Monday shares owned by Creative Planning
Historical chart of Creative Planning investment in Monday
Tip: Access up to 7 years of quarterly data
All positions including Monday held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Monday by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.1M | 31k | 69.11 |
| 2025-12-31 | $1.1M | 7.4k | 147.56 |
| 2025-09-30 | $718k | 3.7k | 193.93 |
| 2025-06-30 | $1.5M | 4.7k | 314.52 |
| 2025-03-31 | $973k | 4.0k | 243.13 |
| 2024-12-31 | $624k | 2.6k | 235.44 |
| 2024-09-30 | $394k | 1.4k | 277.77 |
| 2024-06-30 | $565k | 2.3k | 240.76 |
| 2024-03-31 | $562k | 2.5k | 225.87 |
| 2023-12-31 | $419k | 2.2k | 187.81 |
| 2023-09-30 | $287k | 1.8k | 159.22 |
| 2023-06-30 | $334k | 2.0k | 171.22 |
| 2023-03-31 | $257k | 1.8k | 142.75 |
| 2022-12-31 | $218k | 1.8k | 122.00 |
| 2022-03-31 | $215k | 1.4k | 158.32 |
| 2021-12-31 | $241k | 781 | 308.58 |