Envestnet Asset Management’s monday.com MNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.7M Buy
199,463
+48,540
+32% +$15.3M 0.02% 674
2025
Q1
$36.7M Sell
150,923
-23,876
-14% -$5.81M 0.01% 854
2024
Q4
$41.2M Buy
174,799
+6,496
+4% +$1.53M 0.01% 804
2024
Q3
$46.7M Sell
168,303
-17,264
-9% -$4.8M 0.02% 752
2024
Q2
$44.7M Buy
185,567
+29,982
+19% +$7.22M 0.02% 715
2024
Q1
$35.1M Buy
155,585
+132,834
+584% +$30M 0.01% 817
2023
Q4
$4.27M Buy
22,751
+11,549
+103% +$2.17M ﹤0.01% 2002
2023
Q3
$1.78M Buy
11,202
+6,033
+117% +$961K ﹤0.01% 2434
2023
Q2
$885K Buy
5,169
+3,254
+170% +$557K ﹤0.01% 2835
2023
Q1
$273K Buy
1,915
+192
+11% +$27.4K ﹤0.01% 3484
2022
Q4
$210K Buy
+1,723
New +$210K ﹤0.01% 3644
2022
Q2
Sell
-18,497
Closed -$2.92M 4009
2022
Q1
$2.92M Buy
18,497
+11,425
+162% +$1.81M ﹤0.01% 1967
2021
Q4
$2.18M Sell
7,072
-591
-8% -$182K ﹤0.01% 2104
2021
Q3
$2.5M Buy
+7,663
New +$2.5M ﹤0.01% 1949