CoreCap Advisors’s monday.com MNDY Stock Holding History

CoreCap 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 Q3	$549	Hold	7	–	–	﹤0.01%	2782
2026 Q2	$507	Hold	7	–	–	﹤0.01%	2856
2026 Q1	$484	Sell	7 -381	-98%	-$36.6K	﹤0.01%	2654
2025 Q4	$57.3K	Buy	388 +89	+30%	+$15K	﹤0.01%	1264
2025 Q3	$57.9K	Buy	+299	New	+$68.8K	﹤0.01%	1252
2025 Q2	–	Sell	-46	Closed	-$11.2K	–	3056
2025 Q1	$11.2K	Buy	+46	New	+$12.2K	﹤0.01%	1771

Other funds holding MNDY

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's MNDY Position: Q3 2026 in Review

CoreCap Advisors held its monday.com (MNDY) position steady in Q3 2026 at 7 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

CoreCap Advisors first reported a position in MNDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.9K in Q3 2025. 5 funds tracked by Wall St. Rank hold MNDY as of Q3 2026.

CoreCap Advisors held 7 shares of monday.com worth $549 as of Q3 2026.
CoreCap Advisors left its monday.com share count unchanged in Q3 2026.
monday.com made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2782 holding.
CoreCap Advisors first reported a position in monday.com in Q1 2025 and has held it in 6 quarters since.
CoreCap Advisors's monday.com position peaked at $57.9K in Q3 2025.
5 funds tracked by Wall St. Rank held monday.com as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.