Stifel Financial
MNDY icon

Stifel Financial’s monday.com MNDY Stock Holding History

Stifel Financial’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
-15,294
Closed -$2.26M – 3705
2025
Q4 		$2.26M Sell
15,294
-7,642
-33% -$1.29M ﹤0.01% 1842
2025
Q3 		$4.44M Sell
22,936
-2,820
-11% -$649K ﹤0.01% 1373
2025
Q2 		$8.1M Buy
25,756
+2,863
+13% +$797K 0.01% 995
2025
Q1 		$5.57M Sell
22,893
-4,212
-16% -$1.11M 0.01% 1133
2024
Q4 		$6.38M Buy
27,105
+1,199
+5% +$332K 0.01% 1076
2024
Q3 		$7.2M Sell
25,906
-2,142
-8% -$530K 0.01% 1007
2024
Q2 		$6.75M Buy
28,048
+4,856
+21% +$1.02M 0.01% 973
2024
Q1 		$5.24M Buy
+23,192
New +$4.92M 0.01% 1113
2023
Q4 		– Sell
-7,678
Closed -$1.22M – 3387
2023
Q3 		$1.22M Buy
7,678
+1,415
+23% +$238K ﹤0.01% 1902
2023
Q2 		$1.07M Buy
+6,263
New +$936K ﹤0.01% 2043
2022
Q2 		– Sell
-2,835
Closed -$449K – 3416
2022
Q1 		$449K Buy
+2,835
New +$533K ﹤0.01% 2635

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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 $235M AUM 40.47% 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

Stifel Financial's MNDY Position: Q1 2026 in Review

Stifel Financial sold out of monday.com (MNDY) in Q1 2026, closing a stake of 15,294 shares — an estimated $2.26M sold.

Stifel Financial first reported a position in MNDY in Q1 2022 and held it in 11 quarters. The position peaked at $8.1M in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Stifel Financial reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 15,294 monday.com shares in Q1 2026, an estimated $2.26M.
  • Stifel Financial first reported a position in monday.com in Q1 2022 and held it in 11 quarters.
  • Stifel Financial's monday.com position peaked at $8.1M in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.