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 |
|---|---|---|---|---|---|
| Oak Ridge Investments LLC | 2,632 | $82.8 萬 | 0.06% | +9+0.3% | 加碼 |
| Rakuten Securities, Inc. | 2,730 | $85.9 萬 | 0.34% | +880+47.6% | 加碼 |
| Integrated Quantitative Investments LLC | 2,828 | $88.9 萬 | 0.26% | +2,828 | 新進 |
| Mackenzie Financial Corp | 2,835 | $89.2 萬 | 0.00% | +475+20.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,849 | $89.6 萬 | 0.00% | +773+37.2% | 加碼 |
| Qtron Investments LLC | 2,868 | $90.2 萬 | 0.12% | 00.0% | 不變 |
| Moore Capital Management, LP | 2,872 | $90.3 萬 | 0.02% | +2,872 | 新進 |
| Vident Advisory, LLC | 2,895 | $91.0 萬 | 0.01% | +1,232+74.1% | 加碼 |
| Personal Cfo Solutions, LLC | 2,900 | $91.2 萬 | 0.17% | +2,900 | 新進 |
| CI Private Wealth, LLC | 2,984 | $93.8 萬 | 0.00% | +1,488+99.5% | 加碼 |
| GAM Holding AG | 3,018 | $94.9 萬 | 0.07% | +3,018 | 新進 |
| RSM US Wealth Management LLC | 3,063 | $96.3 萬 | 0.01% | +55+1.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,253 | $102.3 萬 | 0.00% | −824−20.2% | 減碼 |
| Connable Office Inc | 3,329 | $104.7 萬 | 0.10% | −246−6.9% | 減碼 |
| Swiss Life Asset Management Ltd | 3,385 | $106.5 萬 | 0.01% | +742+28.1% | 加碼 |
| Fulton Bank, N.A. | 3,397 | $106.8 萬 | 0.04% | +229+7.2% | 加碼 |
| KCM Investment Advisors LLC | 3,567 | $112.2 萬 | 0.04% | +700+24.4% | 加碼 |
| Commonwealth Equity Services, LLC | 3,600 | $113.2 萬 | 0.00% | −442−10.9% | 減碼 |
| Atria Investments LLC | 3,611 | $113.6 萬 | 0.01% | +641+21.6% | 加碼 |
| Sheets Smith Investment Management | 3,898 | $122.6 萬 | 1.08% | +3,898 | 新進 |
| Alberta Investment Management Corp | 3,900 | $122.6 萬 | 0.01% | +3,900 | 新進 |
| Wolverine Trading, LLC | 3,991 | $122.9 萬 | 0.03% | −2,058−34.0% | 減碼 |
| CIBC Asset Management Inc | 3,945 | $124.1 萬 | 0.00% | +157+4.1% | 加碼 |
| CenterBook Partners LP | 4,003 | $125.9 萬 | 0.07% | +4,003 | 新進 |
| MetLife Investment Management | 4,018 | $126.4 萬 | 0.01% | +64+1.6% | 加碼 |
| Alyeska Investment Group, L.P. | 4,060 | $127.7 萬 | 0.00% | +407+11.1% | 加碼 |
| Shelton Wealth Management, LLC | 4,078 | $128.2 萬 | 0.65% | +421+11.5% | 加碼 |
| Pier 88 Investment Partners LLC | 4,080 | $128.3 萬 | 0.24% | +260+6.8% | 加碼 |
| American Century Companies Inc | 4,192 | $131.8 萬 | 0.00% | +1,801+75.3% | 加碼 |
| JustInvest LLC | 4,182 | $134.3 萬 | 0.02% | +1,224+41.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,300 | $135.2 萬 | 0.01% | +541+14.4% | 加碼 |
| Yarbrough Capital, LLC | 4,381 | $137.8 萬 | 0.05% | +1,215+38.4% | 加碼 |
| Oppenheimer & Co Inc | 4,609 | $144.9 萬 | 0.02% | −34−0.7% | 減碼 |
| Creative Planning | 4,674 | $147.0 萬 | 0.00% | +672+16.8% | 加碼 |
| Daiwa Securities Group Inc. | 4,731 | $148.8 萬 | 0.01% | +1,520+47.3% | 加碼 |
| Truist Financial Corp | 4,759 | $149.7 萬 | 0.00% | +1,280+36.8% | 加碼 |
| Palumbo Wealth Management LLC | 4,827 | $151.8 萬 | 0.47% | −40−0.8% | 減碼 |
| Snowden Capital Advisors LLC | 4,924 | $154.8 萬 | 0.05% | +1,465+42.4% | 加碼 |
| Nissay Asset Management Corp | 4,993 | $157.0 萬 | 0.01% | +430+9.4% | 加碼 |
| Firsthand Capital Management, Inc. | 5,000 | $157.2 萬 | 2.83% | 00.0% | 不變 |
| Glenmede Investment Management, LP | 5,148 | $161.9 萬 | 0.01% | +5,148 | 新進 |
| Mount Yale Investment Advisors, LLC | 5,335 | $167.8 萬 | 0.13% | +95+1.8% | 加碼 |
| HighTower Advisors, LLC | 5,691 | $179.0 萬 | 0.00% | −501−8.1% | 減碼 |
| BloombergSen Inc. | 5,879 | $184.9 萬 | 0.16% | +1,630+38.4% | 加碼 |
| Spark Investment Management LLC | 5,900 | $185.5 萬 | 5.09% | 00.0% | 不變 |
| Mariner, LLC | 5,906 | $185.7 萬 | 0.00% | +1,098+22.8% | 加碼 |
| Diversified Trust Co | 5,927 | $186.4 萬 | 0.04% | −20−0.3% | 減碼 |
| Sphera Management Technology Funds Ltd | 6,000 | $188.7 萬 | 1.16% | −530−8.1% | 減碼 |
| Los Angeles Capital Management LLC | 6,050 | $190.3 萬 | 0.01% | +1,031+20.5% | 加碼 |
| Savoie Capital LLC | 6,200 | $195.0 萬 | 0.24% | 00.0% | 不變 |
| First Trust Advisors LP | 6,254 | $196.7 萬 | 0.00% | −114−1.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 6,341 | $199.4 萬 | 0.02% | 00.0% | 不變 |
| DnB Asset Management AS | 6,534 | $205.5 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 6,628 | $208.4 萬 | 0.00% | +4,740+251.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 6,643 | $208.9 萬 | 0.00% | +188+2.9% | 加碼 |
| Alps Advisors Inc | 6,668 | $209.7 萬 | 0.01% | −234−3.4% | 減碼 |
| Hel Ved Capital Management Ltd | 6,680 | $210.1 萬 | 0.94% | −5,440−44.9% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 6,681 | $210.1 萬 | 0.02% | −1,349−16.8% | 減碼 |
| Captrust Financial Advisors | 6,731 | $211.7 萬 | 0.00% | +698+11.6% | 加碼 |
| Himension Fund | 6,833 | $214.9 萬 | 0.17% | −4,389−39.1% | 減碼 |
| Brinker Capital Investments, LLC | 6,928 | $217.9 萬 | 0.02% | +5,373+345.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,000 | $220.1 萬 | 0.01% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 7,000 | $220.1 萬 | 0.26% | 00.0% | 不變 |
| Viking Fund Management LLC | 7,000 | $220.1 萬 | 0.30% | +2,000+40.0% | 加碼 |
| Diker Management LLC | 7,000 | $220.1 萬 | 2.07% | +3,000+75.0% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,000 | $220.1 萬 | 1.15% | +7,000 | 新進 |
| USS Investment Management Ltd | 7,371 | $231.6 萬 | 0.01% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 7,383 | $232.2 萬 | 0.04% | +3,714+101.2% | 加碼 |
| Bessemer Group Inc | 7,579 | $238.3 萬 | 0.00% | +190+2.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 7,673 | $241.3 萬 | 0.05% | +7,673 | 新進 |
| Quantinno Capital Management LP | 7,782 | $244.7 萬 | 0.01% | +413+5.6% | 加碼 |
| Lazard Asset Management LLC | 8,073 | $253.8 萬 | 0.00% | −1,968−19.6% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 8,402 | $264.2 萬 | 0.02% | +311+3.8% | 加碼 |
| Taylor Frigon Capital Management LLC | 8,480 | $266.7 萬 | 1.42% | −498−5.5% | 減碼 |
| China Universal Asset Management Co., Ltd. | 8,500 | $267.3 萬 | 0.25% | −9,200−52.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,521 | $268.0 萬 | 0.02% | +1,400+19.7% | 加碼 |
| Quantitative Investment Management, LLC | 8,901 | $279.9 萬 | 0.38% | +8,901 | 新進 |
| The PNC Financial Services Group, Inc. | 8,922 | $280.6 萬 | 0.00% | +884+11.0% | 加碼 |
| Andar Capital Management HK Ltd | 9,000 | $283.0 萬 | 3.31% | −8,000−47.1% | 減碼 |
| Danske Bank A/S | 9,101 | $286.2 萬 | 0.01% | +1,101+13.8% | 加碼 |
| Simplex Trading, LLC | 9,234 | $290.3 萬 | 0.08% | +7,112+335.2% | 加碼 |
| Axiom Investors LLC | 9,239 | $290.5 萬 | 0.02% | +9,239 | 新進 |
| Eagle Global Advisors LLC | 9,500 | $298.8 萬 | 0.12% | +1,500+18.8% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 9,781 | $307.6 萬 | 0.05% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 9,790 | $307.9 萬 | 0.21% | −70−0.7% | 減碼 |
| Honeycomb Asset Management LP | 9,800 | $308.2 萬 | 1.88% | −25,200−72.0% | 減碼 |
| Equitable Trust Co | 9,800 | $308.2 萬 | 0.15% | −627−6.0% | 減碼 |
| Assetmark, Inc | 9,950 | $312.9 萬 | 0.01% | +3,425+52.5% | 加碼 |
| Inflection Point Investments LLP | 10,100 | $317.6 萬 | 6.01% | +10,100 | 新進 |
| Resona Asset Management Co.,Ltd. | 10,201 | $320.8 萬 | 0.02% | +10,201 | 新進 |
| Evolutionary Tree Capital Management, LLC | 11,304 | $355.5 萬 | 3.78% | −1,137−9.1% | 減碼 |
| Pictet Asset Management Holding SA | 11,348 | $356.9 萬 | 0.00% | +913+8.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 11,603 | $364.9 萬 | 0.09% | +1,565+15.6% | 加碼 |
| Rhumbline Advisers | 11,734 | $369.0 萬 | 0.00% | +502+4.5% | 加碼 |
| Octahedron Capital Management L.P. | 12,000 | $377.4 萬 | 2.85% | −5,400−31.0% | 減碼 |
| Nomura Asset Management Co Ltd | 12,030 | $378.3 萬 | 0.01% | +1,500+14.2% | 加碼 |
| Sterling Capital Management LLC | 12,544 | $394.5 萬 | 0.06% | −40.0% | 減碼 |
| Retirement Systems of Alabama | 12,580 | $395.6 萬 | 0.01% | 00.0% | 不變 |
| NZS Capital, LLC | 12,628 | $397.1 萬 | 0.13% | +381+3.1% | 加碼 |
| Nordea Investment Management AB | 12,568 | $397.7 萬 | 0.00% | +5,622+80.9% | 加碼 |