TWD
MNDY icon

True Wealth Design’s monday.com MNDY Stock Holding History

True Wealth Design’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 		– Sell
-120
Closed -$8.29K – 2801
2026
Q1 		$8.29K Buy
120
+114
+1,900% +$10.9K ﹤0.01% 1037
2025
Q4 		$886 Buy
6
+3
+100% +$505 ﹤0.01% 1753
2025
Q3 		$582 Buy
+3
New +$691 ﹤0.01% 1957

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
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
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

True Wealth Design's MNDY Position: Q2 2026 in Review

True Wealth Design sold out of monday.com (MNDY) in Q2 2026, closing a stake of 120 shares — an estimated $8.29K sold.

True Wealth Design first reported a position in MNDY in Q3 2025 and held it in 3 quarters. The position peaked at $8.29K in Q1 2026. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • True Wealth Design reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 120 monday.com shares in Q2 2026, an estimated $8.29K.
  • True Wealth Design first reported a position in monday.com in Q3 2025 and held it in 3 quarters.
  • True Wealth Design's monday.com position peaked at $8.29K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.