Polen Capital Management
BFLY icon

Polen Capital Management’s Butterfly Network BFLY Stock Holding History

Polen Capital Management’s Portfolio BFLY Stock Details BFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.05M Buy
480,502
+74,242
+18% +$384K 0.03% 74
2026
Q1 		$1.64M Sell
406,260
-66,711
-14% -$258K 0.01% 114
2025
Q4 		$1.8M Buy
+472,971
New +$1.29M 0.01% 101
2025
Q3 		– Sell
-134,802
Closed -$270K – 240
2025
Q2 		$270K Buy
+134,802
New +$310K ﹤0.01% 231

Other funds holding BFLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
FI
Fosun International Hong Kong, China $446M AUM 13.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Polen Capital Management increased its Butterfly Network (BFLY) stake by 18% in Q2 2026, buying an estimated $384K and bringing the position to 480,502 shares worth $4.05M. The position accounts for 0.03% of the portfolio, ranked #74.

Polen Capital Management first reported a position in BFLY in Q2 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold BFLY as of Q2 2026.

  • Polen Capital Management held 480,502 shares of Butterfly Network worth $4.05M as of Q2 2026.
  • Polen Capital Management bought 74,242 Butterfly Network shares in Q2 2026, an estimated $384K.
  • Butterfly Network made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #74 holding.
  • Polen Capital Management first reported a position in Butterfly Network in Q2 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Butterfly Network as of Q2 2026.

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