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IFP Advisors’s monday.com MNDY Stock Holding History

IFP Advisors’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 		$65.7K Sell
907
-374
-29% -$27.4K ﹤0.01% 2230
2026
Q1 		$88.5K Buy
1,281
+41
+3% +$3.93K ﹤0.01% 1920
2025
Q4 		$183K Buy
1,240
+196
+19% +$33K ﹤0.01% 1415
2025
Q3 		$202K Buy
1,044
+216
+26% +$49.7K 0.01% 1284
2025
Q2 		$260K Buy
828
+486
+142% +$135K 0.01% 1134
2025
Q1 		$83.2K Sell
342
-65
-16% -$17.2K ﹤0.01% 1632
2024
Q4 		$95.8K Sell
407
-6
-1% -$1.66K ﹤0.01% 1485
2024
Q3 		$115K Sell
413
-76
-16% -$18.8K ﹤0.01% 1335
2024
Q2 		$118K Sell
489
-16
-3% -$3.38K ﹤0.01% 1297
2024
Q1 		$114K Buy
505
+281
+125% +$59.7K 0.01% 1234
2023
Q4 		$42.1K Buy
224
+77
+52% +$12.4K ﹤0.01% 1607
2023
Q3 		$23.4K Sell
147
-36
-20% -$6.04K ﹤0.01% 1861
2023
Q2 		$31.3K Buy
183
+5
+3% +$747 ﹤0.01% 1808
2023
Q1 		$31.8K Sell
178
-93
-34% -$12.6K ﹤0.01% 1797
2022
Q4 		$48K Buy
271
+6
+2% +$624 ﹤0.01% 2278
2022
Q3 		$47K Sell
265
-69
-21% -$8.17K ﹤0.01% 2416
2022
Q2 		$59K Hold
334
– – ﹤0.01% 2045
2022
Q1 		$59K Sell
334
-98
-23% -$18.4K ﹤0.01% 2045
2021
Q4 		$133K Buy
432
+265
+159% +$90.6K ﹤0.01% 1147
2021
Q3 		$54K Buy
+167
New +$49.1K ﹤0.01% 1549

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 $273M AUM 48.56% 1-Year Est. Return
DGI
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
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

IFP Advisors's MNDY Position: Q2 2026 in Review

IFP Advisors reduced its monday.com (MNDY) stake by 29% in Q2 2026, selling an estimated $27.4K and leaving 907 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

IFP Advisors first reported a position in MNDY in Q3 2021 and has held it in 20 quarters since. The position peaked at $260K in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • IFP Advisors held 907 shares of monday.com worth $65.7K as of Q2 2026.
  • IFP Advisors sold 374 monday.com shares in Q2 2026, an estimated $27.4K.
  • monday.com made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2230 holding.
  • IFP Advisors first reported a position in monday.com in Q3 2021 and has held it in 20 quarters since.
  • IFP Advisors's monday.com position peaked at $260K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.