Global Retirement Partners’s monday.com MNDY Stock Holding History

Global Retirement Partners’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	$3.84K	Sell	26 -18	-41%	-$3.03K	﹤0.01%	3521
2025 Q3	$8.52K	Sell	44 -6	-12%	-$1.38K	﹤0.01%	2759
2025 Q2	$15.7K	Buy	+50	New	+$13.9K	﹤0.01%	2405
2024 Q4	$35.3K	Buy	150 +59	+65%	+$16.3K	﹤0.01%	1790
2024 Q3	$25.3K	Sell	91 -1	-1%	-$248	﹤0.01%	1879
2024 Q2	$22.1K	Buy	92 +78	+557%	+$16.5K	﹤0.01%	1930
2024 Q1	$3.16K	Buy	14 +5	+56%	+$1.06K	﹤0.01%	2567
2023 Q4	$1.76K	Hold	9	–	–	﹤0.01%	2720
2023 Q3	$1.4K	Hold	9	–	–	﹤0.01%	2671
2023 Q2	$1.54K	Buy	+9	New	+$1.34K	﹤0.01%	2635

Other funds holding MNDY

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

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

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

Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Global Retirement Partners's MNDY Position: Q4 2025 in Review

Global Retirement Partners reduced its monday.com (MNDY) stake by 41% in Q4 2025, selling an estimated $3.03K and leaving 26 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Global Retirement Partners first reported a position in MNDY in Q2 2023 and has held it in 10 quarters since. The position peaked at $35.3K in Q4 2024. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

Global Retirement Partners held 26 shares of monday.com worth $3.84K as of Q4 2025.
Global Retirement Partners sold 18 monday.com shares in Q4 2025, an estimated $3.03K.
monday.com made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3521 holding.
Global Retirement Partners first reported a position in monday.com in Q2 2023 and has held it in 10 quarters since.
Global Retirement Partners's monday.com position peaked at $35.3K in Q4 2024.
405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.