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Coldstream Capital Management’s monday.com MNDY Stock Holding History

Coldstream Capital Management’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
Q1 		– Sell
-2,088
Closed -$308K – 1241
2025
Q4 		$308K Sell
2,088
-92
-4% -$15.5K ﹤0.01% 890
2025
Q3 		$422K Sell
2,180
-127
-6% -$29.2K 0.01% 807
2025
Q2 		$726K Buy
2,307
+724
+46% +$202K 0.01% 513
2025
Q1 		$385K Buy
1,583
+220
+16% +$58.1K 0.01% 725
2024
Q4 		$321K Sell
1,363
-10
-0.7% -$2.77K 0.01% 795
2024
Q3 		$381K Sell
1,373
-118
-8% -$29.2K 0.01% 718
2024
Q2 		$359K Buy
1,491
+368
+33% +$77.6K 0.01% 694
2024
Q1 		$254K Buy
+1,123
New +$238K 0.01% 839

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's MNDY Position: Q1 2026 in Review

Coldstream Capital Management sold out of monday.com (MNDY) in Q1 2026, closing a stake of 2,088 shares — an estimated $308K sold.

Coldstream Capital Management first reported a position in MNDY in Q1 2024 and held it in 8 quarters. The position peaked at $726K in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Coldstream Capital Management reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 2,088 monday.com shares in Q1 2026, an estimated $308K.
  • Coldstream Capital Management first reported a position in monday.com in Q1 2024 and held it in 8 quarters.
  • Coldstream Capital Management's monday.com position peaked at $726K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.