UBS Group’s monday.com MNDY Stock Holding History

UBS Group’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	$346K	Sell	5,000 -6,100	-55%	-$585K	﹤0.01%	6329
2025 Q4	$1.64M	Sell	11,100 -33,672	-75%	-$5.67M	﹤0.01%	5142
2025 Q3	$8.67M	Buy	44,772 +38,272	+589%	+$8.81M	﹤0.01%	3467
2025 Q2	$2.04M	Buy	+6,500	New	+$1.81M	﹤0.01%	4794
2024 Q2	–	Sell	-2,300	Closed	-$520K	–	9887
2024 Q1	$520K	Buy	+2,300	New	+$488K	﹤0.01%	5180
2023 Q3	–	Sell	-100	Closed	-$17.1K	–	9780
2023 Q2	$17.1K	Sell	100 -600	-86%	-$89.7K	﹤0.01%	6942
2023 Q1	$99.9K	Sell	700 -277	-28%	-$37.4K	﹤0.01%	5909
2022 Q4	$119K	Sell	977 -51,223	-98%	-$5.33M	﹤0.01%	5943
2022 Q3	$5.92M	Hold	52,200	–	–	﹤0.01%	2206
2022 Q2	$5.38M	Buy	+52,200	New	+$6.34M	﹤0.01%	2314

Other funds holding MNDY

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's MNDY Position: Q1 2026 in Review

UBS Group increased its monday.com (MNDY) stake by 105% in Q1 2026, buying an estimated $29.6M and bringing the position to 602,552 shares worth $41.6M. The position accounts for 0.01% of the portfolio, ranked #1828.

UBS Group first reported a position in MNDY in Q2 2021 and has held it in 20 quarters since. The position peaked at $102M in Q3 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

UBS Group held 602,552 shares of monday.com worth $41.6M as of Q1 2026.
UBS Group bought 308,020 monday.com shares in Q1 2026, an estimated $29.6M.
monday.com made up 0.01% of UBS Group's portfolio in Q1 2026, its #1828 holding.
UBS Group first reported a position in monday.com in Q2 2021 and has held it in 20 quarters since.
UBS Group's monday.com position peaked at $102M in Q3 2025.
304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.