| Alps Advisors Inc | 8,397 | $189.7 萬 | 0.01% | −879−9.5% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,400 | $189.7 萬 | 0.02% | +600+7.7% | 加碼 |
| Penserra Capital Management LLC | 8,474 | $191.4 萬 | 0.02% | +8,114+2,253.9% | 加碼 |
| Pictet Asset Management Holding SA | 8,565 | $193.5 萬 | 0.00% | −767−8.2% | 減碼 |
| Van Eck Associates Corp | 8,764 | $198.0 萬 | 0.00% | +391+4.7% | 加碼 |
| Korea Investment CORP | 8,820 | $199.2 萬 | 0.01% | +426+5.1% | 加碼 |
| Pearl River Capital, LLC | 8,905 | $201.1 萬 | 0.32% | +2,450+38.0% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 9,025 | $203.8 萬 | 0.10% | +9,025 | 新進 |
| Wolverine Trading, LLC | 9,101 | $205.6 萬 | 0.02% | −2,669−22.7% | 減碼 |
| Pathstone Holdings, LLC | 9,297 | $210.0 萬 | 0.01% | +9,297 | 新進 |
| TD Asset Management Inc | 9,340 | $211.0 萬 | 0.00% | +2,164+30.2% | 加碼 |
| SYSTM Wealth Solutions LLC | 9,639 | $217.7 萬 | 0.28% | +2,734+39.6% | 加碼 |
| Asset Management One Co.,Ltd. | 9,684 | $218.7 萬 | 0.01% | +1,214+14.3% | 加碼 |
| Invesco Ltd. | 9,767 | $220.6 萬 | 0.00% | +1,695+21.0% | 加碼 |
| HarbourVest Partners LLC | 9,901 | $223.6 萬 | 1.02% | −172,052−94.6% | 減碼 |
| Evolutionary Tree Capital Management, LLC | 9,909 | $223.8 萬 | 2.25% | +1,065+12.0% | 加碼 |
| Firsthand Capital Management, Inc. | 10,000 | $225.9 萬 | 3.68% | −10,000−50.0% | 減碼 |
| Royal Bank of Canada | 10,212 | $230.7 萬 | 0.00% | +6,388+167.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 10,332 | $233.4 萬 | 0.00% | +793+8.3% | 加碼 |
| Trexquant Investment LP | 10,688 | $241.4 萬 | 0.05% | −50,408−82.5% | 減碼 |
| iA Global Asset Management Inc. | 10,855 | $245.2 萬 | 0.05% | +9,650+800.8% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 11,092 | $250.5 萬 | 0.02% | −2,367−17.6% | 減碼 |
| National Philanthropic Trust | 11,125 | $251.3 萬 | 0.05% | −51−0.5% | 減碼 |
| HSBC Holdings PLC | 11,240 | $253.9 萬 | 0.00% | +6,317+128.3% | 加碼 |
| Rakuten Securities, Inc. | 11,403 | $257.6 萬 | 1.13% | −4,863−29.9% | 減碼 |
| Public Sector Pension Investment Board | 11,484 | $259.4 萬 | 0.02% | +1,984+20.9% | 加碼 |
| KP Management LLC | 11,500 | $259.8 萬 | 1.12% | +11,500 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,635 | $262.8 萬 | 0.01% | −426−3.5% | 減碼 |
| Advisor Group Holdings, Inc. | 12,064 | $272.5 萬 | 0.01% | +4,666+63.1% | 加碼 |
| Baird Financial Group, Inc. | 12,755 | $288.1 萬 | 0.01% | +12,755 | 新進 |
| Union Investments & Development Ltd. | 12,924 | $291.9 萬 | 13.26% | +12,924 | 新進 |
| M&T Bank Corp | 12,962 | $292.8 萬 | 0.01% | +12,962 | 新進 |
| Bank of Montreal | 13,137 | $298.2 萬 | 0.00% | +6,862+109.4% | 加碼 |
| Calamos Advisors LLC | 14,024 | $316.8 萬 | 0.02% | +14,024 | 新進 |
| US Bancorp | 14,303 | $323.1 萬 | 0.00% | +5,861+69.4% | 加碼 |
| HPC Germany GmbH & Co. KG | 14,308 | $323.2 萬 | 68.69% | +14,308 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 14,422 | $325.7 萬 | 0.01% | +603+4.4% | 加碼 |
| State of Wisconsin Investment Board | 14,500 | $327.5 萬 | 0.01% | −2,100−12.7% | 減碼 |
| Spears Abacus Advisors LLC | 15,832 | $357.6 萬 | 0.07% | +15,832 | 新進 |
| Renaissance Capital LLC | 16,255 | $367.2 萬 | 1.91% | +472+3.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 16,400 | $370.4 萬 | 0.01% | −1,000−5.7% | 減碼 |
| LPL Financial LLC | 16,420 | $370.9 萬 | 0.00% | +10,492+177.0% | 加碼 |
| Y.D. More Investments Ltd | 16,466 | $371.9 萬 | 0.66% | +12,258+291.3% | 加碼 |
| Charles Schwab Investment Management Inc | 17,045 | $385.0 萬 | 0.00% | +1,276+8.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 17,480 | $392.7 萬 | 0.01% | +16,109+1,175.0% | 加碼 |
| Boulder Hill Capital Management LP | 17,400 | $393.0 萬 | 1.62% | +5,700+48.7% | 加碼 |
| Credit Suisse AG | 17,822 | $402.5 萬 | 0.00% | −3,971−18.2% | 減碼 |
| Wellington Management Group LLP | 18,032 | $407.3 萬 | 0.00% | +10,550+141.0% | 加碼 |
| PDT Partners, LLC | 18,156 | $410.1 萬 | 0.39% | −4,798−20.9% | 減碼 |
| Engineers Gate Manager LP | 19,291 | $435.7 萬 | 0.11% | −49,004−71.8% | 減碼 |
| Barclays PLC | 20,363 | $459.9 萬 | 0.00% | −189,187−90.3% | 減碼 |
| Toroso Investments, LLC | 20,530 | $463.7 萬 | 0.08% | +19,341+1,626.7% | 加碼 |
| Hood River Capital Management LLC | 21,995 | $496.8 萬 | 0.11% | +21,995 | 新進 |
| Stifel Financial Corp | 23,192 | $523.8 萬 | 0.01% | +23,192 | 新進 |
| Caisse de Depot Et Placement du Quebec | 23,200 | $524.0 萬 | 0.01% | +23,200 | 新進 |
| ExodusPoint Capital Management, LP | 23,586 | $532.7 萬 | 0.07% | +23,586 | 新進 |
| Hamilton Lane Advisors LLC | 24,185 | $546.3 萬 | 3.73% | −31,000−56.2% | 減碼 |
| Next Century Growth Investors LLC | 24,252 | $547.8 萬 | 0.48% | +24,252 | 新進 |
| Jefferies Financial Group Inc. | 24,500 | $553.4 萬 | 0.11% | +24,500 | 新進 |
| Adage Capital Partners GP, L.L.C. | 25,000 | $564.7 萬 | 0.01% | +15,000+150.0% | 加碼 |
| Liontrust Investment Partners LLP | 25,000 | $564.7 萬 | 0.08% | +25,000 | 新進 |
| Jane Street Group, LLC | 25,171 | $568.5 萬 | 0.01% | −60,875−70.7% | 減碼 |
| California State Teachers Retirement System | 25,320 | $571.9 萬 | 0.01% | +3,068+13.8% | 加碼 |
| Russell Investments Group, Ltd. | 25,673 | $579.9 萬 | 0.01% | +15,643+156.0% | 加碼 |
| Metavasi Capital LP | 25,800 | $582.7 萬 | 3.60% | +800+3.2% | 加碼 |
| Bienville Capital Management, LLC | 25,933 | $585.7 萬 | 1.78% | +3,033+13.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,985 | $586.9 萬 | 0.04% | +18,398+242.5% | 加碼 |
| Wells Fargo & Company | 26,108 | $589.7 萬 | 0.00% | +17,096+189.7% | 加碼 |
| Thornburg Investment Management Inc | 26,944 | $608.6 萬 | 0.08% | −664−2.4% | 減碼 |
| HighTower Advisors, LLC | 27,501 | $621.3 萬 | 0.01% | +9,116+49.6% | 加碼 |
| Citigroup Inc | 27,617 | $623.8 萬 | 0.01% | +8,085+41.4% | 加碼 |
| Pier Capital, LLC | 27,704 | $625.8 萬 | 0.86% | +27,704 | 新進 |
| RMB Capital Management, LLC | 28,386 | $641.2 萬 | 0.15% | +2,557+9.9% | 加碼 |
| Raymond James & Associates | 28,995 | $654.9 萬 | 0.00% | +16,470+131.5% | 加碼 |
| Coronation Fund Managers Ltd. | 30,987 | $699.9 萬 | 0.19% | +30,987 | 新進 |
| Oberndorf William E | 31,179 | $704.2 萬 | 11.49% | 00.0% | 不變 |
| CIBC World Markets Inc. | 32,066 | $724.3 萬 | 0.02% | +3,636+12.8% | 加碼 |
| Quadrature Capital Ltd | 33,305 | $752.2 萬 | 0.13% | −57,109−63.2% | 減碼 |
| UBS Group AG | 33,731 | $761.9 萬 | 0.00% | +30,308+885.4% | 加碼 |