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Root Financial Partners’s monday.com MNDY Stock Holding History

Root Financial Partners’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
-26
Closed -$1.8K – 2093
2026
Q1 		$1.8K Hold
26
– – ﹤0.01% 2359
2025
Q4 		$3.84K Buy
26
+18
+225% +$3.03K ﹤0.01% 1845
2025
Q3 		$1.55K Buy
+8
New +$1.84K ﹤0.01% 1996

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BlackRock
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D.E. Shaw & Co
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Renaissance Technologies
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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

Root Financial Partners's MNDY Position: Q2 2026 in Review

Root Financial Partners sold out of monday.com (MNDY) in Q2 2026, closing a stake of 26 shares — an estimated $1.8K sold.

Root Financial Partners first reported a position in MNDY in Q3 2025 and held it in 3 quarters. The position peaked at $3.84K in Q4 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Root Financial Partners reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 monday.com shares in Q2 2026, an estimated $1.8K.
  • Root Financial Partners first reported a position in monday.com in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's monday.com position peaked at $3.84K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.