Superior Planning, LLC’s monday.com MNDY Stock Holding History

Superior Planning, LLC’s Portfolio MNDY Stock Details MNDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.1K	Buy	+167	New	+$14.5K	0.01%	828

Other funds holding MNDY

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $297M AUM 27.88% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Ibex Investors Denver, Colorado $165M AUM 12.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Superior Planning, LLC's MNDY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in monday.com (MNDY) in Q3 2026: 167 shares worth $13.1K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings.

152 funds tracked by Wall St. Rank hold MNDY as of Q3 2026.

Superior Planning, LLC held 167 shares of monday.com worth $13.1K as of Q3 2026.
monday.com was a new Superior Planning, LLC position in Q3 2026.
monday.com made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #828 holding.
152 funds tracked by Wall St. Rank held monday.com as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.