OBERNDORF WILLIAM E Dumps 74,000 monday.com Shares in Q1 Exit

1 hour ago 3

Will Healy, The Motley Fool

Thu, May 28, 2026 astatine 9:29 AM CDT 4 min read

On May 14, 2026, OBERNDORF WILLIAM E, the money controlled by capitalist William Oberndorf disclosed it exited its full involvement successful monday.com (NASDAQ:MNDY).

What happened

According to its SEC filing dated May 14, 2026, the money sold each 73,705 shares of monday.com successful the archetypal quarter. The estimated worth of the commercialized was $7.07 cardinal utilizing the mean unadjusted adjacent during the period. The nett presumption worth dropped by $10.88 million, a fig that includes some the interaction of stock income and terms movement.

What other to cognize

This was a afloat exit; post-sale, monday.com represents 0% of the fund's reportable AUM.
Top holdings aft the filing:
- NYSE: UNH: $9.62 cardinal (18.0% of AUM)
- NYSE: GWRE: $9.24 cardinal (17.3% of AUM)
- NYSEMKT: PHYS: $7.95 cardinal (14.9% of AUM)
- NYSE: VEEV: $7.93 cardinal (14.9% of AUM)
- NASDAQ: AMZN: $7.50 cardinal (14.1% of AUM)
As of May 13, 2026, shares of monday.com were priced astatine $67.70, down 76.7% implicit the past year, underperforming the S&P 500 by 103.16 percent points.
The money is undergoing a downsizing, with 32% little AUM quarter-over-quarter.

Company overview

Metric

Value

Revenue (TTM)	$1.23 billion
Net Income (TTM)	$119.35 million
Price (as of marketplace adjacent May 13, 2026)	$67.70
1-Year Price Change	(76.69%)

Company snapshot

Offers a cloud-based Work OS level enabling organizations to physique customized workflow applications for task management, CRM, marketing, and bundle development.
Offers concern improvement and lawsuit occurrence services successful summation to its halfway bundle platform.
Serves a divers planetary lawsuit base, including enterprises, acquisition and authorities institutions, and concern units crossed aggregate regions.

monday.com is simply a exertion institution specializing successful flexible enactment absorption software, with operations spanning the United States, Europe, the Middle East, Africa, and internationally. The institution leverages a modular, cloud-based level to assistance organizations streamline operations and heighten productivity. Its scalable SaaS exemplary and wide merchandise suite presumption it competitively wrong the planetary endeavor bundle market.

What this transaction means for investors

The money managed by William Oberndorf has unloaded its monday.com successful a wide sell-off of stocks for the fund.

Indeed, the show of SaaS stocks similar monday.com is connected the diminution arsenic galore bundle platforms person been replaced by bundle packages created connected AI engines astatine a importantly little cost.

Oberndorf did not uncover wherefore helium unloaded his full monday.com stake. However, it is worthy noting that monday.com was the lone presumption wholly liquidated.

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