The cancellation modestly reduces overhang but does not change the near-term outlook. Monitor the AGM on August 6, 2026 for any shareholder proposals or voting outcomes. No immediate trading catalyst.
Price Chart
Executive Summary
monday.com filed a supplemental proxy disclosure announcing the cancellation of 10,875,000 unissued ordinary shares previously reserved under its 2021 Share Incentive Plan. This reduces potential dilution and reflects prudent equity management, but does not change any proposals or the upcoming AGM date. The action is a modest positive for existing shareholders, but lacks material financial impact.
Key Facts
- Cancelled 10,875,000 unissued ordinary shares reserved under the 2021 Share Incentive Plan on July 1, 2026.
- Cancellation affects only unallocated shares; no outstanding awards were impacted.
- Total shares reserved for future issuance as of June 30, 2026: 58,674,928 (including 42,274,119 ordinary shares outstanding).
- Total dilution under the 2021 Plan is 9.94% on a fully diluted basis as of July 1, 2026.
- Supplement does not amend proposals, meeting date (August 6, 2026), or record date.
Financial Impact
No direct financial impact; reduction in potential future dilution by 10,875,000 shares, representing approximately 20% of the total reserved pool.
Risk Factors
- Forward-looking statements about equity plan needs may change with workforce requirements.
- No change to business fundamentals; the stock remains subject to execution risk in the competitive software market.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-003514 |
| Exhibit: exhibit_99-1.htm | 0001178913-26-003514 |
| Document: 0001178913-26-003514-index-headers.html | 0001178913-26-003514 |
| Document: 0001178913-26-003514-index.html | 0001178913-26-003514 |
| Document: 0001178913-26-003514.txt | 0001178913-26-003514 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Insider Cluster | $97.33 $86.84 | ▼ −10.78% | ▼ −9.63% | $78.70 (−19.14%) |
Aug 10, 2026 7w ago | 6-K | $88.62 $83.33 | ▼ −5.97% | ▼ −5.92% | $78.70 (−11.19%) |
Aug 6, 2026 8w ago | 6-K | $93.13 $87.52 | ▼ −6.02% | ▼ −6.42% | $78.70 (−15.49%) |
Jul 22, 2026 10w ago | 6-K | $73.91 $90.25 | ▲ +22.11% | ▲ +24.51% | $78.70 (+6.48%) |
Jul 17, 2026 10w ago | 6-K | $76.75 $77.43 | ▲ +0.89% | ▲ +1.31% | $78.70 (+2.54%) |
Jul 2, 2026 13w ago | 6-K | $79.77 $83.65 | ▲ +4.86% | ▲ +3.93% | $78.70 (−1.34%) |
May 11, 2026 20w ago | 6-K | $76.91 $78.04 | ▲ +1.47% | ▲ +1.55% | $78.70 (+2.33%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access