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Summit Securities Group’s monday.com MNDY Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-103
Closed -$25K – 1292
2025
Q1 		$25K Buy
+103
New +$27.2K ﹤0.01% 435

Other funds holding MNDY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Summit Securities Group's MNDY Position: Q2 2025 in Review

Summit Securities Group sold out of monday.com (MNDY) in Q2 2025, closing a stake of 103 shares — an estimated $25K sold.

Summit Securities Group first reported a position in MNDY in Q1 2025 and held it in 1 quarter. The position peaked at $25K in Q1 2025. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

  • Summit Securities Group reported no remaining monday.com position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 103 monday.com shares in Q2 2025, an estimated $25K.
  • Summit Securities Group first reported a position in monday.com in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's monday.com position peaked at $25K in Q1 2025.
  • 468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.