monday.com Ltd. (MNDY) — Institutional Holders, Q2 2026 (page 3)

276 institutional investment managers reported a MNDY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 276. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

MNDY 13F holders ranked 201–276 of 276

Institutional investors reporting a position in monday.com Ltd. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#201 · 1,241 sh$89.8K-0.2%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#202 · 1,183 sh$85.6K-99.2%
SBI Securities , Ltd.#203 · 1,018 sh$73.7K-45.7%
Advisors Asset Management#204 · 1,017 sh$73.6K+43.0%
Larson Financial Group#205 · 935 sh$67.7K+13.5%
Parallel Advisors#206 · 934 sh$67.7K+123.4%
Rockefeller Capital Management L.P.#207 · 924 sh$66.9K+25.9%
IFP Advisors#208 · 907 sh$65.7K-29.2%
PIER 88 INVESTMENT PARTNERS#209 · 900 sh$65.2K-71.0%
STOREBRAND ASSET MANAGEMENT AS#210 · 627 sh$45.4K-45.9%
Steward Partners Investment Advisory#211 · 563 sh$40.8K-5.1%
CREATIVE FINANCIAL DESIGNS#212 · 500 sh$36.2KNew
Parkside Financial Bank#213 · 472 sh$34.2K+5144.4%
Pacer Advisors#214 · 451 sh$33.0KNew
HM PAYSON#215 · 455 sh$32.9K0.0%
Union Bankshares#216 · 450 sh$32.6K-32.8%
Rakuten Securities#217 · 411 sh$29.8K-55.6%
FIL Ltd#218 · 377 sh$27.3K-99.4%
Newbridge Financial Services Group#219 · 315 sh$22.8K-0.9%
Allworth Financial#220 · 311 sh$22.5K+38.2%
Integrated Wealth Concepts#221 · 273 sh$19.8KNew
NISA INVESTMENT ADVISORS#222 · 258 sh$18.7K-48.5%
Vanguard Global Advisers#223 · 227 sh$16.4K-10.6%
SRS Capital Advisors#224 · 226 sh$16.4K+2725.0%
Ronald Blue#225 · 198 sh$14.3K+7.6%
Cromwell#226 · 157 sh$11.4K-47.1%
Mirae Asset Global Investments , Ltd.#227 · 150 sh$10.9K-54.1%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#228 · 146 sh$10.6KNew
Versant Capital Management#229 · 136 sh$9.8K-42.9%
Global Retirement Partners#230 · 128 sh$9.3K—
Persistent Asset Partners Ltd#231 · 128 sh$9.3KNew
EverSource Wealth Advisors#232 · 118 sh$8.5K-94.9%
MIRAE ASSET GLOBAL ETFS Ltd.#233 · 110 sh$8.0K-68.5%
Pinnacle Wealth Planning Services#234 · 109 sh$7.9K-54.6%
Founders Capital Management#235 · 100 sh$7.2K0.0%
HARBOUR INVESTMENTS#236 · 81 sh$5.9K0.0%
SFAM#237 · 79 sh$5.7K0.0%
Clal Insurance Enterprises Ltd#238 · 55 sh$4.0K-93.8%
VALLEY NATIONAL ADVISERS#239 · 50 sh$3.6K-41.2%
City State Bank#240 · 45 sh$3.3K0.0%
Owl Creek Wealth Partners#241 · 42 sh$3.0K-67.9%
Altshuler Shaham Ltd#242 · 42 sh$3.0K-79.0%
MassMutual Private Wealth & , FSB#243 · 40 sh$2.9K-46.7%
ROTHSCHILD INVESTMENT#244 · 39 sh$2.8K+1200.0%
Quarry#245 · 33 sh$2.4KNew
Cornerstone Financial Management#246 · 28 sh$2.0KNew
Ameritas Advisory Services#247 · 22 sh$1.6KNew
Silver Grove Financial Group#248 · 22 sh$1.6KNew
ZIONS BANCORPORATION, NATIONAL ASSOCIATION#249 · 20 sh$1.4K+66.7%
WOLFF WIESE MAGANA#250 · 19 sh$1.4K0.0%
MV CAPITAL MANAGEMENT#251 · 16 sh$1.2KNew
CVA Family Office#252 · 15 sh$1.1KNew
Fairscale Capital#253 · 15 sh$1.1K0.0%
MATHER GROUP#254 · 14 sh$1.0KNew
TSFG#255 · 11 sh$1.0K0.0%
Cornerstone Planning Group#256 · 13 sh$961.00New
EDMOND DE ROTHSCHILD HOLDING S.A.#257 · 12 sh$869.000.0%
GAMMA Investing#258 · 12 sh$869.00New
TD PRIVATE CLIENT WEALTH#259 · 11 sh$796.00+266.7%
SHP Wealth Management#260 · 11 sh$796.00New
Caitlin John#261 · 10 sh$724.000.0%
FIFTH THIRD BANCORP#262 · 10 sh$724.00-90.7%
Golden State Equity Partners#263 · 8 sh$578.000.0%
CoreCap Advisors#264 · 7 sh$507.000.0%
Barnes Dennig Private Wealth Management#265 · 7 sh$507.00New
Basecamp Wealth Advisors#266 · 6 sh$434.00-14.3%
ACTION POINT FINANCIAL PLANNING#267 · 7 sh$434.00New
Physician Wealth Advisors#268 · 5 sh$362.00-37.5%
Bell Investment Advisors#269 · 5 sh$362.00-73.7%
WPG Advisers#270 · 5 sh$362.000.0%
FIRST HORIZON NATIONAL#271 · 3 sh$217.000.0%
Smartleaf Asset Management#272 · 2 sh$147.000.0%
ASSETMARK#273 · 2 sh$145.000.0%
Bogart Wealth#274 · 1 sh$72.00New
GW&K Investment Management#275 · 3 sh$0.00-89.3%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#276 · 45,493 sh—+46.0%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.