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Legacy Wealth Asset Management’s monday.com MNDY Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		– Sell
-3,337
Closed -$231K – 398
2026
Q1 		$231K Buy
3,337
+1,432
+75% +$137K 0.06% 345
2025
Q4 		$281K Sell
1,905
-659
-26% -$111K 0.07% 320
2025
Q3 		$497K Buy
2,564
+46
+2% +$10.6K 0.12% 258
2025
Q2 		$792K Buy
2,518
+139
+6% +$38.7K 0.2% 132
2025
Q1 		$578K Sell
2,379
-32
-1% -$8.46K 0.16% 213
2024
Q4 		$568K Sell
2,411
-21
-0.9% -$5.82K 0.15% 215
2024
Q3 		$676K Sell
2,432
-12
-0.5% -$2.97K 0.18% 182
2024
Q2 		$588K Buy
+2,444
New +$515K 0.17% 195

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
DGI
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

Legacy Wealth Asset Management's MNDY Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of monday.com (MNDY) in Q2 2026, closing a stake of 3,337 shares — an estimated $231K sold.

Legacy Wealth Asset Management first reported a position in MNDY in Q2 2024 and held it in 8 quarters. The position peaked at $792K in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,337 monday.com shares in Q2 2026, an estimated $231K.
  • Legacy Wealth Asset Management first reported a position in monday.com in Q2 2024 and held it in 8 quarters.
  • Legacy Wealth Asset Management's monday.com position peaked at $792K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.