CM
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Caption Management’s monday.com MNDY Stock Holding History

Caption 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
2024
Q4 		– Sell
-17,900
Closed -$4.97M – 1690
2024
Q3 		$4.97M Sell
17,900
-1,800
-9% -$446K 0.08% 296
2024
Q2 		$4.74M Buy
+19,700
New +$4.15M 0.07% 268
2023
Q4 		– Sell
-30,000
Closed -$4.78M – 1540
2023
Q3 		$4.78M Hold
30,000
– – 0.07% 331
2023
Q2 		$5.14M Buy
+30,000
New +$4.48M 0.09% 279

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

Caption Management's MNDY Position: Q4 2025 in Review

Caption Management sold out of monday.com (MNDY) in Q4 2025, closing a stake of 10,286 shares — an estimated $1.99M sold.

Caption Management first reported a position in MNDY in Q3 2022 and held it in 2 quarters. The position peaked at $1.99M in Q3 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Caption Management reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 10,286 monday.com shares in Q4 2025, an estimated $1.99M.
  • Caption Management first reported a position in monday.com in Q3 2022 and held it in 2 quarters.
  • Caption Management's monday.com position peaked at $1.99M in Q3 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.