SageView Advisory Group’s monday.com MNDY Stock Holding History

SageView Advisory Group’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	-20	Closed	-$2.95K	–	1720
2025 Q4	$2.95K	Buy	+20	New	+$3.37K	﹤0.01%	2131

Other funds holding MNDY

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's MNDY Position: Q1 2026 in Review

SageView Advisory Group sold out of monday.com (MNDY) in Q1 2026, closing a stake of 20 shares — an estimated $2.95K sold.

SageView Advisory Group first reported a position in MNDY in Q4 2025 and held it in 1 quarter. The position peaked at $2.95K in Q4 2025. 306 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

SageView Advisory Group reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 20 monday.com shares in Q1 2026, an estimated $2.95K.
SageView Advisory Group first reported a position in monday.com in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's monday.com position peaked at $2.95K in Q4 2025.
306 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.