PFG Investments’s monday.com MNDY Stock Holding History

PFG 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	-1,500	Closed	-$291K	–	1191
2025 Q3	$291K	Buy	+1,500	New	+$345K	0.02%	808

Other funds holding MNDY

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

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

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

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PFG Investments's MNDY Position: Q4 2025 in Review

PFG Investments sold out of monday.com (MNDY) in Q4 2025, closing a stake of 1,500 shares — an estimated $291K sold.

PFG Investments first reported a position in MNDY in Q3 2025 and held it in 1 quarter. The position peaked at $291K in Q3 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

PFG Investments reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
PFG Investments sold 1,500 monday.com shares in Q4 2025, an estimated $291K.
PFG Investments first reported a position in monday.com in Q3 2025 and held it in 1 quarter.
PFG Investments's monday.com position peaked at $291K in Q3 2025.
405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on PFG Investments's 13F filing for Q4 2025, filed 26 Jan 2026.