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West Family Investments’s monday.com MNDY Stock Holding History

West Family Investments’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
Q3 		– Sell
-687
Closed -$216K – 394
2025
Q2 		$216K Buy
+687
New +$191K 0.06% 329

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Fidelity Investments
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

West Family Investments's MNDY Position: Q3 2025 in Review

West Family Investments sold out of monday.com (MNDY) in Q3 2025, closing a stake of 687 shares — an estimated $216K sold.

West Family Investments first reported a position in MNDY in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • West Family Investments reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • West Family Investments sold 687 monday.com shares in Q3 2025, an estimated $216K.
  • West Family Investments first reported a position in monday.com in Q2 2025 and held it in 1 quarter.
  • West Family Investments's monday.com position peaked at $216K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on West Family Investments's 13F filing for Q3 2025, filed 12 Nov 2025.