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Crewe Advisors’s monday.com MNDY Stock Holding History

Crewe 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
Q1 		– Sell
-12
Closed -$1.77K – 1104
2025
Q4 		$1.77K Buy
+12
New +$2.02K ﹤0.01% 898
2024
Q4 		– Sell
-41
Closed -$11.4K – 747
2024
Q3 		$11.4K Sell
41
-22
-35% -$5.45K ﹤0.01% 472
2024
Q2 		$15.2K Buy
63
+8
+15% +$1.69K ﹤0.01% 600
2024
Q1 		$12.4K Buy
55
+14
+34% +$2.97K ﹤0.01% 587
2023
Q4 		$7.7K Sell
41
-188
-82% -$30.3K ﹤0.01% 224
2023
Q3 		$36.5K Buy
229
+71
+45% +$11.9K 0.01% 163
2023
Q2 		$27.1K Buy
158
+75
+90% +$11.2K ﹤0.01% 324
2023
Q1 		$11.8K Buy
+83
New +$11.2K ﹤0.01% 516
2022
Q1 		– Sell
-65
Closed -$20K – 490
2021
Q4 		$20K Buy
65
+33
+103% +$11.3K ﹤0.01% 262
2021
Q3 		$10K Buy
+32
New +$9.41K ﹤0.01% 267

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

Crewe Advisors's MNDY Position: Q1 2026 in Review

Crewe Advisors sold out of monday.com (MNDY) in Q1 2026, closing a stake of 12 shares — an estimated $1.77K sold.

Crewe Advisors first reported a position in MNDY in Q3 2021 and held it in 10 quarters. The position peaked at $36.5K in Q3 2023. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Crewe Advisors reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 12 monday.com shares in Q1 2026, an estimated $1.77K.
  • Crewe Advisors first reported a position in monday.com in Q3 2021 and held it in 10 quarters.
  • Crewe Advisors's monday.com position peaked at $36.5K in Q3 2023.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.