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Mount Yale Investment Advisors’s monday.com MNDY Stock Holding History

Mount Yale Investment Advisors’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 		– Sell
-1,937
Closed -$286K – 1120
2025
Q4 		$286K Buy
+1,937
New +$326K 0.01% 603
2025
Q3 		– Sell
-5,335
Closed -$1.68M – 1237
2025
Q2 		$1.68M Buy
5,335
+95
+2% +$26.4K 0.13% 136
2025
Q1 		$1.27M Sell
5,240
-136
-3% -$35.9K 0.11% 160
2024
Q4 		$1.27M Sell
5,376
-303
-5% -$83.9K 0.1% 168
2024
Q3 		$1.58M Sell
5,679
-665
-10% -$165K 0.15% 146
2024
Q2 		$1.53M Sell
6,344
-334
-5% -$70.4K 0.12% 162
2024
Q1 		$1.51M Buy
+6,678
New +$1.42M 0.12% 164

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

Mount Yale Investment Advisors's MNDY Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of monday.com (MNDY) in Q1 2026, closing a stake of 1,937 shares — an estimated $286K sold.

Mount Yale Investment Advisors first reported a position in MNDY in Q1 2024 and held it in 7 quarters. The position peaked at $1.68M in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,937 monday.com shares in Q1 2026, an estimated $286K.
  • Mount Yale Investment Advisors first reported a position in monday.com in Q1 2024 and held it in 7 quarters.
  • Mount Yale Investment Advisors's monday.com position peaked at $1.68M in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.