PCS
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Personal CFO Solutions’s monday.com MNDY Stock Holding History

Personal CFO 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
2026
Q1 		– Sell
-3,302
Closed -$487K – 550
2025
Q4 		$487K Sell
3,302
-38
-1% -$6.4K 0.08% 241
2025
Q3 		$647K Buy
3,340
+440
+15% +$101K 0.11% 184
2025
Q2 		$912K Buy
+2,900
New +$807K 0.17% 125

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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

Personal CFO Solutions's MNDY Position: Q1 2026 in Review

Personal CFO Solutions sold out of monday.com (MNDY) in Q1 2026, closing a stake of 3,302 shares — an estimated $487K sold.

Personal CFO Solutions first reported a position in MNDY in Q2 2025 and held it in 3 quarters. The position peaked at $912K in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Personal CFO Solutions reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 3,302 monday.com shares in Q1 2026, an estimated $487K.
  • Personal CFO Solutions first reported a position in monday.com in Q2 2025 and held it in 3 quarters.
  • Personal CFO Solutions's monday.com position peaked at $912K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.