AI Slowdown Debate Lifts Software Stocks as MNDY Jumps 10.7%
Enterprise software stocks rallied Monday as investors considered an unusual question: Could slower AI development actually be good for software co...
Monday.com Ltd. (MNDY)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 1,661,495 | $120,275,623 | -6% | 0.06% |
| 2. | Renaissance Technologies Jim Simons | 1,556,890 | $112,703,267 | -29% | 0.16% |
| 3. | Cadian Capital Eric Bannasch | 944,029 | $68,338,259 | +75% | 5.17% |
| 4. | Point72 Asset Management Steve Cohen | 617,578 | $44,706,471 | +63% | 0.05% |
| 5. | Tremblant Capital Brett Barakett | 464,851 | $33,650,564 | +183% | 0.97% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $92.36 | 819 | $75,642.84 | 7,201 | 2026-09-14 | Filing | |
| $94.64 | 657 | $62,178.48 | 5,961 | 2026-09-02 | Filing | |
| $101.29 | 789 | $79,920.97 | 205,455 | 2026-08-31 | Filing | |
| $100.25 | 1,211 | $121,404.08 | 206,244 | 2026-08-31 | Filing | |
| $78.77 | 838 | $66,009.26 | 1,020 | 2026-06-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 41,052 | $3,220,940 | 0.07% | |
| 2. | 7,806 | $612,459 | 0.01% | |
| 3. | 6,998 | $549,063 | 0% | |
| 4. | 4,575 | $358,955 | 0.24% | |
| 5. | 3,727 | $292,420 | 0% |
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Optimist Fund Exited Monday.com (MNDY) in Q1. Here’s Why
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monday.com Ltd. (NASDAQ:MNDY) Q1 2026 Earnings Call Transcript
monday.com Ltd. (NASDAQ:MNDY) Q1 2026 Earnings Call Transcript May 11, 2026monday.com Ltd. beats earnings expectations. Reported EPS is $1.15, expectations were $0.96. Operator: Good day.
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