Bellevue Asset Management’s monday.com MNDY Stock Holding History

Bellevue Asset Management’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	-10	Closed	-$1.94K	–	500
2025 Q3	$1.94K	Sell	10 -3	-23%	-$691	﹤0.01%	441
2025 Q2	$4.09K	Hold	13	–	–	﹤0.01%	362
2025 Q1	$3.16K	Sell	13 -8	-38%	-$2.11K	﹤0.01%	378
2024 Q4	$4.94K	Hold	21	–	–	﹤0.01%	351
2024 Q3	$5.83K	Hold	21	–	–	﹤0.01%	306
2024 Q2	$5.05K	Hold	21	–	–	﹤0.01%	317
2024 Q1	$4.74K	Hold	21	–	–	﹤0.01%	320
2023 Q4	$3.94K	Hold	21	–	–	﹤0.01%	328
2023 Q3	$3.34K	Hold	21	–	–	﹤0.01%	332
2023 Q2	$3.6K	Hold	21	–	–	﹤0.01%	339
2023 Q1	$3K	Hold	21	–	–	﹤0.01%	369
2022 Q4	$2.51K	Hold	21	–	–	﹤0.01%	374
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	418
2022 Q2	$2K	Buy	21 +12	+133%	+$1.46K	﹤0.01%	420
2022 Q1	$1K	Buy	+9	New	+$1.69K	﹤0.01%	518

Other funds holding MNDY

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bellevue Asset Management's MNDY Position: Q4 2025 in Review

Bellevue Asset Management sold out of monday.com (MNDY) in Q4 2025, closing a stake of 10 shares — an estimated $1.94K sold.

Bellevue Asset Management first reported a position in MNDY in Q1 2022 and held it in 15 quarters. The position peaked at $5.83K in Q3 2024. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

Bellevue Asset Management reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
Bellevue Asset Management sold 10 monday.com shares in Q4 2025, an estimated $1.94K.
Bellevue Asset Management first reported a position in monday.com in Q1 2022 and held it in 15 quarters.
Bellevue Asset Management's monday.com position peaked at $5.83K in Q3 2024.
405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Bellevue Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.