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Principia Wealth Advisory’s monday.com MNDY Stock Holding History

Principia Wealth Advisory’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
Q2 		– Sell
-11
Closed -$760 – 1084
2026
Q1 		$760 Buy
11
+8
+267% +$768 ﹤0.01% 770
2025
Q4 		$443 Buy
3
+1
+50% +$168 ﹤0.01% 836
2025
Q3 		$387 Buy
2
+1
+100% +$230 ﹤0.01% 823
2025
Q2 		$314 Buy
+1
New +$278 ﹤0.01% 844

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Principia Wealth Advisory's MNDY Position: Q2 2026 in Review

Principia Wealth Advisory sold out of monday.com (MNDY) in Q2 2026, closing a stake of 11 shares — an estimated $760 sold.

Principia Wealth Advisory first reported a position in MNDY in Q2 2025 and held it in 4 quarters. The position peaked at $760 in Q1 2026. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Principia Wealth Advisory reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 11 monday.com shares in Q2 2026, an estimated $760.
  • Principia Wealth Advisory first reported a position in monday.com in Q2 2025 and held it in 4 quarters.
  • Principia Wealth Advisory's monday.com position peaked at $760 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.