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Newbridge Financial Services Group’s monday.com MNDY Stock Holding History

Newbridge Financial Services Group’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 		$22.8K Sell
315
-3
-0.9% -$220 ﹤0.01% 684
2026
Q1 		$22K Hold
318
– – ﹤0.01% 616
2025
Q4 		$46.9K Sell
318
-2
-0.6% -$337 0.01% 445
2025
Q3 		$62K Hold
320
– – 0.01% 471
2025
Q2 		$101K Sell
320
-50
-14% -$13.9K 0.02% 379
2025
Q1 		$90K Sell
370
-118
-24% -$31.2K 0.02% 279
2024
Q4 		$115K Sell
488
-37
-7% -$10.2K 0.03% 267
2024
Q3 		$146K Buy
525
+210
+67% +$52K 0.05% 179
2024
Q2 		$75.8K Hold
315
– – 0.03% 304
2024
Q1 		$71.1K Hold
315
– – 0.03% 334
2023
Q4 		$59.2K Hold
315
– – 0.03% 358
2023
Q3 		$50.2K Hold
315
– – 0.03% 415
2023
Q2 		$53.9K Hold
315
– – 0.03% 438
2023
Q1 		$45K Hold
315
– – 0.02% 489
2022
Q4 		$38.4K Sell
315
-200
-39% -$20.8K 0.02% 529
2022
Q3 		$58K Hold
515
– – 0.03% 417
2022
Q2 		$53K Sell
515
-30
-6% -$3.64K 0.03% 395
2022
Q1 		$86K Buy
545
+505
+1,263% +$94.9K 0.04% 340
2021
Q4 		$12K Hold
40
– – 0.01% 882
2021
Q3 		$13K Buy
+40
New +$11.8K 0.01% 801

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

Newbridge Financial Services Group's MNDY Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its monday.com (MNDY) stake by 0.94% in Q2 2026, selling an estimated $220 and leaving 315 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Newbridge Financial Services Group first reported a position in MNDY in Q3 2021 and has held it in 20 quarters since. The position peaked at $146K in Q3 2024. 275 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Newbridge Financial Services Group held 315 shares of monday.com worth $22.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 3 monday.com shares in Q2 2026, an estimated $220.
  • monday.com made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #684 holding.
  • Newbridge Financial Services Group first reported a position in monday.com in Q3 2021 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's monday.com position peaked at $146K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.