GC
MNDY icon

Guggenheim Capital’s monday.com MNDY Stock Holding History

Guggenheim Capital’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
Q2 		– Sell
-2,018
Closed -$491K – 1631
2025
Q1 		$491K Sell
2,018
-465
-19% -$123K ﹤0.01% 1213
2024
Q4 		$585K Sell
2,483
-1,059
-30% -$293K ﹤0.01% 1200
2024
Q3 		$984K Sell
3,542
-851
-19% -$211K 0.01% 1111
2024
Q2 		$1.06M Sell
4,393
-258
-6% -$54.4K 0.01% 1092
2024
Q1 		$1.05M Sell
4,651
-797
-15% -$169K 0.01% 1169
2023
Q4 		$1.02M Buy
5,448
+56
+1% +$9.02K 0.01% 1155
2023
Q3 		$859K Sell
5,392
-7,053
-57% -$1.18M 0.01% 1169
2023
Q2 		$2.13M Buy
12,445
+950
+8% +$142K 0.02% 831
2023
Q1 		$1.64M Buy
11,495
+79
+0.7% +$10.7K 0.01% 924
2022
Q4 		$1.39M Sell
11,416
-1,234
-10% -$128K 0.01% 1010
2022
Q3 		$1.43M Sell
12,650
-395
-3% -$46.8K 0.01% 978
2022
Q2 		$1.35M Sell
13,045
-609
-4% -$74K 0.01% 1089
2022
Q1 		$2.16M Sell
13,654
-83
-0.6% -$15.6K 0.01% 972
2021
Q4 		$4.24M Buy
13,737
+3,129
+29% +$1.07M 0.02% 752
2021
Q3 		$3.46M Buy
+10,608
New +$3.12M 0.02% 808

Other funds holding MNDY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 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

Guggenheim Capital's MNDY Position: Q2 2025 in Review

Guggenheim Capital sold out of monday.com (MNDY) in Q2 2025, closing a stake of 2,018 shares — an estimated $491K sold.

Guggenheim Capital first reported a position in MNDY in Q3 2021 and held it in 15 quarters. The position peaked at $4.24M in Q4 2021. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

  • Guggenheim Capital reported no remaining monday.com position as of Q2 2025 after selling out during the quarter.
  • Guggenheim Capital sold 2,018 monday.com shares in Q2 2025, an estimated $491K.
  • Guggenheim Capital first reported a position in monday.com in Q3 2021 and held it in 15 quarters.
  • Guggenheim Capital's monday.com position peaked at $4.24M in Q4 2021.
  • 468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on Guggenheim Capital's 13F filing for Q2 2025, filed 13 Aug 2025.