CIBC Private Wealth Group
MNDY icon

CIBC Private Wealth Group’s monday.com MNDY Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$18.6M Sell
125,868
-69,683
-36% -$11.7M 0.03% 287
2025
Q3 		$37.9M Sell
195,551
-243,322
-55% -$56M 0.06% 215
2025
Q2 		$138M Buy
438,873
+1,077
+0.2% +$300K 0.25% 106
2025
Q1 		$95.6M Sell
437,796
-118,133
-21% -$31.2M 0.2% 116
2024
Q4 		$126M Buy
555,929
+403,255
+264% +$112M 0.23% 104
2024
Q3 		$42.4M Buy
152,674
+99
+0.1% +$24.5K 0.08% 194
2024
Q2 		$37.3M Buy
152,575
+74,794
+96% +$15.8M 0.07% 197
2024
Q1 		$17.2M Buy
77,781
+58,382
+301% +$12.4M 0.03% 272
2023
Q4 		$3.64M Buy
+19,399
New +$3.12M 0.01% 429

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return