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 |
|---|---|---|---|---|---|
| Sands Capital Ventures, LLC | 48,278 | $1,137 萬 | 2.47% | +48,278 | 新進 |
| Consolidated Press International Holdings Ltd | 48,073 | $1,132 萬 | 1.71% | +3,869+8.8% | 加碼 |
| First Trust Advisors LP | 48,014 | $1,130 萬 | 0.01% | +21,139+78.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 46,009 | $1,083 萬 | 0.16% | −9,000−16.4% | 減碼 |
| Citigroup Inc | 43,237 | $1,018 萬 | 0.01% | +5,769+15.4% | 加碼 |
| Metavasi Capital LP | 43,075 | $1,014 萬 | 5.36% | +13,775+47.0% | 加碼 |
| Wellington Management Group LLP | 41,959 | $987.9 萬 | 0.00% | +13,827+49.2% | 加碼 |
| Polar Asset Management Partners Inc. | 40,900 | $962.9 萬 | 0.14% | +40,900 | 新進 |
| RMB Capital Management, LLC | 39,514 | $930.3 萬 | 0.21% | +7,309+22.7% | 加碼 |
| J. Safra Sarasin Holding AG | 38,204 | $899.5 萬 | 0.15% | +792+2.1% | 加碼 |
| Dilation Capital Management LP | 36,670 | $863.4 萬 | 7.96% | +36,670 | 新進 |
| CIBC World Markets Inc. | 34,666 | $816.2 萬 | 0.02% | +14,404+71.1% | 加碼 |
| Capital Fund Management S.A. | 32,528 | $765.8 萬 | 0.08% | +5,504+20.4% | 加碼 |
| Oberndorf William E | 31,179 | $734.1 萬 | 12.25% | 00.0% | 不變 |
| Hel Ved Capital Management Ltd | 30,585 | $720.1 萬 | 2.21% | +30,585 | 新進 |
| Hampton Road Capital Management LP | 30,109 | $708.9 萬 | 1.24% | +30,109 | 新進 |
| Ilmarinen Mutual Pension Insurance Co | 30,000 | $706.3 萬 | 0.06% | +30,000 | 新進 |
| California State Teachers Retirement System | 28,871 | $679.7 萬 | 0.01% | −3,507−10.8% | 減碼 |
| Trexquant Investment LP | 28,431 | $669.4 萬 | 0.08% | +28,431 | 新進 |
| Wells Fargo & Company | 27,823 | $655.1 萬 | 0.00% | +8,859+46.7% | 加碼 |
| Stifel Financial Corp | 27,105 | $638.2 萬 | 0.01% | +1,199+4.6% | 加碼 |
| Toroso Investments, LLC | 27,084 | $637.7 萬 | 0.05% | −10.0% | 減碼 |
| Crosslink Capital Inc | 26,620 | $626.7 萬 | 0.87% | +26,620 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,449 | $622.7 萬 | 0.04% | +94+0.4% | 加碼 |
| Russell Investments Group, Ltd. | 26,292 | $619.0 萬 | 0.01% | +16,776+176.3% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 25,553 | $601.6 萬 | 1.25% | +15,327+149.9% | 加碼 |
| Crestline Management, LP | 25,118 | $591.4 萬 | 0.21% | +25,118 | 新進 |
| Charles Schwab Investment Management Inc | 24,936 | $587.1 萬 | 0.00% | +897+3.7% | 加碼 |
| New York State Common Retirement Fund | 24,553 | $578.1 萬 | 0.01% | −43,694−64.0% | 減碼 |
| Thornburg Investment Management Inc | 23,013 | $541.8 萬 | 0.07% | −2,101−8.4% | 減碼 |
| STRS Ohio | 22,921 | $539.7 萬 | 0.02% | +22,921 | 新進 |
| Barclays PLC | 22,912 | $539.4 萬 | 0.00% | +5,485+31.5% | 加碼 |
| Bank of Montreal | 22,097 | $520.3 萬 | 0.00% | +8,454+62.0% | 加碼 |
| Formula Growth Ltd | 21,000 | $494.4 萬 | 1.67% | +21,000 | 新進 |
| Noked Israel Ltd | 20,000 | $470.9 萬 | 0.93% | −172,150−89.6% | 減碼 |
| Tairen Capital Ltd | 19,400 | $456.8 萬 | 0.67% | +12,900+198.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 19,358 | $455.8 萬 | 0.01% | +1,450+8.1% | 加碼 |
| Pathstone Holdings, LLC | 17,747 | $417.8 萬 | 0.02% | −502−2.8% | 減碼 |
| LPL Financial LLC | 17,405 | $409.8 萬 | 0.00% | +1,605+10.2% | 加碼 |
| Public Sector Pension Investment Board | 17,161 | $404.0 萬 | 0.02% | −2,200−11.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 17,498 | $402.0 萬 | 0.01% | 00.0% | 不變 |
| Sterling Capital Management LLC | 17,050 | $401.4 萬 | 0.06% | +6,314+58.8% | 加碼 |
| US Bancorp | 16,804 | $395.6 萬 | 0.01% | −976−5.5% | 減碼 |
| China Universal Asset Management Co., Ltd. | 16,800 | $395.5 萬 | 0.37% | +10,800+180.0% | 加碼 |
| Quantbot Technologies LP | 16,718 | $393.6 萬 | 0.14% | +6,022+56.3% | 加碼 |
| Pictet Asset Management Holding SA | 16,687 | $392.9 萬 | 0.00% | +5,295+46.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 16,521 | $389.0 萬 | 0.02% | +16,521 | 新進 |
| KP Management LLC | 16,500 | $388.5 萬 | 1.36% | +5,000+43.5% | 加碼 |
| M&T Bank Corp | 16,269 | $383.1 萬 | 0.01% | +80.0% | 加碼 |
| Shay Capital LLC | 16,200 | $381.4 萬 | 0.93% | +14,645+941.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 15,991 | $376.5 萬 | 0.02% | +300+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,534 | $365.7 萬 | 0.01% | +1,296+9.1% | 加碼 |
| Concentric Capital Strategies, LP | 15,310 | $360.5 萬 | 0.23% | +12,625+470.2% | 加碼 |
| Lazard Asset Management LLC | 15,003 | $353.2 萬 | 0.01% | −2,423−13.9% | 減碼 |
| HSBC Holdings PLC | 14,828 | $349.8 萬 | 0.00% | +5,247+54.8% | 加碼 |
| Baird Financial Group, Inc. | 14,837 | $349.3 萬 | 0.01% | −401−2.6% | 減碼 |
| Quadrature Capital Ltd | 14,519 | $341.9 萬 | 0.07% | +14,519 | 新進 |
| Korea Investment CORP | 14,458 | $340.4 萬 | 0.01% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 14,400 | $339.0 萬 | 0.01% | −5,600−28.0% | 減碼 |
| Royal Bank of Canada | 13,634 | $321.0 萬 | 0.00% | +3,142+29.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 13,623 | $320.7 萬 | 0.00% | +274+2.1% | 加碼 |
| Clearbridge Investments, LLC | 13,501 | $317.9 萬 | 0.00% | +44+0.3% | 加碼 |
| LMR Partners LLP | 13,458 | $316.9 萬 | 0.06% | −42,454−75.9% | 減碼 |
| Van Eck Associates Corp | 13,443 | $316.5 萬 | 0.00% | +199+1.5% | 加碼 |
| Headlands Technologies LLC | 13,423 | $316.0 萬 | 0.32% | +13,423 | 新進 |
| Asset Management One Co.,Ltd. | 13,018 | $303.6 萬 | 0.01% | +148+1.1% | 加碼 |
| KLP Kapitalforvaltning AS | 11,350 | $267.2 萬 | 0.01% | +11,350 | 新進 |
| National Philanthropic Trust | 11,125 | $261.9 萬 | 0.04% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 11,028 | $259.6 萬 | 0.08% | +4,248+62.7% | 加碼 |
| Evolutionary Tree Capital Management, LLC | 10,805 | $254.4 萬 | 2.59% | −777−6.7% | 減碼 |
| Y.D. More Investments Ltd | 10,957 | $254.0 萬 | 0.23% | −3,075−21.9% | 減碼 |
| Panagora Asset Management Inc | 10,750 | $253.1 萬 | 0.01% | +9,001+514.6% | 加碼 |
| Equitable Trust Co | 10,566 | $248.8 萬 | 0.14% | −195−1.8% | 減碼 |
| Rhumbline Advisers | 10,561 | $248.6 萬 | 0.00% | +465+4.6% | 加碼 |
| Nomura Asset Management Co Ltd | 10,400 | $244.9 萬 | 0.01% | −110−1.0% | 減碼 |
| Sora Investors LLC | 10,090 | $237.6 萬 | 0.26% | −4,910−32.7% | 減碼 |
| Andar Capital Management HK Ltd | 10,080 | $237.3 萬 | 3.06% | +10,080 | 新進 |
| Teacher Retirement System of Texas | 9,992 | $235.3 萬 | 0.01% | +5,800+138.4% | 加碼 |
| Taika Capital, LP | 9,984 | $235.1 萬 | 1.79% | +9,984 | 新進 |
| Wolverine Trading, LLC | 9,320 | $219.3 萬 | 0.05% | +9,320 | 新進 |
| Taylor Frigon Capital Management LLC | 9,256 | $217.9 萬 | 1.10% | +4,538+96.2% | 加碼 |
| PDT Partners, LLC | 9,183 | $216.2 萬 | 0.19% | −9,476−50.8% | 減碼 |
| Keystone Investors Pte Ltd | 9,178 | $216.1 萬 | 0.15% | +9,178 | 新進 |
| Rakuten Securities, Inc. | 8,586 | $202.1 萬 | 0.80% | −713−7.7% | 減碼 |
| CenterBook Partners LP | 8,260 | $194.5 萬 | 0.12% | +8,260 | 新進 |
| British Columbia Investment Management Corp | 8,125 | $191.3 萬 | 0.01% | +8,125 | 新進 |
| Boothbay Fund Management, LLC | 8,106 | $190.8 萬 | 0.06% | +4,158+105.3% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 8,091 | $190.5 萬 | 0.01% | +8,091 | 新進 |
| HighTower Advisors, LLC | 8,028 | $189.0 萬 | 0.00% | −1,915−19.3% | 減碼 |
| Storebrand Asset Management AS | 7,864 | $185.2 萬 | 0.01% | +5,131+187.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,818 | $184.1 萬 | 0.00% | +218+2.9% | 加碼 |
| Entropy Technologies, LP | 7,800 | $183.6 萬 | 0.19% | +6,544+521.0% | 加碼 |
| Point72 Hong Kong Ltd | 7,554 | $177.9 萬 | 0.11% | +7,554 | 新進 |
| Bessemer Group Inc | 7,528 | $177.2 萬 | 0.00% | −109−1.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 7,521 | $177.1 萬 | 0.02% | +21+0.3% | 加碼 |
| Danske Bank A/S | 7,500 | $176.6 萬 | 0.01% | +900+13.6% | 加碼 |
| USS Investment Management Ltd | 7,371 | $173.6 萬 | 0.01% | +7,371 | 新進 |
| Public Employees Retirement Association of Colorado | 7,100 | $167.2 萬 | 0.01% | −200−2.7% | 減碼 |
| Bailard, Inc. | 7,055 | $166.1 萬 | 0.04% | +4,204+147.5% | 加碼 |
| Captrust Financial Advisors | 7,041 | $165.8 萬 | 0.00% | +85+1.2% | 加碼 |