Position in MNDY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,409,061
+$1,266,168 QoQ
Shares Held
47,093
+51.9% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 273 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MNDY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Creative Planning holds $804,282,438 across 108 Software - Application names. MNDY ranks #44 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
236,839 | $60,275,525 | |
| 2 | SHOP |
Shopify Inc.
|
469,832 | $53,645,417 | |
| 3 | CRM |
Salesforce, Inc.
|
336,625 | $52,735,671 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,297 | $49,669,485 | |
| 5 | ADP |
Automatic Data Processing Inc
|
185,212 | $41,478,226 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
90,759 | $34,063,667 | |
| 7 | PAYX |
Paychex Inc
|
321,743 | $31,636,988 | |
| 8 | UBER |
Uber Technologies, Inc
|
420,860 | $30,369,257 |
All Filings in MNDY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,409,061 | 47,093 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,142,893 | 31,007 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,094,157 | 7,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $716,846 | 3,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,469,879 | 4,674 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $973,126 | 4,002 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $623,680 | 2,649 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $394,155 | 1,419 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $565,063 | 2,347 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $561,738 | 2,487 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $418,816 | 2,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $287,232 | 1,804 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $333,879 | 1,950 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $256,950 | 1,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $217,892 | 1,786 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $214,659 | 1,358 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $241,110 | 781 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||