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 4 季 13F 持有人
monday.com Ltd. 在 2024/12/31 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
- 439
- 較 2024 年第 3 季 +39 家
- 持有股數
- 3,987 萬
- 較 2024 年第 3 季 +70.4 萬 (+1.8%)
- 總市值
- $93.8 億
- 較 2024 年第 3 季 −$14.8 億 (−13.6%)
- 新進機構
- 109
- 另有 165 家加碼
- 清倉機構
- 70
- 另有 116 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LPL Financial LLC | 17,405 | $409.8 萬 | 0.00% | +1,605+10.2% | 加碼 |
| Pathstone Holdings, LLC | 17,747 | $417.8 萬 | 0.02% | −502−2.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 19,358 | $455.8 萬 | 0.01% | +1,450+8.1% | 加碼 |
| Tairen Capital Ltd | 19,400 | $456.8 萬 | 0.67% | +12,900+198.5% | 加碼 |
| Noked Israel Ltd | 20,000 | $470.9 萬 | 0.93% | −172,150−89.6% | 減碼 |
| Formula Growth Ltd | 21,000 | $494.4 萬 | 1.67% | +21,000 | 新進 |
| Bank of Montreal | 22,097 | $520.3 萬 | 0.00% | +8,454+62.0% | 加碼 |
| Barclays PLC | 22,912 | $539.4 萬 | 0.00% | +5,485+31.5% | 加碼 |
| STRS Ohio | 22,921 | $539.7 萬 | 0.02% | +22,921 | 新進 |
| Thornburg Investment Management Inc | 23,013 | $541.8 萬 | 0.07% | −2,101−8.4% | 減碼 |
| New York State Common Retirement Fund | 24,553 | $578.1 萬 | 0.01% | −43,694−64.0% | 減碼 |
| Charles Schwab Investment Management Inc | 24,936 | $587.1 萬 | 0.00% | +897+3.7% | 加碼 |
| Crestline Management, LP | 25,118 | $591.4 萬 | 0.21% | +25,118 | 新進 |
| CloudAlpha Capital Management Limited/Hong Kong | 25,553 | $601.6 萬 | 1.25% | +15,327+149.9% | 加碼 |
| Russell Investments Group, Ltd. | 26,292 | $619.0 萬 | 0.01% | +16,776+176.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,449 | $622.7 萬 | 0.04% | +94+0.4% | 加碼 |
| Crosslink Capital Inc | 26,620 | $626.7 萬 | 0.87% | +26,620 | 新進 |
| Toroso Investments, LLC | 27,084 | $637.7 萬 | 0.05% | −10.0% | 減碼 |
| Stifel Financial Corp | 27,105 | $638.2 萬 | 0.01% | +1,199+4.6% | 加碼 |
| Wells Fargo & Company | 27,823 | $655.1 萬 | 0.00% | +8,859+46.7% | 加碼 |
| Trexquant Investment LP | 28,431 | $669.4 萬 | 0.08% | +28,431 | 新進 |
| California State Teachers Retirement System | 28,871 | $679.7 萬 | 0.01% | −3,507−10.8% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 30,000 | $706.3 萬 | 0.06% | +30,000 | 新進 |
| Hampton Road Capital Management LP | 30,109 | $708.9 萬 | 1.24% | +30,109 | 新進 |
| Hel Ved Capital Management Ltd | 30,585 | $720.1 萬 | 2.21% | +30,585 | 新進 |
| Oberndorf William E | 31,179 | $734.1 萬 | 12.25% | 00.0% | 不變 |
| Capital Fund Management S.A. | 32,528 | $765.8 萬 | 0.08% | +5,504+20.4% | 加碼 |
| CIBC World Markets Inc. | 34,666 | $816.2 萬 | 0.02% | +14,404+71.1% | 加碼 |
| Dilation Capital Management LP | 36,670 | $863.4 萬 | 7.96% | +36,670 | 新進 |
| J. Safra Sarasin Holding AG | 38,204 | $899.5 萬 | 0.15% | +792+2.1% | 加碼 |
| RMB Capital Management, LLC | 39,514 | $930.3 萬 | 0.21% | +7,309+22.7% | 加碼 |
| Polar Asset Management Partners Inc. | 40,900 | $962.9 萬 | 0.14% | +40,900 | 新進 |
| Wellington Management Group LLP | 41,959 | $987.9 萬 | 0.00% | +13,827+49.2% | 加碼 |
| Metavasi Capital LP | 43,075 | $1,014 萬 | 5.36% | +13,775+47.0% | 加碼 |
| Citigroup Inc | 43,237 | $1,018 萬 | 0.01% | +5,769+15.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 46,009 | $1,083 萬 | 0.16% | −9,000−16.4% | 減碼 |
| First Trust Advisors LP | 48,014 | $1,130 萬 | 0.01% | +21,139+78.7% | 加碼 |
| Consolidated Press International Holdings Ltd | 48,073 | $1,132 萬 | 1.71% | +3,869+8.8% | 加碼 |
| Sands Capital Ventures, LLC | 48,278 | $1,137 萬 | 2.47% | +48,278 | 新進 |
| TD Asset Management Inc | 48,825 | $1,150 萬 | 0.01% | −7,596−13.5% | 減碼 |
| Ion Asset Management Ltd. | 49,000 | $1,154 萬 | 0.69% | −6,000−10.9% | 減碼 |
| Summit Trail Advisors, LLC | 50,413 | $1,187 萬 | 0.44% | −1,994−3.8% | 減碼 |
| Tiaa Trust, National Association | 50,512 | $1,189 萬 | 0.04% | +50,512 | 新進 |
| Deutsche Bank AG | 50,790 | $1,196 萬 | 0.00% | −306−0.6% | 減碼 |
| Assenagon Asset Management S.A. | 51,549 | $1,214 萬 | 0.02% | −11,713−18.5% | 減碼 |
| Twinbeech Capital LP | 51,587 | $1,215 萬 | 0.21% | +51,587 | 新進 |
| Polen Capital Management LLC | 53,186 | $1,252 萬 | 0.03% | +53,186 | 新進 |
| Robeco Institutional Asset Management B.V. | 57,533 | $1,355 萬 | 0.03% | +20,961+57.3% | 加碼 |
| Natixis Advisors, L.P. | 57,777 | $1,360 萬 | 0.03% | −3,057−5.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 60,956 | $1,435 萬 | 0.23% | +60,956 | 新進 |
| Benchstone Capital Management LP | 62,207 | $1,465 萬 | 1.51% | +62,207 | 新進 |
| Manchester Global Management (UK) Ltd | 63,600 | $1,497 萬 | 1.97% | −4,138−6.1% | 減碼 |
| California Public Employees Retirement System | 64,537 | $1,519 萬 | 0.01% | −4,827−7.0% | 減碼 |
| MIC Capital Management UK LLP | 66,000 | $1,554 萬 | 2.20% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,621 | $1,639 萬 | 0.01% | +2,930+4.4% | 加碼 |
| Melqart Asset Management (UK) Ltd | 69,883 | $1,645 萬 | 2.21% | +52,454+301.0% | 加碼 |
| Vanguard Group Inc | 69,888 | $1,645 萬 | 0.00% | +1,426+2.1% | 加碼 |
| Citadel Advisors LLC | 72,124 | $1,698 萬 | 0.02% | +28,278+64.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75,294 | $1,771 萬 | 0.02% | +3,458+4.8% | 加碼 |
| Bienville Capital Management, LLC | 75,600 | $1,780 萬 | 4.36% | +44,279+141.4% | 加碼 |
| Engineers Gate Manager LP | 77,666 | $1,829 萬 | 0.32% | +34,376+79.4% | 加碼 |
| Whetstone Capital Advisors, LLC | 78,780 | $1,855 萬 | 7.06% | −303−0.4% | 減碼 |
| SEI Investments Co | 79,240 | $1,866 萬 | 0.02% | −59,305−42.8% | 減碼 |
| Twin Tree Management, LP | 80,325 | $1,891 萬 | 0.46% | +80,325 | 新進 |
| Janus Henderson Group PLC | 81,026 | $1,908 萬 | 0.01% | +73,343+954.6% | 加碼 |
| Lord, Abbett & Co. LLC | 82,588 | $1,945 萬 | 0.06% | −110,879−57.3% | 減碼 |
| Himension Fund | 85,617 | $2,016 萬 | 1.40% | +76,555+844.8% | 加碼 |
| Sands Capital Management, LLC | 87,458 | $2,059 萬 | 0.06% | +87,458 | 新進 |
| Aragon Global Management, LP | 88,209 | $2,077 萬 | 7.70% | 00.0% | 不變 |
| Wasatch Advisors Inc | 88,638 | $2,087 萬 | 0.10% | −8,842−9.1% | 減碼 |
| Gotham Asset Management, LLC | 92,920 | $2,188 萬 | 0.21% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 96,925 | $2,282 萬 | 0.08% | +975+1.0% | 加碼 |
| Jump Financial, LLC | 98,046 | $2,308 萬 | 0.48% | +53,240+118.8% | 加碼 |
| Nuveen Asset Management, LLC | 101,338 | $2,386 萬 | 0.01% | +6,485+6.8% | 加碼 |
| Square Peg Capital Pty Ltd | 101,522 | $2,390 萬 | 21.92% | +101,522 | 新進 |
| Squarepoint Ops LLC | 103,148 | $2,429 萬 | 0.06% | +967+0.9% | 加碼 |
| Swiss National Bank | 103,400 | $2,434 萬 | 0.02% | −8,000−7.2% | 減碼 |
| TenCore Partners, LP | 104,785 | $2,467 萬 | 12.17% | +8,491+8.8% | 加碼 |
| Brown Capital Management LLC | 106,617 | $2,510 萬 | 0.58% | −4,103−3.7% | 減碼 |
| Two Sigma Investments, LP | 106,781 | $2,514 萬 | 0.06% | −275,201−72.0% | 減碼 |
| Tremblant Capital Group | 110,562 | $2,603 萬 | 2.73% | +110,562 | 新進 |
| Raymond James Financial Inc | 114,722 | $2,701 萬 | 0.01% | +114,722 | 新進 |
| Bank of America Corp | 115,512 | $2,720 萬 | 0.00% | +20,438+21.5% | 加碼 |
| Legal & General Group Plc | 116,946 | $2,753 萬 | 0.01% | +12,171+11.6% | 加碼 |
| UBS Asset Management Americas Inc | 117,436 | $2,765 萬 | 0.01% | +12,999+12.4% | 加碼 |
| Stephens Investment Management Group LLC | 133,024 | $3,132 萬 | 0.42% | −689−0.5% | 減碼 |
| Ameriprise Financial Inc | 133,289 | $3,138 萬 | 0.01% | −40,957−23.5% | 減碼 |
| Summit Partners Public Asset Management, LLC | 150,000 | $3,532 萬 | 1.18% | −132,263−46.9% | 減碼 |
| Cadian Capital Management, LP | 150,000 | $3,532 萬 | 2.03% | +150,000 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 151,800 | $3,574 萬 | 0.08% | 00.0% | 不變 |
| Invesco Ltd. | 153,626 | $3,617 萬 | 0.01% | −63,419−29.2% | 減碼 |
| Envestnet Asset Management Inc | 174,799 | $4,115 萬 | 0.01% | +6,496+3.9% | 加碼 |
| Polar Capital Holdings Plc | 194,010 | $4,568 萬 | 0.26% | −46,035−19.2% | 減碼 |
| Acadian Asset Management LLC | 209,023 | $4,919 萬 | 0.14% | −260,496−55.5% | 減碼 |
| UBS Group AG | 212,683 | $5,007 萬 | 0.01% | +175,311+469.1% | 加碼 |
| Scge Management, L.P. | 215,100 | $5,064 萬 | 0.94% | +215,100 | 新進 |
| Agf Management Ltd | 215,322 | $5,070 萬 | 0.25% | +273+0.1% | 加碼 |
| Amundi | 241,094 | $5,482 萬 | 0.02% | −163,428−40.4% | 減碼 |
| Strategy Capital LLC | 249,059 | $5,864 萬 | 4.77% | −8,689−3.4% | 減碼 |
| Balyasny Asset Management LLC | 250,588 | $5,900 萬 | 0.14% | +209,883+515.6% | 加碼 |