Charles Schwab’s monday.com MNDY Stock Holding History

Charles Schwab’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	–	Sell	-45,940	Closed	-$3.17M	–	3510
2026 Q1	$3.17M	Buy	45,940 +12,644	+38%	+$1.21M	﹤0.01%	2587
2025 Q4	$4.91M	Buy	33,296 +3,232	+11%	+$544K	﹤0.01%	2463
2025 Q3	$5.82M	Buy	30,064 +1,344	+5%	+$309K	﹤0.01%	2368
2025 Q2	$9.03M	Buy	28,720 +3,181	+12%	+$886K	﹤0.01%	2067
2025 Q1	$6.21M	Buy	25,539 +603	+2%	+$159K	﹤0.01%	2179
2024 Q4	$5.87M	Buy	24,936 +897	+4%	+$248K	﹤0.01%	2264
2024 Q3	$6.68M	Buy	24,039 +1,353	+6%	+$335K	﹤0.01%	2223
2024 Q2	$5.46M	Buy	22,686 +5,641	+33%	+$1.19M	﹤0.01%	2321
2024 Q1	$3.85M	Buy	17,045 +1,276	+8%	+$271K	﹤0.01%	2381
2023 Q4	$2.96M	Buy	15,769 +2,893	+22%	+$466K	﹤0.01%	2506
2023 Q3	$2.05M	Buy	12,876 +2,043	+19%	+$343K	﹤0.01%	2590
2023 Q2	$1.85M	Buy	+10,833	New	+$1.62M	﹤0.01%	2573

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

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Charles Schwab's MNDY Position: Q2 2026 in Review

Charles Schwab sold out of monday.com (MNDY) in Q2 2026, closing a stake of 45,940 shares — an estimated $3.17M sold.

Charles Schwab first reported a position in MNDY in Q2 2023 and held it in 12 quarters. The position peaked at $9.03M in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

Charles Schwab reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
Charles Schwab sold 45,940 monday.com shares in Q2 2026, an estimated $3.17M.
Charles Schwab first reported a position in monday.com in Q2 2023 and held it in 12 quarters.
Charles Schwab's monday.com position peaked at $9.03M in Q2 2025.
274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.