Creative Planning Monday.Com Ltd. Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Monday.Com Ltd. stock. As of the latest transaction made, Creative Planning holds 3,701 shares of MNDY stock, worth $594,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,701

Previous 4,674 20.82%

Holding current value

$594,158

Previous $1.47 Million 51.26%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$171.46 - $309.62 $166,830 - $301,260	-973 Reduced 20.82%	3,701 $716,000
Q2 2025 Aug 08, 2025	BUY	$217.77 - $314.48 $146,341 - $211,330	672 Added 16.79%	4,674 $1.47 Million
Q1 2025 May 15, 2025	BUY	$213.0 - $327.92 $288,189 - $443,675	1,353 Added 51.08%	4,002 $973,000
Q4 2024 Feb 14, 2025	BUY	$224.69 - $324.31 $276,368 - $398,901	1,230 Added 86.68%	2,649 $623,000
Q3 2024 Oct 11, 2024	SELL	$202.41 - $281.64 $187,836 - $261,361	-928 Reduced 39.54%	1,419 $394,000

Q2 2024 Aug 15, 2024	SELL	$178.07 - $246.44 $24,929 - $34,501	-140 Reduced 5.63%	2,347 $565,000
Q1 2024 May 10, 2024	BUY	$171.92 - $235.92 $44,183 - $60,631	257 Added 11.52%	2,487 $561,000
Q4 2023 Feb 14, 2024	BUY	$125.52 - $197.03 $53,471 - $83,934	426 Added 23.61%	2,230 $418,000
Q3 2023 Nov 16, 2023	SELL	$150.77 - $186.72 $22,012 - $27,261	-146 Reduced 7.49%	1,804 $287,000
Q2 2023 Jul 21, 2023	BUY	$110.15 - $182.91 $16,522 - $27,436	150 Added 8.33%	1,950 $333,000
Q1 2023 May 15, 2023	BUY	$100.15 - $170.0 $1,402 - $2,380	14 Added 0.78%	1,800 $256,000
Q4 2022 Feb 10, 2023	BUY	$76.4 - $122.64 $136,450 - $219,035	1,786 New	1,786 $217,000
Q2 2022 Aug 15, 2022	SELL	$92.89 - $175.8 $126,144 - $238,736	-1,358 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$116.34 - $301.21 $67,128 - $173,798	577 Added 73.88%	1,358 $215,000
Q4 2021 Feb 11, 2022	BUY	$271.62 - $444.7 $212,135 - $347,310	781 New	781 $241,000

Others Institutions Holding MNDY

# of Institutions

494

Shares Held

38.3M

Call Options Held

1.41M

Put Options Held

1.89M

View Full List

About monday.com Ltd.

Ticker MNDY
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 43,720,000
Market Cap $7.02B
Description
monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, and internationally. It provides Work OS, a cloud-based visual work operating system that consists of modular building blocks used and assembled to create software applications and work management tools. The comp...

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Creative Planning Monday.Com Ltd. Transaction History