AR
MNDY icon

Advisory Research’s monday.com MNDY Stock Holding History

Advisory Research’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
Q1 		– Sell
-13,639
Closed -$2.56M – 261
2023
Q4 		$2.56M Sell
13,639
-813
-6% -$131K 0.4% 64
2023
Q3 		$2.3M Buy
14,452
+1,747
+14% +$293K 0.32% 82
2023
Q2 		$2.18M Buy
+12,705
New +$1.9M 0.28% 99
2022
Q4 		– Sell
-1,835
Closed -$208K – 392
2022
Q3 		$208K Sell
1,835
-464
-20% -$54.9K 0.02% 302
2022
Q2 		$237K Buy
+2,299
New +$279K 0.02% 299

Other funds holding MNDY

SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Advisory Research's MNDY Position: Q1 2024 in Review

Advisory Research sold out of monday.com (MNDY) in Q1 2024, closing a stake of 13,639 shares — an estimated $2.56M sold.

Advisory Research first reported a position in MNDY in Q2 2022 and held it in 5 quarters. The position peaked at $2.56M in Q4 2023. 397 funds tracked by Wall St. Rank hold MNDY as of Q1 2024.

  • Advisory Research reported no remaining monday.com position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 13,639 monday.com shares in Q1 2024, an estimated $2.56M.
  • Advisory Research first reported a position in monday.com in Q2 2022 and held it in 5 quarters.
  • Advisory Research's monday.com position peaked at $2.56M in Q4 2023.
  • 397 funds tracked by Wall St. Rank held monday.com as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.