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Eagle Global Advisors’s monday.com MNDY Stock Holding History

Eagle Global 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
2025
Q4 		– Sell
-6,500
Closed -$1.26M – 283
2025
Q3 		$1.26M Sell
6,500
-3,000
-32% -$691K 0.05% 157
2025
Q2 		$2.99M Buy
9,500
+1,500
+19% +$418K 0.12% 111
2025
Q1 		$1.95M Buy
8,000
+1,500
+23% +$396K 0.08% 127
2024
Q4 		$1.53M Hold
6,500
– – 0.06% 147
2024
Q3 		$1.81M Hold
6,500
– – 0.09% 132
2024
Q2 		$1.56M Hold
6,500
– – 0.08% 129
2024
Q1 		$1.47M Hold
6,500
– – 0.08% 128
2023
Q4 		$1.22M Buy
6,500
+3,000
+86% +$483K 0.07% 141
2023
Q3 		$557K Buy
+3,500
New +$588K 0.04% 163
2022
Q1 		– Sell
-1,900
Closed -$587K – 246
2021
Q4 		$587K Buy
1,900
+700
+58% +$239K 0.04% 167
2021
Q3 		$391K Buy
+1,200
New +$353K 0.03% 181

Other funds holding MNDY

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BlackRock
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SL
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RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return