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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

MNDY holding history

monday.com Ltd. in every 13F filed by Assetmark, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MNDY overviewAll 13F holders of MNDYFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$145
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of MNDY by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$145<0.1%00.0%UnchangedHolders
Q1 20262$138<0.1%−7,322−100.0%ReducedHolders
Q4 20257,324$1.08M<0.1%+2,129+41.0%AddedHolders
Q3 20255,195$1.01M<0.1%−4,755−47.8%ReducedHolders
Q2 20259,950$3.13M<0.1%+3,425+52.5%AddedHolders
Q1 20256,525$1.59M<0.1%+274+4.4%AddedHolders
Q4 20246,251$1.47M<0.1%+665+11.9%AddedHolders
Q3 20245,586$1.55M<0.1%+376+7.2%AddedHolders
Q2 20245,210$1.25M<0.1%+10.0%AddedHolders
Q1 20245,209$1.18M<0.1%−68−1.3%ReducedHolders
Q4 20235,277$991.1K<0.1%+527+11.1%AddedHolders
Q3 20234,750$756.3K<0.1%+867+22.3%AddedHolders
Q2 20233,883$664.8K<0.1%+247+6.8%AddedHolders
Q1 20233,636$519.0K<0.1%+30+0.8%AddedHolders
Q4 20223,606$439.9K<0.1%+3,606NewHolders
Q1 20220$00.0%−622−100.0%Sold outHolders
Q4 2021622$192.0K<0.1%+622NewHolders