NW
MNDY icon

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
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 $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

NewEdge Wealth's MNDY Position: Q1 2026 in Review

NewEdge Wealth reduced its monday.com (MNDY) stake by 71% in Q1 2026, selling an estimated $2.61M and leaving 10,996 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #698.

NewEdge Wealth first reported a position in MNDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.63M in Q4 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • NewEdge Wealth held 10,996 shares of monday.com worth $760K as of Q1 2026.
  • NewEdge Wealth sold 27,191 monday.com shares in Q1 2026, an estimated $2.61M.
  • monday.com made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #698 holding.
  • NewEdge Wealth first reported a position in monday.com in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's monday.com position peaked at $5.63M in Q4 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.