Bank Julius Baer & Co
MNDY icon

Bank Julius Baer & Co’s monday.com MNDY Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-24,011
Closed -$4.65M – 690
2025
Q3 		$4.65M Buy
24,011
+51
+0.2% +$11.7K 0.01% 246
2025
Q2 		$7.54M Buy
+23,960
New +$6.67M 0.02% 206

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BlackRock
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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 $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank Julius Baer & Co's MNDY Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of monday.com (MNDY) in Q4 2025, closing a stake of 24,011 shares — an estimated $4.65M sold.

Bank Julius Baer & Co first reported a position in MNDY in Q2 2025 and held it in 2 quarters. The position peaked at $7.54M in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 24,011 monday.com shares in Q4 2025, an estimated $4.65M.
  • Bank Julius Baer & Co first reported a position in monday.com in Q2 2025 and held it in 2 quarters.
  • Bank Julius Baer & Co's monday.com position peaked at $7.54M in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.