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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 12,654 | $397.9 萬 | 0.01% | +8,324+192.2% | 加碼 |
| La Banque Postale Asset Management SA | 12,847 | $404.0 萬 | 0.06% | −253−1.9% | 減碼 |
| M&T Bank Corp | 13,715 | $431.4 萬 | 0.01% | +306+2.3% | 加碼 |
| Pathstone Holdings, LLC | 13,772 | $433.1 萬 | 0.02% | −1,716−11.1% | 減碼 |
| KLP Kapitalforvaltning AS | 13,850 | $435.6 萬 | 0.02% | +2,500+22.0% | 加碼 |
| Van Eck Associates Corp | 14,213 | $447.0 萬 | 0.01% | −76−0.5% | 減碼 |
| US Bancorp | 14,740 | $463.5 萬 | 0.01% | −560−3.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 15,450 | $485.9 萬 | 0.00% | +1,696+12.3% | 加碼 |
| Korea Investment CORP | 15,458 | $486.1 萬 | 0.01% | +800+5.5% | 加碼 |
| State of Wisconsin Investment Board | 15,600 | $490.6 萬 | 0.01% | +5,000+47.2% | 加碼 |
| Baird Financial Group, Inc. | 15,672 | $492.9 萬 | 0.01% | +3,977+34.0% | 加碼 |
| Storebrand Asset Management AS | 15,800 | $496.9 萬 | 0.01% | +9,403+147.0% | 加碼 |
| PDT Partners, LLC | 16,052 | $504.8 萬 | 0.29% | +6,865+74.7% | 加碼 |
| Mediolanum International Funds Ltd | 16,401 | $505.1 萬 | 0.06% | +13,290+427.2% | 加碼 |
| MML Investors Services, LLC | 16,312 | $513.0 萬 | 0.01% | +11,409+232.7% | 加碼 |
| Metavasi Capital LP | 16,481 | $518.3 萬 | 2.30% | +2,006+13.9% | 加碼 |
| HSBC Holdings PLC | 17,460 | $546.4 萬 | 0.00% | +2,144+14.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 17,498 | $549.1 萬 | 0.01% | +18+0.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,707 | $556.8 萬 | 0.01% | +1,625+10.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 17,791 | $559.5 萬 | 0.02% | +500+2.9% | 加碼 |
| LPL Financial LLC | 19,045 | $598.9 萬 | 0.00% | +6,167+47.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 19,143 | $602.0 萬 | 0.01% | +2,009+11.7% | 加碼 |
| Sora Investors LLC | 20,000 | $629.0 萬 | 0.57% | +20,000 | 新進 |
| Public Sector Pension Investment Board | 20,361 | $640.3 萬 | 0.03% | +1,700+9.1% | 加碼 |
| Maytus Capital Management, LLC | 20,392 | $641.3 萬 | 1.18% | −2,008−9.0% | 減碼 |
| Melqart Asset Management (UK) Ltd | 20,872 | $656.4 萬 | 0.94% | −6,610−24.1% | 減碼 |
| Aragon Global Management, LP | 21,600 | $679.3 萬 | 2.73% | −22,504−51.0% | 減碼 |
| Thornburg Investment Management Inc | 21,890 | $688.4 萬 | 0.09% | −3,145−12.6% | 減碼 |
| Balyasny Asset Management LLC | 22,733 | $714.9 萬 | 0.02% | −30,389−57.2% | 減碼 |
| Asset Management One Co.,Ltd. | 23,396 | $735.1 萬 | 0.02% | −3,835−14.1% | 減碼 |
| Bank of Montreal | 23,851 | $750.1 萬 | 0.00% | +2,188+10.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 23,960 | $753.5 萬 | 0.02% | +23,960 | 新進 |
| Verition Fund Management LLC | 24,482 | $769.9 萬 | 0.04% | +10,270+72.3% | 加碼 |
| Toroso Investments, LLC | 24,574 | $772.8 萬 | 0.05% | −1,069−4.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 25,000 | $786.2 萬 | 0.01% | +7,500+42.9% | 加碼 |
| 3G Capital Partners LP | 25,000 | $786.2 萬 | 1.93% | +10,000+66.7% | 加碼 |
| Stifel Financial Corp | 25,756 | $810.0 萬 | 0.01% | +2,863+12.5% | 加碼 |
| Canada Pension Plan Investment Board | 25,787 | $810.9 萬 | 0.01% | +6,521+33.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,764 | $841.7 萬 | 0.04% | +173+0.7% | 加碼 |
| Jump Financial, LLC | 27,334 | $859.6 萬 | 0.11% | +27,334 | 新進 |
| J. Safra Sarasin Holding AG | 28,034 | $881.6 萬 | 0.15% | −369−1.3% | 減碼 |
| Charles Schwab Investment Management Inc | 28,720 | $903.2 萬 | 0.00% | +3,181+12.5% | 加碼 |
| Ensign Peak Advisors, Inc | 32,008 | $1,007 萬 | 0.02% | +500+1.6% | 加碼 |
| Capital Fund Management S.A. | 33,807 | $1,063 萬 | 0.12% | −38,257−53.1% | 減碼 |
| New York State Common Retirement Fund | 34,211 | $1,076 萬 | 0.01% | +33,664+6,154.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 34,300 | $1,079 萬 | 0.02% | −114,500−76.9% | 減碼 |
| Barclays PLC | 34,731 | $1,092 萬 | 0.00% | +1,674+5.1% | 加碼 |
| Royal Bank of Canada | 35,350 | $1,112 萬 | 0.00% | +26,581+303.1% | 加碼 |
| Dilation Capital Management LP | 35,590 | $1,119 萬 | 5.96% | +35,590 | 新進 |
| Kornitzer Capital Management Inc | 36,136 | $1,136 萬 | 0.23% | +10,000+38.3% | 加碼 |
| STRS Ohio | 37,013 | $1,164 萬 | 0.04% | +6,592+21.7% | 加碼 |
| Walleye Capital LLC | 37,885 | $1,191 萬 | 0.11% | +8,714+29.9% | 加碼 |
| Russell Investments Group, Ltd. | 38,862 | $1,222 萬 | 0.02% | +6,072+18.5% | 加碼 |
| Summit Trail Advisors, LLC | 38,960 | $1,225 萬 | 0.21% | −20,982−35.0% | 減碼 |
| RMB Capital Management, LLC | 40,457 | $1,272 萬 | 0.24% | +2,245+5.9% | 加碼 |
| Consolidated Press International Holdings Ltd | 40,691 | $1,280 萬 | 2.13% | −9,263−18.5% | 減碼 |
| California State Teachers Retirement System | 41,294 | $1,299 萬 | 0.01% | +10,804+35.4% | 加碼 |
| Wells Fargo & Company | 41,490 | $1,305 萬 | 0.00% | +16,525+66.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 42,849 | $1,348 萬 | 0.02% | +18,323+74.7% | 加碼 |
| Natixis Advisors, L.P. | 43,771 | $1,377 萬 | 0.02% | −2,044−4.5% | 減碼 |
| Qube Research & Technologies Ltd | 45,040 | $1,416 萬 | 0.02% | −68,646−60.4% | 減碼 |
| Two Sigma Advisers, LP | 45,500 | $1,431 萬 | 0.03% | −13,300−22.6% | 減碼 |
| Ion Asset Management Ltd. | 45,780 | $1,440 萬 | 0.87% | +6,000+15.1% | 加碼 |
| Victory Capital Management Inc | 48,048 | $1,511 萬 | 0.01% | +42,557+775.0% | 加碼 |
| Joho Capital LLC | 50,000 | $1,572 萬 | 2.21% | +50,000 | 新進 |
| BWCP, LP | 51,385 | $1,616 萬 | 2.64% | +51,385 | 新進 |
| Two Sigma Investments, LP | 53,600 | $1,686 萬 | 0.03% | +11,136+26.2% | 加碼 |
| Nicholas Company, Inc. | 56,262 | $1,769 萬 | 0.30% | +11,860+26.7% | 加碼 |
| Bienville Capital Management, LLC | 56,839 | $1,787 萬 | 3.52% | −14,469−20.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 56,880 | $1,789 萬 | 0.01% | +6,727+13.4% | 加碼 |
| Ranger Investment Management, L.P. | 58,075 | $1,826 萬 | 1.28% | +12,385+27.1% | 加碼 |
| Sands Capital Ventures, LLC | 58,336 | $1,835 萬 | 3.61% | +8,428+16.9% | 加碼 |
| Polar Capital Holdings Plc | 58,991 | $1,855 萬 | 0.10% | −35,050−37.3% | 減碼 |
| Crosslink Capital Inc | 60,215 | $1,894 萬 | 1.08% | +15,730+35.4% | 加碼 |
| Millennium Management LLC | 61,354 | $1,929 萬 | 0.02% | −173,657−73.9% | 減碼 |
| Deutsche Bank AG | 63,507 | $1,997 萬 | 0.01% | +4,364+7.4% | 加碼 |
| Oberndorf William E | 64,036 | $2,014 萬 | 22.25% | +13,754+27.4% | 加碼 |
| MIC Capital Management UK LLP | 66,000 | $2,076 萬 | 4.08% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 67,009 | $2,107 萬 | 0.25% | −13,000−16.2% | 減碼 |
| AXA S.A. | 68,898 | $2,167 萬 | 0.06% | +68,898 | 新進 |
| California Public Employees Retirement System | 69,280 | $2,179 萬 | 0.01% | +4,574+7.1% | 加碼 |
| Wasatch Advisors Inc | 69,713 | $2,192 萬 | 0.11% | −16,201−18.9% | 減碼 |
| Vanguard Group Inc | 75,649 | $2,379 萬 | 0.00% | +5,760+8.2% | 加碼 |
| SEI Investments Co | 78,165 | $2,458 萬 | 0.03% | +984+1.3% | 加碼 |
| Coronation Fund Managers Ltd. | 78,577 | $2,471 萬 | 1.34% | +10,693+15.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 78,660 | $2,474 萬 | 0.02% | +41,238+110.2% | 加碼 |
| Whetstone Capital Advisors, LLC | 79,172 | $2,490 萬 | 7.03% | −98−0.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81,742 | $2,571 萬 | 0.02% | +6,514+8.7% | 加碼 |
| Raymond James Financial Inc | 84,528 | $2,658 萬 | 0.01% | +5,752+7.3% | 加碼 |
| Tairen Capital Ltd | 85,100 | $2,676 萬 | 2.73% | +67,300+378.1% | 加碼 |
| TD Asset Management Inc | 85,606 | $2,692 萬 | 0.02% | −2,259−2.6% | 減碼 |
| Summit Partners Public Asset Management, LLC | 86,790 | $2,729 萬 | 1.06% | +37,676+76.7% | 加碼 |
| Woodline Partners LP | 88,795 | $2,792 萬 | 0.15% | +88,795 | 新進 |
| Teacher Retirement System of Texas | 90,436 | $2,844 萬 | 0.12% | −11,506−11.3% | 減碼 |
| Wellington Management Group LLP | 90,595 | $2,849 萬 | 0.01% | +60,568+201.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 90,927 | $2,859 萬 | 0.51% | −55,549−37.9% | 減碼 |
| Squarepoint Ops LLC | 91,400 | $2,874 萬 | 0.06% | −31,321−25.5% | 減碼 |
| Gotham Asset Management, LLC | 93,141 | $2,929 萬 | 0.18% | 00.0% | 不變 |
| Square Peg Capital Pty Ltd | 93,656 | $2,945 萬 | 23.76% | −11,444−10.9% | 減碼 |
| Polen Capital Management LLC | 97,575 | $3,069 萬 | 0.09% | +26,314+36.9% | 加碼 |