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Whipplewood Advisors’s monday.com MNDY Stock Holding History

Whipplewood 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
2026
Q2 		– Sell
-2
Closed -$138 – 900
2026
Q1 		$138 Buy
+2
New +$192 ﹤0.01% 1041
2025
Q3 		– Sell
-8
Closed -$2.52K – 838
2025
Q2 		$2.52K Sell
8
-340
-98% -$94.7K ﹤0.01% 831
2025
Q1 		$973 Buy
348
+315
+955% +$83.2K ﹤0.01% 1034
2024
Q4 		$7.77K Buy
+33
New +$9.14K ﹤0.01% 600

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Whipplewood Advisors's MNDY Position: Q2 2026 in Review

Whipplewood Advisors sold out of monday.com (MNDY) in Q2 2026, closing a stake of 2 shares — an estimated $138 sold.

Whipplewood Advisors first reported a position in MNDY in Q4 2024 and held it in 4 quarters. The position peaked at $7.77K in Q4 2024. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Whipplewood Advisors reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 2 monday.com shares in Q2 2026, an estimated $138.
  • Whipplewood Advisors first reported a position in monday.com in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's monday.com position peaked at $7.77K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.