Whetstone Capital Advisors, LLC MNDY — Monday.Com Ltd

Ownership history in Whetstone Capital Advisors, LLC  ·  15 quarters on record

AI Ownership Summary

Whetstone Capital Advisors, LLC reported Monday.Com Ltd (MNDY) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 10.59% in 2024 Q3. The latest visible filing shows MNDY at 4.25% 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 Whetstone Capital Advisors, LLC'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
2025 Q3

MNDY was reported at 4.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.59% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Whetstone Capital Advisors, LLC fund profile Whetstone Capital Advisors, LLC full holdings
How Whetstone Capital Advisors, 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)
2025 Q3 UNCHANGED — — — 79,172 — 0% 4.25% $15.3M 2025-11-14 $160.54
2025 Q2 REDUCED — — — 79,172 -98 -0.1% 7.03% $24.9M 2025-08-14 $176.92
2025 Q1 ADDED — — — 79,270 +490 +0.6% 8.52% $19.3M 2025-05-14 $292.83
2024 Q4 REDUCED — — — 78,780 -303 -0.4% 5.98% $18.5M 2025-02-13 $320.33
2024 Q3 REDUCED — — — 79,083 -601 -0.8% 10.59% $22.0M 2024-11-13 $269.16
2024 Q2 REDUCED — — — 79,684 -109 -0.1% 8.90% $19.2M 2024-08-14 $259.36
2024 Q1 UNCHANGED — — — 79,793 — 0% 7.89% $18.0M 2024-05-14 $181.86
2023 Q4 REDUCED 15.6% +17.7% ❌ 79,793 -14,764 -15.6% 7.54% $15.0M 2024-02-14 $219.95
7 older quarters 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 Whetstone Capital Advisors, 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 Whetstone Capital Advisors, LLC reported owning MNDY?

Whetstone Capital Advisors, LLC reported MNDY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MNDY position in Whetstone Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for MNDY was 10.59% in 2024 Q3.

What is the latest reported MNDY position on this page?

The most recent filing on this page is 2025 Q3, when Whetstone Capital Advisors, LLC reported 79,172 shares, equal to 4.25% of portfolio, with an estimated market value of $15.3M.

What does the chart on this MNDY ownership page compare?

The chart compares Whetstone Capital Advisors, 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 Whetstone Capital Advisors, LLC time their MNDY position?

Based on 13F filing dates vs. subsequent MNDY price moves, Whetstone Capital Advisors, LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on MNDY relative to SPY over the holding period was -19.7%.

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