AssetMark Inc
MNDY icon

AssetMark Inc’s monday.com MNDY Stock Holding History

AssetMark Inc’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 		$145 Hold
2
– – ﹤0.01% 3452
2026
Q1 		$138 Sell
2
-7,322
-100% -$703K ﹤0.01% 3359
2025
Q4 		$1.08M Buy
7,324
+2,129
+41% +$359K ﹤0.01% 1005
2025
Q3 		$1.01M Sell
5,195
-4,755
-48% -$1.09M ﹤0.01% 970
2025
Q2 		$3.13M Buy
9,950
+3,425
+52% +$954K 0.01% 684
2025
Q1 		$1.59M Buy
6,525
+274
+4% +$72.4K ﹤0.01% 772
2024
Q4 		$1.47M Buy
6,251
+665
+12% +$184K ﹤0.01% 779
2024
Q3 		$1.55M Buy
5,586
+376
+7% +$93.1K ﹤0.01% 700
2024
Q2 		$1.25M Buy
5,210
+1
+0% +$211 ﹤0.01% 721
2024
Q1 		$1.18M Sell
5,209
-68
-1% -$14.4K ﹤0.01% 687
2023
Q4 		$991K Buy
5,277
+527
+11% +$84.8K ﹤0.01% 681
2023
Q3 		$756K Buy
4,750
+867
+22% +$146K ﹤0.01% 672
2023
Q2 		$665K Buy
3,883
+247
+7% +$36.9K ﹤0.01% 679
2023
Q1 		$519K Buy
3,636
+30
+0.8% +$4.05K ﹤0.01% 707
2022
Q4 		$440K Buy
+3,606
New +$375K ﹤0.01% 723
2022
Q1 		– Sell
-622
Closed -$192K – 1676
2021
Q4 		$192K Buy
+622
New +$213K ﹤0.01% 705

Other funds holding MNDY

RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's MNDY Position: Q2 2026 in Review

AssetMark Inc held its monday.com (MNDY) position steady in Q2 2026 at 2 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

AssetMark Inc first reported a position in MNDY in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.13M in Q2 2025. 77 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • AssetMark Inc held 2 shares of monday.com worth $145 as of Q2 2026.
  • AssetMark Inc left its monday.com share count unchanged in Q2 2026.
  • monday.com made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3452 holding.
  • AssetMark Inc first reported a position in monday.com in Q4 2021 and has held it in 16 quarters since.
  • AssetMark Inc's monday.com position peaked at $3.13M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.