Holders over time
- MNDY
- AMZN
| Quarter | MNDY | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | none listed holders, n.a. | 65 holders, $198bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $193bn |
| Q2 2021 | 8 holders, $214m | 66 holders, $221bn |
| Q3 2021 | 10 holders, $668m | 59 holders, $199bn |
| Q4 2021 | 11 holders, $1.4bn | 66 holders, $209bn |
| Q1 2022 | 10 holders, $824m | 66 holders, $201bn |
| Q2 2022 | 8 holders, $539m | 58 holders, $125bn |
| Q3 2022 | 11 holders, $425m | 60 holders, $136bn |
| Q4 2022 | 9 holders, $499m | 56 holders, $93.6bn |
| Q1 2023 | 17 holders, $1.0bn | 61 holders, $112bn |
| Q2 2023 | 19 holders, $1.8bn | 64 holders, $144bn |
| Q3 2023 | 17 holders, $1.5bn | 65 holders, $141bn |
| Q4 2023 | 21 holders, $2.3bn | 69 holders, $172bn |
| Q1 2024 | 18 holders, $2.1bn | 69 holders, $209bn |
| Q2 2024 | 22 holders, $2.3bn | 70 holders, $224bn |
| Q3 2024 | 20 holders, $2.6bn | 62 holders, $206bn |
| Q4 2024 | 20 holders, $2.4bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $2.5bn | 70 holders, $218bn |
| Q2 2025 | 19 holders, $3.6bn | 71 holders, $253bn |
| Q3 2025 | 17 holders, $1.5bn | 69 holders, $244bn |
| Q4 2025 | 11 holders, $1.1bn | 74 holders, $280bn |
| Q1 2026 | 9 holders, $737m | 70 holders, $261bn |
| Q2 2026 | 10 holders, $744m | 72 holders, $305bn |
Monday Com LTD
- Holders
- 19
- Reported value
- $3.6bn
- Buyers
- 13
- Sellers
- 7
Breadth +6 among 95 comparable managers.
Amazon Com Inc
- Holders
- 71
- Reported value
- $253bn
- Buyers
- 44
- Sellers
- 27
Breadth +17 among 95 comparable managers.
Who holds both, Q2 2025
Both (16)
AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC, Whale Rock Capital Management LLC, Woodline Partners LP
Only AMZN (55)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, 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, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, and 30 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.