Firsthand Capital Management’s monday.com MNDY Stock Holding History

Firsthand Capital 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
2025 Q3	–	Sell	-5,000	Closed	-$1.57M	–	51
2025 Q2	$1.57M	Hold	5,000	–	–	2.83%	13
2025 Q1	$1.22M	Hold	5,000	–	–	2.95%	12
2024 Q4	$1.18M	Buy	+5,000	New	+$1.38M	2.45%	16
2024 Q2	–	Sell	-10,000	Closed	-$2.26M	–	48
2024 Q1	$2.26M	Buy	+10,000	New	+$2.12M	3.68%	10
2023 Q4	–	Sell	-20,000	Closed	-$3.18M	–	54
2023 Q3	$3.18M	Hold	20,000	–	–	4.59%	6
2023 Q2	$3.42M	Hold	20,000	–	–	4.11%	8
2023 Q1	$2.85M	Hold	20,000	–	–	3.1%	14
2022 Q4	$2.44M	Hold	20,000	–	–	2.85%	14
2022 Q3	$2.27M	Hold	20,000	–	–	2.07%	16
2022 Q2	$2.06M	Buy	+20,000	New	+$2.43M	1.78%	16

Other funds holding MNDY

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Firsthand Capital Management's MNDY Position: Q3 2025 in Review

Firsthand Capital Management sold out of monday.com (MNDY) in Q3 2025, closing a stake of 5,000 shares — an estimated $1.57M sold.

Firsthand Capital Management first reported a position in MNDY in Q2 2022 and held it in 10 quarters. The position peaked at $3.42M in Q2 2023. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

Firsthand Capital Management reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
Firsthand Capital Management sold 5,000 monday.com shares in Q3 2025, an estimated $1.57M.
Firsthand Capital Management first reported a position in monday.com in Q2 2022 and held it in 10 quarters.
Firsthand Capital Management's monday.com position peaked at $3.42M in Q2 2023.
428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on Firsthand Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.