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Coppell Advisory Solutions’s monday.com MNDY Stock Holding History

Coppell Advisory Solutions’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
-190
Closed -$56.3K – 1260
2024
Q4 		$56.3K Sell
190
-86
-31% -$23.8K 0.01% 549
2024
Q3 		$75.1K Sell
276
-1
-0.4% -$248 0.01% 452
2024
Q2 		$66.7K Buy
+277
New +$58.4K 0.01% 430
2023
Q4 		$56.2K Sell
299
-156
-34% -$25.1K 0.01% 466
2023
Q3 		$55.5K Buy
455
+143
+46% +$24K 0.02% 282
2023
Q2 		$52.8K Buy
+312
New +$46.6K 0.01% 346
2023
Q1 		– Sell
-455
Closed -$55.5K – 725
2022
Q4 		$55.5K Buy
+455
New +$47.3K 0.02% 285

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Coppell Advisory Solutions's MNDY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of monday.com (MNDY) in Q1 2025, closing a stake of 190 shares — an estimated $56.3K sold.

Coppell Advisory Solutions first reported a position in MNDY in Q4 2022 and held it in 7 quarters. The position peaked at $75.1K in Q3 2024. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining monday.com position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 190 monday.com shares in Q1 2025, an estimated $56.3K.
  • Coppell Advisory Solutions first reported a position in monday.com in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's monday.com position peaked at $75.1K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.