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Ellevest Inc’s monday.com MNDY Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-1,565
Closed -$381K – 416
2025
Q1 		$381K Sell
1,565
-36
-2% -$9.51K 0.03% 242
2024
Q4 		$377K Sell
1,601
-27
-2% -$7.48K 0.02% 262
2024
Q3 		$452K Buy
1,628
+160
+11% +$39.6K 0.03% 237
2024
Q2 		$353K Buy
1,468
+25
+2% +$5.27K 0.02% 288
2024
Q1 		$326K Buy
1,443
+47
+3% +$9.98K 0.02% 298
2023
Q4 		$262K Buy
1,396
+27
+2% +$4.35K 0.02% 321
2023
Q3 		$218K Buy
+1,369
New +$230K 0.02% 317
2023
Q2 		– Sell
-607
Closed -$86.6K – 1126
2023
Q1 		$86.6K Buy
607
+250
+70% +$33.8K 0.01% 481
2022
Q4 		$43.6K Hold
357
– – ﹤0.01% 645
2022
Q3 		$40K Sell
357
-6
-2% -$710 ﹤0.01% 642
2022
Q2 		$37K Buy
363
+6
+2% +$729 ﹤0.01% 624
2022
Q1 		$56K Hold
357
– – ﹤0.01% 503
2021
Q4 		$110K Buy
357
+217
+155% +$74.2K 0.01% 373
2021
Q3 		$46K Buy
+140
New +$41.2K ﹤0.01% 504

Other funds holding MNDY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ellevest Inc's MNDY Position: Q2 2025 in Review

Ellevest Inc sold out of monday.com (MNDY) in Q2 2025, closing a stake of 1,565 shares — an estimated $381K sold.

Ellevest Inc first reported a position in MNDY in Q3 2021 and held it in 14 quarters. The position peaked at $452K in Q3 2024. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

  • Ellevest Inc reported no remaining monday.com position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 1,565 monday.com shares in Q2 2025, an estimated $381K.
  • Ellevest Inc first reported a position in monday.com in Q3 2021 and held it in 14 quarters.
  • Ellevest Inc's monday.com position peaked at $452K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.