Root Financial Partners
MNDY icon

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
Q3 		$2.75K Buy
+35
New +$3.03K ﹤0.01% 2488
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

Other funds holding MNDY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $297M AUM 27.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Ibex Investors
Ibex Investors Denver, Colorado $165M AUM 12.85% 1-Year Est. Return

Root Financial Partners's MNDY Position: Q3 2026 in Review

Root Financial Partners opened a new position in monday.com (MNDY) in Q3 2026: 35 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #2488 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MNDY as recently as Q1 2026.

Root Financial Partners first reported a position in MNDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.84K in Q4 2025. 198 funds tracked by Wall St. Rank hold MNDY as of Q3 2026.

  • Root Financial Partners held 35 shares of monday.com worth $2.75K as of Q3 2026.
  • monday.com was a new Root Financial Partners position in Q3 2026.
  • monday.com made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2488 holding.
  • Root Financial Partners first reported a position in monday.com in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's monday.com position peaked at $3.84K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held monday.com as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.