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

Gibbs 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
2026
Q1 		– Sell
-2,499
Closed -$370K – 449
2025
Q4 		$370K Sell
2,499
-479
-16% -$80.7K 0.09% 244
2025
Q3 		$577K Buy
2,978
+1,597
+116% +$368K 0.13% 187
2025
Q2 		$434K Buy
+1,381
New +$384K 0.08% 245

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Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gibbs Wealth Management's MNDY Position: Q1 2026 in Review

Gibbs Wealth Management sold out of monday.com (MNDY) in Q1 2026, closing a stake of 2,499 shares — an estimated $370K sold.

Gibbs Wealth Management first reported a position in MNDY in Q2 2025 and held it in 3 quarters. The position peaked at $577K in Q3 2025. 306 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Gibbs Wealth Management reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 2,499 monday.com shares in Q1 2026, an estimated $370K.
  • Gibbs Wealth Management first reported a position in monday.com in Q2 2025 and held it in 3 quarters.
  • Gibbs Wealth Management's monday.com position peaked at $577K in Q3 2025.
  • 306 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.