Conifer Management, L.L.C.: MONDAY COM LTD (MNDY): Quarterly 13F Position History
As of Q2 2026, Conifer Management, L.L.C. reported 400,000 shares of MONDAY COM LTD (MNDY), worth $29.0M and representing 4.8% of its 13F equity book. The position first appeared in Q2 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 400,000Shares Held (Latest Filing)
- $29.0MReported Market Value (Latest Filing)
- 4.8%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$1.3MQuarter-over-Quarter Value Change
- 400,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 17 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 400,000 | 0 | – | $29.0M | 4.8% | $72.4 |
| Q1 2026 | 400,000 | +400,000 | – | $27.6M | 5.3% | $69.1 |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 100,000 | -100.0% | $0 | 0.0% | – |
| Q3 2022 | 100,000 | 0 | – | $11.3M | 1.6% | $113.3 |
| Q2 2022 | 100,000 | – | – | $10.3M | 1.6% | $103.2 |
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 Conifer Management, L.L.C. first disclose a MNDY position in 13F-HR filings?
Conifer Management, L.L.C. first reported MONDAY COM LTD (MNDY) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 17 reported quarters within Pactolio's tracked window.
What was Conifer Management, L.L.C.'s most recent quarter-over-quarter share-count change in MNDY?
Conifer Management, L.L.C. held the same 400,000 shares of MNDY between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Conifer Management, L.L.C.'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.