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

Bell 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
2026
Q2 		$362 Sell
5
-14
-74% -$1.03K ﹤0.01% 1781
2026
Q1 		$1.31K Sell
19
-4
-17% -$384 ﹤0.01% 1470
2025
Q4 		$3.39K Sell
23
-3
-12% -$505 ﹤0.01% 1143
2025
Q3 		$5.04K Sell
26
-24
-48% -$5.53K ﹤0.01% 934
2025
Q2 		$15.7K Buy
50
+11
+28% +$3.06K ﹤0.01% 499
2025
Q1 		$9.48K Hold
39
– – ﹤0.01% 628
2024
Q4 		$9.18K Buy
39
+3
+8% +$831 ﹤0.01% 635
2024
Q3 		$10K Hold
36
– – ﹤0.01% 626
2024
Q2 		$8.67K Buy
36
+5
+16% +$1.05K ﹤0.01% 670
2024
Q1 		$7K Buy
31
+2
+7% +$425 ﹤0.01% 737
2023
Q4 		$5.45K Sell
29
-6
-17% -$966 ﹤0.01% 833
2023
Q3 		$5.57K Sell
35
-2
-5% -$336 ﹤0.01% 749
2023
Q2 		$6.34K Buy
37
+14
+61% +$2.09K ﹤0.01% 703
2023
Q1 		$3.28K Buy
23
+9
+64% +$1.22K ﹤0.01% 993
2022
Q4 		$1.71K Sell
14
-4
-22% -$416 ﹤0.01% 1371
2022
Q3 		$2K Sell
18
-12
-40% -$1.42K ﹤0.01% 1155
2022
Q2 		$3K Buy
+30
New +$3.64K ﹤0.01% 975

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

Bell Investment Advisors's MNDY Position: Q2 2026 in Review

Bell Investment Advisors reduced its monday.com (MNDY) stake by 74% in Q2 2026, selling an estimated $1.03K and leaving 5 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Bell Investment Advisors first reported a position in MNDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.7K in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Bell Investment Advisors held 5 shares of monday.com worth $362 as of Q2 2026.
  • Bell Investment Advisors sold 14 monday.com shares in Q2 2026, an estimated $1.03K.
  • monday.com made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1781 holding.
  • Bell Investment Advisors first reported a position in monday.com in Q2 2022 and has held it in 17 quarters since.
  • Bell Investment Advisors's monday.com position peaked at $15.7K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.