Kestra Advisory Services’s monday.com MNDY Stock Holding History

Kestra Advisory Services’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	$232K	Buy	+3,200	New	+$235K	﹤0.01%	2997
2026 Q1	–	Sell	-2,782	Closed	-$411K	–	3899
2025 Q4	$411K	Buy	2,782 +776	+39%	+$131K	﹤0.01%	2295
2025 Q3	$389K	Buy	2,006 +720	+56%	+$166K	﹤0.01%	2244
2025 Q2	$404K	Buy	+1,286	New	+$358K	﹤0.01%	2118
2024 Q3	–	Sell	-912	Closed	-$220K	–	2672
2024 Q2	$220K	Sell	912 -521	-36%	-$110K	﹤0.01%	2342
2024 Q1	$324K	Buy	+1,433	New	+$304K	﹤0.01%	1951

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

Two Sigma Investments New York $138B AUM 41.87% 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

Kestra Advisory Services's MNDY Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in monday.com (MNDY) in Q2 2026: 3,200 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #2997 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in MNDY as recently as Q4 2025.

Kestra Advisory Services first reported a position in MNDY in Q1 2024 and has held it in 6 quarters since. The position peaked at $411K in Q4 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

Kestra Advisory Services held 3,200 shares of monday.com worth $232K as of Q2 2026.
monday.com was a new Kestra Advisory Services position in Q2 2026.
monday.com made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2997 holding.
Kestra Advisory Services first reported a position in monday.com in Q1 2024 and has held it in 6 quarters since.
Kestra Advisory Services's monday.com position peaked at $411K in Q4 2025.
274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.