Disciplined Growth Investors MNDY trades
Fred Martin
Fred Martin MONDAY.COM LTD stake
total: 241
Trades details
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Fred Martin holds 1,263,335 MONDAY.COM LTD (MNDY) shares with a market value of roughly $91.45M accounting for 1.55% of the overall portfolio. To date, the estimated cost basis is nearly $75.87 for "buy" trades. Disciplined Growth Investors first purchased MNDY in 2025 Q4, initially acquiring 72,949 shares. Since the initial investment in MONDAY.COM LTD (MNDY), Disciplined Growth Investors has made 2 more transactions.
When did Fred Martin buy MONDAY.COM LTD (MNDY)?
Fred Martin first invested in MONDAY.COM LTD (MNDY) in 2025 Q4 at the reported quarter-end price of $147.56 per share.
What's the cost basis of Disciplined Growth Investors's MNDY stake?
The estimated cost basis for MONDAY.COM LTD (MNDY) stake is around $75.87 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $75.87
Fred Martin's historical trades in MONDAY.COM LTD
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.55%
|
1,263,335
|
$72.39
|
$91,452,821
|
+212.79% (+859,447)
|
+1.05%
|
|
2026 Q1
|
0.57%
|
403,888
|
$69.11
|
$27,912,700
|
+453.66% (+330,939)
|
+0.47%
|
|
2025 Q4
|
0.21%
|
72,949
|
$147.56
|
$10,764,354
|
new
|
+0.21%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.