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John Overdeck’s monday.com MNDY Stock Holding History

John Overdeck’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 		$139M Sell
1,914,280
-77,410
-4% -$5.67M 0.1% 221
2026
Q1 		$138M Buy
1,991,690
+1,623,711
+441% +$156M 0.11% 204
2025
Q4 		$54.3M Buy
367,979
+362,953
+7,222% +$61.1M 0.08% 322
2025
Q3 		$973K Sell
5,026
-48,574
-91% -$11.2M ﹤0.01% 2588
2025
Q2 		$16.9M Buy
53,600
+11,136
+26% +$3.1M 0.03% 609
2025
Q1 		$10.3M Sell
42,464
-64,317
-60% -$17M 0.02% 759
2024
Q4 		$25.1M Sell
106,781
-275,201
-72% -$76.2M 0.05% 415
2024
Q3 		$106M Sell
381,982
-48,865
-11% -$12.1M 0.23% 105
2024
Q2 		$104M Buy
430,847
+306,571
+247% +$64.7M 0.24% 101
2024
Q1 		$28.1M Sell
124,276
-305,659
-71% -$64.9M 0.07% 342
2023
Q4 		$80.7M Buy
429,935
+213,905
+99% +$34.4M 0.19% 150
2023
Q3 		$34.4M Sell
216,030
-520,941
-71% -$87.5M 0.09% 255
2023
Q2 		$126M Buy
736,971
+419,824
+132% +$62.7M 0.32% 76
2023
Q1 		$45.3M Buy
317,147
+265,014
+508% +$35.8M 0.13% 186
2022
Q4 		$6.36M Buy
+52,133
New +$5.42M 0.02% 744

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's MNDY Position: Q2 2026 in Review

John Overdeck reduced its monday.com (MNDY) stake by 3.9% in Q2 2026, selling an estimated $5.67M and leaving 1,914,280 shares worth $139M. The position accounts for 0.1% of the portfolio, ranked #221.

John Overdeck first reported a position in MNDY in Q4 2022 and has held it in 15 quarters since. 272 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • John Overdeck held 1,914,280 shares of monday.com worth $139M as of Q2 2026.
  • John Overdeck sold 77,410 monday.com shares in Q2 2026, an estimated $5.67M.
  • monday.com made up 0.1% of John Overdeck's portfolio in Q2 2026, its #221 holding.
  • John Overdeck first reported a position in monday.com in Q4 2022 and has held it in 15 quarters since.
  • 272 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.