Cornerstone Planning Group
MNDY icon

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
Q3 		– Sell
-13
Closed -$961 – 1095
2026
Q2 		$961 Buy
+13
New +$953 ﹤0.01% 1518
2026
Q1 		– Sell
-72
Closed -$9.08K – 1881
2025
Q4 		$9.08K Sell
72
-41
-36% -$6.9K ﹤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% +$9.8K ﹤0.01% 587
2024
Q4 		$246 Buy
+1
New +$277 ﹤0.01% 1311

Other funds holding MNDY

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Washington Capital Management
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cornerstone Planning Group's MNDY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of monday.com (MNDY) in Q3 2026, closing a stake of 13 shares — an estimated $961 sold.

Cornerstone Planning Group first reported a position in MNDY in Q4 2024 and held it in 6 quarters. The position peaked at $22.5K in Q3 2025. 31 funds tracked by Wall St. Rank hold MNDY as of Q3 2026.

  • Cornerstone Planning Group reported no remaining monday.com position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 monday.com shares in Q3 2026, an estimated $961.
  • Cornerstone Planning Group first reported a position in monday.com in Q4 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's monday.com position peaked at $22.5K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held monday.com as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.