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FLP Wealth Management’s monday.com MNDY Stock Holding History

FLP Wealth 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
Q1 		– Sell
-24
Closed -$5.65K – 304
2024
Q4 		$5.65K Buy
+24
New +$6.65K 0.01% 285

Other funds holding MNDY

WCM Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

FLP Wealth Management's MNDY Position: Q1 2025 in Review

FLP Wealth Management sold out of monday.com (MNDY) in Q1 2025, closing a stake of 24 shares — an estimated $5.65K sold.

FLP Wealth Management first reported a position in MNDY in Q4 2024 and held it in 1 quarter. The position peaked at $5.65K in Q4 2024. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

  • FLP Wealth Management reported no remaining monday.com position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 24 monday.com shares in Q1 2025, an estimated $5.65K.
  • FLP Wealth Management first reported a position in monday.com in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's monday.com position peaked at $5.65K in Q4 2024.
  • 432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.