DGI
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Disciplined Growth Investors’s monday.com MNDY Stock Holding History

Disciplined Growth Investors’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
Q2 		$91.5M Buy
1,263,335
+859,447
+213% +$63M 1.55% 24
2026
Q1 		$27.9M Buy
403,888
+330,939
+454% +$31.8M 0.57% 39
2025
Q4 		$10.8M Buy
+72,949
New +$12.3M 0.21% 48

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Growth Investors's MNDY Position: Q2 2026 in Review

Disciplined Growth Investors increased its monday.com (MNDY) stake by 213% in Q2 2026, buying an estimated $63M and bringing the position to 1,263,335 shares worth $91.5M. The position accounts for 1.55% of the portfolio, ranked #24.

Disciplined Growth Investors first reported a position in MNDY in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Disciplined Growth Investors held 1,263,335 shares of monday.com worth $91.5M as of Q2 2026.
  • Disciplined Growth Investors bought 859,447 monday.com shares in Q2 2026, an estimated $63M.
  • monday.com made up 1.55% of Disciplined Growth Investors's portfolio in Q2 2026, its #24 holding.
  • Disciplined Growth Investors first reported a position in monday.com in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.