Jones Financial Companies
MNDY icon

Jones Financial Companies’s monday.com MNDY Stock Holding History

Jones Financial Companies’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 		$316K Sell
4,324
-2,215
-34% -$162K ﹤0.01% 2399
2026
Q1 		$435K Buy
6,539
+2,614
+67% +$251K ﹤0.01% 2116
2025
Q4 		$579K Buy
3,925
+1,745
+80% +$294K ﹤0.01% 1449
2025
Q3 		$450K Sell
2,180
-77
-3% -$17.7K ﹤0.01% 1439
2025
Q2 		$695K Buy
2,257
+874
+63% +$243K ﹤0.01% 1157
2025
Q1 		$342K Buy
1,383
+549
+66% +$145K ﹤0.01% 1287
2024
Q4 		$196K Buy
834
+751
+905% +$208K ﹤0.01% 1364
2024
Q3 		$22.6K Buy
+83
New +$20.5K ﹤0.01% 1917

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
Disciplined Growth Investors
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

Jones Financial Companies's MNDY Position: Q2 2026 in Review

Jones Financial Companies reduced its monday.com (MNDY) stake by 34% in Q2 2026, selling an estimated $162K and leaving 4,324 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Jones Financial Companies first reported a position in MNDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $695K in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Jones Financial Companies held 4,324 shares of monday.com worth $316K as of Q2 2026.
  • Jones Financial Companies sold 2,215 monday.com shares in Q2 2026, an estimated $162K.
  • monday.com made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2399 holding.
  • Jones Financial Companies first reported a position in monday.com in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's monday.com position peaked at $695K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.