Position in MNDY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,452,820
+$63,540,121 QoQ
Shares Held
1,263,335
+212.8% QoQ
Ownership
2.99%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#8
of 273 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MNDY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $677,210,364 across 10 Software - Application names. MNDY ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
|
3,585,614 | $167,519,886 | |
| 2 | IDCC |
InterDigital, Inc.
|
510,096 | $144,423,480 | |
| 3 | SPSC |
Sps Commerce Inc
|
2,123,881 | $121,422,276 | |
| 4 | MNDY |
monday.com Ltd.
This page
|
1,263,335 | $91,452,820 | |
| 5 | ADSK |
Autodesk, Inc.
|
309,345 | $60,142,854 | |
| 6 | DT |
Dynatrace, Inc.
|
908,550 | $39,894,430 | |
| 7 | INTU |
Intuit Inc.
|
86,019 | $22,450,959 | |
| 8 | PAYX |
Paychex Inc
|
151,732 | $14,919,807 |
All Filings in MNDY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,452,820 | 1,263,335 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||