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
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

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's MNDY Position: Q1 2026 in Review

Raymond James Financial sold out of monday.com (MNDY) in Q1 2026, closing a stake of 63,530 shares — an estimated $9.26M sold.

Raymond James Financial first reported a position in MNDY in Q4 2024 and held it in 5 quarters. The position peaked at $27M in Q4 2024. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Raymond James Financial reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 63,530 monday.com shares in Q1 2026, an estimated $9.26M.
  • Raymond James Financial first reported a position in monday.com in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's monday.com position peaked at $27M in Q4 2024.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.