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Kestra Investment Management’s monday.com MNDY Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-66
Closed -$15.5K – 1235
2024
Q4 		$15.5K Buy
+66
New +$18.3K ﹤0.01% 764

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Kestra Investment Management's MNDY Position: Q1 2025 in Review

Kestra Investment Management sold out of monday.com (MNDY) in Q1 2025, closing a stake of 66 shares — an estimated $15.5K sold.

Kestra Investment Management first reported a position in MNDY in Q4 2024 and held it in 1 quarter. The position peaked at $15.5K in Q4 2024. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

  • Kestra Investment Management reported no remaining monday.com position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 66 monday.com shares in Q1 2025, an estimated $15.5K.
  • Kestra Investment Management first reported a position in monday.com in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's monday.com position peaked at $15.5K in Q4 2024.
  • 432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.