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NewEdge Wealth’s monday.com MNDY Stock Holding History

NewEdge Wealth’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 		$825K Buy
11,403
+407
+4% +$29.8K 0.01% 712
2026
Q1 		$760K Sell
10,996
-27,191
-71% -$2.61M 0.01% 698
2025
Q4 		$5.63M Buy
+38,187
New +$6.43M 0.06% 207

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

NewEdge Wealth's MNDY Position: Q2 2026 in Review

NewEdge Wealth increased its monday.com (MNDY) stake by 3.7% in Q2 2026, buying an estimated $29.8K and bringing the position to 11,403 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #712.

NewEdge Wealth first reported a position in MNDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.63M in Q4 2025. 275 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • NewEdge Wealth held 11,403 shares of monday.com worth $825K as of Q2 2026.
  • NewEdge Wealth bought 407 monday.com shares in Q2 2026, an estimated $29.8K.
  • monday.com made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #712 holding.
  • NewEdge Wealth first reported a position in monday.com in Q4 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's monday.com position peaked at $5.63M in Q4 2025.
  • 275 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.