S&CO INC MNDY — MONDAY.COM

Ownership history in S&CO INC  ·  5 quarters on record

AI Ownership Summary

S&CO INC reported MONDAY.COM (MNDY) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows MNDY at 0.05% 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 S&CO INC's position in MONDAY.COM, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

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 S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,870 -745 -6.4% 0.05% $786 2026-08-06 $87.57
2026 Q1 ADDED — — — 11,615 +4,740 +68.9% 0.05% $802 2026-05-07 $76.39
2025 Q4 ADDED — — — 6,875 +6,130 +822.8% 0.06% $1.0M 2026-02-05 $94.59
2025 Q2 UNCHANGED — — — 745 — 0% 0.02% $234K 2025-08-07 $247.40
2024 Q3 INITIATED — — — 745 — — 0.01% $206K 2024-11-07 $318.56

🏢 Other funds also holding MNDY

As of 2026 Q2 — sorted by position size

Rubicon Global Capital Ltd 38.28% Taylor Frigon Capital Management LLC 3Y 7Y 1.08% Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.81% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.51% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.41% EMINENCE CAPITAL, LP 3Y 7Y 0.39% Y-Intercept (Hong Kong) Ltd 3Y 0.1% Motley Fool Asset Management LLC 3Y 7Y 0.04% Aware Super Pty Ltd as trustee of Aware Super 0.04% Abel Hall, LLC 0.04%

FAQ About S&CO INC and MNDY

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

How long has S&CO INC reported owning MNDY?

S&CO INC reported MNDY across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MNDY position in S&CO INC's portfolio?

The largest reported portfolio weight for MNDY was 0.06% in 2025 Q4.

What is the latest reported MNDY position on this page?

The most recent filing on this page is 2026 Q2, when S&CO INC reported 10,870 shares, equal to 0.05% of portfolio, with an estimated market value of $786.

What does the chart on this MNDY ownership page compare?

The chart compares S&CO INC'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 S&CO INC time their MNDY position?

Based on 13F filing dates vs. subsequent MNDY price moves, S&CO INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MNDY relative to SPY over the holding period was -71.3%.

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