First Trust Advisors
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First Trust Advisors’s monday.com MNDY Stock Holding History

First Trust Advisors’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
Q4 		– Sell
-4,378
Closed -$848K – 2682
2025
Q3 		$848K Sell
4,378
-1,876
-30% -$432K ﹤0.01% 2156
2025
Q2 		$1.97M Sell
6,254
-114
-2% -$31.7K ﹤0.01% 1822
2025
Q1 		$1.55M Sell
6,368
-41,646
-87% -$11M ﹤0.01% 1880
2024
Q4 		$11.3M Buy
48,014
+21,139
+79% +$5.86M 0.01% 1017
2024
Q3 		$7.46M Buy
26,875
+1,218
+5% +$302K 0.01% 1147
2024
Q2 		$6.18M Sell
25,657
-18,991
-43% -$4.01M 0.01% 1182
2024
Q1 		$10.1M Sell
44,648
-7,594
-15% -$1.61M 0.01% 1011
2023
Q4 		$9.81M Sell
52,242
-7,614
-13% -$1.23M 0.01% 1005
2023
Q3 		$9.53M Buy
59,856
+53,028
+777% +$8.9M 0.01% 998
2023
Q2 		$1.17M Buy
+6,828
New +$1.02M ﹤0.01% 1935

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

First Trust Advisors's MNDY Position: Q4 2025 in Review

First Trust Advisors sold out of monday.com (MNDY) in Q4 2025, closing a stake of 4,378 shares — an estimated $848K sold.

First Trust Advisors first reported a position in MNDY in Q2 2023 and held it in 10 quarters. The position peaked at $11.3M in Q4 2024. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • First Trust Advisors reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • First Trust Advisors sold 4,378 monday.com shares in Q4 2025, an estimated $848K.
  • First Trust Advisors first reported a position in monday.com in Q2 2023 and held it in 10 quarters.
  • First Trust Advisors's monday.com position peaked at $11.3M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on First Trust Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.