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BFC Planning, Inc.’s monday.com MNDY Stock Holding History

BFC Planning, Inc.’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
Q2 		$2.82K Hold
39
– – ﹤0.01% 2893
2026
Q1 		$2.7K Sell
39
-124
-76% -$11.9K ﹤0.01% 2521
2025
Q4 		$24.1K Buy
163
+7
+4% +$1.18K ﹤0.01% 1670
2025
Q3 		$30.2K Buy
156
+5
+3% +$1.15K ﹤0.01% 1387
2025
Q2 		$47.5K Buy
151
+21
+16% +$5.85K ﹤0.01% 1150
2025
Q1 		$31.6K Buy
130
+100
+333% +$26.4K ﹤0.01% 1278
2024
Q4 		$7.06K Buy
+30
New +$8.31K ﹤0.01% 1899

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $297M AUM 27.88% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cadian Capital Management
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

BFC Planning, Inc.'s MNDY Position: Q2 2026 in Review

BFC Planning, Inc. held its monday.com (MNDY) position steady in Q2 2026 at 39 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

BFC Planning, Inc. first reported a position in MNDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.5K in Q2 2025. 276 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • BFC Planning, Inc. held 39 shares of monday.com worth $2.82K as of Q2 2026.
  • BFC Planning, Inc. left its monday.com share count unchanged in Q2 2026.
  • monday.com made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2893 holding.
  • BFC Planning, Inc. first reported a position in monday.com in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s monday.com position peaked at $47.5K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.