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Wealthspire Advisors (New York)’s monday.com MNDY Stock Holding History

Wealthspire Advisors (New York)’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
-29
Closed -$5.62K – 2161
2025
Q3 		$5.62K Buy
+29
New +$6.68K ﹤0.01% 2280

Other funds holding MNDY

WCM Investment Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $273M AUM 48.56% 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 $179B AUM 65.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s MNDY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of monday.com (MNDY) in Q4 2025, closing a stake of 29 shares — an estimated $5.62K sold.

Wealthspire Advisors (New York) first reported a position in MNDY in Q3 2025 and held it in 1 quarter. The position peaked at $5.62K in Q3 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 29 monday.com shares in Q4 2025, an estimated $5.62K.
  • Wealthspire Advisors (New York) first reported a position in monday.com in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s monday.com position peaked at $5.62K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.