Evolutionary Tree Dumps 11,000 monday.com Shares for $3.6 Million | The Motley Fool

On November 13, 2025, Evolutionary Tree Capital Management, LLC disclosed in an SEC filing that it sold out of monday.com ( MNDY 2.06%), exiting its $3.55 million position. What happened According to its SEC filing dated November 13, 2025, Evolutionary Tree Capital Management, LLC sold its entire holding of monday.com, totaling 11,304 shares. The transaction value, based on average quarterly pricing, was $3,554,882. The fund now reports no position in the company, following normal trading activity for the quarter ended September 30, 2025. What else to know Evolutionary Tree Capital Management, LLC fully divested from monday.com, which now represents 0% of its 13F reportable assets under management. Top holdings after the filing: NASDAQ: MSFT: $8.85 million (9.7% of AUM) NASDAQ: AMZN: $8.10 million (8.8% of AUM) NYSE: NOW: $4.90 million (5.3% of AUM) NYSE: RBLX: $4.74 million (5.2% of AUM) NASDAQ: NFLX: $4.55 million (5.0% of AUM) As of November 12, 2025, shares of monday.com were priced at $159.11, down 38.94% over the past year, underperforming the S&P 500 by 56.34 percentage points. Company Overview Metric Value Price (as of market close November 12, 2025) $159.11 Market Capitalization $8.21 billion Revenue (TTM) $1.16 billion Net Income (TTM) $65.05 million Company Snapshot Offers a cloud-based Work OS platform enabling organizations to build custom workflow and project management applications; product suite includes solutions for marketing, CRM, software development, and operational management. Generates revenue primarily through subscription-based licensing of its SaaS platform, with additional income from value-added services such as onboarding and customer support. Serves a global customer base spanning enterprises, SMBs, government, and educational institutions across the United States, EMEA, and other international markets. monday.com operates at scale as a leading provider of flexible work management software, supporting over 2,500 employees and a diversified international client base. The company leverages a modular, cloud-native platform to drive digital transformation and operational efficiency for organizations of all sizes. Its competitive advantage lies in its highly customizable, user-friendly interface and its ability to address a wide range of business functions within a single unified system. Foolish take Evolutionary Tree appears to have sold out of its monday.com position after its pullback had already occurred. The SaaS stock had risen steadily since the end of the 2022 bear market . However, monday.com experienced its first significant pullback in years over the summer. Evolutionary Tree invests primarily in tech stocks. Although Microsoft and Amazon are its largest positions, most of its positions are tech growth stocks like monday.com. With this stock, the timing is interesting since Evolutionary Tree began accumulating its Monday.com shares in 2023. It appears to have begun buying shares close to the price where it unloaded its entire position in the third quarter of 2025. It also continued adding shares over the years, implying that it likely lost money on this stock. NASDAQ: MNDY Key Data Points Ultimately, we do not know why the fund exited its monday position. Still, given the recent revenue slowdown and what looks like a lack of gains over...

Preview: ~500 words