Polen Capital Management
CSGP icon

Polen Capital Management’s CoStar Group CSGP Stock Holding History

Polen Capital Management’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248M Sell
8,759,314
-3,811,054
-30% -$131M 2.14% 17
2026
Q1 		$507M Buy
12,570,368
+7,679,432
+157% +$400M 3.51% 12
2025
Q4 		$329M Sell
4,890,936
-1,489,973
-23% -$106M 1.4% 26
2025
Q3 		$538M Sell
6,380,909
-542,919
-8% -$48M 1.75% 23
2025
Q2 		$557M Buy
6,923,828
+322,028
+5% +$25.1M 1.71% 23
2025
Q1 		$523M Buy
6,601,800
+104,612
+2% +$7.96M 1.64% 23
2024
Q4 		$465M Buy
+6,497,188
New +$491M 1.26% 23

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Polen Capital Management reduced its CoStar Group (CSGP) stake by 30% in Q2 2026, selling an estimated $131M and leaving 8,759,314 shares worth $248M. The position accounts for 2.14% of the portfolio, ranked #17.

Polen Capital Management first reported a position in CSGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $557M in Q2 2025. 754 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Polen Capital Management held 8,759,314 shares of CoStar Group worth $248M as of Q2 2026.
  • Polen Capital Management sold 3,811,054 CoStar Group shares in Q2 2026, an estimated $131M.
  • CoStar Group made up 2.14% of Polen Capital Management's portfolio in Q2 2026, its #17 holding.
  • Polen Capital Management first reported a position in CoStar Group in Q4 2024 and has held it in 7 quarters since.
  • Polen Capital Management's CoStar Group position peaked at $557M in Q2 2025.
  • 754 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

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