Lindbrook Capital’s monday.com MNDY Stock Holding History

Lindbrook Capital’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	$14.6K	Sell	60 -9	-13%	-$2.38K	﹤0.01%	1493
2024 Q4	$16.2K	Buy	69 +29	+73%	+$8.03K	﹤0.01%	1404
2024 Q3	$11.1K	Hold	40	–	–	﹤0.01%	1616
2024 Q2	$9.63K	Sell	40 -73	-65%	-$15.4K	﹤0.01%	1645
2024 Q1	$25.5K	Hold	113	–	–	﹤0.01%	1086
2023 Q4	$21.2K	Sell	113 -23	-17%	-$3.7K	﹤0.01%	1146
2023 Q3	$21.7K	Hold	136	–	–	﹤0.01%	1020
2023 Q2	$23.3K	Hold	136	–	–	﹤0.01%	1005
2023 Q1	$19.4K	Sell	136 -28	-17%	-$3.79K	﹤0.01%	1090
2022 Q4	$20K	Sell	164 -77	-32%	-$8.01K	﹤0.01%	1060
2022 Q3	$27K	Buy	241 +237	+5,925%	+$28.1K	﹤0.01%	865
2022 Q2	$0	Hold	4	–	–	﹤0.01%	2656
2022 Q1	$1K	Sell	4 -30	-88%	-$5.64K	﹤0.01%	2289
2021 Q4	$10K	Hold	34	–	–	﹤0.01%	1279
2021 Q3	$11K	Hold	34	–	–	﹤0.01%	966
2021 Q2	$8K	Buy	+34	New	+$7.4K	﹤0.01%	1142

Other funds holding MNDY

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Lindbrook Capital's MNDY Position: Q1 2025 in Review

Lindbrook Capital reduced its monday.com (MNDY) stake by 13% in Q1 2025, selling an estimated $2.38K and leaving 60 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Lindbrook Capital first reported a position in MNDY in Q2 2021 and has held it in 16 quarters since. The position peaked at $27K in Q3 2022. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

Lindbrook Capital held 60 shares of monday.com worth $14.6K as of Q1 2025.
Lindbrook Capital sold 9 monday.com shares in Q1 2025, an estimated $2.38K.
monday.com made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1493 holding.
Lindbrook Capital first reported a position in monday.com in Q2 2021 and has held it in 16 quarters since.
Lindbrook Capital's monday.com position peaked at $27K in Q3 2022.
432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.