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。
2026 年第 2 季 13F 持有人
monday.com Ltd. 在 2026/6/30 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
- 274
- 較 2026 年第 1 季 −31 家
- 持有股數
- 3,224 萬
- 較 2026 年第 1 季 −460.7 萬 (−12.5%)
- 總市值
- $23.3 億
- 較 2026 年第 1 季 −$2.13 億 (−8.4%)
- 新進機構
- 60
- 另有 81 家加碼
- 清倉機構
- 91
- 另有 107 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aware Super Pty Ltd as trustee of Aware Super | 41,374 | $299.5 萬 | 0.04% | 00.0% | 不變 |
| Sphera Management Technology Funds Ltd | 42,250 | $305.8 萬 | 1.07% | +27,250+181.7% | 加碼 |
| Siren, L.L.C. | 42,500 | $307.7 萬 | 0.06% | +17,500+70.0% | 加碼 |
| Deutsche Bank AG | 45,142 | $326.8 萬 | 0.00% | −98,924−68.7% | 減碼 |
| California State Teachers Retirement System | 45,493 | $329.3 萬 | 0.00% | +14,327+46.0% | 加碼 |
| Creative Planning | 47,093 | $340.9 萬 | 0.00% | +16,086+51.9% | 加碼 |
| XTX Topco Ltd | 47,213 | $341.8 萬 | 0.04% | +16,677+54.6% | 加碼 |
| Bank of New York Mellon Corp | 48,385 | $350.3 萬 | 0.00% | −54,342−52.9% | 減碼 |
| Quantbot Technologies LP | 50,030 | $362.2 萬 | 0.14% | −1,652−3.2% | 減碼 |
| Cinctive Capital Management LP | 51,549 | $373.2 萬 | 0.15% | +51,549 | 新進 |
| IMC-Chicago, LLC | 51,871 | $375.5 萬 | 0.03% | −8,036−13.4% | 減碼 |
| Tudor Investment Corp Et Al | 63,188 | $457.4 萬 | 0.02% | +13,760+27.8% | 加碼 |
| MIC Capital Management UK LLP | 66,000 | $477.8 萬 | 1.21% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 69,000 | $499.5 萬 | 0.23% | +69,000 | 新進 |
| Wellington Management Group LLP | 69,135 | $500.5 萬 | 0.00% | −77,967−53.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 70,079 | $507.3 萬 | 0.10% | +9,660+16.0% | 加碼 |
| Virginia Retirement Systems Et Al | 70,426 | $509.8 萬 | 0.03% | +3,526+5.3% | 加碼 |
| Walleye Capital LLC | 70,691 | $511.7 萬 | 0.02% | −118,827−62.7% | 減碼 |
| Voleon Capital Management LP | 79,031 | $572.1 萬 | 0.10% | −5,087−6.0% | 減碼 |
| Sands Capital Ventures, LLC | 81,982 | $593.5 萬 | 0.97% | +14,114+20.8% | 加碼 |
| Trexquant Investment LP | 83,073 | $601.4 萬 | 0.04% | +83,073 | 新進 |
| California Public Employees Retirement System | 84,131 | $609.0 萬 | 0.00% | +13,309+18.8% | 加碼 |
| Swiss National Bank | 84,800 | $613.9 萬 | 0.00% | −74,300−46.7% | 減碼 |
| Square Peg Capital Pty Ltd | 91,787 | $664.4 萬 | 8.72% | −21,681−19.1% | 減碼 |
| Qube Research & Technologies Ltd | 100,558 | $727.9 萬 | 0.01% | +100,558 | 新進 |
| Susquehanna Fundamental Investments, LLC | 102,580 | $742.6 萬 | 0.14% | +102,580 | 新進 |
| Citadel Advisors LLC | 106,516 | $771.1 萬 | 0.00% | −773,765−87.9% | 減碼 |
| Barclays PLC | 107,037 | $774.8 萬 | 0.00% | −22,281−17.2% | 減碼 |
| Legal & General Group Plc | 113,554 | $822.0 萬 | 0.00% | −36,883−24.5% | 減碼 |
| Longaeva Partners L.P. | 116,983 | $846.8 萬 | 0.24% | +116,983 | 新進 |
| Geode Capital Management, LLC | 117,723 | $851.7 萬 | 0.00% | −332,189−73.8% | 減碼 |
| Canada Pension Plan Investment Board | 122,221 | $884.8 萬 | 0.00% | −4,203−3.3% | 減碼 |
| Northern Trust Corp | 124,499 | $901.2 萬 | 0.00% | −87,736−41.3% | 減碼 |
| TenCore Partners, LP | 133,992 | $970.0 萬 | 7.55% | −1,870−1.4% | 減碼 |
| HRT Financial LP | 141,870 | $1,027 萬 | 0.02% | +90,466+176.0% | 加碼 |
| Marshall Wace, LLP | 155,295 | $1,124 萬 | 0.01% | +149,036+2,381.1% | 加碼 |
| Bank of America Corp | 166,013 | $1,202 萬 | 0.00% | −28,622−14.7% | 減碼 |
| Peregrine Capital Management LLC | 174,394 | $1,262 萬 | 0.41% | −330−0.2% | 減碼 |
| Squarepoint Ops LLC | 188,961 | $1,368 萬 | 0.03% | +173,661+1,135.0% | 加碼 |
| Millennium Management LLC | 194,230 | $1,406 萬 | 0.01% | −153,145−44.1% | 減碼 |
| Susquehanna International Group, LLP | 214,055 | $1,550 萬 | 0.01% | −26,284−10.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 244,958 | $1,773 萬 | 0.02% | −957,944−79.6% | 減碼 |
| UBS Group AG | 264,430 | $1,914 萬 | 0.00% | −338,122−56.1% | 減碼 |
| Capital Fund Management S.A. | 275,953 | $1,998 萬 | 0.14% | +137,870+99.8% | 加碼 |
| Invenomic Capital Management LP | 290,707 | $2,104 萬 | 1.26% | +90,190+45.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 315,931 | $2,287 萬 | 0.01% | −79,798−20.2% | 減碼 |
| Freestone Grove Partners LP | 325,252 | $2,354 萬 | 0.15% | −563,332−63.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 332,044 | $2,404 萬 | 0.01% | +332,044 | 新進 |
| Man Group plc | 337,336 | $2,442 萬 | 0.04% | +175,474+108.4% | 加碼 |
| FMR LLC | 361,843 | $2,619 萬 | 0.00% | −300,077−45.3% | 減碼 |
| Conifer Management, L.L.C. | 400,000 | $2,896 萬 | 4.77% | 00.0% | 不變 |
| Ardmore Road Asset Management LP | 426,137 | $3,085 萬 | 1.81% | +307,437+259.0% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 434,100 | $3,142 萬 | 2.33% | +74,600+20.8% | 加碼 |
| Tremblant Capital Group | 464,851 | $3,365 萬 | 0.97% | +300,331+182.5% | 加碼 |
| State Street Corp | 488,849 | $3,539 萬 | 0.00% | −240,246−33.0% | 減碼 |
| Neuberger Berman Group LLC | 498,976 | $3,617 萬 | 0.02% | +482,011+2,841.2% | 加碼 |
| Massachusetts Financial Services Co | 510,627 | $3,679 萬 | 0.01% | +272,849+114.7% | 加碼 |
| Citigroup Inc | 542,664 | $3,928 萬 | 0.02% | −121,416−18.3% | 減碼 |
| JPMorgan Chase & Co | 543,924 | $4,003 萬 | 0.00% | −1,017,704−65.2% | 減碼 |
| Norges Bank | 567,293 | $4,107 萬 | 0.00% | +567,293 | 新進 |
| Acadian Asset Management LLC | 614,193 | $4,444 萬 | 0.05% | +429,045+231.7% | 加碼 |
| Ibex Investors LLC | 617,401 | $4,469 萬 | 23.03% | +130,401+26.8% | 加碼 |
| Point72 Asset Management, L.P. | 617,578 | $4,471 萬 | 0.07% | +237,239+62.4% | 加碼 |
| Morgan Stanley | 622,349 | $4,505 萬 | 0.00% | +25,130+4.2% | 加碼 |
| Cadian Capital Management, LP | 944,029 | $6,834 萬 | 5.17% | +404,419+74.9% | 加碼 |
| Goldman Sachs Group Inc | 1,011,172 | $7,320 萬 | 0.01% | −39,048−3.7% | 減碼 |
| Disciplined Growth Investors Inc | 1,263,335 | $9,145 萬 | 1.55% | +859,447+212.8% | 加碼 |
| Rubicon Global Capital Ltd | 1,442,900 | $1.04 億 | 38.28% | 00.0% | 不變 |
| Renaissance Technologies LLC | 1,556,890 | $1.13 億 | 0.16% | −625,100−28.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,661,495 | $1.20 億 | 0.07% | −91,454−5.2% | 減碼 |
| BlackRock, Inc. | 1,732,364 | $1.25 億 | 0.00% | −395,235−18.6% | 減碼 |
| Two Sigma Investments, LP | 1,914,280 | $1.39 億 | 0.10% | −77,410−3.9% | 減碼 |
| Sonnipe Ltd | 1,978,479 | $1.43 億 | 100.00% | 00.0% | 不變 |
| Capital World Investors | 3,166,848 | $2.29 億 | 0.03% | −240,081−7.0% | 減碼 |
| Topline Capital Management, LLC | 0 | $0 | 0.00% | −363,974−100.0% | 清倉 |
| RPD Fund Management LLC | 0 | $0 | 0.00% | −253,636−100.0% | 清倉 |
| Eminence Capital, LP | 0 | $0 | 0.00% | −248,101−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −231,351−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −103,173−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −73,507−100.0% | 清倉 |
| AMS Capital Ltda | 0 | $0 | 0.00% | −67,172−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −59,121−100.0% | 清倉 |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −57,188−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −48,578−100.0% | 清倉 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −45,940−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,440−100.0% | 清倉 |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −31,319−100.0% | 清倉 |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −30,928−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −24,620−100.0% | 清倉 |
| SEB Asset Management AB | 0 | $0 | 0.00% | −23,710−100.0% | 清倉 |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −23,527−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −22,716−100.0% | 清倉 |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −22,210−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −22,161−100.0% | 清倉 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −19,121−100.0% | 清倉 |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −17,017−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,229−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −15,506−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −14,620−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −14,530−100.0% | 清倉 |