Institutional Ownership Monday.Com Ltd. (MNDY)
This table provides information about the institutional ownership of Monday.Com Ltd. (MNDY). We have compiled data on the 486 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
10
shares
|
$3,096
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
9
shares
|
$2,786
0.0% of portfolio
|
Q1 2023
Added 28.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
9
shares
|
$2,786
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
8
shares
|
$2,476
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
8
shares
|
$2,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
8
shares
|
$2,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7
shares
|
$2,167
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
7
shares
|
$2,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
7
shares
|
$2,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
6
shares
|
$1,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$928
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3
shares
|
$928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3
shares
|
$928
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
2
shares
|
$619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$619
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1
shares
|
$309
0.0% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1
shares
|
$309
0.0% of portfolio
|
Q4 2023
Reduced 99.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|