DT
MNDY icon

Diversified Trust’s monday.com MNDY Stock Holding History

Diversified Trust’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
2025
Q3 		– Sell
-5,927
Closed -$1.86M – 1039
2025
Q2 		$1.86M Sell
5,927
-20
-0.3% -$5.57K 0.04% 248
2025
Q1 		$1.45M Buy
5,947
+2,753
+86% +$728K 0.04% 272
2024
Q4 		$752K Sell
3,194
-193
-6% -$53.5K 0.02% 461
2024
Q3 		$941K Buy
3,387
+364
+12% +$90.1K 0.02% 394
2024
Q2 		$728K Sell
3,023
-1,597
-35% -$337K 0.02% 429
2024
Q1 		$1.04M Sell
4,620
-1,924
-29% -$408K 0.03% 310
2023
Q4 		$1.23M Buy
6,544
+36
+0.6% +$5.79K 0.04% 246
2023
Q3 		$1.04M Buy
6,508
+1,436
+28% +$241K 0.04% 256
2023
Q2 		$868K Buy
+5,072
New +$758K 0.03% 313

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Diversified Trust's MNDY Position: Q3 2025 in Review

Diversified Trust sold out of monday.com (MNDY) in Q3 2025, closing a stake of 5,927 shares — an estimated $1.86M sold.

Diversified Trust first reported a position in MNDY in Q2 2023 and held it in 9 quarters. The position peaked at $1.86M in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • Diversified Trust reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 5,927 monday.com shares in Q3 2025, an estimated $1.86M.
  • Diversified Trust first reported a position in monday.com in Q2 2023 and held it in 9 quarters.
  • Diversified Trust's monday.com position peaked at $1.86M in Q2 2025.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.