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
2026 Q3	$421K	Buy	+5,361	New	+$465K	0.01%	748
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%	+$5.8K	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

RGC

Rubicon Global Capital London, United Kingdom $297M AUM 27.88% 1-Year Est. Return

Ibex Investors Denver, Colorado $165M AUM 12.85% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TenCore Partners New York $126M AUM 6.32% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversified Trust's MNDY Position: Q3 2026 in Review

Diversified Trust opened a new position in monday.com (MNDY) in Q3 2026: 5,361 shares worth $421K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Diversified Trust previously reported a position in MNDY as recently as Q2 2025.

Diversified Trust first reported a position in MNDY in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q2 2025. 92 funds tracked by Wall St. Rank hold MNDY as of Q3 2026.

Diversified Trust held 5,361 shares of monday.com worth $421K as of Q3 2026.
monday.com was a new Diversified Trust position in Q3 2026.
monday.com made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #748 holding.
Diversified Trust first reported a position in monday.com in Q2 2023 and has held it in 10 quarters since.
Diversified Trust's monday.com position peaked at $1.86M in Q2 2025.
92 funds tracked by Wall St. Rank held monday.com as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.