Exploring monday.com Ltd. (MNDY) Investor Profile: Who’s Buying and Why?

Have you ever wondered who's investing in monday.com Ltd. (MNDY) and, more importantly, why? As of April 17, 2025, the share price stands at $246.28, a 33.05% increase from $185.10 on April 18, 2024, but recent market activity shows a 5.69% dip, bringing the stock to an intraday low of $232.11. Institutional ownership is nearly 74%, with major players like Wcm Investment Management, Llc, and Fmr Llc holding significant stakes. But what's driving their confidence, and what does it mean for individual investors like you?

monday.com Ltd. (MNDY) Who Invests in [Company Name] and Why?

Understanding the investor profile of monday.com Ltd. (MNDY) can provide valuable insights into the company's potential, stability, and future prospects. By examining the key investor types, their motivations, and typical investment strategies, a clearer picture emerges of who is betting on monday.com and why.

Key Investor Types

monday.com's investor base is composed of a mix of retail and institutional investors. Institutional investors hold a significant portion of the company's shares. These institutions include:

• Mutual Funds: These funds pool money from many investors to invest in a diversified portfolio of stocks.
• Hedge Funds: These are investment partnerships that use more aggressive strategies, such as leverage, to generate higher returns.
• Pension Funds: These funds invest on behalf of retired employees, typically with a long-term investment horizon.
• Investment Management Firms: Firms like Wcm Investment Management, Fmr Llc, and BlackRock, Inc. hold substantial positions in monday.com.

According to recent data, 831 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 50,517,159 shares. Institutional ownership accounts for approximately 80.41% of the company's shares outstanding, with a total value of holdings amounting to $10.055 billion.

Here are some of the top institutional holders as of December 31, 2024:

• Wcm Investment Management, Llc: 4,061,614 shares
• Sonnipe Ltd: 3,828,043 shares
• Fmr Llc: 2,701,952 shares
• Franklin Resources Inc: 1,819,280 shares
• BlackRock, Inc.: 1,541,060 shares

Investment Motivations

Several factors attract investors to monday.com, primarily revolving around its growth prospects and market position:

• Growth Prospects: monday.com operates in the rapidly expanding work management software sector, with a total addressable market exceeding $100 billion and growing at 14% annually. The company's focus on enterprise expansion and product diversification, including AI integration, drives revenue growth and market share.
• Financial Performance: In 2024, monday.com's revenue reached $972 million, a 32% year-over-year increase. The company projects revenues between $1.208 billion and $1.221 billion for 2025, representing a 24% to 26% year-over-year growth.
• Customer Retention: monday.com exhibits strong customer satisfaction and loyalty, demonstrated by a net dollar retention rate of 112% as of December 31, 2024. For customers with more than $100,000 in Annual Recurring Revenue (ARR), the retention rate is even higher at 115%.
• AI Integration: monday.com's strategic focus on AI integration enhances its product differentiation and user productivity. The company is set to launch its first AI agent and introduce a pricing model for AI credits, creating new revenue streams.
• Market Position: As a multi-product platform, monday.com is expanding its offerings beyond project management to include CRM, service management, and software development tools. This positions the company to capture a larger share of the work management software market.

Investment Strategies

Investors in monday.com adopt various strategies, influenced by their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors, such as mutual funds and pension funds, adopt a long-term holding strategy, banking on monday.com's sustained growth and market leadership.
• Growth Investing: Growth investors are attracted to monday.com's high revenue growth rates and potential for future expansion. These investors are willing to pay a premium for companies that can deliver substantial growth.
• Value Investing: Some investors may view monday.com as undervalued, considering its growth rate and future potential.
• Hedge Fund Activity: Hedge funds often engage in more active trading strategies, taking both long and short positions to capitalize on short-term price movements. Recent data indicates increased hedge fund holdings in MNDY, with some funds establishing new positions.

Analyst Ratings and Price Targets

Market analysts generally have a positive outlook on monday.com. The consensus rating for the stock is a 'Strong Buy.' The average 12-month price target from analysts is $368.67, with a high forecast of $450.00 and a low forecast of $280.00. This average price target represents a 49.70% increase from the recent price of $246.28.

Factors Influencing Investor Sentiment

Several factors can influence investor sentiment toward monday.com:

• Financial Performance: Revenue growth, profitability, and cash flow generation are key indicators that drive investor confidence.
• Product Innovation: The successful launch of new products and features, particularly those incorporating AI, can boost investor sentiment.
• Market Conditions: Broader economic trends and market conditions can impact investor appetite for growth stocks like monday.com.
• Competitive Landscape: The intensity of competition in the work management software sector can influence investor perceptions of monday.com's long-term prospects.

In conclusion, monday.com attracts a diverse range of investors, primarily driven by its growth prospects, strong financial performance, and strategic focus on innovation. While various investment strategies are employed, the overall sentiment remains positive, supported by strong analyst ratings and price targets. As monday.com continues to execute its growth strategy and capitalize on the expanding market opportunity, it is likely to sustain investor interest and attract further investment.

To gain more insights into monday.com's mission, vision, and core values, explore Mission Statement, Vision, & Core Values of monday.com Ltd. (MNDY).

monday.com Ltd. (MNDY) Institutional Ownership and Major Shareholders

monday.com Ltd. (MNDY) has significant institutional ownership, reflecting confidence from major financial entities. As of April 2025, 831 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 50,517,159 shares.

The largest shareholders include:

• Wcm Investment Management, Llc
• Sonnipe Ltd
• Fmr Llc
• Franklin Resources Inc
• Price T Rowe Associates Inc /md/
• BlackRock, Inc.
• WCMIX - WCM Focused International Growth Fund Institutional Class
• PRNHX - T. Rowe Price New Horizons Fund, Inc.
• Renaissance Technologies Llc
• Jennison Associates Llc

These major shareholders include individual investors, mutual funds, hedge funds, and institutions. A Schedule 13D filing indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy, while Schedule 13G indicates a passive investment of over 5%.

Here is a detailed look at some of the top institutional holders:

• WCM Investment Management, LLC: Holds 8.00% of the shares, amounting to 4,061,614 shares, valued at $1.02B as of December 30, 2024.
• Sonnipe Limited: Holds 7.54% of the shares, with 3,828,043 shares valued at $961.20M as of December 30, 2024.
• FMR LLC: Holds 5.27% of the shares, totaling 2,676,062 shares valued at $678.45M as of December 30, 2024.
• T. Rowe Price Group, Inc.: Holds 4.18% of the shares, with 2,121,425 shares.
• Franklin Resources, Inc.: Holds 3.56% of the shares, accounting for 1,808,892 shares.
• BlackRock, Inc.: Holds 3.04% of the shares, with 1,541,060 shares valued at $386.95M.
• Renaissance Technologies LLC: Holds 2.19% of the shares, with 1,112,690 shares valued at $279.39M.
• Jennison Associates LLC: Holds 1.64% of the shares, accounting for 830,811 shares valued at $208.61M.

The top mutual fund holders include:

• Investment Managers Series Trust - WCM Focused International Growth Fund: Holding 1,497,569 shares.
• T. Rowe Price New Horizons Fund, Inc.: Holding 1,135,857 shares.

Recent institutional buying activity shows that Formula Growth Ltd. and other major institutions increased their holdings in monday.com during the fourth quarter, signaling confidence in the company. WCM Investment Management LLC, FMR LLC, and Jennison Associates LLC have been among the highest volume purchasers of shares.

However, some institutions have reduced their stakes. For example, Rakuten Securities Inc. decreased their shares by -78.5% as of April 18, 2025. Similarly, SG Americas Securities LLC reduced their holdings by -8.2% as of April 15, 2025.

Institutional investors play a significant role in monday.com's stock price and strategy. Their actions can drive up demand and price, as seen with increased holdings. Conversely, decreased holdings can lead to price declines, as observed recently when monday.com stock dropped 5.69%. Institutional ownership now stands at nearly 74.12%.

The share price as of April 17, 2025, was $246.28 per share. Previously, on April 18, 2024, the share price was $185.10 per share, representing an increase of 33.05% over that period.

For further insights into monday.com Ltd.'s financial health, you might find this resource helpful: Breaking Down monday.com Ltd. (MNDY) Financial Health: Key Insights for Investors

monday.com Ltd. (MNDY) Key Investors and Their Impact on [Company Name]

Understanding who invests in monday.com Ltd. (MNDY) and why can provide valuable insights into the company’s potential and stability. Key investors can significantly influence company decisions and stock performance through their actions and perspectives.

While specific, real-time details on every investor move are constantly changing, we can look at the general landscape of major shareholders and their potential impact. Institutional investors, venture capital firms, and individual investors often hold significant stakes in companies like monday.com Ltd. (MNDY). These investors can impact the company through:

• Voting Rights: Large shareholders have a greater say in company matters, including electing board members and influencing major decisions.
• Market Confidence: Significant investments by reputable firms can boost public confidence in the stock, driving up demand and price.
• Activism: Some investors may take an active role, pushing for changes in company strategy or governance to improve performance.

To illustrate potential key players and their possible influence, consider the following hypothetical scenario based on typical investment behaviors:

Recent Moves: Keep an eye on SEC filings (such as 13F filings) to track recent buying and selling activity by major institutional investors. These filings provide a glimpse into the confidence level of sophisticated investors. Any substantial increase or decrease in holdings by these key players can signal a shift in sentiment regarding monday.com Ltd. (MNDY)’s prospects.

For further insights into monday.com Ltd. (MNDY)’s financial standing, you might find this resource helpful: Breaking Down monday.com Ltd. (MNDY) Financial Health: Key Insights for Investors

monday.com Ltd. (MNDY) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for evaluating monday.com Ltd. (MNDY)'s future prospects. Examining major shareholders' attitudes and how the stock market responds to significant investor moves provides valuable insights. Analyst perspectives further illuminate the potential impact of key investors on monday.com Ltd. (MNDY).

Recent market reactions to monday.com Ltd. (MNDY) stock have been influenced by various factors, including overall market trends, company-specific news, and major investor activities. Keeping abreast of these reactions is essential for investors.

Here's a look at some potential factors influencing investor sentiment:

• Financial Performance: Revenue growth, profitability, and cash flow trends.
• Strategic Initiatives: New product launches, partnerships, and market expansion efforts.
• Industry Trends: Competitive landscape and technological advancements.
• Overall Market Conditions: Economic factors and investor risk appetite.

Major shareholders' sentiment can significantly impact stock performance. Positive sentiment from large institutional investors can boost confidence, while negative sentiment might trigger sell-offs.

Analyst perspectives play a vital role in shaping investor sentiment. Analysts often provide ratings (e.g., buy, sell, hold) and price targets based on their assessment of the company's prospects.

For example, according to Yahoo Finance, as of April 18, 2025, monday.com Ltd. (MNDY) has a consensus rating of 'Hold,' based on ratings from 17 analysts. The consensus price target is $239.18.

Changes in ownership structure, such as large institutional investors increasing or decreasing their positions, can signal shifts in sentiment and expectations.

Here's a hypothetical example of how market reactions might play out:

Institutional ownership in monday.com Ltd. (MNDY) is substantial. According to Yahoo Finance, the percentage of institutional shares held is around 74.80% as of March 29, 2024. This indicates that a significant portion of the company's shares are held by major institutional investors.

Tracking these ownership changes and understanding the motivations behind them can provide valuable insights into the company's prospects. Monitoring analyst ratings and price targets can help investors gauge professional sentiment towards monday.com Ltd. (MNDY).

To further understand the financial health of monday.com Ltd. (MNDY), you can refer to this analysis: Breaking Down monday.com Ltd. (MNDY) Financial Health: Key Insights for Investors