CAPTRUST Financial Advisors
MNDY icon

CAPTRUST Financial Advisors’s monday.com MNDY Stock Holding History

CAPTRUST Financial 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
Q2 		$527K Buy
+7,275
New +$533K ﹤0.01% 2149
2026
Q1 		– Sell
-5,151
Closed -$760K – 3094
2025
Q4 		$760K Sell
5,151
-534
-9% -$89.9K ﹤0.01% 1657
2025
Q3 		$1.1M Sell
5,685
-1,046
-16% -$241K ﹤0.01% 1368
2025
Q2 		$2.12M Buy
6,731
+698
+12% +$194K ﹤0.01% 945
2025
Q1 		$1.47M Sell
6,033
-1,008
-14% -$266K ﹤0.01% 1068
2024
Q4 		$1.66M Buy
7,041
+85
+1% +$23.5K ﹤0.01% 968
2024
Q3 		$1.93M Sell
6,956
-204
-3% -$50.5K 0.01% 866
2024
Q2 		$1.72M Buy
7,160
+1,734
+32% +$366K 0.01% 884
2024
Q1 		$1.23M Buy
5,426
+2,749
+103% +$584K ﹤0.01% 1021
2023
Q4 		$503K Buy
2,677
+90
+3% +$14.5K ﹤0.01% 1735
2023
Q3 		$412K Buy
+2,587
New +$434K ﹤0.01% 1775
2021
Q4 		– Sell
-30
Closed -$10K – 4853
2021
Q3 		$10K Buy
+30
New +$8.82K ﹤0.01% 3614

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

CAPTRUST Financial Advisors's MNDY Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in monday.com (MNDY) in Q2 2026: 7,275 shares worth $527K. The stake represents ﹤0.01% of the portfolio and ranks #2149 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in MNDY as recently as Q4 2025.

CAPTRUST Financial Advisors first reported a position in MNDY in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.12M in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,275 shares of monday.com worth $527K as of Q2 2026.
  • monday.com was a new CAPTRUST Financial Advisors position in Q2 2026.
  • monday.com made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2149 holding.
  • CAPTRUST Financial Advisors first reported a position in monday.com in Q3 2021 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's monday.com position peaked at $2.12M in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.