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Fortis Group Advisors’s monday.com MNDY Stock Holding History

Fortis Group 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
-4,350
Closed -$893K – 591
2025
Q3 		$893K Buy
+4,350
New +$1M 0.15% 125
2024
Q2 		– Sell
-2,343
Closed -$529K – 520
2024
Q1 		$529K Buy
+2,343
New +$497K 0.1% 126

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 $143M AUM 76.98% 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 $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fortis Group Advisors's MNDY Position: Q4 2025 in Review

Fortis Group Advisors sold out of monday.com (MNDY) in Q4 2025, closing a stake of 4,350 shares — an estimated $893K sold.

Fortis Group Advisors first reported a position in MNDY in Q1 2024 and held it in 2 quarters. The position peaked at $893K in Q3 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Fortis Group Advisors reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 4,350 monday.com shares in Q4 2025, an estimated $893K.
  • Fortis Group Advisors first reported a position in monday.com in Q1 2024 and held it in 2 quarters.
  • Fortis Group Advisors's monday.com position peaked at $893K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Fortis Group Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.