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Orion Portfolio Solutions’s monday.com MNDY Stock Holding History

Orion Portfolio Solutions’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
Q1 		$378K Buy
1,555
+266
+21% +$70.3K ﹤0.01% 1528
2024
Q4 		$303K Buy
1,289
+214
+20% +$59.3K ﹤0.01% 1554
2024
Q3 		$299K Sell
1,075
-5,581
-84% -$1.38M ﹤0.01% 1522
2024
Q2 		$1.6M Buy
6,656
+550
+9% +$116K 0.02% 755
2024
Q1 		$1.38M Buy
+6,106
New +$1.3M 0.01% 841

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Orion Portfolio Solutions's MNDY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its monday.com (MNDY) stake by 21% in Q1 2025, buying an estimated $70.3K and bringing the position to 1,555 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Orion Portfolio Solutions first reported a position in MNDY in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.6M in Q2 2024. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

  • Orion Portfolio Solutions held 1,555 shares of monday.com worth $378K as of Q1 2025.
  • Orion Portfolio Solutions bought 266 monday.com shares in Q1 2025, an estimated $70.3K.
  • monday.com made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1528 holding.
  • Orion Portfolio Solutions first reported a position in monday.com in Q1 2024 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's monday.com position peaked at $1.6M in Q2 2024.
  • 432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.