Cromwell Holdings LLC MNDY — Monday.Com Limited SHS

Ownership history in Cromwell Holdings LLC  ·  8 quarters on record

AI Ownership Summary

Cromwell Holdings LLC reported Monday.Com Limited SHS (MNDY) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows MNDY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MNDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cromwell Holdings LLC's position in Monday.Com Limited SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MNDY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MNDY stock page Cromwell Holdings LLC fund profile Cromwell Holdings LLC full holdings
How Cromwell Holdings LLC held MNDY — position size vs. price
% of Fund (quarterly)    MNDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 157 -140 -47.1% 0.01% $11K 2026-07-14 $81.84
2026 Q1 ADDED — — — 297 +282 +1880.0% 0.01% $21K 2026-04-30 $65.87
2025 Q4 REDUCED 88.6% -53.2% ✅ 15 -117 -88.6% 0.00% $2K 2026-01-20 $126.89
2025 Q3 REDUCED 41.9% -24.9% ✅ 132 -95 -41.9% 0.01% $26K 2025-10-24 $197.41
2025 Q2 ADDED — — — 227 +71 +45.5% 0.04% $71K 2025-07-21 $284.15
2025 Q1 UNCHANGED — — — 156 — 0% 0.02% $38K 2025-05-01 $277.13
2024 Q4 ADDED — — — 156 +123 +372.7% 0.02% $37K 2025-02-03 $248.33
2024 Q3 INITIATED — — — 33 — — 0.01% $9K 2024-10-23 $282.52

🏢 Other funds also holding MNDY

As of 2026 Q2 — sorted by position size

EMINENCE CAPITAL, LP 3Y 7Y 0.39% Y-Intercept (Hong Kong) Ltd 3Y 0.1% Evanson Financial, LLC 0.01% FULTON BANK, N.A. 3Y 7Y 0.01% Prospera Financial Services Inc 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% City State Bank 3Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% Barnes Dennig Private Wealth Management LLC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Cromwell Holdings LLC and MNDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cromwell Holdings LLC reported owning MNDY?

Cromwell Holdings LLC reported MNDY across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MNDY position in Cromwell Holdings LLC's portfolio?

The largest reported portfolio weight for MNDY was 0.04% in 2025 Q2.

What is the latest reported MNDY position on this page?

The most recent filing on this page is 2026 Q2, when Cromwell Holdings LLC reported 157 shares, equal to 0.01% of portfolio, with an estimated market value of $11K.

What does the chart on this MNDY ownership page compare?

The chart compares Cromwell Holdings LLC's quarterly MNDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cromwell Holdings LLC time their MNDY position?

Based on 13F filing dates vs. subsequent MNDY price moves, Cromwell Holdings LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MNDY relative to SPY over the holding period was -58.7%.

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