CADIAN CAPITAL MANAGEMENT, LP: MONDAY COM LTD (MNDY): Quarterly 13F Position History
As of Q2 2026, CADIAN CAPITAL MANAGEMENT, LP reported 944,029 shares of MONDAY COM LTD (MNDY), worth $68.3M and representing 5.2% of its 13F equity book. Quarter-over-quarter share count change: + 404,419 (+74.9%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 944,029Shares Held (Latest Filing)
- $68.3MReported Market Value (Latest Filing)
- 5.2%Portfolio Weight (% of 13F Equity Book)
- +404,419Quarter-over-Quarter Share Change
- +$31.0MQuarter-over-Quarter Value Change
- 944,029Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 944,029 | +404,419 | +74.9% | $68.3M | 5.2% | $72.4 |
| Q1 2026 | 539,610 | +101,120 | +23.1% | $37.3M | 4.5% | $69.1 |
| Q4 2025 | 438,490 | +174,490 | +66.1% | $64.7M | 4.7% | $147.6 |
| Q3 2025 | 264,000 | +264,000 | – | $51.1M | 3.0% | $193.7 |
| Q2 2025 | 0 | 283,855 | -100.0% | $0 | 0.0% | – |
| Q1 2025 | 283,855 | +133,855 | +89.2% | $69.0M | 3.0% | $243.2 |
| Q4 2024 | 150,000 | – | – | $35.3M | 2.0% | $235.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did CADIAN CAPITAL MANAGEMENT, LP first disclose a MNDY position in 13F-HR filings?
CADIAN CAPITAL MANAGEMENT, LP first reported MONDAY COM LTD (MNDY) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was CADIAN CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in MNDY?
Between Q1 2026 and Q2 2026, CADIAN CAPITAL MANAGEMENT, LP added 404,419 shares of MNDY (+74.9%), bringing the total reported position to 944,029 shares at a market value of $68.3M.
Does the implied price-per-share represent CADIAN CAPITAL MANAGEMENT, LP's cost basis in MNDY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.