Polen Capital Management
AXTI icon

Polen Capital Management’s AXT Inc AXTI Stock Holding History

Polen Capital Management’s Portfolio AXTI Stock Details AXTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.8M Buy
52,707
+3,339
+7% +$301K 0.03% 75
2026
Q1 		$2.81M Buy
49,368
+27,153
+122% +$900K 0.02% 79
2025
Q4 		$363K Buy
+22,215
New +$215K ﹤0.01% 201

Other funds holding AXTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Polen Capital Management increased its AXT Inc (AXTI) stake by 6.8% in Q2 2026, buying an estimated $301K and bringing the position to 52,707 shares worth $3.8M. The position accounts for 0.03% of the portfolio, ranked #75.

Polen Capital Management first reported a position in AXTI in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold AXTI as of Q2 2026.

  • Polen Capital Management held 52,707 shares of AXT Inc worth $3.8M as of Q2 2026.
  • Polen Capital Management bought 3,339 AXT Inc shares in Q2 2026, an estimated $301K.
  • AXT Inc made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #75 holding.
  • Polen Capital Management first reported a position in AXT Inc in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held AXT Inc as of Q2 2026.

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