MNDY
Monday Com Ltd
2 super-investors hold MNDY worth a combined $88M. The largest position: Greg Alexander at 5.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #358 of 724 scored stocks.
Why super-investors own MNDY
Greg Alexander initiated a new position in MNDY in 2026Q1, making it a meaningful 5.3% allocation worth roughly $28M — the highest-conviction bet in the two-owner cohort. Joel Greenblatt holds the larger dollar position at $61M but at a negligible portfolio weight, suggesting a more diversified, quant-driven inclusion. Total cohort exposure sits at $88M across just two holders. The ownership history tells a nuanced story: the cohort held steady at two owners for four consecutive quarters before dropping to one, and has now returned to two with Alexander's entry. Interest is modestly recovering from its trough, though with only two holders and no additions from existing owners, enthusiasm remains narrow.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 19q | $61M | 880,281 |
| 2 | Greg Alexander | 5.3% | 3q | $28M | 400,000 |
Owners of MNDY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Greg Alexander | NEW | 5.3% | +100% | $28M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP M7S64H106. Not investment advice.