UBS AM
MNDY icon

UBS AM’s monday.com MNDY Stock Holding History

UBS AM’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 		$10.4M Sell
150,862
-33,396
-18% -$3.2M ﹤0.01% 1169
2025
Q4 		$27.2M Buy
+184,258
New +$31M 0.01% 755
2025
Q3 		– Sell
-149,163
Closed -$46.9M – 2475
2025
Q2 		$46.9M Buy
149,163
+31,242
+26% +$8.7M 0.01% 721
2025
Q1 		$28.7M Buy
117,921
+485
+0.4% +$128K 0.01% 825
2024
Q4 		$27.6M Buy
117,436
+12,999
+12% +$3.6M 0.01% 830
2024
Q3 		$29M Buy
104,437
+10,285
+11% +$2.55M 0.01% 816
2024
Q2 		$22.7M Buy
94,152
+24,551
+35% +$5.18M 0.01% 820
2024
Q1 		$15.7M Buy
69,601
+4,829
+7% +$1.03M 0.01% 870
2023
Q4 		$12.2M Buy
64,772
+12,903
+25% +$2.08M ﹤0.01% 921
2023
Q3 		$8.26M Buy
+51,869
New +$8.71M ﹤0.01% 1014

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

UBS AM's MNDY Position: Q1 2026 in Review

UBS AM reduced its monday.com (MNDY) stake by 18% in Q1 2026, selling an estimated $3.2M and leaving 150,862 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

UBS AM first reported a position in MNDY in Q3 2023 and has held it in 10 quarters since. The position peaked at $46.9M in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • UBS AM held 150,862 shares of monday.com worth $10.4M as of Q1 2026.
  • UBS AM sold 33,396 monday.com shares in Q1 2026, an estimated $3.2M.
  • monday.com made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1169 holding.
  • UBS AM first reported a position in monday.com in Q3 2023 and has held it in 10 quarters since.
  • UBS AM's monday.com position peaked at $46.9M in Q2 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.