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
Q2 		$1.17M Buy
16,132
+10,905
+209% +$799K ﹤0.01% 4294
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 $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

LPL Financial's MNDY Position: Q2 2026 in Review

LPL Financial increased its monday.com (MNDY) stake by 209% in Q2 2026, buying an estimated $799K and bringing the position to 16,132 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

LPL Financial first reported a position in MNDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.99M in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • LPL Financial held 16,132 shares of monday.com worth $1.17M as of Q2 2026.
  • LPL Financial bought 10,905 monday.com shares in Q2 2026, an estimated $799K.
  • monday.com made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4294 holding.
  • LPL Financial first reported a position in monday.com in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's monday.com position peaked at $5.99M in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.