Creative Planning
MNDY icon

Creative Planning’s monday.com MNDY Stock Holding History

Creative Planning’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 		$2.14M Buy
31,007
+23,592
+318% +$2.26M ﹤0.01% 1837
2025
Q4 		$1.09M Buy
7,415
+3,714
+100% +$625K ﹤0.01% 2207
2025
Q3 		$717K Sell
3,701
-973
-21% -$224K ﹤0.01% 2414
2025
Q2 		$1.47M Buy
4,674
+672
+17% +$187K ﹤0.01% 1553
2025
Q1 		$973K Buy
4,002
+1,353
+51% +$358K ﹤0.01% 1740
2024
Q4 		$624K Buy
2,649
+1,230
+87% +$341K ﹤0.01% 2031
2024
Q3 		$394K Sell
1,419
-928
-40% -$230K ﹤0.01% 2307
2024
Q2 		$565K Sell
2,347
-140
-6% -$29.5K ﹤0.01% 1846
2024
Q1 		$562K Buy
2,487
+257
+12% +$54.6K ﹤0.01% 1774
2023
Q4 		$419K Buy
2,230
+426
+24% +$68.6K ﹤0.01% 1829
2023
Q3 		$287K Sell
1,804
-146
-7% -$24.5K ﹤0.01% 1977
2023
Q2 		$334K Buy
1,950
+150
+8% +$22.4K ﹤0.01% 1826
2023
Q1 		$257K Buy
1,800
+14
+0.8% +$1.89K ﹤0.01% 1934
2022
Q4 		$218K Buy
+1,786
New +$186K ﹤0.01% 1970
2022
Q2 		– Sell
-1,358
Closed -$215K – 2438
2022
Q1 		$215K Buy
1,358
+577
+74% +$108K ﹤0.01% 1851
2021
Q4 		$241K Buy
+781
New +$267K ﹤0.01% 1767

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

Creative Planning's MNDY Position: Q1 2026 in Review

Creative Planning increased its monday.com (MNDY) stake by 318% in Q1 2026, buying an estimated $2.26M and bringing the position to 31,007 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Creative Planning first reported a position in MNDY in Q4 2021 and has held it in 16 quarters since. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Creative Planning held 31,007 shares of monday.com worth $2.14M as of Q1 2026.
  • Creative Planning bought 23,592 monday.com shares in Q1 2026, an estimated $2.26M.
  • monday.com made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1837 holding.
  • Creative Planning first reported a position in monday.com in Q4 2021 and has held it in 16 quarters since.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.