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Steward Partners Investment Advisory’s monday.com MNDY Stock Holding History

Steward Partners Investment Advisory’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 		$40.8K Sell
563
-30
-5% -$2.2K ﹤0.01% 3070
2026
Q1 		$41K Buy
593
+381
+180% +$36.6K ﹤0.01% 2887
2025
Q4 		$31.3K Sell
212
-144
-40% -$24.3K ﹤0.01% 2923
2025
Q3 		$69K Sell
356
-105
-23% -$24.2K ﹤0.01% 2452
2025
Q2 		$145K Buy
461
+6
+1% +$1.67K ﹤0.01% 1909
2025
Q1 		$111K Buy
455
+170
+60% +$44.9K ﹤0.01% 1959
2024
Q4 		$67.1K Sell
285
-3
-1% -$831 ﹤0.01% 2180
2024
Q3 		$80K Hold
288
– – ﹤0.01% 1995
2024
Q2 		$69.3K Buy
288
+219
+317% +$46.2K ﹤0.01% 1941
2024
Q1 		$15.6K Buy
69
+6
+10% +$1.27K ﹤0.01% 2635
2023
Q4 		$11.8K Buy
63
+23
+58% +$3.7K ﹤0.01% 2632
2023
Q3 		$6.37K Sell
40
-21
-34% -$3.53K ﹤0.01% 2744
2023
Q2 		$10.4K Hold
61
– – ﹤0.01% 2558
2023
Q1 		$8.71K Buy
61
+25
+69% +$3.38K ﹤0.01% 2590
2022
Q4 		$4.39K Hold
36
– – ﹤0.01% 2815
2022
Q3 		$4K Buy
36
+27
+300% +$3.2K ﹤0.01% 2865
2022
Q2 		$1K Hold
9
– – ﹤0.01% 3136
2022
Q1 		$1K Buy
+9
New +$1.69K ﹤0.01% 3198

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

Steward Partners Investment Advisory's MNDY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its monday.com (MNDY) stake by 5.1% in Q2 2026, selling an estimated $2.2K and leaving 563 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Steward Partners Investment Advisory first reported a position in MNDY in Q1 2022 and has held it in 18 quarters since. The position peaked at $145K in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Steward Partners Investment Advisory held 563 shares of monday.com worth $40.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 30 monday.com shares in Q2 2026, an estimated $2.2K.
  • monday.com made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3070 holding.
  • Steward Partners Investment Advisory first reported a position in monday.com in Q1 2022 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's monday.com position peaked at $145K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.