Filing Research | MONDAY.COM LTD. Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	174.4KSH	$12.6M
2	Y-Intercept (Hong Kong) Ltd	Shares	70.1KSH	$5.1M
3	Taylor Frigon Capital Management LLC	Shares	31.9KSH	$2.3M
4	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	28.0KSH	$2.0M
5	Police & Firemen's Retirement System of New Jersey	Shares	15.9KSH	$1.1M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.4KSH	$896.3K
7	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	10.7KSH	$771.0K
8	Robeco Institutional Asset Management B.V.	Shares	7.0KSH	$506.6K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.9KSH	$498.8K
10	Sequoia Financial Advisors, LLC	Shares	6.3KSH	$456.9K
11	Apollon Wealth Management, LLC	Shares	5.5KSH	$395.0K
12	Composition Wealth, LLC	Shares	4.5KSH	$324.1K
13	SIGNATUREFD, LLC	Shares	3.5KSH	$252.1K
14	FULTON BANK, N.A.	Shares	3.3KSH	$241.7K
15	Prospera Financial Services Inc	Shares	3.2KSH	$233.2K
16	Evanson Financial, LLC	Shares	3.0KSH	$219.2K
17	Abel Hall, LLC	Shares	2.9KSH	$209.3K
18	Farther Finance Advisors, LLC	Shares	1.6KSH	$113.8K
19	SBI Securities Co., Ltd.	Shares	1.0KSH	$73.7K
20	IFP Advisors, Inc	Shares	907SH	$65.7K
21	HM PAYSON & CO	Shares	455SH	$32.9K
22	Blue Trust, Inc.	Shares	198SH	$14.3K
23	Cromwell Holdings LLC	Shares	157SH	$11.4K
24	Mirae Asset Global Investments Co., Ltd.	Shares	150SH	$10.9K
25	Versant Capital Management, Inc	Shares	136SH	$9.8K
26	EverSource Wealth Advisors, LLC	Shares	118SH	$8.5K
27	Founders Capital Management	Shares	100SH	$7.2K
28	City State Bank	Shares	45SH	$3.3K
29	Owl Creek Wealth Partners LLC	Shares	42SH	$3.0K
30	MassMutual Private Wealth & Trust, FSB	Shares	40SH	$2.9K
31	WOLFF WIESE MAGANA LLC	Shares	19SH	$1.4K
32	GAMMA Investing LLC	Shares	12SH	$869
33	Barnes Dennig Private Wealth Management LLC	Shares	7SH	$507
34	CoreCap Advisors, LLC	Shares	7SH	$507
35	Physician Wealth Advisors, Inc.	Shares	5SH	$362
36	FIRST HORIZON CORP	Shares	3SH	$217
37	Bogart Wealth, LLC	Shares	1SH	$72
38	TSFG, LLC	Shares	11SH	$1

Manager changes2026-06-30 vs 2026-03-31

50 / 53 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+9.7K	+$897.5K	$5.1M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+10.0K	+$746.4K	$1.1M
3	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-330	+$549.2K	$12.6M
4	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+6.9K	+$498.8K	$498.8K
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+5.8K	+$444.1K	$896.3K
6	Apollon Wealth Management, LLC new	Shares	+5.5K	+$395.0K	$395.0K
7	Composition Wealth, LLC new	Shares	+4.5K	+$324.1K	$324.1K
8	Taylor Frigon Capital Management LLC added	Shares	+2.4K	+$270.2K	$2.3M
9	Abel Hall, LLC new	Shares	+2.9K	+$209.3K	$209.3K
10	Sequoia Financial Advisors, LLC added	Shares	+2.4K	+$184.7K	$456.9K
11	SIGNATUREFD, LLC added	Shares	+2.4K	+$174.4K	$252.1K
12	Generali Investments Towarzystwo Funduszy Inwestycyjnych unchanged	Shares	0	+$91.8K	$2.0M
13	Farther Finance Advisors, LLC added	Shares	+623	+$49.2K	$113.8K
14	WASHINGTON CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$34.9K	$771.0K
15	FULTON BANK, N.A. added	Shares	+162	+$22.1K	$241.7K
16	Blue Trust, Inc. added	Shares	+14	+$1.6K	$14.3K
17	HM PAYSON & CO unchanged	Shares	0	+$1.5K	$32.9K
18	GAMMA Investing LLC new	Shares	+12	+$869	$869
19	Barnes Dennig Private Wealth Management LLC new	Shares	+7	+$507	$507
20	Founders Capital Management unchanged	Shares	0	+$328	$7.2K
21	City State Bank unchanged	Shares	0	+$148	$3.3K
22	Bogart Wealth, LLC new	Shares	+1	+$72	$72
23	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$62	$1.4K
24	CoreCap Advisors, LLC unchanged	Shares	0	+$23	$507
25	FIRST HORIZON CORP unchanged	Shares	0	+$10	$217
26	TSFG, LLC unchanged	Shares	0	$0	$1
27	Sound Income Strategies, LLC exited	Shares	-1	-$68	$0
28	Arlington Trust Co LLC exited	Shares	-1	-$69	$0
29	Abound Wealth Management exited	Shares	-2	-$139	$0
30	Physician Wealth Advisors, Inc. trimmed	Shares	-3	-$191	$362
31	Grove Bank & Trust exited	Shares	-11	-$760	$0
32	LRI Investments, LLC exited	Shares	-20	-$1.4K	$0
33	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-35	-$2.3K	$2.9K
34	Bravera Wealth exited	Shares	-63	-$4.4K	$0
35	SJS Investment Consulting Inc. exited	Shares	-77	-$5.3K	$0
36	Owl Creek Wealth Partners LLC trimmed	Shares	-89	-$6.0K	$3.0K
37	Versant Capital Management, Inc trimmed	Shares	-102	-$6.6K	$9.8K
38	True Wealth Design, LLC exited	Shares	-120	-$8.3K	$0
39	Cromwell Holdings LLC trimmed	Shares	-140	-$9.2K	$11.4K
40	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-177	-$11.7K	$10.9K
41	EverSource Wealth Advisors, LLC trimmed	Shares	-307	-$20.8K	$8.5K
42	IFP Advisors, Inc trimmed	Shares	-374	-$22.9K	$65.7K
43	SBI Securities Co., Ltd. trimmed	Shares	-857	-$55.9K	$73.7K
44	Legacy Wealth Asset Management, LLC exited	Shares	-3.3K	-$230.6K	$0
45	Sumitomo Mitsui DS Asset Management Company, Ltd exited	Shares	-4.3K	-$297.2K	$0
46	Prospera Financial Services Inc trimmed	Shares	-7.2K	-$484.7K	$233.2K
47	Assenagon Asset Management S.A. exited	Shares	-7.4K	-$510.6K	$0
48	IFM Investors Pty Ltd exited	Shares	-7.6K	-$521.9K	$0
49	Robeco Institutional Asset Management B.V. trimmed	Shares	-14.3K	-$967.0K	$506.6K
50	Mediolanum International Funds Ltd exited	Shares	-17.0K	-$1.2M	$0

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