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 2 季 13F 持有人
monday.com Ltd. 在 2025/6/30 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
- 469
- 較 2025 年第 1 季 +42 家
- 持有股數
- 4,221 萬
- 較 2025 年第 1 季 +160.9 萬 (+4.0%)
- 總市值
- $132.4 億
- 較 2025 年第 1 季 +$33.6 億 (+34.0%)
- 新進機構
- 92
- 另有 213 家加碼
- 清倉機構
- 50
- 另有 119 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 5,025,973 | $15.8 億 | 0.09% | +1,415,075+39.2% | 加碼 |
| WCM Investment Management, LLC | 4,069,392 | $12.5 億 | 2.86% | −9,593−0.2% | 減碼 |
| Sonnipe Ltd | 2,154,980 | $6.78 億 | 100.00% | −1,004,863−31.8% | 減碼 |
| BlackRock, Inc. | 1,912,748 | $6.02 億 | 0.01% | +318,510+20.0% | 加碼 |
| Price T Rowe Associates Inc | 1,878,585 | $5.91 億 | 0.07% | −522,995−21.8% | 減碼 |
| JPMorgan Chase & Co | 1,833,000 | $5.76 億 | 0.04% | +150,987+9.0% | 加碼 |
| Rubicon Global Capital Ltd | 1,442,900 | $4.54 億 | 71.82% | +877,700+155.3% | 加碼 |
| Franklin Resources Inc | 1,176,120 | $3.70 億 | 0.10% | −115,239−8.9% | 減碼 |
| Renaissance Technologies LLC | 1,090,790 | $3.43 億 | 0.46% | −91,600−7.7% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 940,071 | $2.96 億 | 0.19% | +15,746+1.7% | 加碼 |
| State Street Corp | 661,265 | $2.08 億 | 0.01% | +33,963+5.4% | 加碼 |
| Westfield Capital Management Co LP | 646,320 | $2.03 億 | 0.85% | −18,844−2.8% | 減碼 |
| Goldman Sachs Group Inc | 605,712 | $1.90 億 | 0.03% | +82,733+15.8% | 加碼 |
| Alliancebernstein L.P. | 605,510 | $1.90 億 | 0.06% | +24,624+4.2% | 加碼 |
| Macquarie Group Ltd | 531,720 | $1.67 億 | 0.21% | −115,803−17.9% | 減碼 |
| Capital World Investors | 518,502 | $1.63 億 | 0.02% | −19,076−3.5% | 減碼 |
| Norges Bank | 512,318 | $1.61 億 | 0.02% | +20,417+4.2% | 加碼 |
| Neuberger Berman Group LLC | 450,619 | $1.42 億 | 0.11% | +41,659+10.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 438,873 | $1.38 億 | 0.25% | +1,077+0.2% | 加碼 |
| SG Americas Securities, LLC | 436,168 | $1.37 億 | 0.60% | −989−0.2% | 減碼 |
| XN LP | 409,862 | $1.29 億 | 4.50% | +208,723+103.8% | 加碼 |
| Northern Trust Corp | 408,670 | $1.29 億 | 0.02% | +2,998+0.7% | 加碼 |
| 1832 Asset Management L.P. | 379,840 | $1.19 億 | 0.21% | −96,160−20.2% | 減碼 |
| Geode Capital Management, LLC | 381,772 | $1.19 億 | 0.01% | +34,150+9.8% | 加碼 |
| Dorsal Capital Management, LLC | 375,000 | $1.18 億 | 3.36% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 329,280 | $1.04 億 | 1.44% | +137,076+71.3% | 加碼 |
| Baillie Gifford & Co | 299,430 | $9,416 萬 | 0.07% | −2,076−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 304,304 | $9,244 萬 | 0.15% | −75,884−20.0% | 減碼 |
| Janus Henderson Group PLC | 288,687 | $9,075 萬 | 0.04% | +174,043+151.8% | 加碼 |
| Bank of America Corp | 285,893 | $8,991 萬 | 0.01% | +115,203+67.5% | 加碼 |
| ShawSpring Partners LLC | 281,212 | $8,844 萬 | 11.16% | −97,499−25.7% | 減碼 |
| Voya Investment Management LLC | 263,155 | $8,276 萬 | 0.08% | −69,690−20.9% | 減碼 |
| Citigroup Inc | 256,449 | $8,065 萬 | 0.06% | +92,475+56.4% | 加碼 |
| Morgan Stanley | 254,391 | $8,000 萬 | 0.01% | −27,649−9.8% | 減碼 |
| Strategy Capital LLC | 248,814 | $7,825 萬 | 5.27% | +10,682+4.5% | 加碼 |
| Man Group plc | 246,519 | $7,753 萬 | 0.17% | +10,987+4.7% | 加碼 |
| Bank of New York Mellon Corp | 245,508 | $7,721 萬 | 0.01% | +3,844+1.6% | 加碼 |
| Amundi | 250,498 | $7,511 萬 | 0.03% | +17,544+7.5% | 加碼 |
| Castle Hook Partners LP | 224,645 | $7,065 萬 | 1.04% | +224,645 | 新進 |
| UBS Group AG | 216,851 | $6,820 萬 | 0.01% | +4,565+2.2% | 加碼 |
| Employees Retirement System of Texas | 212,064 | $6,669 萬 | 0.54% | −5,800−2.7% | 減碼 |
| Ameriprise Financial Inc | 203,764 | $6,408 萬 | 0.02% | −81,125−28.5% | 減碼 |
| Driehaus Capital Management LLC | 202,183 | $6,358 萬 | 0.51% | −25,723−11.3% | 減碼 |
| Envestnet Asset Management Inc | 199,463 | $6,273 萬 | 0.02% | +48,540+32.2% | 加碼 |
| Assenagon Asset Management S.A. | 197,714 | $6,218 萬 | 0.10% | −242,908−55.1% | 減碼 |
| Clearbridge Investments, LLC | 195,739 | $6,156 萬 | 0.05% | +42,371+27.6% | 加碼 |
| Invesco Ltd. | 193,085 | $6,072 萬 | 0.01% | +160,567+493.8% | 加碼 |
| Durable Capital Partners LP | 189,684 | $5,965 萬 | 0.45% | +3,372+1.8% | 加碼 |
| Thrivent Financial for Lutherans | 177,315 | $5,575 萬 | 0.12% | +175,418+9,247.1% | 加碼 |
| Jennison Associates LLC | 162,872 | $5,122 萬 | 0.03% | +97,084+147.6% | 加碼 |
| UBS Asset Management Americas Inc | 149,163 | $4,691 萬 | 0.01% | +31,242+26.5% | 加碼 |
| Eventide Asset Management, LLC | 143,331 | $4,506 萬 | 0.79% | +1,081+0.8% | 加碼 |
| Fiera Capital Corp | 140,098 | $4,406 萬 | 0.15% | +140,098 | 新進 |
| BNP Paribas Arbitrage, SA | 139,965 | $4,402 萬 | 0.03% | −187,325−57.2% | 減碼 |
| Stephens Investment Management Group LLC | 131,739 | $4,143 萬 | 0.55% | −7,787−5.6% | 減碼 |
| Swiss National Bank | 128,000 | $4,025 萬 | 0.02% | +23,400+22.4% | 加碼 |
| Benchstone Capital Management LP | 126,424 | $3,976 萬 | 3.51% | −28,214−18.2% | 減碼 |
| Legal & General Group Plc | 125,873 | $3,958 萬 | 0.01% | +15,290+13.8% | 加碼 |
| Sands Capital Management, LLC | 116,591 | $3,667 萬 | 0.11% | +1,550+1.3% | 加碼 |
| Lord, Abbett & Co. LLC | 116,216 | $3,655 萬 | 0.12% | +533+0.5% | 加碼 |
| Tremblant Capital Group | 110,226 | $3,466 萬 | 3.35% | +17,043+18.3% | 加碼 |
| Rheos Capital Works Inc. | 105,000 | $3,302 萬 | 1.90% | +105,000 | 新進 |
| Nuveen, LLC | 104,685 | $3,292 萬 | 0.01% | +9,778+10.3% | 加碼 |
| State of Tennessee, Treasury Department | 104,470 | $3,285 萬 | 0.12% | +4,875+4.9% | 加碼 |
| Marshall Wace, LLP | 103,034 | $3,240 萬 | 0.04% | +101,688+7,554.8% | 加碼 |
| Peregrine Capital Management LLC | 102,388 | $3,220 萬 | 0.97% | +102,388 | 新進 |
| Brown Capital Management LLC | 102,016 | $3,208 萬 | 0.93% | −1,527−1.5% | 減碼 |
| LMR Partners LLP | 100,000 | $3,145 萬 | 0.49% | +80,000+400.0% | 加碼 |
| TenCore Partners, LP | 99,455 | $3,128 萬 | 14.14% | −75−0.1% | 減碼 |
| Polen Capital Management LLC | 97,575 | $3,069 萬 | 0.09% | +26,314+36.9% | 加碼 |
| Square Peg Capital Pty Ltd | 93,656 | $2,945 萬 | 23.76% | −11,444−10.9% | 減碼 |
| Gotham Asset Management, LLC | 93,141 | $2,929 萬 | 0.18% | 00.0% | 不變 |
| Squarepoint Ops LLC | 91,400 | $2,874 萬 | 0.06% | −31,321−25.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 90,927 | $2,859 萬 | 0.51% | −55,549−37.9% | 減碼 |
| Wellington Management Group LLP | 90,595 | $2,849 萬 | 0.01% | +60,568+201.7% | 加碼 |
| Teacher Retirement System of Texas | 90,436 | $2,844 萬 | 0.12% | −11,506−11.3% | 減碼 |
| Woodline Partners LP | 88,795 | $2,792 萬 | 0.15% | +88,795 | 新進 |
| Summit Partners Public Asset Management, LLC | 86,790 | $2,729 萬 | 1.06% | +37,676+76.7% | 加碼 |
| TD Asset Management Inc | 85,606 | $2,692 萬 | 0.02% | −2,259−2.6% | 減碼 |
| Tairen Capital Ltd | 85,100 | $2,676 萬 | 2.73% | +67,300+378.1% | 加碼 |
| Raymond James Financial Inc | 84,528 | $2,658 萬 | 0.01% | +5,752+7.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81,742 | $2,571 萬 | 0.02% | +6,514+8.7% | 加碼 |
| Whetstone Capital Advisors, LLC | 79,172 | $2,490 萬 | 7.03% | −98−0.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 78,660 | $2,474 萬 | 0.02% | +41,238+110.2% | 加碼 |
| Coronation Fund Managers Ltd. | 78,577 | $2,471 萬 | 1.34% | +10,693+15.8% | 加碼 |
| SEI Investments Co | 78,165 | $2,458 萬 | 0.03% | +984+1.3% | 加碼 |
| Vanguard Group Inc | 75,649 | $2,379 萬 | 0.00% | +5,760+8.2% | 加碼 |
| Wasatch Advisors Inc | 69,713 | $2,192 萬 | 0.11% | −16,201−18.9% | 減碼 |
| California Public Employees Retirement System | 69,280 | $2,179 萬 | 0.01% | +4,574+7.1% | 加碼 |
| AXA S.A. | 68,898 | $2,167 萬 | 0.06% | +68,898 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 67,009 | $2,107 萬 | 0.25% | −13,000−16.2% | 減碼 |
| MIC Capital Management UK LLP | 66,000 | $2,076 萬 | 4.08% | 00.0% | 不變 |
| Oberndorf William E | 64,036 | $2,014 萬 | 22.25% | +13,754+27.4% | 加碼 |
| Deutsche Bank AG | 63,507 | $1,997 萬 | 0.01% | +4,364+7.4% | 加碼 |
| Millennium Management LLC | 61,354 | $1,929 萬 | 0.02% | −173,657−73.9% | 減碼 |
| Crosslink Capital Inc | 60,215 | $1,894 萬 | 1.08% | +15,730+35.4% | 加碼 |
| Polar Capital Holdings Plc | 58,991 | $1,855 萬 | 0.10% | −35,050−37.3% | 減碼 |
| Sands Capital Ventures, LLC | 58,336 | $1,835 萬 | 3.61% | +8,428+16.9% | 加碼 |
| Ranger Investment Management, L.P. | 58,075 | $1,826 萬 | 1.28% | +12,385+27.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 56,880 | $1,789 萬 | 0.01% | +6,727+13.4% | 加碼 |