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Principal Securities’s monday.com MNDY Stock Holding History

Principal Securities’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
-834
Closed -$162K – 2674
2025
Q3 		$162K Sell
834
-24
-3% -$5.53K ﹤0.01% 1383
2025
Q2 		$270K Buy
858
+805
+1,519% +$224K 0.01% 1106
2025
Q1 		$12.5K Hold
53
– – ﹤0.01% 2431
2024
Q4 		$12.5K Buy
53
+5
+10% +$1.39K ﹤0.01% 2427
2024
Q3 		$13.3K Sell
48
-55
-53% -$13.6K ﹤0.01% 2303
2024
Q2 		$24.8K Sell
103
-31
-23% -$6.54K ﹤0.01% 1959
2024
Q1 		$30.3K Buy
134
+68
+103% +$14.4K ﹤0.01% 1797
2023
Q4 		$12.4K Buy
+66
New +$10.6K ﹤0.01% 2144

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Principal Securities's MNDY Position: Q4 2025 in Review

Principal Securities sold out of monday.com (MNDY) in Q4 2025, closing a stake of 834 shares — an estimated $162K sold.

Principal Securities first reported a position in MNDY in Q4 2023 and held it in 8 quarters. The position peaked at $270K in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Principal Securities reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 834 monday.com shares in Q4 2025, an estimated $162K.
  • Principal Securities first reported a position in monday.com in Q4 2023 and held it in 8 quarters.
  • Principal Securities's monday.com position peaked at $270K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.