LSAG
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Lake Street Advisors Group’s monday.com MNDY Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$713K Buy
3,030
+905
+43% +$251K 0.03% 269
2024
Q3 		$590K Buy
+2,125
New +$526K 0.03% 297

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Lake Street Advisors Group's MNDY Position: Q4 2024 in Review

Lake Street Advisors Group increased its monday.com (MNDY) stake by 43% in Q4 2024, buying an estimated $251K and bringing the position to 3,030 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #269.

Lake Street Advisors Group first reported a position in MNDY in Q3 2024 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

  • Lake Street Advisors Group held 3,030 shares of monday.com worth $713K as of Q4 2024.
  • Lake Street Advisors Group bought 905 monday.com shares in Q4 2024, an estimated $251K.
  • monday.com made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #269 holding.
  • Lake Street Advisors Group first reported a position in monday.com in Q3 2024 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.