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Transamerica Financial Advisors’s monday.com MNDY Stock Holding History

Transamerica Financial 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
Q1 		– Sell
-7
Closed -$1.03K – 2040
2025
Q4 		$1.03K Buy
+7
New +$1.18K ﹤0.01% 1234

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Two Sigma Investments
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SL
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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

Transamerica Financial Advisors's MNDY Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of monday.com (MNDY) in Q1 2026, closing a stake of 7 shares — an estimated $1.03K sold.

Transamerica Financial Advisors first reported a position in MNDY in Q4 2025 and held it in 1 quarter. The position peaked at $1.03K in Q4 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7 monday.com shares in Q1 2026, an estimated $1.03K.
  • Transamerica Financial Advisors first reported a position in monday.com in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's monday.com position peaked at $1.03K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.