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Toth Financial Advisory’s monday.com MNDY Stock Holding History

Toth Financial Advisory’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 		– Sell
-600
Closed -$88.5K – 995
2025
Q4 		$88.5K Buy
+600
New +$101K 0.01% 274
2025
Q2 		– Sell
-1,150
Closed -$280K – 774
2025
Q1 		$280K Buy
+1,150
New +$304K 0.03% 190
2024
Q3 		– Sell
-464
Closed -$112K – 746
2024
Q2 		$112K Sell
464
-3,000
-87% -$633K 0.01% 229
2024
Q1 		$782K Buy
+3,464
New +$735K 0.1% 137

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Toth Financial Advisory's MNDY Position: Q1 2026 in Review

Toth Financial Advisory sold out of monday.com (MNDY) in Q1 2026, closing a stake of 600 shares — an estimated $88.5K sold.

Toth Financial Advisory first reported a position in MNDY in Q1 2024 and held it in 4 quarters. The position peaked at $782K in Q1 2024. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Toth Financial Advisory reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 600 monday.com shares in Q1 2026, an estimated $88.5K.
  • Toth Financial Advisory first reported a position in monday.com in Q1 2024 and held it in 4 quarters.
  • Toth Financial Advisory's monday.com position peaked at $782K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.