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MNDY · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MNDYMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MNDY
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterMNDYMSFT
Q3 2020none listed holders, n.a.63 holders, $218bn
Q4 2020none listed holders, n.a.66 holders, $228bn
Q1 2021none listed holders, n.a.65 holders, $241bn
Q2 20218 holders, $214m62 holders, $273bn
Q3 202110 holders, $668m64 holders, $283bn
Q4 202111 holders, $1.4bn65 holders, $336bn
Q1 202210 holders, $824m63 holders, $297bn
Q2 20228 holders, $539m67 holders, $245bn
Q3 202211 holders, $425m68 holders, $216bn
Q4 20229 holders, $499m62 holders, $217bn
Q1 202317 holders, $1.0bn65 holders, $254bn
Q2 202319 holders, $1.8bn69 holders, $304bn
Q3 202317 holders, $1.5bn71 holders, $281bn
Q4 202321 holders, $2.3bn66 holders, $333bn
Q1 202418 holders, $2.1bn68 holders, $361bn
Q2 202422 holders, $2.3bn67 holders, $374bn
Q3 202420 holders, $2.6bn69 holders, $356bn
Q4 202420 holders, $2.4bn70 holders, $338bn
Q1 202517 holders, $2.5bn67 holders, $294bn
Q2 202519 holders, $3.6bn65 holders, $401bn
Q3 202517 holders, $1.5bn70 holders, $427bn
Q4 202511 holders, $1.1bn68 holders, $411bn
Q1 20269 holders, $737m64 holders, $312bn
Q2 202610 holders, $744m60 holders, $291bn
MNDY

Monday Com LTD

Holders
20
Reported value
$2.6bn
Buyers
11
Sellers
10

Breadth +1 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
69
Reported value
$356bn
Buyers
33
Sellers
33

Breadth 0 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q3 2024

Among the 71 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MNDY (2)

Durable Capital Partners LP, PDT Partners LLC

Only MSFT (51)

Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, and 26 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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