UBS Group
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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 		– Sell
-7,000
Closed -$1.03M – 10921
2025
Q4 		$1.03M Sell
7,000
-51,000
-88% -$8.59M ﹤0.01% 5545
2025
Q3 		$11.2M Buy
58,000
+53,000
+1,060% +$12.2M ﹤0.01% 3163
2025
Q2 		$1.57M Hold
5,000
– – ﹤0.01% 5048
2025
Q1 		$1.22M Hold
5,000
– – ﹤0.01% 5117
2024
Q4 		$1.18M Buy
+5,000
New +$1.38M ﹤0.01% 5182
2022
Q1 		– Sell
-97,800
Closed -$30.2M – 10648
2021
Q4 		$30.2M Buy
+97,800
New +$33.4M 0.01% 1287

Other funds holding MNDY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $297M AUM 27.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Ibex Investors
Ibex Investors Denver, Colorado $165M AUM 12.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's MNDY Position: Q3 2026 in Review

UBS Group increased its monday.com (MNDY) stake by 243% in Q3 2026, buying an estimated $55.6M and bringing the position to 906,474 shares worth $71.1M. The position accounts for 0.01% of the portfolio, ranked #1369.

UBS Group first reported a position in MNDY in Q2 2021 and has held it in 22 quarters since. The position peaked at $102M in Q3 2025. 198 funds tracked by Wall St. Rank hold MNDY as of Q3 2026.

  • UBS Group held 906,474 shares of monday.com worth $71.1M as of Q3 2026.
  • UBS Group bought 642,044 monday.com shares in Q3 2026, an estimated $55.6M.
  • monday.com made up 0.01% of UBS Group's portfolio in Q3 2026, its #1369 holding.
  • UBS Group first reported a position in monday.com in Q2 2021 and has held it in 22 quarters since.
  • UBS Group's monday.com position peaked at $102M in Q3 2025.
  • 198 funds tracked by Wall St. Rank held monday.com as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.