Envestnet Asset Management
MNDY icon

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

Envestnet Asset Management’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 		$1.71M Sell
23,689
-9,889
-29% -$725K ﹤0.01% 3265
2026
Q1 		$2.32M Sell
33,578
-138,953
-81% -$13.3M ﹤0.01% 2902
2025
Q4 		$25.5M Sell
172,531
-45,643
-21% -$7.69M 0.01% 1073
2025
Q3 		$42.3M Buy
218,174
+18,711
+9% +$4.31M 0.01% 838
2025
Q2 		$62.7M Buy
199,463
+48,540
+32% +$13.5M 0.02% 674
2025
Q1 		$36.7M Sell
150,923
-23,876
-14% -$6.31M 0.01% 854
2024
Q4 		$41.2M Buy
174,799
+6,496
+4% +$1.8M 0.01% 804
2024
Q3 		$46.7M Sell
168,303
-17,264
-9% -$4.27M 0.02% 752
2024
Q2 		$44.7M Buy
185,567
+29,982
+19% +$6.32M 0.02% 715
2024
Q1 		$35.1M Buy
155,585
+132,834
+584% +$28.2M 0.01% 817
2023
Q4 		$4.27M Buy
22,751
+11,549
+103% +$1.86M ﹤0.01% 2002
2023
Q3 		$1.78M Buy
11,202
+6,033
+117% +$1.01M ﹤0.01% 2434
2023
Q2 		$885K Buy
5,169
+3,254
+170% +$486K ﹤0.01% 2835
2023
Q1 		$273K Buy
1,915
+192
+11% +$26K ﹤0.01% 3484
2022
Q4 		$210K Buy
+1,723
New +$179K ﹤0.01% 3644
2022
Q2 		– Sell
-18,497
Closed -$2.92M – 4009
2022
Q1 		$2.92M Buy
18,497
+11,425
+162% +$2.15M ﹤0.01% 1967
2021
Q4 		$2.18M Sell
7,072
-591
-8% -$202K ﹤0.01% 2104
2021
Q3 		$2.5M Buy
+7,663
New +$2.25M ﹤0.01% 1949

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
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
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

Envestnet Asset Management's MNDY Position: Q2 2026 in Review

Envestnet Asset Management reduced its monday.com (MNDY) stake by 29% in Q2 2026, selling an estimated $725K and leaving 23,689 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Envestnet Asset Management first reported a position in MNDY in Q3 2021 and has held it in 18 quarters since. The position peaked at $62.7M in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Envestnet Asset Management held 23,689 shares of monday.com worth $1.71M as of Q2 2026.
  • Envestnet Asset Management sold 9,889 monday.com shares in Q2 2026, an estimated $725K.
  • monday.com made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3265 holding.
  • Envestnet Asset Management first reported a position in monday.com in Q3 2021 and has held it in 18 quarters since.
  • Envestnet Asset Management's monday.com position peaked at $62.7M in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.