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Allworth Financial’s monday.com MNDY Stock Holding History

Allworth Financial’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 		$22.5K Buy
311
+86
+38% +$6.3K ﹤0.01% 3096
2026
Q1 		$15.5K Buy
225
+93
+70% +$8.93K ﹤0.01% 3174
2025
Q4 		$19.4K Sell
132
-23
-15% -$3.87K ﹤0.01% 2849
2025
Q3 		$30.1K Sell
155
-8
-5% -$1.84K ﹤0.01% 2454
2025
Q2 		$51.3K Buy
163
+112
+220% +$31.2K ﹤0.01% 1926
2025
Q1 		$13.6K Buy
51
+10
+24% +$2.64K ﹤0.01% 2290
2024
Q4 		$10.4K Hold
41
– – ﹤0.01% 2423
2024
Q3 		$11.4K Hold
41
– – ﹤0.01% 2202
2024
Q2 		$9.38K Hold
41
– – ﹤0.01% 2247
2024
Q1 		$9.26K Buy
+41
New +$8.7K ﹤0.01% 2145

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

Allworth Financial's MNDY Position: Q2 2026 in Review

Allworth Financial increased its monday.com (MNDY) stake by 38% in Q2 2026, buying an estimated $6.3K and bringing the position to 311 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Allworth Financial first reported a position in MNDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.3K in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Allworth Financial held 311 shares of monday.com worth $22.5K as of Q2 2026.
  • Allworth Financial bought 86 monday.com shares in Q2 2026, an estimated $6.3K.
  • monday.com made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3096 holding.
  • Allworth Financial first reported a position in monday.com in Q1 2024 and has held it in 10 quarters since.
  • Allworth Financial's monday.com position peaked at $51.3K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.