Cerity Partners’s monday.com MNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,963
Closed -$290K 3344
2025
Q4
$290K Sell
1,963
-280
-12% -$47.2K ﹤0.01% 2429
2025
Q3
$434K Sell
2,243
-353
-14% -$81.3K ﹤0.01% 2061
2025
Q2
$816K Buy
2,596
+580
+29% +$161K ﹤0.01% 1607
2025
Q1
$490K Buy
2,016
+218
+12% +$57.6K ﹤0.01% 1764
2024
Q4
$466K Buy
1,798
+544
+43% +$151K ﹤0.01% 1803
2024
Q3
$348K Sell
1,254
-299
-19% -$74K ﹤0.01% 1965
2024
Q2
$374K Sell
1,553
-712
-31% -$150K ﹤0.01% 1692
2024
Q1
$512K Buy
+2,265
New +$481K ﹤0.01% 1588

Other funds holding MNDY

Cerity Partners's MNDY Position: Q1 2026 in Review

Cerity Partners sold out of monday.com (MNDY) in Q1 2026, closing a stake of 1,963 shares — an estimated $290K sold.

Cerity Partners first reported a position in MNDY in Q1 2024 and held it in 8 quarters. The position peaked at $816K in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Cerity Partners reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 1,963 monday.com shares in Q1 2026, an estimated $290K.
  • Cerity Partners first reported a position in monday.com in Q1 2024 and held it in 8 quarters.
  • Cerity Partners's monday.com position peaked at $816K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.