LPL Financial
MNDY icon

LPL Financial’s monday.com MNDY Stock Holding History

LPL 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
2026
Q1 		$361K Sell
5,227
-3,083
-37% -$296K ﹤0.01% 5058
2025
Q4 		$1.23M Sell
8,310
-4,035
-33% -$680K ﹤0.01% 3863
2025
Q3 		$2.39M Sell
12,345
-6,700
-35% -$1.54M ﹤0.01% 3158
2025
Q2 		$5.99M Buy
19,045
+6,167
+48% +$1.72M ﹤0.01% 2167
2025
Q1 		$3.13M Sell
12,878
-4,527
-26% -$1.2M ﹤0.01% 2541
2024
Q4 		$4.1M Buy
17,405
+1,605
+10% +$445K ﹤0.01% 2235
2024
Q3 		$4.39M Sell
15,800
-856
-5% -$212K ﹤0.01% 2097
2024
Q2 		$4.01M Buy
16,656
+236
+1% +$49.8K ﹤0.01% 2031
2024
Q1 		$3.71M Buy
16,420
+10,492
+177% +$2.23M ﹤0.01% 2020
2023
Q4 		$1.11M Buy
5,928
+1,755
+42% +$283K ﹤0.01% 2951
2023
Q3 		$664K Buy
4,173
+387
+10% +$65K ﹤0.01% 3260
2023
Q2 		$648K Sell
3,786
-933
-20% -$139K ﹤0.01% 3221
2023
Q1 		$674K Buy
4,719
+2,311
+96% +$312K ﹤0.01% 3101
2022
Q4 		$294K Buy
+2,408
New +$250K ﹤0.01% 3662

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's MNDY Position: Q1 2026 in Review

LPL Financial reduced its monday.com (MNDY) stake by 37% in Q1 2026, selling an estimated $296K and leaving 5,227 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #5058.

LPL Financial first reported a position in MNDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.99M in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • LPL Financial held 5,227 shares of monday.com worth $361K as of Q1 2026.
  • LPL Financial sold 3,083 monday.com shares in Q1 2026, an estimated $296K.
  • monday.com made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5058 holding.
  • LPL Financial first reported a position in monday.com in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's monday.com position peaked at $5.99M in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.