RA
MNDY icon

RFG Advisory’s monday.com MNDY Stock Holding History

RFG 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
2025
Q4 		– Sell
-2,451
Closed -$475K – 1023
2025
Q3 		$475K Buy
2,451
+493
+25% +$114K 0.01% 699
2025
Q2 		$616K Buy
1,958
+55
+3% +$15.3K 0.01% 557
2025
Q1 		$463K Buy
1,903
+210
+12% +$55.5K 0.01% 586
2024
Q4 		$399K Buy
+1,693
New +$469K 0.01% 579

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

RFG Advisory's MNDY Position: Q4 2025 in Review

RFG Advisory sold out of monday.com (MNDY) in Q4 2025, closing a stake of 2,451 shares — an estimated $475K sold.

RFG Advisory first reported a position in MNDY in Q4 2024 and held it in 4 quarters. The position peaked at $616K in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • RFG Advisory reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • RFG Advisory sold 2,451 monday.com shares in Q4 2025, an estimated $475K.
  • RFG Advisory first reported a position in monday.com in Q4 2024 and held it in 4 quarters.
  • RFG Advisory's monday.com position peaked at $616K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.