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 3 季 13F 持有人
monday.com Ltd. 在 2024/9/30 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
- 403
- 較 2024 年第 2 季 +10 家
- 持有股數
- 3,928 萬
- 較 2024 年第 2 季 +173.4 萬 (+4.6%)
- 總市值
- $108.9 億
- 較 2024 年第 2 季 +$18.7 億 (+20.7%)
- 新進機構
- 64
- 另有 148 家加碼
- 清倉機構
- 54
- 另有 136 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | 4,193,557 | $11.4 億 | 2.58% | +6,859+0.2% | 加碼 |
| Sonnipe Ltd | 3,893,861 | $10.8 億 | 99.27% | −33,000−0.8% | 減碼 |
| Franklin Resources Inc | 1,871,624 | $5.46 億 | 0.15% | −214,611−10.3% | 減碼 |
| Price T Rowe Associates Inc | 1,784,393 | $4.96 億 | 0.06% | −549,839−23.6% | 減碼 |
| BlackRock, Inc. | 1,648,048 | $4.58 億 | 0.01% | +1,648,048 | 新進 |
| FMR LLC | 1,512,094 | $4.20 億 | 0.03% | +798,791+112.0% | 加碼 |
| Voya Investment Management LLC | 1,216,010 | $3.38 億 | 0.35% | −352,480−22.5% | 減碼 |
| Renaissance Technologies LLC | 1,138,290 | $3.16 億 | 0.48% | +15,600+1.4% | 加碼 |
| Durable Capital Partners LP | 1,089,280 | $3.03 億 | 2.21% | +229,467+26.7% | 加碼 |
| 1832 Asset Management L.P. | 957,900 | $2.66 億 | 0.45% | +290,400+43.5% | 加碼 |
| JPMorgan Chase & Co | 752,315 | $2.09 億 | 0.02% | +7,020+0.9% | 加碼 |
| Jennison Associates LLC | 730,478 | $2.03 億 | 0.13% | +318,837+77.5% | 加碼 |
| Alliancebernstein L.P. | 659,773 | $1.83 億 | 0.06% | +34,788+5.6% | 加碼 |
| Artisan Partners Limited Partnership | 631,350 | $1.75 億 | 0.26% | −13,639−2.1% | 減碼 |
| Westfield Capital Management Co LP | 600,379 | $1.67 億 | 0.75% | +14,304+2.4% | 加碼 |
| State Street Corp | 587,879 | $1.63 億 | 0.01% | +21,585+3.8% | 加碼 |
| Morgan Stanley | 547,497 | $1.52 億 | 0.01% | +104,850+23.7% | 加碼 |
| Two Sigma Advisers, LP | 540,300 | $1.50 億 | 0.35% | +15,300+2.9% | 加碼 |
| Capital World Investors | 536,206 | $1.49 億 | 0.02% | −60,377−10.1% | 減碼 |
| Norges Bank | 487,148 | $1.35 億 | 0.02% | +10,844+2.3% | 加碼 |
| Acadian Asset Management LLC | 469,519 | $1.30 億 | 0.41% | +45,058+10.6% | 加碼 |
| Goldman Sachs Group Inc | 418,896 | $1.16 億 | 0.02% | −57,242−12.0% | 減碼 |
| Holocene Advisors, LP | 409,384 | $1.14 億 | 0.46% | −125,422−23.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 403,728 | $1.12 億 | 0.10% | +245,322+154.9% | 加碼 |
| Amundi | 404,522 | $1.12 億 | 0.04% | −323,518−44.4% | 減碼 |
| Whale Rock Capital Management LLC | 402,447 | $1.12 億 | 1.57% | +13,033+3.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 385,843 | $1.07 億 | 0.17% | +313,279+431.7% | 加碼 |
| Two Sigma Investments, LP | 381,982 | $1.06 億 | 0.24% | −48,865−11.3% | 減碼 |
| Driehaus Capital Management LLC | 377,089 | $1.05 億 | 0.90% | −12,580−3.2% | 減碼 |
| ShawSpring Partners LLC | 350,530 | $9,737 萬 | 12.30% | −64,088−15.5% | 減碼 |
| Northern Trust Corp | 337,600 | $9,378 萬 | 0.02% | −22,567−6.3% | 減碼 |
| Geode Capital Management, LLC | 330,777 | $9,145 萬 | 0.01% | +12,968+4.1% | 加碼 |
| Voloridge Investment Management, LLC | 325,295 | $9,036 萬 | 0.33% | +65,048+25.0% | 加碼 |
| Baillie Gifford & Co | 321,730 | $8,937 萬 | 0.07% | −6,796−2.1% | 減碼 |
| Eventide Asset Management, LLC | 305,035 | $8,473 萬 | 1.46% | −13,882−4.4% | 減碼 |
| Eminence Capital, LP | 302,245 | $8,395 萬 | 1.27% | −168,472−35.8% | 減碼 |
| Summit Partners Public Asset Management, LLC | 282,263 | $7,840 萬 | 3.53% | +8,526+3.1% | 加碼 |
| Strategy Capital LLC | 257,748 | $7,159 萬 | 6.89% | +20,017+8.4% | 加碼 |
| Bank of New York Mellon Corp | 247,126 | $6,864 萬 | 0.01% | −26,751−9.8% | 減碼 |
| Polar Capital Holdings Plc | 240,045 | $6,668 萬 | 0.39% | +171,692+251.2% | 加碼 |
| Invesco Ltd. | 217,045 | $6,029 萬 | 0.01% | +205,887+1,845.2% | 加碼 |
| Agf Management Ltd | 215,049 | $5,973 萬 | 0.30% | +7,633+3.7% | 加碼 |
| Lord, Abbett & Co. LLC | 193,467 | $5,374 萬 | 0.17% | −2,180−1.1% | 減碼 |
| Noked Israel Ltd | 192,150 | $5,337 萬 | 11.66% | +192,150 | 新進 |
| Millennium Management LLC | 187,272 | $5,202 萬 | 0.05% | +97,948+109.7% | 加碼 |
| Ameriprise Financial Inc | 174,246 | $4,840 萬 | 0.01% | +10,178+6.2% | 加碼 |
| Qube Research & Technologies Ltd | 171,254 | $4,757 萬 | 0.09% | +101,784+146.5% | 加碼 |
| Envestnet Asset Management Inc | 168,303 | $4,675 萬 | 0.02% | −17,264−9.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 152,674 | $4,241 萬 | 0.08% | +99+0.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 151,800 | $4,217 萬 | 0.10% | +32,400+27.1% | 加碼 |
| Macquarie Group Ltd | 145,606 | $4,045 萬 | 0.04% | +1,055+0.7% | 加碼 |
| SEI Investments Co | 138,545 | $3,848 萬 | 0.05% | +25,042+22.1% | 加碼 |
| Stephens Investment Management Group LLC | 133,713 | $3,714 萬 | 0.51% | +58,990+78.9% | 加碼 |
| Man Group plc | 120,449 | $3,346 萬 | 0.09% | +2,855+2.4% | 加碼 |
| Swiss National Bank | 111,400 | $3,094 萬 | 0.02% | +2,400+2.2% | 加碼 |
| Brown Capital Management LLC | 110,720 | $3,075 萬 | 0.66% | +2,583+2.4% | 加碼 |
| Legal & General Group Plc | 104,775 | $2,910 萬 | 0.01% | +3,597+3.6% | 加碼 |
| UBS Asset Management Americas Inc | 104,437 | $2,901 萬 | 0.01% | +10,285+10.9% | 加碼 |
| Founders Circle Capital LLC | 102,263 | $2,841 萬 | 35.73% | 00.0% | 不變 |
| Squarepoint Ops LLC | 102,181 | $2,838 萬 | 0.09% | −18,327−15.2% | 減碼 |
| Wasatch Advisors Inc | 97,480 | $2,708 萬 | 0.13% | −22,332−18.6% | 減碼 |
| TenCore Partners, LP | 96,294 | $2,675 萬 | 12.65% | −18,920−16.4% | 減碼 |
| State of Tennessee, Treasury Department | 95,950 | $2,665 萬 | 0.09% | −2,890−2.9% | 減碼 |
| Bank of America Corp | 95,074 | $2,641 萬 | 0.00% | −26,954−22.1% | 減碼 |
| Nuveen Asset Management, LLC | 94,853 | $2,635 萬 | 0.01% | +4,080+4.5% | 加碼 |
| Gotham Asset Management, LLC | 92,920 | $2,581 萬 | 0.27% | 00.0% | 不變 |
| Aragon Global Management, LP | 88,209 | $2,450 萬 | 10.26% | 00.0% | 不變 |
| Whetstone Capital Advisors, LLC | 79,083 | $2,197 萬 | 10.59% | −601−0.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71,836 | $1,995 萬 | 0.02% | −6,503−8.3% | 減碼 |
| California Public Employees Retirement System | 69,364 | $1,927 萬 | 0.01% | +4,694+7.3% | 加碼 |
| Vanguard Group Inc | 68,462 | $1,902 萬 | 0.00% | +2,393+3.6% | 加碼 |
| New York State Common Retirement Fund | 68,247 | $1,896 萬 | 0.03% | +4,606+7.2% | 加碼 |
| Manchester Global Management (UK) Ltd | 67,738 | $1,882 萬 | 3.04% | +67,738 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 66,691 | $1,852 萬 | 0.01% | +2,085+3.2% | 加碼 |
| MIC Capital Management UK LLP | 66,000 | $1,833 萬 | 2.55% | +66,000 | 新進 |
| Assenagon Asset Management S.A. | 63,262 | $1,757 萬 | 0.04% | +3,357+5.6% | 加碼 |
| Natixis Advisors, L.P. | 60,834 | $1,690 萬 | 0.03% | +6,488+11.9% | 加碼 |
| LMR Partners LLP | 55,912 | $1,553 萬 | 0.34% | +5,912+11.8% | 加碼 |
| TD Asset Management Inc | 56,421 | $1,534 萬 | 0.01% | −5,281−8.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 55,009 | $1,528 萬 | 0.25% | −25,000−31.2% | 減碼 |
| Ion Asset Management Ltd. | 55,000 | $1,528 萬 | 1.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 53,306 | $1,481 萬 | 0.01% | +14,059+35.8% | 加碼 |
| Summit Trail Advisors, LLC | 52,407 | $1,456 萬 | 0.36% | −1,065−2.0% | 減碼 |
| Deutsche Bank AG | 51,096 | $1,419 萬 | 0.01% | +11,313+28.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 45,310 | $1,259 萬 | 0.02% | +18,970+72.0% | 加碼 |
| Jump Financial, LLC | 44,806 | $1,245 萬 | 0.26% | +20,377+83.4% | 加碼 |
| Consolidated Press International Holdings Ltd | 44,204 | $1,228 萬 | 1.92% | −2,099−4.5% | 減碼 |
| Citadel Advisors LLC | 43,846 | $1,218 萬 | 0.01% | −355,728−89.0% | 減碼 |
| Engineers Gate Manager LP | 43,290 | $1,202 萬 | 0.23% | +5,700+15.2% | 加碼 |
| SG Americas Securities, LLC | 42,357 | $1,177 萬 | 0.04% | −4,021−8.7% | 減碼 |
| Balyasny Asset Management LLC | 40,705 | $1,131 萬 | 0.03% | +40,705 | 新進 |
| Citigroup Inc | 37,468 | $1,041 萬 | 0.01% | −8,610−18.7% | 減碼 |
| J. Safra Sarasin Holding AG | 37,412 | $1,039 萬 | 0.18% | −371−1.0% | 減碼 |
| UBS Group AG | 37,372 | $1,038 萬 | 0.00% | −1,415−3.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 36,572 | $1,016 萬 | 0.02% | +2,196+6.4% | 加碼 |
| M&G Plc | 35,688 | $992.1 萬 | 0.05% | +35,688 | 新進 |
| Kodai Capital Management LP | 34,225 | $950.7 萬 | 0.20% | +34,225 | 新進 |
| California State Teachers Retirement System | 32,378 | $899.4 萬 | 0.01% | −1,771−5.2% | 減碼 |
| RMB Capital Management, LLC | 32,205 | $894.6 萬 | 0.20% | +1,725+5.7% | 加碼 |
| Bienville Capital Management, LLC | 31,321 | $870.0 萬 | 2.25% | −6,556−17.3% | 減碼 |