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WT Asset Management’s monday.com MNDY Stock Holding History

WT Asset Management’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
Q2 		– Sell
-35,629
Closed -$8.66M – 42
2025
Q1 		$8.66M Buy
+35,629
New +$9.42M 1.01% 23
2024
Q4 		– Sell
-2,500
Closed -$694K – 47
2024
Q3 		$694K Buy
+2,500
New +$619K 0.14% 26

Other funds holding MNDY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WT Asset Management's MNDY Position: Q2 2025 in Review

WT Asset Management sold out of monday.com (MNDY) in Q2 2025, closing a stake of 35,629 shares — an estimated $8.66M sold.

WT Asset Management first reported a position in MNDY in Q3 2024 and held it in 2 quarters. The position peaked at $8.66M in Q1 2025. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

  • WT Asset Management reported no remaining monday.com position as of Q2 2025 after selling out during the quarter.
  • WT Asset Management sold 35,629 monday.com shares in Q2 2025, an estimated $8.66M.
  • WT Asset Management first reported a position in monday.com in Q3 2024 and held it in 2 quarters.
  • WT Asset Management's monday.com position peaked at $8.66M in Q1 2025.
  • 468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on WT Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.