Eminence Capital’s monday.com MNDY Stock Holding History

Eminence Capital’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	–	Sell	-248,101	Closed	-$17.1M	–	18
2026 Q1	$17.1M	Buy	+248,101	New	+$23.8M	0.39%	32
2024 Q4	–	Sell	-302,245	Closed	-$84M	–	56
2024 Q3	$84M	Sell	302,245 -168,472	-36%	-$41.7M	1.18%	39
2024 Q2	$113M	Buy	470,717 +6,349	+1%	+$1.34M	1.83%	28
2024 Q1	$105M	Buy	+464,368	New	+$98.6M	1.49%	27

Other funds holding MNDY

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Eminence Capital's MNDY Position: Q2 2026 in Review

Eminence Capital sold out of monday.com (MNDY) in Q2 2026, closing a stake of 248,101 shares — an estimated $17.1M sold.

Eminence Capital first reported a position in MNDY in Q1 2024 and held it in 4 quarters. The position peaked at $113M in Q2 2024. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

Eminence Capital reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
Eminence Capital sold 248,101 monday.com shares in Q2 2026, an estimated $17.1M.
Eminence Capital first reported a position in monday.com in Q1 2024 and held it in 4 quarters.
Eminence Capital's monday.com position peaked at $113M in Q2 2024.
274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.