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 Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CIBC Private Wealth Group's MNDY Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its monday.com (MNDY) stake by 36% in Q4 2025, selling an estimated $11.7M and leaving 125,868 shares worth $18.6M. The position accounts for 0.03% of the portfolio, ranked #287.

CIBC Private Wealth Group first reported a position in MNDY in Q4 2023 and has held it in 9 quarters since. The position peaked at $138M in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

CIBC Private Wealth Group held 125,868 shares of monday.com worth $18.6M as of Q4 2025.
CIBC Private Wealth Group sold 69,683 monday.com shares in Q4 2025, an estimated $11.7M.
monday.com made up 0.03% of CIBC Private Wealth Group's portfolio in Q4 2025, its #287 holding.
CIBC Private Wealth Group first reported a position in monday.com in Q4 2023 and has held it in 9 quarters since.
CIBC Private Wealth Group's monday.com position peaked at $138M in Q2 2025.
405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.