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
Q2 		$1.09M Buy
4,468
+2,352
+111% +$510K 0.01% 159
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Polen Capital Management's AXSM Position: Q2 2026 in Review

Polen Capital Management increased its Axsome Therapeutics (AXSM) stake by 111% in Q2 2026, buying an estimated $510K and bringing the position to 4,468 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #159.

Polen Capital Management first reported a position in AXSM in Q2 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Polen Capital Management held 4,468 shares of Axsome Therapeutics worth $1.09M as of Q2 2026.
  • Polen Capital Management bought 2,352 Axsome Therapeutics shares in Q2 2026, an estimated $510K.
  • Axsome Therapeutics made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #159 holding.
  • Polen Capital Management first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.