MassMutual Private Wealth & Trust, FSB MNDY — Monday.com Ltd

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  10 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Monday.com Ltd (MNDY) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows MNDY at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MNDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Monday.com Ltd, 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 Q1

MNDY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 75 +54 +257.1% 0.00% $5K 2026-04-13 $63.55
2025 Q4 REDUCED 8.7% -53.2% ✅ 21 -2 -8.7% 0.00% $3K 2026-01-07 $149.95
2025 Q3 REDUCED 65.7% -24.9% ✅ 23 -44 -65.7% 0.00% $4K 2025-10-22 $190.68
2025 Q2 REDUCED 23.0% -35.9% ✅ 67 -20 -23.0% 0.00% $21K 2025-07-09 $309.62
2025 Q1 ADDED — — — 87 +22 +33.8% 0.00% $21K 2025-04-01 $262.18
2024 Q4 ADDED — — — 65 +39 +150.0% 0.00% $15K 2025-01-16 $240.61
2024 Q3 ADDED — — — 26 +19 +271.4% 0.00% $7K 2024-10-02 $271.34
2024 Q2 UNCHANGED — — — 7 — 0% 0.00% $2K 2024-07-02 $237.03
2024 Q1 ADDED — — — 7 +3 +75.0% 0.00% $2K 2024-04-09 $215.75
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MNDY

As of 2026 Q1 — sorted by position size

Rubicon Global Capital Ltd 42.51% AMS Capital Ltda 3Y 7Y 1.8% Taylor Frigon Capital Management LLC 3Y 7Y 1.16% Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.0% Counterpoint Mutual Funds LLC 3Y 0.76% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.62% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.45% Y-Intercept (Hong Kong) Ltd 3Y 0.08% SG Americas Securities, LLC 3Y 7Y 0.07% Legacy Wealth Asset Management, LLC 3Y 0.06%

FAQ About MassMutual Private Wealth & Trust, FSB and MNDY

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

How long has MassMutual Private Wealth & Trust, FSB reported owning MNDY?

MassMutual Private Wealth & Trust, FSB reported MNDY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MNDY position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for MNDY was 0.00% in 2025 Q1.

What is the latest reported MNDY position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 75 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this MNDY ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB time their MNDY position?

Based on 13F filing dates vs. subsequent MNDY price moves, MassMutual Private Wealth & Trust, FSB correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on MNDY relative to SPY over the holding period was -42.6%.

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