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

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return