LFF
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Level Four Financial’s monday.com MNDY Stock Holding History

Level Four Financial’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
2021
Q3 		$361K Sell
1,106
-1,006
-48% -$296K 0.16% 168
2021
Q2 		$472K Buy
+2,112
New +$460K 0.2% 138

Other funds holding MNDY

IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $74.7M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Level Four Financial's MNDY Position: Q3 2021 in Review

Level Four Financial reduced its monday.com (MNDY) stake by 48% in Q3 2021, selling an estimated $296K and leaving 1,106 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #168.

Level Four Financial first reported a position in MNDY in Q2 2021 and has held it in 2 quarters since. The position peaked at $472K in Q2 2021. 100 funds tracked by Wall St. Rank hold MNDY as of Q3 2021.

  • Level Four Financial held 1,106 shares of monday.com worth $361K as of Q3 2021.
  • Level Four Financial sold 1,006 monday.com shares in Q3 2021, an estimated $296K.
  • monday.com made up 0.16% of Level Four Financial's portfolio in Q3 2021, its #168 holding.
  • Level Four Financial first reported a position in monday.com in Q2 2021 and has held it in 2 quarters since.
  • Level Four Financial's monday.com position peaked at $472K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held monday.com as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.