Capital World Investors Raises monday.com Stake by 231% to 1.7 Million Shares

Capital World Investors more than tripled its position in monday.com Ltd. during the third quarter, purchasing an additional 1,198,761 shares to bring its total holdings to 1,717,263 shares, according to the firm's most recent Form 13F filing with the Securities & Exchange Commission.

The 231.2% increase gave Capital World Investors ownership of roughly 3.38% of monday.com (NASDAQ: MNDY), with the position valued at $332,617,000 as of the most recent SEC filing. The filing details were published in a MarketBeat summary on March 12, 2026.

Capital World Investors was not alone in adjusting its exposure to monday.com. Several smaller funds also moved during recent quarters, though at far more modest scale. NewEdge Advisors LLC reported the most dramatic percentage swing among the group, boosting its position by 2,120.0% in the first quarter after acquiring an additional 106 shares; the firm now holds 111 shares valued at $27,000. Allworth Financial LP raised its holdings by 219.6% in the second quarter, reaching 163 shares, though the full details of that position were not available in the filing summary. EverSource Wealth Advisors LLC lifted its stake by 76.5% in the second quarter, adding 65 shares to reach a 150-share position worth $47,000. Promus Capital LLC entered the stock entirely, purchasing a new position in the second quarter worth approximately $45,000.

On the analyst side, monday.com carries a consensus rating of "Moderate Buy" based on coverage tracked by MarketBeat. Nineteen research analysts have issued Buy ratings on the stock, six have assigned Hold ratings, and one has issued a Sell. The average price target across that analyst group stands at $155.38.

The Capital World Investors stake is the most consequential figure in the filing summary. At 3.38% of the company, the position represents a significant institutional commitment, and a purchase of nearly 1.2 million shares in a single quarter signals a deliberate, large-scale accumulation rather than incremental portfolio adjustment. For monday.com employees holding equity, the arrival or expansion of major institutional shareholders at this scale typically reflects broader confidence in the company's trajectory and can influence how the market prices the stock over time.