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Values First Advisors’s monday.com MNDY Stock Holding History

Values First Advisors’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
2025
Q4 		– Sell
-1,764
Closed -$342K – 185
2025
Q3 		$342K Sell
1,764
-76
-4% -$17.5K 0.18% 126
2025
Q2 		$579K Sell
1,840
-24
-1% -$6.68K 0.32% 90
2025
Q1 		$454K Buy
1,864
+594
+47% +$157K 0.26% 104
2024
Q4 		$299K Sell
1,270
-1,791
-59% -$496K 0.16% 140
2024
Q3 		$850K Buy
3,061
+32
+1% +$7.92K 0.46% 60
2024
Q2 		$729K Sell
3,029
-738
-20% -$156K 0.44% 63
2024
Q1 		$851K Buy
3,767
+995
+36% +$211K 0.5% 58
2023
Q4 		$521K Buy
+2,772
New +$446K 0.31% 97

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Values First Advisors's MNDY Position: Q4 2025 in Review

Values First Advisors sold out of monday.com (MNDY) in Q4 2025, closing a stake of 1,764 shares — an estimated $342K sold.

Values First Advisors first reported a position in MNDY in Q4 2023 and held it in 8 quarters. The position peaked at $851K in Q1 2024. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Values First Advisors reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Values First Advisors sold 1,764 monday.com shares in Q4 2025, an estimated $342K.
  • Values First Advisors first reported a position in monday.com in Q4 2023 and held it in 8 quarters.
  • Values First Advisors's monday.com position peaked at $851K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Values First Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.