Position in MNDY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$137,645,695
+$83,346,714 QoQ
Shares Held
1,991,690
+441.3% QoQ
Ownership
4.64%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 98.2577609969423.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7422390030577046.ToString("F0")%
Common Shares in MNDY Over Time
Shares Held
Position Value (USD)
Derivatives in MNDY
reported options exposure · as of Mar 31, 2026CallValue
$732,566
CallShares
10,600
PutValue
$552,880
PutShares
8,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $5,083,861,541 across 116 Software - Application names. MNDY ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
3,129,038 | $760,606,557 | |
| 2 | NOW |
ServiceNow, Inc.
|
4,636,219 | $484,716,696 | |
| 3 | HUBS |
Hubspot Inc
|
1,344,621 | $328,221,986 | |
| 4 | TEAM |
Atlassian Corp
|
4,647,650 | $317,202,112 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,282,237 | $260,524,913 | |
| 6 | ALIT |
Alight, Inc. / Delaware
|
21,761,591 | $253,609,581 | |
| 7 | FIG |
Figma, Inc.
|
11,158,349 | $235,887,497 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,747,666 | $212,411,325 |
All Filings in MNDY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $732,566 | 10,600 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $552,880 | 8,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $137,645,695 | 1,991,690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,298,981 | 367,979 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $973,485 | 5,026 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,856,128 | 53,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,325,546 | 42,464 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,140,518 | 106,781 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $106,103,140 | 381,982 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $103,730,723 | 430,847 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,070,220 | 124,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $80,746,092 | 429,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,396,296 | 216,030 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $126,184,174 | 736,971 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $45,272,734 | 317,147 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,360,226 | 52,133 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||