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 2 季 13F 持有人
monday.com Ltd. 在 2024/6/30 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
- 397
- 較 2024 年第 1 季 +2 家
- 持有股數
- 3,915 萬
- 較 2024 年第 1 季 +149.2 萬 (+4.0%)
- 總市值
- $94.1 億
- 較 2024 年第 1 季 +$9.08 億 (+10.7%)
- 新進機構
- 63
- 另有 182 家加碼
- 清倉機構
- 61
- 另有 107 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | 4,186,698 | $9.89 億 | 2.34% | +961,297+29.8% | 加碼 |
| Sonnipe Ltd | 3,926,861 | $9.45 億 | 98.93% | −137,507−3.4% | 減碼 |
| Price T Rowe Associates Inc | 2,334,232 | $5.62 億 | 0.07% | −830,334−26.2% | 減碼 |
| Franklin Resources Inc | 2,086,235 | $5.02 億 | 0.15% | −241,824−10.4% | 減碼 |
| BlackRock Inc. | 1,592,582 | $3.83 億 | 0.01% | −170,213−9.7% | 減碼 |
| Voya Investment Management LLC | 1,568,490 | $3.78 億 | 0.37% | −353,452−18.4% | 減碼 |
| Renaissance Technologies LLC | 1,122,690 | $2.70 億 | 0.46% | +188,800+20.2% | 加碼 |
| Durable Capital Partners LP | 859,813 | $2.07 億 | 1.70% | +859,813 | 新進 |
| JPMorgan Chase & Co | 745,295 | $1.79 億 | 0.02% | +119,992+19.2% | 加碼 |
| Amundi | 728,040 | $1.77 億 | 0.07% | +653,004+870.3% | 加碼 |
| FMR LLC | 713,303 | $1.72 億 | 0.01% | +296,928+71.3% | 加碼 |
| 1832 Asset Management L.P. | 667,500 | $1.61 億 | 0.29% | +170,800+34.4% | 加碼 |
| Artisan Partners Limited Partnership | 644,989 | $1.55 億 | 0.24% | +102,255+18.8% | 加碼 |
| Alliancebernstein L.P. | 624,985 | $1.50 億 | 0.05% | −149,782−19.3% | 減碼 |
| Capital World Investors | 596,583 | $1.44 億 | 0.02% | −84,402−12.4% | 減碼 |
| Westfield Capital Management Co LP | 586,075 | $1.41 億 | 0.69% | +170,491+41.0% | 加碼 |
| State Street Corp | 566,294 | $1.36 億 | 0.01% | +74,255+15.1% | 加碼 |
| Holocene Advisors, LP | 534,806 | $1.29 億 | 0.54% | +114,952+27.4% | 加碼 |
| Two Sigma Advisers, LP | 525,000 | $1.26 億 | 0.28% | +141,400+36.9% | 加碼 |
| Norges Bank | 476,304 | $1.15 億 | 0.02% | +180,289+60.9% | 加碼 |
| Goldman Sachs Group Inc | 476,138 | $1.15 億 | 0.02% | −5,605−1.2% | 減碼 |
| Eminence Capital, LP | 470,717 | $1.13 億 | 1.83% | +6,349+1.4% | 加碼 |
| Morgan Stanley | 442,647 | $1.07 億 | 0.01% | +160,625+57.0% | 加碼 |
| Two Sigma Investments, LP | 430,847 | $1.04 億 | 0.25% | +306,571+246.7% | 加碼 |
| Acadian Asset Management LLC | 424,461 | $1.02 億 | 0.31% | −264,449−38.4% | 減碼 |
| ShawSpring Partners LLC | 414,618 | $9,982 萬 | 14.40% | −21,278−4.9% | 減碼 |
| Jennison Associates LLC | 411,641 | $9,911 萬 | 0.06% | −370,513−47.4% | 減碼 |
| Citadel Advisors LLC | 399,574 | $9,620 萬 | 0.09% | −91,758−18.7% | 減碼 |
| Driehaus Capital Management LLC | 389,669 | $9,382 萬 | 0.91% | −130,184−25.0% | 減碼 |
| Whale Rock Capital Management LLC | 389,414 | $9,376 萬 | 1.33% | −41,951−9.7% | 減碼 |
| Northern Trust Corp | 360,167 | $8,671 萬 | 0.01% | +84,853+30.8% | 加碼 |
| Clearbridge Investments, LLC | 342,004 | $8,234 萬 | 0.07% | −2,521−0.7% | 減碼 |
| Baillie Gifford & Co | 328,526 | $7,910 萬 | 0.06% | −10,315−3.0% | 減碼 |
| Eventide Asset Management, LLC | 318,917 | $7,678 萬 | 1.31% | −80,573−20.2% | 減碼 |
| Geode Capital Management, LLC | 317,809 | $7,623 萬 | 0.01% | +70,875+28.7% | 加碼 |
| Bank of New York Mellon Corp | 273,877 | $6,594 萬 | 0.01% | +172,919+171.3% | 加碼 |
| Summit Partners Public Asset Management, LLC | 273,737 | $6,590 萬 | 3.04% | +173,997+174.5% | 加碼 |
| Voloridge Investment Management, LLC | 260,247 | $6,266 萬 | 0.23% | −79,988−23.5% | 減碼 |
| Strategy Capital LLC | 237,731 | $5,724 萬 | 5.62% | +1,559+0.7% | 加碼 |
| Agf Management Ltd | 207,416 | $4,994 萬 | 0.28% | +720.0% | 加碼 |
| Lord, Abbett & Co. LLC | 195,647 | $4,710 萬 | 0.15% | −4,005−2.0% | 減碼 |
| Envestnet Asset Management Inc | 185,567 | $4,468 萬 | 0.02% | +29,982+19.3% | 加碼 |
| Eagle Asset Management Inc | 168,177 | $4,036 萬 | 0.22% | −29,492−14.9% | 減碼 |
| Ameriprise Financial Inc | 164,068 | $3,950 萬 | 0.01% | +15,606+10.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 158,406 | $3,814 萬 | 0.03% | +23,147+17.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 152,575 | $3,726 萬 | 0.07% | +74,794+96.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 154,572 | $3,721 萬 | 0.47% | −31,965−17.1% | 減碼 |
| Macquarie Group Ltd | 144,551 | $3,480 萬 | 0.04% | −41,321−22.2% | 減碼 |
| Bank of America Corp | 122,028 | $2,938 萬 | 0.00% | +33,925+38.5% | 加碼 |
| Squarepoint Ops LLC | 120,508 | $2,901 萬 | 0.11% | +43,484+56.5% | 加碼 |
| Wasatch Advisors Inc | 119,812 | $2,885 萬 | 0.15% | −13,945−10.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 119,400 | $2,875 萬 | 0.09% | +119,400 | 新進 |
| Man Group plc | 117,594 | $2,831 萬 | 0.07% | +62,091+111.9% | 加碼 |
| TenCore Partners, LP | 115,214 | $2,774 萬 | 10.68% | −14,100−10.9% | 減碼 |
| SEI Investments Co | 113,503 | $2,733 萬 | 0.04% | +6,172+5.8% | 加碼 |
| Swiss National Bank | 109,000 | $2,624 萬 | 0.02% | +22,600+26.2% | 加碼 |
| Brown Capital Management LLC | 108,137 | $2,604 萬 | 0.53% | +1,679+1.6% | 加碼 |
| Quadrature Capital Ltd | 107,561 | $2,593 萬 | 0.43% | +74,256+223.0% | 加碼 |
| Founders Circle Capital LLC | 102,263 | $2,462 萬 | 30.85% | 00.0% | 不變 |
| Legal & General Group Plc | 101,178 | $2,436 萬 | 0.01% | +29,835+41.8% | 加碼 |
| State of Tennessee, Treasury Department | 98,840 | $2,380 萬 | 0.09% | +24,525+33.0% | 加碼 |
| UBS Asset Management Americas Inc | 94,152 | $2,267 萬 | 0.01% | +24,551+35.3% | 加碼 |
| Gotham Asset Management, LLC | 92,920 | $2,237 萬 | 0.29% | +92,920 | 新進 |
| Nuveen Asset Management, LLC | 90,773 | $2,185 萬 | 0.01% | +19,989+28.2% | 加碼 |
| Millennium Management LLC | 89,324 | $2,151 萬 | 0.02% | +30,531+51.9% | 加碼 |
| Aragon Global Management, LP | 88,209 | $2,124 萬 | 9.06% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 80,009 | $1,926 萬 | 0.32% | −91,600−53.4% | 減碼 |
| Whetstone Capital Advisors, LLC | 79,684 | $1,919 萬 | 8.90% | −109−0.1% | 減碼 |
| Woodline Partners LP | 79,005 | $1,902 萬 | 0.18% | +79,005 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,339 | $1,886 萬 | 0.02% | +14,580+22.9% | 加碼 |
| Stephens Investment Management Group LLC | 74,723 | $1,799 萬 | 0.25% | +74,723 | 新進 |
| Allspring Global Investments Holdings, LLC | 72,564 | $1,747 萬 | 0.03% | +12,460+20.7% | 加碼 |
| Qube Research & Technologies Ltd | 69,470 | $1,673 萬 | 0.03% | +69,470 | 新進 |
| Polar Capital Holdings Plc | 68,353 | $1,646 萬 | 0.10% | −262,072−79.3% | 減碼 |
| Vanguard Group Inc | 66,069 | $1,591 萬 | 0.00% | +20,387+44.6% | 加碼 |
| California Public Employees Retirement System | 64,670 | $1,557 萬 | 0.01% | +27,887+75.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 64,606 | $1,555 萬 | 0.01% | +8,106+14.3% | 加碼 |
| New York State Common Retirement Fund | 63,641 | $1,532 萬 | 0.02% | −8,790−12.1% | 減碼 |
| TD Asset Management Inc | 61,702 | $1,486 萬 | 0.01% | +52,362+560.6% | 加碼 |
| Assenagon Asset Management S.A. | 59,905 | $1,442 萬 | 0.04% | −14,776−19.8% | 減碼 |
| Vista Equity Partners Management, LLC | 59,836 | $1,441 萬 | 0.38% | −32,080−34.9% | 減碼 |
| Ion Asset Management Ltd. | 55,000 | $1,324 萬 | 0.88% | +1,650+3.1% | 加碼 |
| Natixis Advisors, L.P. | 54,346 | $1,308 萬 | 0.03% | +2,031+3.9% | 加碼 |
| Summit Trail Advisors, LLC | 53,472 | $1,287 萬 | 0.34% | −1,576−2.9% | 減碼 |
| LMR Partners LLP | 50,000 | $1,204 萬 | 0.26% | −27,602−35.6% | 減碼 |
| Jane Street Group, LLC | 48,393 | $1,165 萬 | 0.01% | +23,222+92.3% | 加碼 |
| SG Americas Securities, LLC | 46,378 | $1,117 萬 | 0.07% | +8,706+23.1% | 加碼 |
| Consolidated Press International Holdings Ltd | 46,303 | $1,115 萬 | 1.41% | +1,649+3.7% | 加碼 |
| Citigroup Inc | 46,078 | $1,109 萬 | 0.01% | +18,461+66.8% | 加碼 |
| Interval Partners, LP | 44,302 | $1,067 萬 | 0.31% | +44,302 | 新進 |
| Wells Fargo & Company | 40,643 | $978.5 萬 | 0.00% | +14,535+55.7% | 加碼 |
| Deutsche Bank AG | 39,783 | $957.8 萬 | 0.00% | +965+2.5% | 加碼 |
| Principal Financial Group Inc | 39,247 | $944.9 萬 | 0.01% | −3,263−7.7% | 減碼 |
| UBS Group AG | 38,787 | $933.8 萬 | 0.00% | +5,056+15.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 38,600 | $929.3 萬 | 0.07% | +38,600 | 新進 |
| Stanley-Laman Group, Ltd. | 37,945 | $913.6 萬 | 1.31% | −3,440−8.3% | 減碼 |
| Bienville Capital Management, LLC | 37,877 | $911.9 萬 | 2.19% | +11,944+46.1% | 加碼 |
| J. Safra Sarasin Holding AG | 37,783 | $909.7 萬 | 0.17% | +37,783 | 新進 |
| Engineers Gate Manager LP | 37,590 | $905.0 萬 | 0.20% | +18,299+94.9% | 加碼 |
| Capital Fund Management S.A. | 35,959 | $865.7 萬 | 0.10% | −22,758−38.8% | 減碼 |