Position in MNDY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,912,699
+$17,148,345 QoQ
Shares Held
403,888
+453.7% QoQ
Ownership
0.941%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 97.28959513528504.ToString("F0")%
Shared 0.ToString("F0")%
None 2.7104048647149703.ToString("F0")%
Common Shares in MNDY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $543,947,860 across 11 Software - Application names. MNDY ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
556,788 | $168,149,976 | |
| 2 | ALRM |
Alarm.com Holdings, Inc.
|
3,268,986 | $141,187,505 | |
| 3 | ADSK |
Autodesk, Inc.
|
301,757 | $72,240,625 | |
| 4 | SPSC |
Sps Commerce Inc
|
810,938 | $45,144,918 | |
| 5 | INTU |
Intuit Inc.
|
87,126 | $37,671,539 | |
| 6 | MNDY |
monday.com Ltd.
This page
|
403,888 | $27,912,699 | |
| 7 | DT |
Dynatrace, Inc.
|
658,723 | $24,359,576 | |
| 8 | PAYX |
Paychex Inc
|
143,000 | $13,173,160 |
All Filings in MNDY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,912,699 | 403,888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,764,354 | 72,949 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||