NewSquare Capital’s monday.com MNDY Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-5	Closed	-$1.57K	–	817
2025 Q2	$1.57K	Buy	5 +2	+67%	+$557	﹤0.01%	1002
2025 Q1	$729	Buy	+3	New	+$793	﹤0.01%	960

Other funds holding MNDY

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NewSquare Capital's MNDY Position: Q3 2025 in Review

NewSquare Capital sold out of monday.com (MNDY) in Q3 2025, closing a stake of 5 shares — an estimated $1.57K sold.

NewSquare Capital first reported a position in MNDY in Q1 2025 and held it in 2 quarters. The position peaked at $1.57K in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

NewSquare Capital reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 5 monday.com shares in Q3 2025, an estimated $1.57K.
NewSquare Capital first reported a position in monday.com in Q1 2025 and held it in 2 quarters.
NewSquare Capital's monday.com position peaked at $1.57K in Q2 2025.
428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.