UBS O'Connor’s monday.com MNDY Stock Holding History

UBS O'Connor’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
2024 Q4	–	Sell	-3,500	Closed	-$972K	–	519
2024 Q3	$972K	Buy	+3,500	New	+$866K	0.02%	281
2024 Q1	–	Sell	-12,000	Closed	-$2.25M	–	571
2023 Q4	$2.25M	Buy	+12,000	New	+$1.93M	0.07%	156

Other funds holding MNDY

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

UBS O'Connor's MNDY Position: Q4 2024 in Review

UBS O'Connor sold out of monday.com (MNDY) in Q4 2024, closing a stake of 3,500 shares — an estimated $972K sold.

UBS O'Connor first reported a position in MNDY in Q4 2023 and held it in 2 quarters. The position peaked at $2.25M in Q4 2023. 439 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

UBS O'Connor reported no remaining monday.com position as of Q4 2024 after selling out during the quarter.
UBS O'Connor sold 3,500 monday.com shares in Q4 2024, an estimated $972K.
UBS O'Connor first reported a position in monday.com in Q4 2023 and held it in 2 quarters.
UBS O'Connor's monday.com position peaked at $2.25M in Q4 2023.
439 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.