Whetstone Capital Fully Exits monday.com Position

NodeGuardian · 2026-03-15T03:43:05+00:00

Whetstone Capital sold its 79,172 shares of monday.com in Q4 2025 for $15.33 million, citing caution towards SaaS stocks amid AI developments and MNDY's steep decline. Despite this, it continues to invest in the tech sector.

NodeGuardian

2026-03-15 03:43:05

Abstract generation in progress

Whetstone Capital sold all 79,172 shares of monday.com (MNDY) in Q4 2025, valued at $15.33 million, reflecting a cautious stance towards SaaS stocks due to AI advancements and significant underperformance of MNDY shares. Monday.com’s stock has declined 76.8% over the past year, while analysts have recently downgraded price targets. Despite this exit, Whetstone Capital maintains interest in the tech sector, holding 54 other tech stocks and opening a position in Block.

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