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WCM Investment (NASDAQ: MNDY) reports 750-share stake in Monday.com

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Monday.Com Ltd ownership update: WCM Investment Management, LLC reports beneficial ownership of 750 shares of Common Stock, representing 0.00146% of the class, per an amendment to Schedule 13G/A. The filing is signed by the firm's Chief Compliance Officer on 04/06/2026.

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Filing type Schedule 13G/A (Amendment No. 2) ownership disclosure for common stock
Shares beneficially owned 750 shares reported beneficial ownership as of 03/31/2026
Percent of class 0.00146% percent of common stock beneficially owned
Signature date 04/06/2026 signed by Chief Compliance Officer David J. Joerger
Schedule 13G/A regulatory
"Amendment No. 2 Schedule 13G/A beneficial ownership disclosure"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficially owned financial
"Amount beneficially owned: 750 Percent of class: 0.00146 %"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 750"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.





M7S64H106

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



WCM Investment Management, LLC
Signature:/s/ David J. Joerger
Name/Title:Chief Compliance Officer
Date:04/06/2026

FAQ

What stake does WCM Investment hold in Monday.com (MNDY)?

WCM Investment reports beneficial ownership of 750 shares, equal to 0.00146% of Monday.com common stock. The amount and percentage are shown in the Schedule 13G/A amendment included in the filing.

When was the Schedule 13G/A amendment for MNDY signed?

The Schedule 13G/A amendment was signed on 04/06/2026 by the Chief Compliance Officer. The filing references the reporting period date of 03/31/2026 in its cover information.

Does the filing show voting or dispositive power for WCM over MNDY shares?

Yes. The filing states WCM has sole voting power over 750 shares and sole dispositive power over 750 shares, with no shared voting or dispositive power reported.

Is WCM Investment a majority holder of Monday.com (MNDY)?

No. The filing classifies the position as under 5%: WCM holds 0.00146% of the class, which is explicitly noted as "Ownership of 5 percent or less of a class."

Who signed the Schedule 13G/A amendment for MNDY on behalf of WCM?

The Schedule 13G/A amendment is signed by David J. Joerger, identified as Chief Compliance Officer, certifying the reported beneficial ownership and powers on behalf of WCM Investment Management, LLC.