MNDY
monday.com Ltd. · Technology · Software - Application
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -5.4% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 93 | -19 | 20.23M | $1.47B | +7 | −25 |
| Q1 2026 | 113 | -20 | 25.37M | $1.75B | +4 | −25 |
| Q4 2025 | 133 | +1 | 26.53M | $3.91B | +2 | — |
| Q3 2025 | 22 | 0 | 15.48M | $3.00B | +2 | −3 |
| Q2 2025 | 20 | 0 | 12.88M | $4.05B | +1 | −1 |
| Q1 2025 | 17 | +1 | 6.60M | $1.61B | +2 | −1 |
| Q4 2024 | 16 | 0 | 6.48M | $1.52B | +1 | −1 |
| Q3 2024 | 15 | 0 | 5.80M | $1.61B | — | — |
| Q2 2024 | 15 | — | 6.44M | $1.55B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.03M | — | $1.58B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 5.03M | — | $1.58B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 5.03M | — | $1.58B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 5.03M | — | $1.58B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 5.03M | — | $1.58B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 5.03M | — | $1.58B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 1.91M | — | $601.52M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 1.88M | -21.8% | $590.78M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 1.88M | -21.8% | $590.78M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 1.09M | -7.8% | $343.03M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passif) | 661.26K | +5.4% | $207.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Capital World Investors ✦ | 518.50K | -3.5% | $163.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Norges Bank ✦ (passif) | 512.32K | +4.2% | $161.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passif) | 381.77K | +9.8% | $119.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passif) | 381.77K | +9.8% | $119.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Baillie Gifford ✦ | 299.43K | -0.7% | $94.16M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 35 | Baillie Gifford ✦ | 299.43K | -0.7% | $94.16M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 36 | Baillie Gifford ✦ | 299.43K | -0.7% | $94.16M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 37 | Marshall Wace ✦ | 103.03K | +7554.8% | $32.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Marshall Wace ✦ | 103.03K | +7554.8% | $32.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Gotham Asset Management ✦ | 93.14K | 0.0% | $29.29M | 0.2% | Held | 5 | SEC ↗ |
| 40 | Wellington Management ✦ | 90.59K | +201.7% | $28.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 90.59K | +201.7% | $28.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Wellington Management ✦ | 90.59K | +201.7% | $28.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Arrowstreet Capital ✦ | 78.66K | +110.2% | $24.74M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | The Vanguard Group ✦ (passif) | 75.65K | — | $23.79M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | The Vanguard Group ✦ (passif) | 75.65K | — | $23.79M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | The Vanguard Group ✦ (passif) | 75.65K | — | $23.79M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | The Vanguard Group ✦ (passif) | 75.65K | — | $23.79M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Millennium Management ✦ | 61.35K | -73.9% | $19.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 53.60K | +26.2% | $16.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Adage Capital Partners ✦ | 25.00K | +42.9% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | ARK Investment Management ✦ | 6.68K | -16.8% | $2.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | D. E. Shaw & Co. ✦ | 6.64K | +2.9% | $2.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 776 | Nouveau | $244,178 | 0.0% | New | 1 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 776 | Nouveau | $244,178 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| AQR Capital Management | $244,178 | 0.0% |
| AQR Capital Management | $244,178 | 0.0% |
Sorti(e)
| Citadel Advisors | $58.84M | était 0.1% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 301 détenteurs, 35.15M actions, $2.34B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.