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LRI Investments’s monday.com MNDY Stock Holding History

LRI Investments’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
-20
Closed -$1.38K – 1985
2026
Q1 		$1.38K Buy
20
+4
+25% +$384 ﹤0.01% 1291
2025
Q4 		$2.36K Hold
16
– – ﹤0.01% 1182
2025
Q3 		$3.1K Hold
16
– – ﹤0.01% 1135
2025
Q2 		$5.03K Buy
+16
New +$4.46K ﹤0.01% 1018

Other funds holding MNDY

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

LRI Investments's MNDY Position: Q2 2026 in Review

LRI Investments sold out of monday.com (MNDY) in Q2 2026, closing a stake of 20 shares — an estimated $1.38K sold.

LRI Investments first reported a position in MNDY in Q2 2025 and held it in 4 quarters. The position peaked at $5.03K in Q2 2025. 17 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • LRI Investments reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 20 monday.com shares in Q2 2026, an estimated $1.38K.
  • LRI Investments first reported a position in monday.com in Q2 2025 and held it in 4 quarters.
  • LRI Investments's monday.com position peaked at $5.03K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.