McAdam LLC
MNDY icon

McAdam LLC’s monday.com MNDY Stock Holding History

McAdam LLC’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
Q3 		$209K Buy
+2,665
New +$231K 0.01% 489
2026
Q1 		– Sell
-2,587
Closed -$382K – 459
2025
Q4 		$382K Sell
2,587
-11
-0.4% -$1.85K 0.02% 287
2025
Q3 		$503K Buy
2,598
+317
+14% +$73K 0.02% 217
2025
Q2 		$717K Sell
2,281
-342
-13% -$95.2K 0.04% 165
2025
Q1 		$638K Buy
2,623
+342
+15% +$90.4K 0.04% 162
2024
Q4 		$537K Hold
2,281
– – 0.03% 199
2024
Q3 		$634K Sell
2,281
-258
-10% -$63.9K 0.04% 172
2024
Q2 		$611K Buy
+2,539
New +$536K 0.04% 153

Other funds holding MNDY

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Washington Capital Management
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

McAdam LLC's MNDY Position: Q3 2026 in Review

McAdam LLC opened a new position in monday.com (MNDY) in Q3 2026: 2,665 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: McAdam LLC previously reported a position in MNDY as recently as Q4 2025.

McAdam LLC first reported a position in MNDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $717K in Q2 2025. 33 funds tracked by Wall St. Rank hold MNDY as of Q3 2026.

  • McAdam LLC held 2,665 shares of monday.com worth $209K as of Q3 2026.
  • monday.com was a new McAdam LLC position in Q3 2026.
  • monday.com made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #489 holding.
  • McAdam LLC first reported a position in monday.com in Q2 2024 and has held it in 8 quarters since.
  • McAdam LLC's monday.com position peaked at $717K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held monday.com as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.