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.
Whetstone Capital Fully Exits monday.com Position
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.