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Advisor OS’s monday.com MNDY Stock Holding History

Advisor OS’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
2024
Q4 		– Sell
-899
Closed -$250K – 437
2024
Q3 		$250K Sell
899
-77
-8% -$19.1K 0.02% 350
2024
Q2 		$235K Buy
+976
New +$206K 0.03% 347

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Advisor OS's MNDY Position: Q4 2024 in Review

Advisor OS sold out of monday.com (MNDY) in Q4 2024, closing a stake of 899 shares — an estimated $250K sold.

Advisor OS first reported a position in MNDY in Q2 2024 and held it in 2 quarters. The position peaked at $250K in Q3 2024. 439 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

  • Advisor OS reported no remaining monday.com position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 899 monday.com shares in Q4 2024, an estimated $250K.
  • Advisor OS first reported a position in monday.com in Q2 2024 and held it in 2 quarters.
  • Advisor OS's monday.com position peaked at $250K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.