Envestnet Portfolio Solutions
MNDY icon

Envestnet Portfolio Solutions’s monday.com MNDY Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-1,456
Closed -$215K – 1426
2025
Q4 		$215K Sell
1,456
-302
-17% -$50.9K ﹤0.01% 1432
2025
Q3 		$341K Buy
1,758
+338
+24% +$77.8K ﹤0.01% 1186
2025
Q2 		$447K Buy
1,420
+231
+19% +$64.3K ﹤0.01% 1150
2025
Q1 		$289K Sell
1,189
-2,811
-70% -$743K ﹤0.01% 1306
2024
Q4 		$942K Buy
4,000
+89
+2% +$24.7K ﹤0.01% 952
2024
Q3 		$1.09M Sell
3,911
-693
-15% -$172K ﹤0.01% 864
2024
Q2 		$1.11M Sell
4,604
-728
-14% -$154K ﹤0.01% 827
2024
Q1 		$1.2M Buy
+5,332
New +$1.13M ﹤0.01% 792

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Portfolio Solutions's MNDY Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of monday.com (MNDY) in Q1 2026, closing a stake of 1,456 shares — an estimated $215K sold.

Envestnet Portfolio Solutions first reported a position in MNDY in Q1 2024 and held it in 8 quarters. The position peaked at $1.2M in Q1 2024. 305 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,456 monday.com shares in Q1 2026, an estimated $215K.
  • Envestnet Portfolio Solutions first reported a position in monday.com in Q1 2024 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's monday.com position peaked at $1.2M in Q1 2024.
  • 305 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.