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Clearstead Advisors’s monday.com MNDY Stock Holding History

Clearstead 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 		$266K Buy
+3,678
New +$270K ﹤0.01% 968
2025
Q3 		– Sell
-165
Closed -$51.9K – 3185
2025
Q2 		$51.9K Hold
165
– – ﹤0.01% 1281
2025
Q1 		$40.1K Sell
165
-3
-2% -$793 ﹤0.01% 1226
2024
Q4 		$39.6K Sell
168
-346
-67% -$95.8K ﹤0.01% 1218
2024
Q3 		$143K Buy
514
+140
+37% +$34.7K ﹤0.01% 944
2024
Q2 		$90K Buy
374
+74
+25% +$15.6K ﹤0.01% 1019
2024
Q1 		$54.4K Buy
300
+40
+15% +$8.49K ﹤0.01% 740
2023
Q4 		$48.8K Buy
+260
New +$41.9K ﹤0.01% 742

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

Clearstead Advisors's MNDY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in monday.com (MNDY) in Q2 2026: 3,678 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MNDY as recently as Q2 2025.

Clearstead Advisors first reported a position in MNDY in Q4 2023 and has held it in 8 quarters since. 275 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Clearstead Advisors held 3,678 shares of monday.com worth $266K as of Q2 2026.
  • monday.com was a new Clearstead Advisors position in Q2 2026.
  • monday.com made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #968 holding.
  • Clearstead Advisors first reported a position in monday.com in Q4 2023 and has held it in 8 quarters since.
  • 275 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.