Polen Capital Management
ALTR

Polen Capital Management’s Altair Engineering Inc ALTR Stock Holding History

Polen Capital Management’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-67,792
Closed -$5.14M – 106
2023
Q2 		$5.14M Sell
67,792
-2,405
-3% -$172K 0.01% 68
2023
Q1 		$5.06M Sell
70,197
-44,468
-39% -$2.63M 0.01% 65
2022
Q4 		$5.21M Sell
114,665
-21,473
-16% -$1M 0.02% 62
2022
Q3 		$6.02M Buy
136,138
+13,627
+11% +$714K 0.02% 59
2022
Q2 		$6.43M Sell
122,511
-21,725
-15% -$1.19M 0.02% 55
2022
Q1 		$9.29M Sell
144,236
-9,145
-6% -$577K 0.02% 59
2021
Q4 		$11.9M Buy
153,381
+34,154
+29% +$2.56M 0.02% 59
2021
Q3 		$8.22M Buy
119,227
+10,126
+9% +$723K 0.02% 59
2021
Q2 		$7.53M Buy
109,101
+6,572
+6% +$431K 0.01% 58
2021
Q1 		$6.42M Buy
102,529
+20,070
+24% +$1.23M 0.01% 57
2020
Q4 		$4.8M Buy
82,459
+18,650
+29% +$940K 0.01% 60
2020
Q3 		$2.68M Buy
63,809
+10,064
+19% +$405K 0.01% 65
2020
Q2 		$2.14M Buy
53,745
+15,517
+41% +$527K 0.01% 62
2020
Q1 		$1.01M Buy
38,228
+15,382
+67% +$527K ﹤0.01% 53
2019
Q4 		$820K Buy
22,846
+3,138
+16% +$106K ﹤0.01% 58
2019
Q3 		$682K Buy
19,708
+7,466
+61% +$278K ﹤0.01% 55
2019
Q2 		$494K Buy
12,242
+878
+8% +$32.8K ﹤0.01% 55
2019
Q1 		$418K Buy
+11,364
New +$382K ﹤0.01% 59

Other funds holding ALTR

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Polen Capital Management's ALTR Position: Q3 2023 in Review

Polen Capital Management sold out of Altair Engineering Inc (ALTR) in Q3 2023, closing a stake of 67,792 shares — an estimated $5.14M sold.

Polen Capital Management first reported a position in ALTR in Q1 2019 and held it in 18 quarters. The position peaked at $11.9M in Q4 2021. 194 funds tracked by Wall St. Rank hold ALTR as of Q3 2023.

  • Polen Capital Management reported no remaining Altair Engineering Inc position as of Q3 2023 after selling out during the quarter.
  • Polen Capital Management sold 67,792 Altair Engineering Inc shares in Q3 2023, an estimated $5.14M.
  • Polen Capital Management first reported a position in Altair Engineering Inc in Q1 2019 and held it in 18 quarters.
  • Polen Capital Management's Altair Engineering Inc position peaked at $11.9M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q3 2023.

Based on Polen Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.