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National Philanthropic Trust’s monday.com MNDY Stock Holding History

National Philanthropic Trust’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
2025
Q2 		– Sell
-5,562
Closed -$1.35M – 291
2025
Q1 		$1.35M Sell
5,562
-5,563
-50% -$1.47M 0.02% 142
2024
Q4 		$2.62M Hold
11,125
– – 0.04% 116
2024
Q3 		$3.09M Hold
11,125
– – 0.06% 99
2024
Q2 		$2.68M Hold
11,125
– – 0.05% 100
2024
Q1 		$2.51M Sell
11,125
-51
-0.5% -$10.8K 0.05% 105
2023
Q4 		$2.1M Buy
+11,176
New +$1.8M 0.06% 113

Other funds holding MNDY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

National Philanthropic Trust's MNDY Position: Q2 2025 in Review

National Philanthropic Trust sold out of monday.com (MNDY) in Q2 2025, closing a stake of 5,562 shares — an estimated $1.35M sold.

National Philanthropic Trust first reported a position in MNDY in Q4 2023 and held it in 6 quarters. The position peaked at $3.09M in Q3 2024. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

  • National Philanthropic Trust reported no remaining monday.com position as of Q2 2025 after selling out during the quarter.
  • National Philanthropic Trust sold 5,562 monday.com shares in Q2 2025, an estimated $1.35M.
  • National Philanthropic Trust first reported a position in monday.com in Q4 2023 and held it in 6 quarters.
  • National Philanthropic Trust's monday.com position peaked at $3.09M in Q3 2024.
  • 468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on National Philanthropic Trust's 13F filing for Q2 2025, filed 15 May 2026.