13FPulse
MN

MNDY monday.com Ltd.

2026Q2 · CUSIP M7S64H106 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
269
Institutions that reported holding it to the SEC
Net decrease in holders
30
Last quarter 299 → now 269
How unusual is that
Bottom 20%
Stronger than only 4% of US stocks
What the filings say, in one paragraph

269 funds held MNDY at the end of 2026Q2, down 30 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.2B(YoY +26.8%), the P/E is 43.1x. MNDY has had 11 buying rushes in its history. It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=100 2021Q4: holders=132 2022Q1: holders=147 2022Q2: holders=137 2022Q3: holders=169 2022Q4: holders=169 2023Q1: holders=206 2023Q2: holders=272 2023Q3: holders=288 2023Q4: holders=337 2024Q1: holders=397 2024Q2: holders=395 2024Q3: holders=400 2024Q4: holders=439 2025Q1: holders=430 2025Q2: holders=465 2025Q3: holders=426 2025Q4: holders=401 2026Q1: holders=299 2026Q2: holders=269 -102 -51 +0 +51 +102 90290489 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q2 Top 10%
2024Q4 Top 20%
2024Q1 Top 5%
2023Q4 Top 20%
2023Q3 Top 20%
2023Q2 Top 5%
2023Q1 Top 5%
2022Q3 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
135
Change in large funds
-17
Total value they hold
$2.3B
Funds buying for the first time
65
Funds that sold out entirely
95
Price change that quarter
Funds holding puts (bearish)
17
Funds holding calls (bullish)
16

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
43.1
EPS (TTM)
$2.24
EPS YoY
+261.3%
Revenue (TTM)
$1.2B
Revenue YoY
+26.8%
Net margin
ROE
Debt ratio
40.8%
FCF (TTM)
$313M
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.