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SHP Wealth Management’s monday.com MNDY Stock Holding History

SHP Wealth Management’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 		$796 Buy
+11
New +$806 ﹤0.01% 1662
2026
Q1 		– Sell
-5
Closed -$738 – 1882
2025
Q4 		$738 Buy
+5
New +$842 ﹤0.01% 1301

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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

SHP Wealth Management's MNDY Position: Q2 2026 in Review

SHP Wealth Management opened a new position in monday.com (MNDY) in Q2 2026: 11 shares worth $796. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings. This is a return to the name: SHP Wealth Management previously reported a position in MNDY as recently as Q4 2025.

SHP Wealth Management first reported a position in MNDY in Q4 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • SHP Wealth Management held 11 shares of monday.com worth $796 as of Q2 2026.
  • monday.com was a new SHP Wealth Management position in Q2 2026.
  • monday.com made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1662 holding.
  • SHP Wealth Management first reported a position in monday.com in Q4 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.