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 Q2	$2.31M	Buy	31,949 +2,393	+8%	+$175K	1.08%	39
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 $846B AUM 46.74% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 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

Taylor Frigon Capital Management's MNDY Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its monday.com (MNDY) stake by 8.1% in Q2 2026, buying an estimated $175K and bringing the position to 31,949 shares worth $2.31M. The position accounts for 1.08% of the portfolio, ranked #39.

Taylor Frigon Capital Management first reported a position in MNDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.67M in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

Taylor Frigon Capital Management held 31,949 shares of monday.com worth $2.31M as of Q2 2026.
Taylor Frigon Capital Management bought 2,393 monday.com shares in Q2 2026, an estimated $175K.
monday.com made up 1.08% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #39 holding.
Taylor Frigon Capital Management first reported a position in monday.com in Q3 2024 and has held it in 8 quarters since.
Taylor Frigon Capital Management's monday.com position peaked at $2.67M in Q2 2025.
274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.