Commonwealth Equity Services
MNDY icon

Commonwealth Equity Services’s monday.com MNDY Stock Holding History

Commonwealth Equity Services’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 		$219K Buy
+3,026
New +$222K ﹤0.01% 4054
2026
Q1 		– Sell
-4,407
Closed -$650K – 4396
2025
Q4 		$650K Buy
4,407
+863
+24% +$145K ﹤0.01% 2948
2025
Q3 		$686K Sell
3,544
-56
-2% -$12.9K ﹤0.01% 2916
2025
Q2 		$1.13M Sell
3,600
-442
-11% -$123K ﹤0.01% 2460
2025
Q1 		$983K Sell
4,042
-135
-3% -$35.7K ﹤0.01% 2472
2024
Q4 		$983K Buy
4,177
+465
+13% +$129K ﹤0.01% 2399
2024
Q3 		$1.03M Sell
3,712
-321
-8% -$79.5K ﹤0.01% 2319
2024
Q2 		$971K Buy
4,033
+820
+26% +$173K ﹤0.01% 2305
2024
Q1 		$726K Buy
3,213
+575
+22% +$122K ﹤0.01% 2493
2023
Q4 		$495K Sell
2,638
-435
-14% -$70K ﹤0.01% 2715
2023
Q3 		$489K Buy
3,073
+14
+0.5% +$2.35K ﹤0.01% 2617
2023
Q2 		$524K Buy
3,059
+47
+2% +$7.02K ﹤0.01% 2574
2023
Q1 		$429 Buy
3,012
+1,326
+79% +$179K ﹤0.01% 2682
2022
Q4 		$205K Buy
+1,686
New +$175K ﹤0.01% 3213

Other funds holding MNDY

RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Commonwealth Equity Services's MNDY Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in monday.com (MNDY) in Q2 2026: 3,026 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #4054 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in MNDY as recently as Q4 2025.

Commonwealth Equity Services first reported a position in MNDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2025. 51 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Commonwealth Equity Services held 3,026 shares of monday.com worth $219K as of Q2 2026.
  • monday.com was a new Commonwealth Equity Services position in Q2 2026.
  • monday.com made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4054 holding.
  • Commonwealth Equity Services first reported a position in monday.com in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Equity Services's monday.com position peaked at $1.13M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.