L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 31 Oct 2024
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 19 listed it in both
Shares listed
9,364,411
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 94 comparable managers: 11 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MNDY in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
T. Rowe Price Associates Inc1,784,393$496m0.06%Trimmed-549,83914 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC1,138,290$316m0.48%Added+15,60013 Nov 2024 (the filing on sec.gov)
Durable Capital Partners LP1,089,280$303m2.21%Added+229,46714 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP659,773$183m0.06%Added+34,78814 Nov 2024 (the filing on sec.gov)
Artisan Partners LP631,350$175m0.26%Trimmed-13,63912 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP540,300$150m0.35%Added+15,30014 Nov 2024 (the filing on sec.gov)
Capital World Investors536,206$149munder 0.1%Trimmed-60,37713 Nov 2024 (the filing on sec.gov)
Acadian Asset Management LLC469,519$130m0.41%Added+45,05812 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP409,384$114m0.46%Trimmed-125,42214 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP403,728$112m0.10%Added+245,32214 Nov 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC402,447$112m1.57%Added+13,03314 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP381,982$106m0.23%Trimmed-48,86514 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC325,295$90m0.33%Added+65,04814 Nov 2024 (the filing on sec.gov)
Baillie Gifford & Co321,730$89m0.07%Trimmed-6,7965 Nov 2024 (the filing on sec.gov)
Man Group PLC120,449$33m0.09%Added+2,85514 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC102,181$28munder 0.1%Trimmed-18,32714 Nov 2024 (the filing on sec.gov)
PDT Partners LLC18,659$5.2m0.46%Added+514 Nov 2024 (the filing on sec.gov)
Quantbot Technologies LP10,696$3.0m0.12%Newnew13 Nov 2024 (the filing on sec.gov)
Moore Capital Management LP9,828$2.7m0.05%Trimmed-8,68614 Nov 2024 (the filing on sec.gov)
ARK Investment Management LLC8,921$2.5munder 0.1%Trimmed-2,82131 Oct 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

010203020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MNDY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20218$214mn.a.n.a.
Q3 202110$668mn.a.n.a.
Q4 202111$1.4bnn.a.n.a.
Q1 202210$824mn.a.n.a.
Q2 20228$539mn.a.n.a.
Q3 202211$425mn.a.n.a.
Q4 20229$499mn.a.n.a.
Q1 202317$1.0bnn.a.n.a.
Q2 202319$1.8bnn.a.n.a.
Q3 202317$1.5bnn.a.n.a.
Q4 202321$2.3bn147
Q1 202418$2.1bn712
Q2 202422$2.3bn149
Q3 202420$2.6bn1110
Q4 202420$2.4bn915
Q1 202517$2.5bn126
Q2 202519$3.6bn137
Q3 202517$1.5bn137
Q4 202511$1.1bn2015
Q1 20269$737m1915
Q2 202610$744m1117

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MNDY and GOOGL →MNDY and AMZN →MNDY and MSFT →Choose a stock to compare with MNDY →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MNDY, latest filings →Back to the 13F Explorer →