L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
15 Aug 2024
latest of these filings; the earliest 25 Jul 2024
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 17 listed it in both
Shares listed
9,658,528
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

Among the 94 comparable managers: 14 buyers (opened or added shares) and 9 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 Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
T. Rowe Price Associates Inc2,334,232$562m0.07%Trimmed-830,33414 Aug 2024 (the filing on sec.gov)
Renaissance Technologies LLC1,122,690$270m0.46%Added+188,8009 Aug 2024 (the filing on sec.gov)
Durable Capital Partners LP859,813$207m1.70%Newnew14 Aug 2024 (the filing on sec.gov)
Artisan Partners LP644,989$155m0.23%Added+102,25512 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP624,985$150m0.05%Trimmed-149,78214 Aug 2024 (the filing on sec.gov)
Capital World Investors596,583$144munder 0.1%Trimmed-84,40213 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP534,806$129m0.54%Added+114,95214 Aug 2024 (the filing on sec.gov)
Two Sigma Advisers LP525,000$126m0.28%Added+141,40014 Aug 2024 (the filing on sec.gov)
Two Sigma Investments LP430,847$104m0.24%Added+306,57114 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC424,461$102m0.31%Trimmed-264,4496 Aug 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC389,414$94m1.33%Trimmed-41,95114 Aug 2024 (the filing on sec.gov)
Baillie Gifford & Co328,526$79m0.06%Trimmed-10,31525 Jul 2024 (the filing on sec.gov)
Voloridge Investment Management LLC260,247$63m0.23%Trimmed-79,98814 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP158,406$38munder 0.1%Added+23,14714 Aug 2024 (the filing on sec.gov)
Squarepoint Ops LLC120,508$29munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Man Group PLC117,594$28m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Woodline Partners LP79,005$19m0.18%Newnew14 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC38,600$9.3m0.06%Newnew14 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP18,912$4.6munder 0.1%Trimmed-4,67413 Aug 2024 (the filing on sec.gov)
PDT Partners LLC18,654$4.5m0.43%Added+49815 Aug 2024 (the filing on sec.gov)
Moore Capital Management LP18,514$4.5m0.08%Added+15,82114 Aug 2024 (the filing on sec.gov)
ARK Investment Management LLC11,742$2.8munder 0.1%Added+65026 Jul 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 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.

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 →