Polen Capital Management
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Polen Capital Management’s Axsome Therapeutics AXSM Stock Holding History

Polen Capital Management’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$358K Buy
+2,116
New +$365K ﹤0.01% 195
2025
Q3 		– Sell
-3,232
Closed -$337K – 238
2025
Q2 		$337K Buy
+3,232
New +$342K ﹤0.01% 219

Other funds holding AXSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management's AXSM Position: Q1 2026 in Review

Polen Capital Management opened a new position in Axsome Therapeutics (AXSM) in Q1 2026: 2,116 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #195 among its holdings. This is a return to the name: Polen Capital Management previously reported a position in AXSM as recently as Q2 2025.

Polen Capital Management first reported a position in AXSM in Q2 2025 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Polen Capital Management held 2,116 shares of Axsome Therapeutics worth $358K as of Q1 2026.
  • Axsome Therapeutics was a new Polen Capital Management position in Q1 2026.
  • Axsome Therapeutics made up ﹤0.01% of Polen Capital Management's portfolio in Q1 2026, its #195 holding.
  • Polen Capital Management first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.