Taylor Frigon Capital Management’s monday.com MNDY Stock Holding History

Taylor Frigon Capital Management’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	$2.04M	Buy	29,556 +14,894	+102%	+$1.43M	1.16%	36
2025 Q4	$2.16M	Buy	14,662 +1,119	+8%	+$188K	1.1%	41
2025 Q3	$2.62M	Buy	13,543 +5,063	+60%	+$1.17M	1.3%	25
2025 Q2	$2.67M	Sell	8,480 -498	-6%	-$139K	1.42%	19
2025 Q1	$2.18M	Sell	8,978 -278	-3%	-$73.5K	1.3%	22
2024 Q4	$2.18M	Buy	9,256 +4,538	+96%	+$1.26M	1.1%	38
2024 Q3	$1.31M	Buy	+4,718	New	+$1.17M	0.65%	82

Other funds holding MNDY

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Taylor Frigon Capital Management's MNDY Position: Q1 2026 in Review

Taylor Frigon Capital Management increased its monday.com (MNDY) stake by 102% in Q1 2026, buying an estimated $1.43M and bringing the position to 29,556 shares worth $2.04M. The position accounts for 1.16% of the portfolio, ranked #36.

Taylor Frigon Capital Management first reported a position in MNDY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

Taylor Frigon Capital Management held 29,556 shares of monday.com worth $2.04M as of Q1 2026.
Taylor Frigon Capital Management bought 14,894 monday.com shares in Q1 2026, an estimated $1.43M.
monday.com made up 1.16% of Taylor Frigon Capital Management's portfolio in Q1 2026, its #36 holding.
Taylor Frigon Capital Management first reported a position in monday.com in Q3 2024 and has held it in 7 quarters since.
Taylor Frigon Capital Management's monday.com position peaked at $2.67M in Q2 2025.
304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.