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	$224K	Sell	3,100 -4,900	-61%	-$359K	﹤0.01%	4716
2026 Q1	$553K	Buy	+8,000	New	+$768K	﹤0.01%	3678

Other funds holding MNDY

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 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 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.