Occudo Quantitative Strategies’s monday.com MNDY Stock Holding History

Occudo Quantitative Strategies’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
2024 Q4	–	Sell	-4,834	Closed	-$1.34M	–	840
2024 Q3	$1.34M	Sell	4,834 -953	-16%	-$236K	0.24%	107
2024 Q2	$1.39M	Buy	5,787 +3,444	+147%	+$726K	0.25%	112
2024 Q1	$529K	Buy	+2,343	New	+$497K	0.09%	296
2023 Q4	–	Sell	-4,411	Closed	-$702K	–	1050
2023 Q3	$702K	Sell	4,411 -3,864	-47%	-$649K	0.09%	387
2023 Q2	$1.42M	Sell	8,275 -19,868	-71%	-$2.97M	0.15%	217
2023 Q1	$4.02M	Buy	+28,143	New	+$3.8M	0.36%	57
2022 Q4	–	Sell	-9,423	Closed	-$1.07M	–	1217
2022 Q3	$1.07M	Buy	9,423 +6,088	+183%	+$721K	0.08%	376
2022 Q2	$344K	Buy	3,335 +490	+17%	+$59.5K	0.03%	748
2022 Q1	$450K	Buy	2,845 +2,131	+298%	+$400K	0.04%	686
2021 Q4	$220K	Buy	+714	New	+$244K	0.02%	865

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Occudo Quantitative Strategies's MNDY Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of monday.com (MNDY) in Q4 2024, closing a stake of 4,834 shares — an estimated $1.34M sold.

Occudo Quantitative Strategies first reported a position in MNDY in Q4 2021 and held it in 10 quarters. The position peaked at $4.02M in Q1 2023. 439 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

Occudo Quantitative Strategies reported no remaining monday.com position as of Q4 2024 after selling out during the quarter.
Occudo Quantitative Strategies sold 4,834 monday.com shares in Q4 2024, an estimated $1.34M.
Occudo Quantitative Strategies first reported a position in monday.com in Q4 2021 and held it in 10 quarters.
Occudo Quantitative Strategies's monday.com position peaked at $4.02M in Q1 2023.
439 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.