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Cornerstone Planning Group’s monday.com MNDY Stock Holding History

Cornerstone Planning Group’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
-72
Closed -$9.08K – 1881
2025
Q4 		$9.08K Sell
72
-41
-36% -$6.91K ﹤0.01% 825
2025
Q3 		$22.5K Buy
113
+75
+197% +$17.3K ﹤0.01% 545
2025
Q2 		$9.5K Hold
38
– – ﹤0.01% 571
2025
Q1 		$9.42K Buy
38
+37
+3,700% +$9.78K ﹤0.01% 587
2024
Q4 		$246 Buy
+1
New +$277 ﹤0.01% 1311

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

Cornerstone Planning Group's MNDY Position: Q1 2026 in Review

Cornerstone Planning Group sold out of monday.com (MNDY) in Q1 2026, closing a stake of 72 shares — an estimated $9.08K sold.

Cornerstone Planning Group first reported a position in MNDY in Q4 2024 and held it in 5 quarters. The position peaked at $22.5K in Q3 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Cornerstone Planning Group reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 72 monday.com shares in Q1 2026, an estimated $9.08K.
  • Cornerstone Planning Group first reported a position in monday.com in Q4 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's monday.com position peaked at $22.5K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.