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Concourse Financial Group Securities’s monday.com MNDY Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-39
Closed -$9.9K – 1299
2024
Q4 		$9.9K Buy
39
+38
+3,800% +$10.5K ﹤0.01% 1725
2024
Q3 		$277 Sell
1
-21
-95% -$5.2K ﹤0.01% 2174
2024
Q2 		$5.3K Sell
22
-783
-97% -$165K ﹤0.01% 1858
2024
Q1 		$182K Buy
805
+62
+8% +$13.2K 0.01% 709
2023
Q4 		$140K Buy
+743
New +$120K 0.01% 782

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Concourse Financial Group Securities's MNDY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of monday.com (MNDY) in Q1 2025, closing a stake of 39 shares — an estimated $9.9K sold.

Concourse Financial Group Securities first reported a position in MNDY in Q4 2023 and held it in 5 quarters. The position peaked at $182K in Q1 2024. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining monday.com position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 39 monday.com shares in Q1 2025, an estimated $9.9K.
  • Concourse Financial Group Securities first reported a position in monday.com in Q4 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's monday.com position peaked at $182K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.