Conifer Management, L.L.C.: MONDAY COM LTD (MNDY): Quarterly 13F Position History
As of Q1 2026, Conifer Management, L.L.C. reported 400,000 shares of MONDAY COM LTD (MNDY), worth $27.6M and representing 5.3% of its 13F equity book. Quarter-over-quarter share count change: + 400,000 (re-initiated) . The position first appeared in Q2 2022 and has been disclosed across 16 13F-HR filings in Pactolio's tracked window.
- 400,000Shares Held (Latest Filing)
- $27.6MReported Market Value (Latest Filing)
- 5.3%Portfolio Weight (% of 13F Equity Book)
- +400,000Quarter-over-Quarter Share Change
- +$27.6MQuarter-over-Quarter Value Change
- 400,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| 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, not 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 16 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?
Between Q4 2025 and Q1 2026, Conifer Management, L.L.C. added 400,000 shares of MNDY (re-initiated), bringing the total reported position to 400,000 shares at a market value of $27.6M.
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.