SVB Wealth’s monday.com MNDY Stock Holding History

SVB Wealth’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	-640	Closed	-$156K	–	1168
2025 Q1	$156K	Buy	+640	New	+$169K	0.01%	337

Other funds holding MNDY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SVB Wealth's MNDY Position: Q2 2025 in Review

SVB Wealth sold out of monday.com (MNDY) in Q2 2025, closing a stake of 640 shares — an estimated $156K sold.

SVB Wealth first reported a position in MNDY in Q1 2025 and held it in 1 quarter. The position peaked at $156K in Q1 2025. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

SVB Wealth reported no remaining monday.com position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 640 monday.com shares in Q2 2025, an estimated $156K.
SVB Wealth first reported a position in monday.com in Q1 2025 and held it in 1 quarter.
SVB Wealth's monday.com position peaked at $156K in Q1 2025.
468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.