Polen Capital Management’s monday.com MNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.7M Buy
97,575
+26,314
+37% +$8.28M 0.09% 34
2025
Q1
$17.3M Buy
71,261
+18,075
+34% +$4.4M 0.05% 42
2024
Q4
$12.5M Buy
+53,186
New +$12.5M 0.03% 45