Cadian Capital Management’s monday.com MNDY Stock Holding History

Cadian Capital 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
2026 Q2	$68.3M	Buy	944,029 +404,419	+75%	+$29.6M	5.17%	6
2026 Q1	$37.3M	Buy	539,610 +101,120	+23%	+$9.7M	4.54%	8
2025 Q4	$64.7M	Buy	438,490 +174,490	+66%	+$29.4M	4.67%	9
2025 Q3	$51.1M	Buy	+264,000	New	+$60.8M	3.04%	14
2025 Q2	–	Sell	-283,855	Closed	-$69M	–	28
2025 Q1	$69M	Buy	283,855 +133,855	+89%	+$35.4M	2.95%	14
2024 Q4	$35.3M	Buy	+150,000	New	+$41.5M	2.03%	18

Other funds holding MNDY

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cadian Capital Management's MNDY Position: Q2 2026 in Review

Cadian Capital Management increased its monday.com (MNDY) stake by 75% in Q2 2026, buying an estimated $29.6M and bringing the position to 944,029 shares worth $68.3M. The position accounts for 5.17% of the portfolio, ranked #6.

Cadian Capital Management first reported a position in MNDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $69M in Q1 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

Cadian Capital Management held 944,029 shares of monday.com worth $68.3M as of Q2 2026.
Cadian Capital Management bought 404,419 monday.com shares in Q2 2026, an estimated $29.6M.
monday.com made up 5.17% of Cadian Capital Management's portfolio in Q2 2026, its #6 holding.
Cadian Capital Management first reported a position in monday.com in Q4 2024 and has held it in 6 quarters since.
Cadian Capital Management's monday.com position peaked at $69M in Q1 2025.
274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Cadian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.