Raymond James Financial
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Raymond James Financial’s monday.com MNDY Stock Holding History

Raymond James Financial’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 		$311K Buy
+4,297
New +$315K ﹤0.01% 4792
2026
Q1 		– Sell
-63,530
Closed -$9.26M – 5386
2025
Q4 		$9.26M Sell
63,530
-18,788
-23% -$3.16M ﹤0.01% 2029
2025
Q3 		$15.9M Sell
82,318
-2,210
-3% -$509K 0.01% 1570
2025
Q2 		$26.6M Buy
84,528
+5,752
+7% +$1.6M 0.01% 1157
2025
Q1 		$19.2M Sell
78,776
-35,946
-31% -$9.5M 0.01% 1349
2024
Q4 		$27M Buy
+114,722
New +$31.8M 0.01% 1110

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

Raymond James Financial's MNDY Position: Q2 2026 in Review

Raymond James Financial opened a new position in monday.com (MNDY) in Q2 2026: 4,297 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #4792 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in MNDY as recently as Q4 2025.

Raymond James Financial first reported a position in MNDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $27M in Q4 2024. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Raymond James Financial held 4,297 shares of monday.com worth $311K as of Q2 2026.
  • monday.com was a new Raymond James Financial position in Q2 2026.
  • monday.com made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4792 holding.
  • Raymond James Financial first reported a position in monday.com in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's monday.com position peaked at $27M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.