MONDAY COM LTD MNDY
SHS · Common Stock · CUSIP M7S64H106
- SectorTechnology
- IndustryServices-Prepackaged Software
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $240.34. Options: 24 managers hold calls ($270.6m notional), 21 hold puts ($193.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 174 |
| Q4 2022 | 174 |
| Q1 2023 | 211 |
| Q2 2023 | 278 |
| Q3 2023 | 292 |
| Q4 2023 | 336 |
| Q1 2024 | 396 |
| Q2 2024 | 395 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 83 | 88 |
| Q1 2023 | 143 | 64 |
| Q2 2023 | 190 | 95 |
| Q3 2023 | 170 | 127 |
| Q4 2023 | 206 | 127 |
| Q1 2024 | 259 | 148 |
| Q2 2024 | 238 | 167 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $213.6m | $152.0m | 0.71 |
| Q4 2023 | $233.2m | $156.0m | 0.67 |
| Q1 2024 | $337.8m | $165.1m | 0.49 |
| Q2 2024 | $270.6m | $193.1m | 0.71 |
Biggest buyers
| WCM INVESTMENT MANAGEMENT, LLC | Added | +961.3k |
| Durable Capital Partners LP | New | +859.8k |
| Amundi | Added | +653.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +306.6k |
| FMR LLC | Added | +296.9k |
| JPMORGAN CHASE & CO | Added | +240.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +188.8k |
| NORGES BANK | Added | +180.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Added | +174.0k |
| Bank of New York Mellon Corp | Added | +172.9k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -830.3k |
| MORGAN STANLEY | Reduced | -403.4k |
| JENNISON ASSOCIATES LLC | Reduced | -370.5k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -353.5k |
| TOMS Capital Investment Management LP | Sold out | -337.0k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -264.4k |
| Polar Capital Holdings Plc | Reduced | -262.1k |
| FRANKLIN RESOURCES INC | Reduced | -241.8k |
| BlackRock Inc. | Reduced | -170.2k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -149.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $66.3m275.3k shares |
| Walleye Trading LLC | Reduced | $55.6m231.1k shares |
| CITADEL ADVISORS LLC | Reduced | $42.2m175.3k shares |
| IMC-Chicago, LLC | Added | $21.4m88.8k shares |
| JANE STREET GROUP, LLC | Reduced | $20.0m83.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.2m50.7k shares |
| Squarepoint Ops LLC | Added | $8.6m35.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $6.0m25.1k shares |
| GTS SECURITIES LLC | Reduced | $5.7m23.7k shares |
| BANK OF AMERICA CORP /DE/ | New | $4.8m20.0k shares |
Biggest puts
| GOLDMAN SACHS GROUP INC | Reduced | $31.3m130.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $30.6m127.1k shares |
| Walleye Trading LLC | Added | $25.2m104.6k shares |
| SIMPLEX TRADING, LLC | Added | $20.8m86.2k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $19.0m79.0k shares |
| IMC-Chicago, LLC | Added | $17.7m73.7k shares |
| CITADEL ADVISORS LLC | Reduced | $11.6m48.1k shares |
| JPMORGAN CHASE & CO | New | $7.3m30.2k shares |
| WOLVERINE TRADING, LLC | Added | $5.3m22.2k shares |
| Squarepoint Ops LLC | Added | $5.2m21.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| GOLDMAN SACHS GROUP INC 13G · institution new · filed 2026-08-10 | 6.6% |
| Capital World Investors 13G · institution new · filed 2026-02-13 | 6.5% |
Fell to 5% or below in the last year: WCM INVESTMENT MANAGEMENT, LLC (0.0%, 2026-04-06)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| WCM INVESTMENT MANAGEMENT, LLC 2.34% of their portfolio | 4.2m $989.2m | Added +961.3k |
| SONNIPE LTD 98.93% of their portfolio | 3.9m $945.4m | Reduced -137.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 2.3m $562.0m | Reduced -830.3k |
| FRANKLIN RESOURCES INC 0.15% of their portfolio | 2.1m $502.3m | Reduced -241.8k |
| BlackRock Inc. 0.01% of their portfolio | 1.6m $383.4m | Reduced -170.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.37% of their portfolio | 1.6m $377.6m | Reduced -353.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.5m $358.9m | Added +240.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.46% of their portfolio | 1.1m $270.3m | Added +188.8k |
| Durable Capital Partners LP 1.70% of their portfolio | 859.8k $207.0m | New |
| Amundi 0.07% of their portfolio | 728.0k $177.1m | Added +653.0k |
| FMR LLC 0.01% of their portfolio | 713.3k $171.7m | Added +296.9k |
| 1832 Asset Management L.P. 0.29% of their portfolio | 667.5k $160.7m | Added +170.8k |
| Artisan Partners Limited Partnership 0.24% of their portfolio | 645.0k $155.3m | Added +102.3k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 625.0k $150.5m | Reduced -149.8k |
| Capital World Investors 0.02% of their portfolio | 596.6k $143.6m | Reduced -84.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.69% of their portfolio | 586.1k $141.1m | Added +170.5k |
| STATE STREET CORP 0.01% of their portfolio | 566.3k $136.3m | Added +74.3k |
| Holocene Advisors, LP 0.54% of their portfolio | 534.8k $128.8m | Added +115.0k |
| TWO SIGMA ADVISERS, LP 0.28% of their portfolio | 525.0k $126.4m | Added +141.4k |
| NORGES BANK 0.02% of their portfolio | 476.3k $114.7m | Added +180.3k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 476.1k $114.6m | Reduced -5.6k |
| EMINENCE CAPITAL, LP 1.83% of their portfolio | 470.7k $113.3m | Added +6.3k |
| MORGAN STANLEY 0.01% of their portfolio | 442.6k $106.6m | Reduced -403.4k |
| TWO SIGMA INVESTMENTS, LP 0.25% of their portfolio | 430.8k $103.7m | Added +306.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.31% of their portfolio | 424.5k $102.2m | Reduced -264.4k |
| ShawSpring Partners LLC 14.40% of their portfolio | 414.6k $99.8m | Reduced -21.3k |
| JENNISON ASSOCIATES LLC 0.06% of their portfolio | 411.6k $99.1m | Reduced -370.5k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 399.6k $96.2m | Reduced -91.8k |
| LORD, ABBETT & CO. LLC 0.16% of their portfolio | 391.3k $94.2m | Reduced -8.0k |
| Driehaus Capital Management LLC 0.91% of their portfolio | 389.7k $93.8m | Reduced -130.2k |
| Whale Rock Capital Management LLC 1.33% of their portfolio | 389.4k $93.8m | Reduced -42.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 360.2k $86.7m | Added +84.9k |
| Clearbridge Investments, LLC 0.07% of their portfolio | 342.0k $82.3m | Reduced -2.5k |
| BAILLIE GIFFORD & CO 0.06% of their portfolio | 328.5k $79.1m | Reduced -10.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.31% of their portfolio | 318.9k $76.8m | Reduced -80.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 317.8k $76.2m | Added +70.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 273.9k $65.9m | Added +172.9k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3.04% of their portfolio | 273.7k $65.9m | Added +174.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.23% of their portfolio | 260.2k $62.7m | Reduced -80.0k |
| Strategy Capital LLC 5.62% of their portfolio | 237.7k $57.2m | Added +1.6k |
| AGF MANAGEMENT LTD 0.28% of their portfolio | 207.4k $49.9m | Added +72 |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 185.6k $44.7m | Added +30.0k |
| EAGLE ASSET MANAGEMENT INC 0.22% of their portfolio | 168.2k $40.4m | Reduced -29.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 164.1k $39.5m | Added +15.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 158.4k $38.1m | Added +23.1k |
| GILDER GAGNON HOWE & CO LLC 0.47% of their portfolio | 154.6k $37.2m | Reduced -32.0k |
| CIBC Private Wealth Group LLC 0.07% of their portfolio | 152.6k $37.3m | Added +74.8k |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 144.6k $34.8m | Reduced -41.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 122.0k $29.4m | Added +33.9k |
| Squarepoint Ops LLC 0.11% of their portfolio | 120.5k $29.0m | Added +43.5k |
| WASATCH ADVISORS LP 0.15% of their portfolio | 119.8k $28.8m | Reduced -13.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.09% of their portfolio | 119.4k $28.7m | New |
| Man Group plc 0.07% of their portfolio | 117.6k $28.3m | Added +62.1k |
| TenCore Partners, LP 10.68% of their portfolio | 115.2k $27.7m | Reduced -14.1k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 113.5k $27.3m | Added +6.2k |
| Swiss National Bank 0.02% of their portfolio | 109.0k $26.2m | Added +22.6k |
| BROWN CAPITAL MANAGEMENT LLC 0.53% of their portfolio | 108.1k $26.0m | Added +1.7k |
| Quadrature Capital Ltd 0.43% of their portfolio | 107.6k $25.9m | Added +74.3k |
| Founders Circle Capital LLC 30.85% of their portfolio | 102.3k $24.6m | Unchanged |
| Legal & General Group Plc 0.01% of their portfolio | 101.2k $24.4m | Added +29.8k |
| State of Tennessee, Department of Treasury 0.09% of their portfolio | 98.8k $23.8m | Added +24.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 94.2k $22.7m | Added +24.6k |
| Gotham Asset Management, LLC 0.29% of their portfolio | 92.9k $22.4m | New |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 90.8k $21.9m | Added +20.0k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 89.3k $21.5m | Added +30.5k |
| Aragon Global Management, LP 9.06% of their portfolio | 88.2k $21.2m | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. 0.32% of their portfolio | 80.0k $19.3m | Reduced -91.6k |
| Whetstone Capital Advisors, LLC 8.90% of their portfolio | 79.7k $19.2m | Reduced -109 |
| Woodline Partners LP 0.18% of their portfolio | 79.0k $19.0m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 78.3k $18.9m | Added +14.6k |
| Stephens Investment Management Group LLC 0.25% of their portfolio | 74.7k $18.0m | New |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 72.6k $17.5m | Added +12.5k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 69.5k $16.7m | New |
| Polar Capital Holdings Plc 0.10% of their portfolio | 68.4k $16.5m | Reduced -262.1k |
| VANGUARD GROUP INC 0.00% of their portfolio | 66.1k $15.9m | Added +20.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 64.7k $15.6m | Added +27.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 64.6k $15.6m | Added +8.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 63.6k $15.3m | Reduced -8.8k |
| TD Asset Management Inc 0.01% of their portfolio | 61.7k $14.9m | Added +52.4k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 59.9k $14.4m | Reduced -14.8k |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC 0.38% of their portfolio | 59.8k $14.4m | Reduced -32.1k |
| Ion Asset Management Ltd. 0.88% of their portfolio | 55.0k $13.2m | Added +1.6k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 54.3k $13.1m | Added +2.0k |
| Summit Trail Advisors, LLC 0.34% of their portfolio | 53.5k $12.9m | Reduced -1.6k |
| LMR Partners LLP 0.26% of their portfolio | 50.0k $12.0m | Reduced -27.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 48.4k $11.7m | Added +23.2k |
| SG Americas Securities, LLC 0.07% of their portfolio | 46.4k $11.2m | Added +8.7k |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 1.41% of their portfolio | 46.3k $11.1m | Added +1.6k |
| CITIGROUP INC 0.01% of their portfolio | 46.1k $11.1m | Added +18.5k |
| Interval Partners, LP 0.31% of their portfolio | 44.3k $10.7m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.6k $9.8m | Added +14.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 39.8k $9.6m | Added +965 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 39.2k $9.4m | Reduced -3.3k |
| UBS Group AG 0.00% of their portfolio | 38.8k $9.3m | Added +5.1k |
| Schonfeld Strategic Advisors LLC 0.07% of their portfolio | 38.6k $9.3m | New |
| Stanley-Laman Group, Ltd. 1.31% of their portfolio | 37.9k $9.1m | Reduced -3.4k |
| Bienville Capital Management, LLC 2.19% of their portfolio | 37.9k $9.1m | Added +11.9k |
| J. Safra Sarasin Holding AG 0.17% of their portfolio | 37.8k $9.1m | First filing |
| Engineers Gate Manager LP 0.20% of their portfolio | 37.6k $9.1m | Added +18.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.10% of their portfolio | 36.0k $8.7m | Reduced -22.8k |