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monday.com Ltd.

MNDY Technology
$79.06 +$2.8 (3.67%)
Market Cap: $4.01 B
Gurus Holding
6
Popularity Rank
#1524
% of Shares Held
5.31%
Net Activity (Q1 2026)
+$58.21 M

Guru Ownership Trend

Guru Analysis for monday.com Ltd. (MNDY)

monday.com Ltd. (MNDY), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $212.99 M.

Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $58.21 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$107.25 M
Total Buy Value
New Buys 3
Additions 3
-$49.04 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for monday.com Ltd. (MNDY)

Major holders include Renaissance Technologies (RenTech) ($150.8 M), Steven Cohen ($26.29 M), Cliff Asness ($3.8 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.69 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $58.21 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited MNDY. The total reported sell value was $49.04 M.

Yes, 3 managers opened new positions in MNDY, and 3 increased their existing holdings. The total reported buy value was $107.25 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% Add 93.3% 2,181,990 $150.8 M Q1 2026
0.03% New Buy 380,339 $26.29 M Q1 2026
0.00% Add 3433.6% 54,948 $3.8 M Q1 2026
0.01% New Buy 49,428 $3.42 M Q1 2026
0.01% Add 44.9% 16,992 $1.17 M Q1 2026
0.16% New Buy 10,500 $725,655 Q1 2026
Date
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Transaction
Value
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SEC Form