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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
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 $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell Investment Advisors's MNDY Position: Q1 2026 in Review

Bell Investment Advisors reduced its monday.com (MNDY) stake by 17% in Q1 2026, selling an estimated $384 and leaving 19 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Bell Investment Advisors first reported a position in MNDY in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.7K in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Bell Investment Advisors held 19 shares of monday.com worth $1.31K as of Q1 2026.
  • Bell Investment Advisors sold 4 monday.com shares in Q1 2026, an estimated $384.
  • monday.com made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1470 holding.
  • Bell Investment Advisors first reported a position in monday.com in Q2 2022 and has held it in 16 quarters since.
  • Bell Investment Advisors's monday.com position peaked at $15.7K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.