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Oak Ridge Investments’s monday.com MNDY Stock Holding History

Oak Ridge Investments’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
Q4 		– Sell
-2,638
Closed -$511K – 194
2025
Q3 		$511K Buy
2,638
+6
+0.2% +$1.38K 0.03% 148
2025
Q2 		$828K Buy
2,632
+9
+0.3% +$2.51K 0.06% 122
2025
Q1 		$638K Sell
2,623
-64
-2% -$16.9K 0.05% 132
2024
Q4 		$633K Buy
+2,687
New +$744K 0.05% 139

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Oak Ridge Investments's MNDY Position: Q4 2025 in Review

Oak Ridge Investments sold out of monday.com (MNDY) in Q4 2025, closing a stake of 2,638 shares — an estimated $511K sold.

Oak Ridge Investments first reported a position in MNDY in Q4 2024 and held it in 4 quarters. The position peaked at $828K in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Oak Ridge Investments reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 2,638 monday.com shares in Q4 2025, an estimated $511K.
  • Oak Ridge Investments first reported a position in monday.com in Q4 2024 and held it in 4 quarters.
  • Oak Ridge Investments's monday.com position peaked at $828K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Oak Ridge Investments's 13F filing for Q4 2025, filed 23 Jan 2026.