Position in MNDY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,706,471
+$18,421,243 QoQ
Shares Held
617,578
+62.4% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#12
of 273 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MNDY Over Time
Shares Held
Position Value (USD)
Derivatives in MNDY
reported options exposure · as of Jun 30, 2026CallValue
$231,648
CallShares
3,200
PutValue
$3,655,695
PutShares
50,500
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, 2026Point72 Asset Management, L.P. holds $2,116,174,399 across 76 Software - Application names. MNDY ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
2,813,766 | $716,103,447 | |
| 2 | U |
Unity Software Inc.
|
6,805,922 | $194,513,250 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
285,000 | $106,966,200 | |
| 4 | ZM |
Zoom Communications, Inc.
|
1,187,308 | $102,476,553 | |
| 5 | FIG |
Figma, Inc.
|
5,411,251 | $97,889,530 | |
| 6 | PCTY |
Paylocity Holding Corp
|
904,674 | $94,565,573 | |
| 7 | TEAM |
Atlassian Corp
|
845,637 | $65,782,102 | |
| 8 | DT |
Dynatrace, Inc.
|
1,412,797 | $62,035,916 |
All Filings in MNDY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,648 | 3,200 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $44,706,471 | 617,578 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $3,655,695 | 50,500 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $26,285,228 | 380,339 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $684,189 | 9,900 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $1,900,525 | 27,500 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $1,814,988 | 12,300 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $486,948 | 3,300 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $96,845 | 500 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $157,240 | 500 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $243,160 | 1,000 | Put | Defined | 2025-07-21 | |
| 2025-03-31 | $534,952 | 2,200 | Call | Defined | 2025-07-21 | |
| 2024-12-31 | $2,401,488 | 10,200 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $894,672 | 3,800 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $2,555,484 | 9,200 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,222,160 | 8,000 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $1,926,080 | 8,000 | Call | Defined | 2024-09-16 | |
| 2024-03-31 | $2,755,614 | 12,200 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $1,806,960 | 8,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $2,291,282 | 12,200 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $24,933,655 | 132,760 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,942,484 | 12,200 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $2,133,548 | 13,400 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $10,666,147 | 66,990 | Shares | Defined | 2023-11-14 | |
| 2022-03-31 | $7,543,890 | 47,725 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $55,785,704 | 180,700 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $2,235,900 | 10,000 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||