WCA
MNDY icon

Whetstone Capital Advisors’s monday.com MNDY Stock Holding History

Whetstone Capital 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
-79,172
Closed -$15.3M – 59
2025
Q3 		$15.3M Hold
79,172
– – 4.25% 6
2025
Q2 		$24.9M Sell
79,172
-98
-0.1% -$27.3K 7.03% 3
2025
Q1 		$19.3M Buy
79,270
+490
+0.6% +$129K 8.52% 4
2024
Q4 		$18.5M Sell
78,780
-303
-0.4% -$83.9K 7.06% 6
2024
Q3 		$22M Sell
79,083
-601
-0.8% -$149K 10.59% 2
2024
Q2 		$19.2M Sell
79,684
-109
-0.1% -$23K 8.9% 3
2024
Q1 		$18M Hold
79,793
– – 7.89% 3
2023
Q4 		$15M Sell
79,793
-14,764
-16% -$2.38M 7.54% 5
2023
Q3 		$15.1M Buy
94,557
+245
+0.3% +$41.1K 8.33% 3
2023
Q2 		$16.1M Hold
94,312
– – 9.01% 3
2023
Q1 		$13.5M Buy
+94,312
New +$12.7M 8.68% 3
2022
Q4 		– Sell
-110,638
Closed -$12.5M – 36
2022
Q3 		$12.5M Buy
110,638
+49,601
+81% +$5.87M 7.73% 4
2022
Q2 		$6.3M Sell
61,037
-11,049
-15% -$1.34M 3.69% 14
2022
Q1 		$11.4M Buy
72,086
+67,086
+1,342% +$12.6M 3.85% 11
2021
Q4 		$1.54M Buy
+5,000
New +$1.71M 0.32% 24

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return