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Advisors Asset Management’s monday.com MNDY Stock Holding History

Advisors Asset Management’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
Q2 		$73.6K Buy
1,017
+306
+43% +$22.4K ﹤0.01% 1263
2026
Q1 		$49.1K Buy
711
+166
+30% +$15.9K ﹤0.01% 1299
2025
Q4 		$80.4K Buy
545
+110
+25% +$18.5K ﹤0.01% 1258
2025
Q3 		$84.3K Buy
435
+10
+2% +$2.3K ﹤0.01% 1232
2025
Q2 		$134K Sell
425
-43
-9% -$12K ﹤0.01% 1166
2025
Q1 		$114K Buy
468
+14
+3% +$3.7K ﹤0.01% 1178
2024
Q4 		$107K Sell
454
-61
-12% -$16.9K ﹤0.01% 1215
2024
Q3 		$143K Sell
515
-111
-18% -$27.5K ﹤0.01% 1167
2024
Q2 		$151K Sell
626
-22
-3% -$4.64K ﹤0.01% 1154
2024
Q1 		$146K Buy
648
+21
+3% +$4.46K ﹤0.01% 1183
2023
Q4 		$118K Buy
627
+79
+14% +$12.7K ﹤0.01% 1183
2023
Q3 		$87.3K Buy
548
+160
+41% +$26.9K ﹤0.01% 1207
2023
Q2 		$66.4K Sell
388
-60
-13% -$8.97K ﹤0.01% 1249
2023
Q1 		$64K Buy
448
+65
+17% +$8.79K ﹤0.01% 1274
2022
Q4 		$46.7K Buy
383
+81
+27% +$8.43K ﹤0.01% 1347
2022
Q3 		$34K Sell
302
-20
-6% -$2.37K ﹤0.01% 1395
2022
Q2 		$33K Buy
+322
New +$39.1K ﹤0.01% 1420

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Advisors Asset Management's MNDY Position: Q2 2026 in Review

Advisors Asset Management increased its monday.com (MNDY) stake by 43% in Q2 2026, buying an estimated $22.4K and bringing the position to 1,017 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Advisors Asset Management first reported a position in MNDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $151K in Q2 2024. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Advisors Asset Management held 1,017 shares of monday.com worth $73.6K as of Q2 2026.
  • Advisors Asset Management bought 306 monday.com shares in Q2 2026, an estimated $22.4K.
  • monday.com made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1263 holding.
  • Advisors Asset Management first reported a position in monday.com in Q2 2022 and has held it in 17 quarters since.
  • Advisors Asset Management's monday.com position peaked at $151K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.