Position in MNDY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$138,574,729
+$929,034 QoQ
Shares Held
1,914,280
-3.9% QoQ
Ownership
4.53%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3
of 273 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MNDY Over Time
Shares Held
Position Value (USD)
Derivatives in MNDY
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$224,409
PutShares
3,100
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 Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. MNDY ranks #12 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in MNDY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,574,729 | 1,914,280 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $224,409 | 3,100 | Put | Sole | 2026-08-14 | |
| 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. | ||||||