POLEN CAPITAL MANAGEMENT LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 23,420,875
- Description
- Boca Raton Florida based advisory led wealth manager with an independent advisory structure and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through governance continuity discipline and mandate calibration.
- Website
- https://www.polencapital.com/
- Founded
- 1979
- Chairman
- —
- CEO
- Stan Moss
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 234 | 23,420,875 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q3 2025 | 11/12/2025 | 232 | 30,802,401 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q2 2025 | 8/13/2025 | 240 | 32,586,427 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q1 2025 | 5/12/2025 | 117 | 31,845,100 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2024 | 2/10/2025 | 124 | 37,010,356 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q3 2024 | 2/10/2025 | 118 | 38,739,600 | 13F-HR/A - RESTATEMENT | POLEN CAPITAL MANAGEMENT LLC |
| Q3 2024 | 11/13/2024 | 118 | 38,739,331 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q2 2024 | 8/12/2024 | 110 | 39,855,563 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q1 2024 | 5/10/2024 | 104 | 43,317,846 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2023 | 5/10/2024 | 107 | 41,490,888 | 13F-HR/A - RESTATEMENT | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2023 | 2/20/2024 | 107 | 41,488,413 | 13F-HR/A - RESTATEMENT | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2023 | 2/13/2024 | 107 | 41,488,413 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q3 2023 | 11/13/2023 | 99 | 38,026,347 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q2 2023 | 8/11/2023 | 100 | 40,333,394 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q1 2023 | 5/11/2023 | 94 | 37,930,613 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2022 | 2/13/2023 | 93 | 34,279,626 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q3 2022 | 11/4/2022 | 85 | 35,758,340 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q2 2022 | 8/10/2022 | 84 | 37,931,832 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q1 2022 | 5/12/2022 | 91 | 51,274 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2021 | 2/11/2022 | 92 | 59,532 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q3 2021 | 11/10/2021 | 91 | 54,491 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q2 2021 | 8/12/2021 | 81 | 52,219 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q1 2021 | 5/12/2021 | 71 | 44,490 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2020 | 2/11/2021 | 72 | 43,040 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q3 2020 | 11/12/2020 | 65 | 37,389 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q2 2020 | 8/13/2020 | 63 | 33,087 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q1 2020 | 5/11/2020 | 63 | 23,050,442 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2019 | 2/6/2020 | 62 | 25,392,583 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q1 2014 | 5/14/2014 | 23 | 4,623,178 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
| Q4 2013 | 2/13/2014 | 23 | 4,518,482 | 13F-HR | POLEN CAPITAL MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.132 K
(0.0% of total reported value)
· QoQ Δ:
+5.132 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.93 M | 97.9% | 0 | 7.713 M | -7.713 M |
| ETFs | 484.3 K | 2.1% | 326.2 K | 0 | 326.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
23,420,875
Holdings
234
QoQ value change ($000)
-7,381,526
(-24.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.