Monday.comMNDY

13F holders, Q3 2025 (September 30)
428holders −40
69new positions
107sold out
8famous investors
$194.44avg. 13F price*

At the end of Q3 2025, 428 institutions reported holding Monday.com Ltd. (MNDY) in their 13F filings, down 40 from Q2 2025. 69 opened new positions and 107 sold out. The largest holders were WCM Investment Management, LLC ($843.5M), Sonnipe Ltd. ($395.3M) and BlackRock, Inc. ($372.3M). 8 famous investors held it, including Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Monday.com Ltd.
CUSIP
M7S64H106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 396Q1 2024Q2 2024: 395Q2 2024Q3 2024: 402Q3 2024Q4 2024: 438Q4 2024Q1 2025: 432Q1 2025Q2 2025: 468Q2 2025Q3 2025: 428Q3 2025Q4 2025: 405Q4 2025Q1 2026: 306Q1 2026Q2 2026: 274Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions69$273.8M
Exits107$798.1M

All 13F filers, Q2 2025 → Q3 2025: 8,289,314 shares bought and 10,044,409 shares sold, net −1,755,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 428 holders

WCM Investment Management, LLC 1.75% Add +2.8% 4,184,745 $843.5M
Sonnipe Ltd. 100.00% Reduce -5.3% 2,040,972 $395.3M
BlackRock, Inc. 0.01% Add +0.5% 1,922,321 $372.3M
FMR LLC 0.02% Reduce -64.1% 1,803,803 $349.4M
Capital World Investors 0.05% Add +231.2% 1,717,263 $332.6M
JPMorgan Chase & Co. 0.02% Reduce -18.4% 1,495,201 $289.6M
T. Rowe Price Associates Inc. 0.03% Reduce -21.1% 1,481,495 $287.0M
Rubicon Global Capital Ltd 61.78% No change 1,442,900 $279.5M
T. Rowe Price Investment Management, Inc. 0.13% Add +18.0% 1,108,914 $214.8M
Renaissance Technologies 0.27% Reduce -3.4% 1,054,290 $204.2M
Morgan Stanley 0.01% Add +294.8% 1,004,291 $194.5M
Baillie Gifford & Co. 0.10% Add +136.5% 708,278 $137.2M
Westfield Capital Management Co. LP 0.56% Add +7.3% 693,319 $134.3M
State Street Corp. 0.00% Add +0.4% 663,742 $128.6M
Neuberger Berman Group LLC 0.09% Add +33.2% 600,255 $116.3M
Goldman Sachs Group Inc. 0.02% Reduce -9.4% 548,681 $106.3M
UBS Group AG 0.02% Add +142.2% 525,290 $101.7M
Amundi 0.03% Add +104.2% 511,498 $96.5M
Assenagon Asset Management S.A. 0.14% Add +148.1% 490,527 $95.0M
SG Americas Securities, LLC 0.32% Add +1.4% 442,421 $85.7M
Alliancebernstein L.P. 0.03% Reduce -28.9% 430,401 $83.4M
Dorsal Capital Management, LP 2.22% Add +13.3% 425,000 $82.3M
Northern Trust Corp. 0.01% Add +1.7% 415,689 $80.5M
Man Group plc 0.15% Add +64.8% 406,226 $78.7M
Marshall Wace, LLP 0.09% Add +294.0% 405,995 $78.6M
Geode Capital Management, LLC 0.00% Add +3.6% 395,421 $76.1M
Employees Retirement System of Texas 0.70% Add +80.1% 381,850 $74.0M
Bank of New York Mellon Corp 0.01% Add +54.6% 379,538 $73.5M
ShawSpring Partners LLC 10.78% Add +33.1% 374,221 $72.5M
Nordea Investment Management AB 0.06% Add +2501.5% 326,951 $63.0M
Franklin Resources Inc. 0.02% Reduce -72.9% 319,169 $61.8M
Thrivent Financial for Lutherans 0.12% Add +76.6% 313,112 $60.6M
Macquarie Group Ltd. 0.07% Reduce -43.9% 298,116 $57.7M
Voya Investment Management LLC 0.06% Add +5.4% 277,445 $53.7M
Cadian Capital Management, LP 3.04% New 264,000 $51.1M
Strategy Capital LLC 3.18% Reduce -0.3% 248,161 $48.1M
Bank of America Corp. 0.00% Reduce -14.5% 244,517 $47.4M
Clearbridge Investments, LLC 0.04% Add +24.2% 243,108 $47.1M
Janus Henderson Group PLC 0.02% Reduce -18.1% 236,454 $45.8M
Citigroup Inc. 0.03% Reduce -13.0% 223,182 $43.2M
Envestnet Asset Management Inc. 0.01% Add +9.4% 218,174 $42.3M
Wellington Management Group LLP 0.01% Add +129.3% 207,754 $40.2M
Bienville Capital Management, LLC 7.53% Add +258.9% 204,016 $39.5M
Crosslink Capital Inc. 2.87% Add +238.6% 203,865 $39.5M
Bridgewater Associates 0.15% New 199,430 $38.6M
XN LP 1.13% Reduce -51.6% 198,314 $38.4M
Jennison Associates LLC 0.02% Add +20.7% 196,538 $38.1M
CIBC Private Wealth Group LLC 0.06% Reduce -55.4% 195,551 $37.9M
Peregrine Capital Management LLC 1.09% Add +83.1% 187,518 $36.3M
Ibex Investors LLC 28.87% New 180,000 $34.9M
ArrowMark Colorado Holdings LLC 0.64% Add +96.8% 178,954 $34.7M
Ameriprise Financial Inc. 0.01% Reduce -13.0% 177,351 $34.4M
Tremblant Capital Group 3.51% Add +59.5% 175,831 $34.1M
TenCore Partners, LP 12.13% Add +42.2% 141,390 $27.4M
Fiera Capital Corp 0.09% Reduce -2.7% 136,255 $26.4M
Stephens Investment Management Group LLC 0.32% Reduce -4.4% 125,960 $24.4M
Polen Capital Management LLC 0.08% Add +28.9% 125,811 $24.4M
Legal & General Group Plc 0.01% Reduce -0.3% 125,513 $24.3M
Square Peg Capital PTY Ltd. 21.58% Add +31.6% 123,223 $23.9M
Barclays PLC 0.01% Add +252.7% 122,479 $23.7M
Swiss National Bank 0.01% Reduce -5.2% 121,400 $23.5M
Rheos Capital Works Inc. 1.30% Add +14.3% 120,000 $23.2M
Sands Capital Management, LLC 0.06% Reduce -0.3% 116,213 $22.5M
Balyasny Asset Management L.P. 0.05% Add +409.8% 115,897 $22.4M
Citadel Advisors 0.02% New 114,900 $22.3M
State of Tennessee, Department of Treasury 0.07% No change 104,470 $20.2M
Susquehanna International Group, LLP 0.03% Add +7993.2% 98,009 $19.0M
Benchstone Capital Management LP 2.58% Reduce -22.6% 97,787 $18.9M
TD Asset Management Inc 0.02% Add +13.9% 97,501 $18.9M
Brown Capital Management LLC 0.77% Reduce -5.4% 96,532 $18.7M
Coronation Fund Managers Ltd. 0.97% Add +22.4% 96,214 $18.6M
Nuveen, LLC 0.00% Reduce -10.8% 93,425 $18.1M
Schonfeld Strategic Advisors LLC 0.13% New 93,163 $18.0M
Gotham Asset Management 0.08% No change 93,141 $18.0M
Eventide Asset Management, LLC 0.30% Reduce -35.4% 92,611 $18.0M
Deutsche Bank AG 0.01% Add +41.4% 89,774 $17.4M
Canada Pension Plan Investment Board 0.01% Add +245.2% 89,013 $17.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +3.8% 84,828 $16.4M
Raymond James Financial Inc. 0.01% Reduce -2.6% 82,318 $15.9M
Whetstone Capital Advisors, LLC 4.25% No change 79,172 $15.3M
Migdal Insurance & Financial Holdings Ltd. 0.16% Add +17.9% 79,009 $15.3M
Vanguard Group Inc. 0.00% Add +3.8% 78,522 $15.2M
AXA Investment Managers S.A. 0.04% — 77,280 $15.0M
California Public Employees Retirement System 0.01% Add +7.3% 74,359 $14.4M
Tiaa Trust, National Association 0.03% New 74,304 $14.4M
Robeco Institutional Asset Management B.V. 0.02% Add +68.5% 72,205 $14.0M
Oberndorf William E 18.31% Add +9.5% 70,120 $13.6M
Freestone Grove Partners LP 0.10% New 69,091 $13.4M
MIC Capital Management UK LLP 2.55% No change 66,000 $12.8M
NZS Capital, LLC 0.39% Add +415.4% 65,087 $12.6M
Octahedron Capital Management L.P. 6.81% Add +415.8% 61,900 $12.0M
Nicholas Company, Inc. 0.20% Add +7.4% 60,422 $11.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +5.3% 59,876 $11.6M
Millennium Management 0.01% Reduce -2.8% 59,615 $11.5M
Sands Capital Alternatives, LLC 2.48% No change 58,336 $11.3M
Curi Capital, LLC 0.21% Add +43.2% 57,923 $11.2M
Ranger Investment Management, L.P. 0.76% Reduce -3.0% 56,355 $10.9M
Ion Asset Management Ltd. 1.30% Add +20.1% 55,000 $10.7M
Wasatch Advisors LP 0.06% Reduce -22.0% 54,366 $10.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +96.7% 52,649 $10.2M
Consolidated Press International Holdings Ltd. 1.59% Add +26.7% 51,554 $10.0M
J. Safra Sarasin Holding AG 0.15% Add +67.9% 47,068 $9.1M
Metavasi Capital LP 3.16% Add +179.1% 46,000 $8.9M
Aware Super Pty Ltd as trustee of Aware Super 0.12% Add +353.4% 44,345 $8.6M
Sei Investments Co. 0.01% Reduce -47.8% 40,835 $7.9M
Royal Bank of Canada 0.00% Add +14.2% 40,357 $7.8M
HRT Financial LP 0.03% New 39,937 $7.7M
Summit Trail Advisors, LLC 0.10% Reduce -0.3% 38,839 $7.5M
Quantbot Technologies LP 0.19% New 36,186 $7.0M
Parkwood LLC 0.67% New 35,381 $6.9M
Ensign Peak Advisors, Inc 0.01% Add +7.5% 34,419 $6.7M
New York State Common Retirement Fund 0.01% No change 34,211 $6.6M
Wells Fargo & Company 0.00% Reduce -20.6% 32,953 $6.4M
BW Gestao de Investimentos Ltda. 0.48% New 32,520 $6.3M
California State Teachers Retirement System 0.01% Reduce -21.8% 32,294 $6.3M
Invesco Ltd. 0.00% Reduce -83.7% 31,397 $6.1M
Charles Schwab Investment Management Inc. 0.00% Add +4.7% 30,064 $5.8M
Natixis Advisors, LLC 0.01% Reduce -31.3% 30,065 $5.8M
STRS Ohio 0.02% Reduce -23.3% 28,388 $5.5M
Wolverine Trading, LLC 0.10% Add +493.1% 23,671 $4.8M
Walleye Trading LLC 0.08% New 24,512 $4.7M
Melqart Asset Management (UK) Ltd 0.63% Add +17.0% 24,426 $4.7M
Tidal Investments LLC 0.02% Reduce -0.9% 24,348 $4.7M
Oddo BHF Asset Management Sas 0.18% New 24,169 $4.7M
Russell Investments Group, Ltd. 0.01% Reduce -38.1% 24,054 $4.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +0.2% 24,011 $4.7M
Stifel Financial Corp. 0.00% Reduce -10.9% 22,936 $4.4M
Public Sector Pension Investment Board 0.02% Add +11.8% 22,761 $4.4M
D. E. Shaw & Co. 0.00% Add +225.1% 21,595 $4.2M
Inflection Point Investments LLP 8.79% Add +110.9% 21,300 $4.1M
Thornburg Investment Management Inc. 0.05% Reduce -2.7% 21,300 $4.1M
HSBC Holdings PLC 0.00% Add +17.3% 20,473 $4.0M
Asset Management One Co., Ltd. 0.01% Reduce -13.8% 20,158 $3.9M
Mediolanum International Funds Ltd 0.04% Add +17.3% 19,235 $3.9M
Formula Growth Ltd. 1.38% New 20,000 $3.9M
Teacher Retirement System of Texas 0.02% Reduce -78.0% 19,943 $3.9M
Virtu Financial LLC 0.22% New 19,895 $3.9M
Light Street Capital Management, LLC 0.65% New 19,843 $3.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +6.1% 18,785 $3.6M
Baird Financial Group, Inc. 0.01% Add +19.2% 18,682 $3.6M
State of New Jersey Common Pension Fund D 0.01% Add +4.5% 18,591 $3.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -3.4% 18,497 $3.6M
Cetera Investment Advisers 0.00% Add +45.4% 18,399 $3.6M
1832 Asset Management L.P. 0.01% Reduce -95.2% 18,307 $3.5M
MML Investors Services, LLC 0.01% Add +11.7% 18,215 $3.5M
DekaBank Deutsche Girozentrale 0.01% No change 17,498 $3.5M
Squarepoint Ops LLC 0.01% Reduce -80.9% 17,488 $3.4M
Motley Fool Wealth Management, LLC 0.23% New 17,315 $3.4M
Bank of Montreal 0.00% Reduce -27.8% 17,224 $3.3M
Manufacturers Life Insurance Company, The 0.00% Add +9.6% 16,933 $3.3M
Trexquant Investment LP 0.03% New 16,351 $3.2M
Hantz Financial Services, Inc. 0.05% Add +120.2% 16,257 $3.1M
US Bancorp \de 0.00% Add +9.7% 16,172 $3.1M
LBP Am SA 0.04% Add +23.0% 15,807 $3.1M
PEAK6 LLC 0.08% Add +784050.0% 15,683 $3.0M
Ravenswood Partners LP 0.93% — 15,176 $2.9M
Summit Partners Public Asset Management, LLC 0.09% Reduce -82.7% 15,000 $2.9M
Senvest Management, LLC 0.09% New 15,000 $2.9M
State of Wisconsin Investment Board 0.01% Reduce -3.9% 15,000 $2.9M
Korea Investment CORP 0.01% Reduce -3.2% 14,958 $2.9M
KLP Kapitalforvaltning As 0.01% No change 13,850 $2.7M
Taylor Frigon Capital Management LLC 1.30% Add +59.7% 13,543 $2.6M
Van Eck Associates Corp. 0.00% Reduce -6.1% 13,351 $2.6M
BloombergSen Inc. 0.22% Add +122.7% 13,090 $2.5M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.33% Add +85.7% 13,000 $2.5M
Pictet Asset Management Holding SA 0.00% Add +12.3% 12,747 $2.5M
Retirement Systems of Alabama 0.01% Reduce -1.6% 12,380 $2.4M
LPL Financial LLC 0.00% Reduce -35.2% 12,345 $2.4M
M&T Bank Corp 0.01% Reduce -10.8% 12,233 $2.4M
Nomura Asset Management Co. Ltd. 0.01% Add +0.2% 12,050 $2.3M
WINTON GROUP Ltd 0.08% Add +808.4% 11,500 $2.2M
Rhumbline Advisers 0.00% Reduce -7.7% 10,831 $2.1M
BNP Paribas Financial Markets 0.00% Reduce -92.4% 10,634 $2.1M
Pathstone Holdings, LLC 0.01% Reduce -23.5% 10,535 $2.0M
National Bank of Canada 0.00% Add +299.9% 10,293 $2.0M
Caption Management, LLC 0.12% New 10,286 $2.0M
Hel Ved Capital Management Ltd 1.08% Add +53.7% 10,265 $2.0M
Viking Fund Management LLC 0.23% Add +42.9% 10,000 $1.9M
Resona Asset Management Co.,Ltd. 0.01% Reduce -2.7% 9,924 $1.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +15.3% 9,821 $1.9M
Twin Tree Management, LP 0.09% New 9,771 $1.9M
Equitable Trust Co. 0.09% Reduce -1.3% 9,677 $1.9M
Fox Run Management, L.L.C. 0.29% New 9,670 $1.9M
Sterling Capital Management LLC 0.03% Reduce -25.7% 9,323 $1.8M
Lansforsakringar Fondforvaltning AB (publ) 0.01% No change 8,402 $1.6M
XTX Topco Ltd 0.08% New 8,100 $1.6M
Victory Capital Management Inc. 0.00% Reduce -84.6% 7,380 $1.4M
USS Investment Management Ltd 0.01% No change 7,371 $1.4M
Danske Bank A/S 0.00% Reduce -19.8% 7,300 $1.4M
Delta Global Management LP 0.10% New 7,259 $1.4M
Palumbo Wealth Management LLC 0.45% Add +50.0% 7,243 $1.4M
Quantinno Capital Management LP 0.00% Reduce -9.1% 7,073 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 7,000 $1.4M
Prescott Group Capital Management, L.L.C. 0.14% No change 7,000 $1.4M
Siren, L.L.C. 0.05% New 7,000 $1.4M
ARK Investment Management 0.01% Add +0.6% 6,721 $1.3M
Bessemer Group Inc. 0.00% Reduce -12.3% 6,644 $1.3M
DNB Asset Management AS 0.00% No change 6,534 $1.3M
Eagle Global Advisors LLC 0.05% Reduce -31.6% 6,500 $1.3M
Alberta Investment Management Corp 0.01% Add +64.1% 6,400 $1.2M
SWS Partners 0.29% New 6,172 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -31.4% 6,119 $1.2M
HighTower Advisors, LLC 0.00% Add +5.2% 5,985 $1.2M
Spark Investment Management LLC 2.87% No change 5,900 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -7.9% 5,839 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -17.7% 5,699 $1.1M
Verition Fund Management LLC 0.01% Reduce -76.7% 5,698 $1.1M
Captrust Financial Advisors 0.00% Reduce -15.5% 5,685 $1.1M
Prelude Capital Management, LLC 0.09% Add +133.2% 5,634 $1.1M
Headlands Technologies LLC 0.09% New 5,559 $1.1M
China Universal Asset Management Co., Ltd. 0.09% Reduce -35.3% 5,500 $1.1M
Truist Financial Corp. 0.00% Add +15.2% 5,484 $1.1M
Oppenheimer & Co. Inc. 0.01% Add +16.8% 5,384 $1.0M
Integrated Quantitative Investments LLC 0.29% Add +84.6% 5,220 $1.0M
Assetmark, Inc. 0.00% Reduce -47.8% 5,195 $1.0M
Mariner, LLC 0.00% Reduce -12.3% 5,178 $1.0M
American Century Companies Inc. 0.00% Add +21.1% 5,075 $983K
Storebrand Asset Management As 0.00% Reduce -68.0% 5,063 $981K
Two Sigma Investments, LP 0.00% Reduce -90.6% 5,026 $973K
Glenmede Investment Management, LP 0.00% Reduce -3.4% 4,972 $963K
KCM Investment Advisors LLC 0.03% Add +38.4% 4,937 $956K
Snowden Capital Advisors LLC 0.03% Reduce -1.1% 4,869 $943K
Fortis Group Advisors, LLC 0.15% New 4,350 $893K
Pier 88 Investment Partners LLC 0.98% Add +11.5% 4,550 $881K
Yarbrough Capital, LLC 0.03% No change 4,381 $849K
First Trust Advisors LP 0.00% Reduce -30.0% 4,378 $848K
Shelton Wealth Management, LLC 0.39% Add +6.5% 4,342 $841K
Scientech Research LLC 0.29% New 4,320 $837K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 4,300 $833K
Jane Street Group, LLC 0.00% New 4,028 $780K
MetLife Investment Management, LLC 0.00% No change 4,018 $778K
Perbak Capital Partners LLP 0.14% New 3,985 $772K
CIBC Asset Management Inc 0.00% No change 3,945 $764K
Altshuler Shaham Ltd 0.01% New 3,871 $750K
Creative Planning 0.00% Reduce -20.8% 3,701 $717K
Daiwa Securities Group Inc. 0.00% Reduce -23.7% 3,611 $699K
Commonwealth Equity Services, LLC 0.00% Reduce -1.6% 3,544 $686K
Fulton Bank, N.A. 0.02% Add +4.1% 3,536 $685K
Swiss Life Asset Management Ltd 0.00% Add +4.1% 3,523 $682K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -19.0% 3,387 $672K
Marex Group Ltd 0.01% New 3,446 $667K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.8% 3,443 $667K
Simplex Trading, LLC 0.01% Reduce -63.1% 3,407 $659K
Personal Cfo Solutions, LLC 0.11% Add +15.2% 3,340 $647K
Walleye Capital LLC 0.01% Reduce -91.2% 3,333 $646K
Connable Office Inc. 0.06% No change 3,329 $645K
Vident Advisory, LLC 0.01% Add +9.9% 3,182 $616K
Gibbs Wealth Management 0.13% Add +115.6% 2,978 $577K
GAM Holding AG 0.04% Reduce -1.6% 2,969 $575K
Choreo, LLC 0.01% Reduce -4.0% 2,942 $570K
Federation des caisses Desjardins du Quebec 0.00% Add +1.0% 2,878 $557K
Qtron Investments LLC 0.07% Reduce -0.0% 2,867 $555K
Y.D. More Investments Ltd 0.03% Reduce -71.0% 2,835 $549K
Mackenzie Financial Corp. 0.00% Reduce -0.8% 2,811 $544K
TD Waterhouse Canada Inc. 0.00% New 2,884 $532K
Oak Ridge Investments LLC 0.03% Add +0.2% 2,638 $511K
SkyView Investment Advisors, LLC 0.06% Add +1.3% 2,634 $510K
Bailard, Inc. 0.01% Add +0.0% 2,604 $504K
McAdam, LLC 0.02% Add +13.9% 2,598 $503K
Legacy Wealth Asset Management, LLC 0.12% Add +1.8% 2,564 $497K
Group One Trading LLC 0.01% New 2,508 $486K
Prudential Financial Inc. 0.00% Reduce -62.5% 2,488 $482K
State Board of Administration of Florida Retirement System 0.00% No change 2,480 $480K
Blueshift Asset Management, LLC 0.15% New 2,461 $477K
RFG Advisory, LLC 0.01% Add +25.2% 2,451 $475K
Park Avenue Securities LLC 0.00% Add +17.1% 2,448 $474K
Chicago Capital, LLC 0.01% Add +52.2% 2,405 $466K
Legal Advantage Investments, Inc. 0.21% No change 2,400 $465K
OneDigital Investment Advisors LLC 0.00% Reduce -3.0% 2,380 $461K
Principal Financial Group Inc. 0.00% Reduce -1.9% 2,341 $453K
LMR Partners LLP 0.01% Reduce -97.7% 2,329 $451K
Jones Financial Companies LLLP 0.00% Reduce -3.4% 2,180 $450K
Acadian Asset Management LLC 0.00% Add +1106.3% 2,316 $447K
Triasima Portfolio Management inc. 0.07% New 2,303 $446K
Cerity Partners LLC 0.00% Reduce -13.6% 2,243 $434K
Plato Investment Management Ltd 0.03% No change 2,259 $434K
Wincap Financial LLC 0.30% Add +2.4% 2,234 $433K
Jump Financial, LLC 0.01% Reduce -91.8% 2,230 $432K
Osaic Holdings, Inc. 0.00% Reduce -24.4% 2,204 $428K
Avior Wealth Management, LLC 0.01% Add +23.0% 2,203 $427K
Coldstream Capital Management Inc. 0.01% Reduce -5.5% 2,180 $422K
Ethic Inc. 0.01% Reduce -15.3% 2,133 $413K
Yousif Capital Management, LLC 0.00% Reduce -1.3% 2,076 $402K
Atria Investments, Inc 0.00% Reduce -43.3% 2,048 $397K
Kestra Advisory Services, LLC 0.00% Add +56.0% 2,006 $389K
Blue Trust, Inc. 0.00% Add +29.0% 1,998 $387K
Counterpoint Mutual Funds LLC 0.03% Reduce -19.6% 1,963 $380K
KBC Group NV 0.00% No change 1,942 $376K
Oxford Asset Management LLP 0.12% New 1,927 $373K
Corient Private Wealth LP 0.00% Reduce -35.8% 1,917 $371K
Public Employees Retirement System of Ohio 0.00% No change 1,900 $368K
SBI Securities Co., Ltd. 0.01% Add +80.9% 1,872 $363K
Investment Management Corp of Ontario 0.01% Add +97.7% 1,821 $353K
Rafferty Asset Management, LLC 0.00% Add +5.3% 1,802 $349K
Values First Advisors, Inc. 0.18% Reduce -4.1% 1,764 $342K
Envestnet Portfolio Solutions, Inc. 0.00% Add +23.8% 1,758 $341K
Portside Wealth Group, LLC 0.04% Add +161.3% 1,670 $323K
Royal London Asset Management Ltd. 0.00% No change 1,652 $320K
Integrated Wealth Concepts LLC 0.00% Add +43.3% 1,632 $316K
FDx Advisors, Inc. 0.09% Reduce -6.5% 1,530 $314K
Alliance Wealth Advisors, LLC 0.07% Add +119.0% 1,603 $310K
Two Sigma Securities, LLC 0.05% Add +0.1% 1,577 $305K
Daiichi Life Insurance Co., Ltd. 0.01% Add +6.8% 1,562 $303K
Quantum Portfolio Management LLC 0.09% No change 1,556 $301K
Summit Creek Advisors LLC 0.04% Add +73.4% 1,552 $301K
ClearAlpha Technologies LP 0.81% New 1,527 $296K
Lombard Odier Asset Management (USA) Corp 0.08% New 1,502 $291K
PFG Investments, LLC 0.02% New 1,500 $291K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.7% 1,470 $285K
DGS Capital Management, LLC 0.05% Add +108.8% 1,403 $272K
QVT Financial LP 0.03% Reduce -32.9% 1,401 $271K
Lido Advisors, LLC 0.00% New 1,366 $265K
Foundations Investment Advisors, LLC 0.00% New 1,356 $263K
AQR Capital Management 0.00% Add +71.1% 1,328 $257K
Meitav Investment House Ltd. 0.00% New 1,275 $257K
Vontobel Holding Ltd. 0.00% Add +48.5% 1,311 $254K
ANTIPODES PARTNERS Ltd 0.01% New 1,303 $252K
Stratos Wealth Advisors, LLC 0.01% New 1,258 $244K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.10% Add +86.6% 1,250 $242K
AE Wealth Management LLC 0.00% Add +84.3% 1,240 $240K
&partners 0.00% Reduce -24.3% 1,222 $237K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.3% 1,214 $235K
WoodTrust Financial Corp 0.03% Add +14.3% 1,200 $232K
Congress Park Capital LLC 0.07% New 1,150 $223K
Centiva Capital, LP 0.02% Reduce -16.1% 1,090 $211K
Aigen Investment Management, LP 0.03% New 1,075 $208K
WT Wealth Management 0.06% Add +42.4% 1,068 $207K
Ground Swell Capital, LLC 0.45% New 1,052 $204K
Janney Montgomery Scott LLC 0.00% Add +26.8% 1,050 $203K
IFP Advisors, Inc 0.01% Add +26.1% 1,044 $202K
Paradice Investment Management LLC 0.05% New 1,043 $202K
Mesirow Financial Investment Management, Inc. 0.00% Add +20.8% 1,041 $202K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 882 $171K
Harbour Investments, Inc. 0.00% Add +7.1% 855 $166K
Silicon Valley Capital Partners 0.02% No change 837 $162K
Principal Securities, Inc. 0.00% Reduce -2.8% 834 $162K
State of Wyoming 0.02% Reduce -36.7% 780 $151K
Arax Advisory Partners 0.00% Add +33.0% 769 $149K
Rockefeller Capital Management L.P. 0.00% New 690 $134K
Vestcor Inc 0.00% No change 680 $132K
Atlantic Union Bankshares Corp 0.00% Add +51.1% 680 $132K
Catalyst Capital Advisors LLC 0.00% No change 660 $128K
Rakuten Securities, Inc. 0.05% Reduce -76.2% 650 $126K
Larson Financial Group LLC 0.00% Reduce -24.5% 607 $118K
HM Payson & Co. 0.00% No change 455 $88K
Parallel Advisors, LLC 0.00% Reduce -25.3% 447 $87K
Advisors Asset Management, Inc. 0.00% Add +2.4% 435 $84K
ASR Vermogensbeheer N.V. 0.00% Add +1.5% 407 $79K
Farther Finance Advisors, LLC 0.00% Add +7.9% 398 $77K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +163.3% 395 $77K
Pacer Advisors, Inc. 0.00% Reduce -15.5% 382 $74K
Steward Partners Investment Advisory, LLC 0.00% Reduce -22.8% 356 $69K
Cloud Capital Management, LLC 0.03% New 337 $65K
Capco Asset Management, LLC 0.01% Add +21.1% 321 $62K
NFSG Corp 0.01% No change 320 $62K
Signaturefd, LLC 0.00% Reduce -25.7% 318 $62K
CoreCap Advisors, LLC 0.00% New 299 $58K
Hazlett, Burt & Watson, Inc. 0.02% Add +84.4% 295 $57K
Lanark Financial, Inc. 0.00% Add +167.0% 291 $56K
Tower Research Capital LLC (TRC) 0.00% Add +21.5% 288 $56K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +14.6% 282 $55K
Arlington Trust Co LLC 0.01% No change 247 $48K
Smartleaf Asset Management LLC 0.00% Add +575.8% 223 $45K
Allworth Financial LP 0.00% Reduce -4.9% 155 $30K
Advisory Services Network, LLC 0.00% New 147 $28K
Versant Capital Management, Inc 0.00% Reduce -10.1% 133 $26K
Cromwell Holdings LLC 0.01% Reduce -41.9% 132 $26K
EverSource Wealth Advisors, LLC 0.00% Reduce -14.0% 129 $25K
Pinnacle Holdings, LLC 0.01% New 122 $24K
Cornerstone Planning Group LLC 0.00% Add +197.4% 113 $22K
Bayforest Capital Ltd 0.01% New 92 $18K
Brown Brothers Harriman & Co. 0.00% No change 84 $16K
Valley National Advisers Inc. 0.00% Add +70.0% 85 $16K
Cwm, LLC 0.00% Reduce -61.4% 81 $16K
Berbice Capital Management LLC 0.01% New 80 $15K
Fifth Third Bancorp 0.00% Add +56.9% 80 $15K
Reyes Financial Architecture, Inc. 0.01% New 75 $15K
NewEdge Advisors, LLC 0.00% Reduce -1.5% 66 $13K
MAI Capital Management 0.00% Add +103.1% 65 $13K
First Horizon Corp. 0.00% — 59 $11K
VSM Wealth Advisory, LLC 0.00% No change 50 $10K
Quaker Wealth Management, LLC 0.00% Reduce -14.8% 46 $9K
City State Bank 0.00% New 45 $9K
Global Retirement Partners, LLC 0.00% Reduce -12.0% 44 $9K
Quadrant Capital Group LLC 0.00% Reduce -96.5% 36 $7K
WealthCollab, LLC 0.00% No change 34 $7K
Wealthspire Advisors, LLC 0.00% New 29 $6K
Bell Investment Advisors, Inc 0.00% Reduce -48.0% 26 $5K
Washington Trust Advisors, Inc. 0.00% Reduce -21.2% 26 $5K
Activest Wealth Management 0.00% New 25 $5K
Grove Bank & Trust 0.00% Reduce -47.9% 25 $5K
Salomon & Ludwin, LLC 0.00% Add +2400.0% 25 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -65.7% 23 $4K
Tsfg, LLC 0.00% No change 21 $4K
Wolff Wiese Magana LLC 0.00% No change 19 $4K
LRI Investments, LLC 0.00% No change 16 $3K
Fairscale Capital, LLC 0.00% No change 15 $3K
Princeton Global Asset Management LLC 0.00% No change 15 $3K
Cullen/Frost Bankers, Inc. 0.00% Add +15.4% 15 $3K
GAMMA Investing LLC 0.00% Reduce -52.0% 12 $2K
Edmond DE Rothschild Holding S.A. 0.00% No change 12 $2K
GW&K Investment Management, LLC 0.00% No change 8 $2K
WPG Advisers, LLC 0.00% No change 10 $2K
Bellevue Asset Management, LLC 0.00% Reduce -23.1% 10 $2K
Cape Investment Advisory, Inc. 0.00% No change 9 $2K
Gen-Wealth Partners Inc 0.00% No change 8 $2K
Root Financial Partners, LLC 0.00% New 8 $2K
HighMark Wealth Management LLC 0.00% Add +40.0% 7 $1K
Essential Partners LLC 0.00% New 7 $1K
CVA Family Office, LLC 0.00% No change 7 $1K
Private Trust Co. NA 0.00% No change 7 $1K
Johnson Financial Group, Inc. 0.00% New 7 $1K
Kilter Group LLC 0.00% Add +66.7% 5 $969
Caitlin John, LLC 0.00% New 5 $968
Rothschild Investment LLC 0.00% Reduce -58.3% 5 $968
Huntington National Bank 0.00% No change 5 $968
Park Place Capital Corp 0.00% No change 4 $775
True Wealth Design, LLC 0.00% New 3 $582
Addison Advisors LLC 0.00% No change 3 $582
Parkside Financial Bank & Trust 0.00% Reduce -70.0% 3 $582
Golden State Wealth Management, LLC 0.00% New 3 $581
Zions Bancorporation, National Association 0.00% Reduce -25.0% 3 $581
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $500
Caitong International Asset Management Co., Ltd 0.00% New 2 $387
Principia Wealth Advisory, LLC 0.00% Add +100.0% 2 $387
Binnacle Investments Inc 0.00% No change 2 $387
American Capital Advisory, LLC 0.00% New 1 $194
GPS Wealth Strategies Group, LLC 0.00% No change 1 $194

"% of holder's portfolio" is MNDY's weight in each manager's 13F, not the share of Monday.com Ltd. the manager owns.