CADIAN CAPITAL MANAGEMENT, LP: MNDY position timeline

CADIAN CAPITAL MANAGEMENT, LP held 944,029 MNDY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 944,029 shares

   Change vs previous 13F +404,419 shares

   5.17% of the 13F portfolio, value $68,338,259.

   13F-HR 0001423686-26-000006 filed by CADIAN CAPITAL MANAGEMENT, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 539,610 shares

   Change vs previous 13F +101,120 shares

   4.54% of the 13F portfolio, value $37,292,447.

   13F-HR 0001423686-26-000005 filed by CADIAN CAPITAL MANAGEMENT, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 438,490 shares

   Change vs previous 13F +174,490 shares

   4.67% of the 13F portfolio, value $64,703,584.

   13F-HR 0001423686-26-000003 filed by CADIAN CAPITAL MANAGEMENT, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 264,000 shares

   Change vs previous 13F +264,000 shares

   3.04% of the 13F portfolio, value $51,134,160.

   13F-HR 0001423686-25-000004 filed by CADIAN CAPITAL MANAGEMENT, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -283,855 shares

   13F-HR 0001085146-25-005113 filed by CADIAN CAPITAL MANAGEMENT, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

6. period ended2025-03-31

   13F 283,855 shares

   Change vs previous 13F +133,855 shares

   2.95% of the 13F portfolio, value $69,022,182.

   13F-HR 0001085146-25-003231 filed by CADIAN CAPITAL MANAGEMENT, LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 150,000 shares

   Change vs previous 13F not available

   2.03% of the 13F portfolio, value $35,316,000.

   13F-HR 0001085146-25-001649 filed by CADIAN CAPITAL MANAGEMENT, LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).