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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
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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Root Financial Partners's MNDY Position: Q1 2026 in Review

Root Financial Partners held its monday.com (MNDY) position steady in Q1 2026 at 26 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Root Financial Partners first reported a position in MNDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.84K in Q4 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Root Financial Partners held 26 shares of monday.com worth $1.8K as of Q1 2026.
  • Root Financial Partners left its monday.com share count unchanged in Q1 2026.
  • monday.com made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2359 holding.
  • Root Financial Partners first reported a position in monday.com in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's monday.com position peaked at $3.84K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.