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Summit Trail Advisors’s monday.com MNDY Stock Holding History

Summit Trail Advisors’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 		$425K Buy
5,877
+62
+1% +$4.54K 0.01% 1259
2026
Q1 		$402K Sell
5,815
-10,063
-63% -$966K 0.01% 1229
2025
Q4 		$2.34M Sell
15,878
-22,961
-59% -$3.87M 0.04% 324
2025
Q3 		$7.52M Sell
38,839
-121
-0.3% -$27.9K 0.1% 103
2025
Q2 		$12.3M Sell
38,960
-20,982
-35% -$5.84M 0.21% 60
2025
Q1 		$14.6M Buy
59,942
+9,529
+19% +$2.52M 0.48% 22
2024
Q4 		$11.9M Sell
50,413
-1,994
-4% -$552K 0.44% 26
2024
Q3 		$14.6M Sell
52,407
-1,065
-2% -$264K 0.36% 37
2024
Q2 		$12.9M Sell
53,472
-1,576
-3% -$332K 0.34% 37
2024
Q1 		$12.4M Buy
55,048
+39,929
+264% +$8.48M 0.33% 38
2023
Q4 		$2.84M Sell
15,119
-7,589
-33% -$1.22M 0.09% 84
2023
Q3 		$3.62M Buy
22,708
+5,561
+32% +$934K 0.13% 61
2023
Q2 		$2.94M Buy
17,147
+4,685
+38% +$700K 0.11% 77
2023
Q1 		$1.78M Buy
12,462
+8,145
+189% +$1.1M 0.07% 92
2022
Q4 		$527K Hold
4,317
– – 0.02% 177
2022
Q3 		$489K Sell
4,317
-318
-7% -$37.7K 0.03% 180
2022
Q2 		$478K Buy
+4,635
New +$563K 0.03% 197
2022
Q1 		– Sell
-36,735
Closed -$11.3M – 357
2021
Q4 		$11.3M Buy
36,735
+22,692
+162% +$7.75M 0.73% 33
2021
Q3 		$4.58M Buy
+14,043
New +$4.13M 0.34% 53

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

Summit Trail Advisors's MNDY Position: Q2 2026 in Review

Summit Trail Advisors increased its monday.com (MNDY) stake by 1.1% in Q2 2026, buying an estimated $4.54K and bringing the position to 5,877 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #1259.

Summit Trail Advisors first reported a position in MNDY in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q1 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Summit Trail Advisors held 5,877 shares of monday.com worth $425K as of Q2 2026.
  • Summit Trail Advisors bought 62 monday.com shares in Q2 2026, an estimated $4.54K.
  • monday.com made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1259 holding.
  • Summit Trail Advisors first reported a position in monday.com in Q3 2021 and has held it in 19 quarters since.
  • Summit Trail Advisors's monday.com position peaked at $14.6M in Q1 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.