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AssuredPartners Investment Advisors’s monday.com MNDY Stock Holding History

AssuredPartners Investment Advisors’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
2025
Q3 		– Sell
-956
Closed -$301K – 279
2025
Q2 		$301K Hold
956
– – 0.07% 186
2025
Q1 		$232K Sell
956
-4
-0.4% -$1.06K 0.04% 295
2024
Q4 		$226K Buy
+960
New +$266K 0.04% 303

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AssuredPartners Investment Advisors's MNDY Position: Q3 2025 in Review

AssuredPartners Investment Advisors sold out of monday.com (MNDY) in Q3 2025, closing a stake of 956 shares — an estimated $301K sold.

AssuredPartners Investment Advisors first reported a position in MNDY in Q4 2024 and held it in 3 quarters. The position peaked at $301K in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • AssuredPartners Investment Advisors reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 956 monday.com shares in Q3 2025, an estimated $301K.
  • AssuredPartners Investment Advisors first reported a position in monday.com in Q4 2024 and held it in 3 quarters.
  • AssuredPartners Investment Advisors's monday.com position peaked at $301K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.