Fred Martin's Disciplined Growth Investors bought 859K shares more of MONDAY.COM LTD (MNDY) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 213% increase in the share count. Fred Martin now holds 1.26M shares worth about $91.5M, 1.55% of the portfolio against 0.57% a quarter earlier.
What did the 2026 Q2 filing report for MNDY?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 404K | 1.26M |
| Shares added | +859K (213%) | |
| Reported value | $27.9M | $91.5M |
| Portfolio weight | 0.57% | 1.55% |
| Rank in portfolio | 24th of 58 |
How much did Fred Martin add to MNDY?
Fred Martin added 859K shares of MNDY during 2026 Q2, taking the stake from 404K to 1.26M. The reported value of the position rose by about $63.5M, from about $27.9M to about $91.5M.
Where does MNDY sit in the Fred Martin portfolio?
MNDY ranks 24th of 58 stock positions in the Fred Martin portfolio at 1.55%, about the fund's average stock position of 2%. The largest stock position is PLXS at 7.34%. Next come VSAT at 7.21% and P at 6.2%. The three largest stocks together are 20.74% of the book. The MNDY addition was the 10th largest of the quarter's 63 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Fred Martin reported 58 stock positions, with 3 opened and 6 closed. The total portfolio value is about $5.9B, up 21% from the prior quarter.
How long has Fred Martin held MNDY?
Fred Martin first reported MNDY in the quarter ended December 31, 2025. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 454%. Every reported trade is on the Fred Martin MNDY trade history page.
FAQ
How many MNDY shares did Fred Martin buy in 2026 Q2?
Fred Martin added 859K shares of MNDY, a 213% increase, to 1.26M shares.
What is the MNDY position of Fred Martin worth now?
The MNDY position of Fred Martin is worth about $91.5M at June 30, 2026 prices, 1.55% of the portfolio.
Is MNDY a top holding of Fred Martin?
MNDY ranks 24th of 58 stock positions in the Fred Martin portfolio, at 1.55%.