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Prospera Financial Services’s monday.com MNDY Stock Holding History

Prospera Financial Services’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 		$233K Sell
3,222
-7,167
-69% -$525K ﹤0.01% 1342
2026
Q1 		$718K Buy
+10,389
New +$997K 0.01% 860
2024
Q3 		– Sell
-909
Closed -$219K – 1167
2024
Q2 		$219K Buy
+909
New +$192K 0.01% 1045

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

Prospera Financial Services's MNDY Position: Q2 2026 in Review

Prospera Financial Services reduced its monday.com (MNDY) stake by 69% in Q2 2026, selling an estimated $525K and leaving 3,222 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Prospera Financial Services first reported a position in MNDY in Q2 2024 and has held it in 3 quarters since. The position peaked at $718K in Q1 2026. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Prospera Financial Services held 3,222 shares of monday.com worth $233K as of Q2 2026.
  • Prospera Financial Services sold 7,167 monday.com shares in Q2 2026, an estimated $525K.
  • monday.com made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1342 holding.
  • Prospera Financial Services first reported a position in monday.com in Q2 2024 and has held it in 3 quarters since.
  • Prospera Financial Services's monday.com position peaked at $718K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.