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Brown, Lisle/Cummings’s monday.com MNDY Stock Holding History

Brown, Lisle/Cummings’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
-3
Closed -$500 – 759
2025
Q3 		$500 Hold
3
– – ﹤0.01% 742
2025
Q2 		$811 Buy
3
+1
+50% +$278 ﹤0.01% 721
2025
Q1 		$486 Buy
+2
New +$529 ﹤0.01% 752

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 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 $92.9B AUM 36.98% 1-Year Est. Return

Brown, Lisle/Cummings's MNDY Position: Q4 2025 in Review

Brown, Lisle/Cummings sold out of monday.com (MNDY) in Q4 2025, closing a stake of 3 shares — an estimated $500 sold.

Brown, Lisle/Cummings first reported a position in MNDY in Q1 2025 and held it in 3 quarters. The position peaked at $811 in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Brown, Lisle/Cummings reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 3 monday.com shares in Q4 2025, an estimated $500.
  • Brown, Lisle/Cummings first reported a position in monday.com in Q1 2025 and held it in 3 quarters.
  • Brown, Lisle/Cummings's monday.com position peaked at $811 in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2025, filed 23 Jan 2026.