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。
2025 年第 1 季 13F 持有人
monday.com Ltd. 在 2025/3/31 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
- 433
- 較 2024 年第 4 季 −2 家
- 持有股數
- 4,061 萬
- 較 2024 年第 4 季 +84.9 萬 (+2.1%)
- 總市值
- $98.9 億
- 較 2024 年第 4 季 +$5.32 億 (+5.7%)
- 新進機構
- 76
- 另有 149 家加碼
- 清倉機構
- 78
- 另有 163 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 282,040 | $6,858 萬 | 0.00% | −292,843−50.9% | 減碼 |
| Cadian Capital Management, LP | 283,855 | $6,902 萬 | 2.95% | +133,855+89.2% | 加碼 |
| Ameriprise Financial Inc | 284,889 | $6,928 萬 | 0.02% | +151,600+113.7% | 加碼 |
| Baillie Gifford & Co | 301,506 | $7,331 萬 | 0.06% | −10,184−3.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 327,290 | $7,958 萬 | 0.06% | +47,395+16.9% | 加碼 |
| Voya Investment Management LLC | 332,845 | $8,093 萬 | 0.09% | +16,201+5.1% | 加碼 |
| Geode Capital Management, LLC | 347,622 | $8,413 萬 | 0.01% | −972−0.3% | 減碼 |
| Dorsal Capital Management, LLC | 375,000 | $9,119 萬 | 2.94% | +375,000 | 新進 |
| ShawSpring Partners LLC | 378,711 | $9,209 萬 | 12.65% | −10.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 437,796 | $9,558 萬 | 0.20% | −118,133−21.2% | 減碼 |
| Northern Trust Corp | 405,672 | $9,864 萬 | 0.01% | +15,268+3.9% | 加碼 |
| Neuberger Berman Group LLC | 408,960 | $9,944 萬 | 0.08% | +104,968+34.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 380,188 | $9,968 萬 | 0.17% | +52,202+15.9% | 加碼 |
| SG Americas Securities, LLC | 437,157 | $1.06 億 | 0.36% | −39,235−8.2% | 減碼 |
| Assenagon Asset Management S.A. | 440,622 | $1.07 億 | 0.19% | +389,073+754.8% | 加碼 |
| 1832 Asset Management L.P. | 476,000 | $1.16 億 | 0.22% | +476,000 | 新進 |
| Norges Bank | 491,901 | $1.20 億 | 0.02% | −3,708−0.7% | 減碼 |
| Goldman Sachs Group Inc | 522,979 | $1.27 億 | 0.02% | +56,498+12.1% | 加碼 |
| Capital World Investors | 537,578 | $1.31 億 | 0.02% | +613+0.1% | 加碼 |
| Rubicon Global Capital Ltd | 565,200 | $1.37 億 | 46.86% | +565,200 | 新進 |
| Alliancebernstein L.P. | 580,886 | $1.41 億 | 0.05% | +7,656+1.3% | 加碼 |
| State Street Corp | 627,302 | $1.53 億 | 0.01% | +7,245+1.2% | 加碼 |
| Macquarie Group Ltd | 647,523 | $1.57 億 | 0.20% | −22,824−3.4% | 減碼 |
| Westfield Capital Management Co LP | 665,164 | $1.62 億 | 0.79% | −32,736−4.7% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 924,325 | $2.25 億 | 0.15% | +458,794+98.6% | 加碼 |
| Renaissance Technologies LLC | 1,182,390 | $2.88 億 | 0.44% | +69,700+6.3% | 加碼 |
| Franklin Resources Inc | 1,291,359 | $3.14 億 | 0.09% | −527,921−29.0% | 減碼 |
| BlackRock, Inc. | 1,594,238 | $3.88 億 | 0.01% | +53,178+3.5% | 加碼 |
| JPMorgan Chase & Co | 1,682,013 | $4.09 億 | 0.03% | +851,431+102.5% | 加碼 |
| Price T Rowe Associates Inc | 2,401,580 | $5.84 億 | 0.07% | +745,686+45.0% | 加碼 |
| Sonnipe Ltd | 3,159,843 | $7.68 億 | 98.86% | −668,200−17.5% | 減碼 |
| FMR LLC | 3,610,898 | $8.78 億 | 0.06% | +908,946+33.6% | 加碼 |
| WCM Investment Management, LLC | 4,078,985 | $10.1 億 | 2.59% | +17,371+0.4% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −293,474−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −215,322−100.0% | 清倉 |
| Scge Management, L.P. | 0 | $0 | 0.00% | −215,100−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −98,046−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −80,325−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −77,666−100.0% | 清倉 |
| Manchester Global Management (UK) Ltd | 0 | $0 | 0.00% | −63,600−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −60,956−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −51,587−100.0% | 清倉 |
| Dilation Capital Management LP | 0 | $0 | 0.00% | −36,670−100.0% | 清倉 |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −30,109−100.0% | 清倉 |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,431−100.0% | 清倉 |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −25,553−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −25,118−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Noked Israel Ltd | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,718−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,521−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −15,310−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,519−100.0% | 清倉 |
| Sora Investors LLC | 0 | $0 | 0.00% | −10,090−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −9,984−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −9,178−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,260−100.0% | 清倉 |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −8,125−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,106−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,800−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,554−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,281−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,973−100.0% | 清倉 |
| Nellore Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −4,859−100.0% | 清倉 |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −4,358−100.0% | 清倉 |
| Channel Wealth LLC | 0 | $0 | 0.00% | −4,188−100.0% | 清倉 |
| TFJ Management, LLC | 0 | $0 | 0.00% | −4,164−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,419−100.0% | 清倉 |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −3,199−100.0% | 清倉 |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −3,129−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,971−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,915−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −2,864−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −2,590−100.0% | 清倉 |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −2,341−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −2,057−100.0% | 清倉 |
| Cravens & Co Advisors, LLC | 0 | $0 | 0.00% | −2,029−100.0% | 清倉 |
| Siren, L.L.C. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,859−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −1,506−100.0% | 清倉 |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −1,199−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,144−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,081−100.0% | 清倉 |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,660−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −985−100.0% | 清倉 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −970−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −943−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −857−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −856−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −118−100.0% | 清倉 |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −66−100.0% | 清倉 |