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monday.com

304 hedge funds and large institutions have $2.54B invested in monday.com in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 121 increasing their positions, 91 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 91

5.5% less ownership

Funds ownership: 77.39%71.88% (-5.5%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

25% less funds holding

Funds holding: 405304 (-101)

27% less call options, than puts

Call options by funds: $119M | Put options by funds: $163M

57% less capital invested

Capital invested by funds: $5.86B → $2.54B (-$3.32B)

64% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 148

Holders
304
Holders Change
-101
Holders Change %
-24.94%
% of All Funds
3.74%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
54
Increased
121
Reduced
91
Closed
148
Calls
$119M
Puts
$163M
Net Calls
-$43.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
276
TS Financial Group (TSFG)
Illinois
$1K
EDRH
277
Edmond de Rothschild Holding
Switzerland
$829
ZBNA
278
Zions Bancorporation, National Association
Utah
$829 +$768 +8 +200%
W
279
WealthCollab
Washington
$761 -$2.21K -23 -68%
GBT
280
Grove Bank & Trust
Florida
$760
CJ
281
Caitlin John
Michigan
$691 +$480 +5 +100%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$622 +$384 +4 +80%
IAAG
283
Innovative Asset Advisors Group
Connecticut
$622 +$864 +9 New
PWA
284
Physician Wealth Advisors
Utah
$553 +$768 +8 New
GSEP
285
Golden State Equity Partners
California
$552 +$768 +8 New
CA
286
CoreCap Advisors
Michigan
$484 -$36.6K -381 -98%
PTC
287
Private Trust Company
Ohio
$484
BWA
288
Basecamp Wealth Advisors
Washington
$484 +$384 +4 +133%
AAP
289
Arax Advisory Partners
Colorado
$416 -$49.8K -519 -98%
WA
290
WPG Advisers
Maryland
$346
AA
291
Addison Advisors
Vermont
$277
CW
292
Curio Wealth
Maryland
$276
FHC
293
First Horizon Corporation
Tennessee
$207 -$3.36K -35 -92%
RIL
294
Rothschild Investment LLC
Illinois
$207 +$96 +1 +50%
TPCW
295
TD Private Client Wealth
New York
$207 +$288 +3 New
AWM
296
Abound Wealth Management
Tennessee
$139 -$19.2K -200 -99%
AssetMark Inc
297
AssetMark Inc
California
$138 -$703K -7,322 -100%
WA
298
Whipplewood Advisors
Colorado
$138 +$192 +2 New
SAM
299
Smartleaf Asset Management
Massachusetts
$136 -$11.6K -121 -98%
CCWM
300
Cassaday & Co Wealth Management
Virginia
$70 +$96 +1 New

MNDY Hedge Fund Activity: Q1 2026 in Review

304 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in monday.com (MNDY) for Q1 2026, worth a combined $2.54B — down 57% from $5.86B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of MNDY and 54 opened new positions — a net loss of 94 holders — while 91 trimmed existing stakes and 121 added.

The largest buyer was Two Sigma Investments, adding an estimated $156M. The largest seller was WCM Investment Management, exiting entirely with an estimated $547M sold.

  • 304 institutional investors held monday.com (MNDY) as of Q1 2026, down from 405 in Q4 2025.
  • Funds reported $2.54B of monday.com stock for Q1 2026, down 57% quarter-over-quarter.
  • 54 funds opened new monday.com positions in Q1 2026 and 148 closed out, a net change of -94 holders.
  • The largest monday.com buyer in Q1 2026 was Two Sigma Investments, an estimated $156M added.
  • The largest monday.com seller in Q1 2026 was WCM Investment Management, an estimated $547M sold.

Based on aggregated 13F filings for Q1 2026.