Whetstone Capital fully exits monday.com position amid market concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy MNDY?
Source: Fool
monday.com Ltd. shares fell 5.83% and hit a 5-day low amid broader market weakness, with the Nasdaq-100 down 0.88% and the S&P 500 down 0.64%.
Whetstone Capital disclosed on February 13, 2026, that it sold all 79,172 shares of monday.com during Q4 2025, valued at approximately $15.33 million. This decision reflects a cautious stance towards SaaS stocks amid concerns that AI advancements may replace their functions, contributing to a significant decline in monday.com's market position, which has seen a 76.8% drop over the past year.
The exit from monday.com by Whetstone Capital highlights investor pessimism regarding the company's future growth potential and market share, especially as it underperformed the S&P 500 Index by 89.7 percentage points. This trend may continue to affect investor confidence in the SaaS sector.
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Analyst Views on MNDY
Wall Street analysts forecast MNDY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 65.870
Low
195.00
Averages
235.58
High
310.00
Current: 65.870
Low
195.00
Averages
235.58
High
310.00
About MNDY
Monday.Com Ltd is an Israel-based company engaged primarily in the software sector. The Company provides cloud-based platform that enables its users to create custom applications and project management software. The platform offers a Work Operating System (Work OS) that provides modular building blocks to create software applications and work management tools. This system is designed to enhance team collaboration and streamline workflows across various business functions, including project management, CRM, marketing, and more. The Company has teams in Tel Aviv, New York, San Francisco, Miami, Chicago, London, Kiev, and Sydney. The Company customize its platform to suit any business vertical and serves customers worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Faruqi & Faruqi Encourages Investors in Monday.com to Reach Out
- Legal Investigation Launched: Faruqi & Faruqi LLP is investigating potential claims against Monday.com for the period between September 17, 2025, and February 6, 2026, indicating possible legal risks that could undermine investor confidence in the company.
- Investor Rights Reminder: The firm reminds investors that May 11, 2026, is the deadline to seek the role of lead plaintiff in a federal securities class action, emphasizing the importance of timely action to protect their rights.
- Direct Contact Channels: Partner Josh Wilson has provided direct contact numbers, encouraging affected investors to call 877-247-4292 or 212-983-9330 (Ext. 1310) to discuss legal options, demonstrating a commitment to investor support.
- Potential Impact Assessment: This legal action could negatively affect Monday.com's stock price and market reputation, prompting investors to closely monitor the case's progress to adjust their investment strategies accordingly.
See More
Pomerantz Files Class Action Against monday.com Ltd.
- Class Action Initiated: Pomerantz LLP has filed a class action lawsuit against monday.com and certain officers, alleging securities fraud and other unlawful business practices, with investors advised to apply as Lead Plaintiff by May 11, 2026, highlighting serious concerns over corporate governance and compliance.
- Stock Price Volatility: Following the release of its Q3 2025 financial results and weaker Q4 guidance on November 10, 2025, monday.com's stock plummeted by $23.38, or 12.33%, indicating a significant loss of market confidence in the company's future performance.
- Deteriorating Outlook: On February 9, 2026, monday.com reported its Q4 and full-year 2025 results, issuing a 2026 guidance that reflected a strategic shift away from its long-term $1.8 billion revenue target for 2027, resulting in a further stock decline of $20.37, or 20.79%, exacerbating investor anxiety.
- Legal Expertise: Pomerantz LLP, recognized as a leading firm in class action litigation, has a long history of advocating for victims of securities fraud and corporate misconduct, having secured numerous multimillion-dollar settlements, underscoring its critical role in protecting investor rights.
See More
monday.com Faces Class Action Lawsuit; Investors Encouraged to Contact Attorneys
- Class Action Filed: Bragar Eagel & Squire has initiated a class action lawsuit against monday.com in the Southern District of New York on behalf of investors who purchased shares between September 17, 2025, and February 6, 2026, indicating significant legal risks for the company.
- False Information Allegations: The lawsuit alleges that monday.com's management misled investors regarding the company's revenue outlook and growth, creating a false impression that its $1.8 billion 2027 target was achievable, despite decelerating customer growth and extended sales cycles.
- Investor Rights Protection: Investors must apply by May 11, 2026, to be appointed as lead plaintiffs in the lawsuit, highlighting the potential significant financial implications for affected investors.
- Legal Consultation Access: Affected investors are encouraged to contact the law firm via phone or email for legal advice and support, demonstrating the firm's commitment to providing no-cost legal assistance to investors.
See More
Reminder of Class Action Lawsuit Against monday.com
- Class Action Notice: Rosen Law Firm reminds investors who purchased monday.com (NASDAQ: MNDY) securities between September 17, 2025, and February 6, 2026, that they must apply to be lead plaintiff by May 11, 2026, without any out-of-pocket fees.
- Lawsuit Background: The lawsuit alleges that monday.com made false and misleading statements regarding its revenue growth outlook, concealing material adverse facts, which led to investor losses when the truth emerged, thereby impacting the company's market credibility.
- Law Firm's Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, highlighting its successful track record, prompting investors to choose experienced legal counsel wisely.
- Investor Action Steps: Investors can visit the Rosen Law Firm website or call the toll-free number for more information on how to participate in the lawsuit, ensuring they have appropriate legal representation in the class action.
See More
monday.com Faces Class Action Lawsuit Reminder
- Class Action Notification: The Schall Law Firm reminds investors of a class action lawsuit against monday.com for violations of §§10(b) and 20(a) of the Securities Exchange Act, concerning securities purchased between September 17, 2025, and February 6, 2026, with a deadline to contact the firm by May 11, 2026.
- False Statement Allegations: The complaint alleges that monday.com made false and misleading statements regarding its revenue outlook and growth prospects, while actually experiencing decelerating new customer growth and weaker expansion with existing customers.
- Investor Losses: As the market learned the truth about monday.com, investors suffered damages, indicating that the company's public statements were false and materially misleading throughout the class period.
- Legal Consultation Opportunity: The Schall Law Firm offers legal consultation for affected investors, encouraging shareholders who suffered losses to join the lawsuit for recovery, while emphasizing that investors are not represented by an attorney until the class action is certified.
See More
monday.com Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: monday.com Ltd. (NASDAQ: MNDY) is facing a securities fraud class action lawsuit initiated by Bernstein Liebhard LLP, alleging that the company and its senior officers misrepresented its financial condition during the period from September 17, 2025, to February 6, 2026, which could severely impact investor trust and the company's reputation.
- Investor Rights: Affected investors have until May 11, 2026, to file as lead plaintiffs in the class action, and even those who do not participate can still share in any recovery, highlighting the potential reputational damage and loss of shareholder confidence for the company.
- Legal Fee Structure: The representation is on a contingency fee basis, meaning investors incur no fees or expenses, which may encourage more victims to join the lawsuit, thereby increasing the legal risks faced by monday.com.
- Law Firm Credentials: Bernstein Liebhard LLP has recovered over $3.5 billion for clients since 1993 and has extensive experience in class action litigation, which could significantly influence monday.com's legal strategy and outcomes.
See More
Faruqi & Faruqi Encourages Investors in Monday.com to Reach Out
- Legal Investigation Launched: Faruqi & Faruqi LLP is investigating potential claims against Monday.com for the period between September 17, 2025, and February 6, 2026, indicating possible legal risks that could undermine investor confidence in the company.
- Investor Rights Reminder: The firm reminds investors that May 11, 2026, is the deadline to seek the role of lead plaintiff in a federal securities class action, emphasizing the importance of timely action to protect their rights.
- Direct Contact Channels: Partner Josh Wilson has provided direct contact numbers, encouraging affected investors to call 877-247-4292 or 212-983-9330 (Ext. 1310) to discuss legal options, demonstrating a commitment to investor support.
- Potential Impact Assessment: This legal action could negatively affect Monday.com's stock price and market reputation, prompting investors to closely monitor the case's progress to adjust their investment strategies accordingly.
See More
Pomerantz Files Class Action Against monday.com Ltd.
- Class Action Initiated: Pomerantz LLP has filed a class action lawsuit against monday.com and certain officers, alleging securities fraud and other unlawful business practices, with investors advised to apply as Lead Plaintiff by May 11, 2026, highlighting serious concerns over corporate governance and compliance.
- Stock Price Volatility: Following the release of its Q3 2025 financial results and weaker Q4 guidance on November 10, 2025, monday.com's stock plummeted by $23.38, or 12.33%, indicating a significant loss of market confidence in the company's future performance.
- Deteriorating Outlook: On February 9, 2026, monday.com reported its Q4 and full-year 2025 results, issuing a 2026 guidance that reflected a strategic shift away from its long-term $1.8 billion revenue target for 2027, resulting in a further stock decline of $20.37, or 20.79%, exacerbating investor anxiety.
- Legal Expertise: Pomerantz LLP, recognized as a leading firm in class action litigation, has a long history of advocating for victims of securities fraud and corporate misconduct, having secured numerous multimillion-dollar settlements, underscoring its critical role in protecting investor rights.
See More
monday.com Faces Class Action Lawsuit; Investors Encouraged to Contact Attorneys
- Class Action Filed: Bragar Eagel & Squire has initiated a class action lawsuit against monday.com in the Southern District of New York on behalf of investors who purchased shares between September 17, 2025, and February 6, 2026, indicating significant legal risks for the company.
- False Information Allegations: The lawsuit alleges that monday.com's management misled investors regarding the company's revenue outlook and growth, creating a false impression that its $1.8 billion 2027 target was achievable, despite decelerating customer growth and extended sales cycles.
- Investor Rights Protection: Investors must apply by May 11, 2026, to be appointed as lead plaintiffs in the lawsuit, highlighting the potential significant financial implications for affected investors.
- Legal Consultation Access: Affected investors are encouraged to contact the law firm via phone or email for legal advice and support, demonstrating the firm's commitment to providing no-cost legal assistance to investors.
See More
Reminder of Class Action Lawsuit Against monday.com
- Class Action Notice: Rosen Law Firm reminds investors who purchased monday.com (NASDAQ: MNDY) securities between September 17, 2025, and February 6, 2026, that they must apply to be lead plaintiff by May 11, 2026, without any out-of-pocket fees.
- Lawsuit Background: The lawsuit alleges that monday.com made false and misleading statements regarding its revenue growth outlook, concealing material adverse facts, which led to investor losses when the truth emerged, thereby impacting the company's market credibility.
- Law Firm's Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, highlighting its successful track record, prompting investors to choose experienced legal counsel wisely.
- Investor Action Steps: Investors can visit the Rosen Law Firm website or call the toll-free number for more information on how to participate in the lawsuit, ensuring they have appropriate legal representation in the class action.
See More
monday.com Faces Class Action Lawsuit Reminder
- Class Action Notification: The Schall Law Firm reminds investors of a class action lawsuit against monday.com for violations of §§10(b) and 20(a) of the Securities Exchange Act, concerning securities purchased between September 17, 2025, and February 6, 2026, with a deadline to contact the firm by May 11, 2026.
- False Statement Allegations: The complaint alleges that monday.com made false and misleading statements regarding its revenue outlook and growth prospects, while actually experiencing decelerating new customer growth and weaker expansion with existing customers.
- Investor Losses: As the market learned the truth about monday.com, investors suffered damages, indicating that the company's public statements were false and materially misleading throughout the class period.
- Legal Consultation Opportunity: The Schall Law Firm offers legal consultation for affected investors, encouraging shareholders who suffered losses to join the lawsuit for recovery, while emphasizing that investors are not represented by an attorney until the class action is certified.
See More
monday.com Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: monday.com Ltd. (NASDAQ: MNDY) is facing a securities fraud class action lawsuit initiated by Bernstein Liebhard LLP, alleging that the company and its senior officers misrepresented its financial condition during the period from September 17, 2025, to February 6, 2026, which could severely impact investor trust and the company's reputation.
- Investor Rights: Affected investors have until May 11, 2026, to file as lead plaintiffs in the class action, and even those who do not participate can still share in any recovery, highlighting the potential reputational damage and loss of shareholder confidence for the company.
- Legal Fee Structure: The representation is on a contingency fee basis, meaning investors incur no fees or expenses, which may encourage more victims to join the lawsuit, thereby increasing the legal risks faced by monday.com.
- Law Firm Credentials: Bernstein Liebhard LLP has recovered over $3.5 billion for clients since 1993 and has extensive experience in class action litigation, which could significantly influence monday.com's legal strategy and outcomes.
See More
