Polen Capital Management
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Polen Capital Management’s Endava DAVA Stock Holding History

Polen Capital Management’s Portfolio DAVA Stock Details DAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,776
Closed -$250K – 126
2024
Q3 		$250K Sell
9,776
-9,154
-48% -$275K ﹤0.01% 118
2024
Q2 		$554K Sell
18,930
-51,401
-73% -$1.53M ﹤0.01% 106
2024
Q1 		$2.68M Buy
70,331
+3,833
+6% +$230K 0.01% 80
2023
Q4 		$5.18M Sell
66,498
-32,929
-33% -$2.04M 0.01% 71
2023
Q3 		$5.7M Sell
99,427
-1,603
-2% -$83.6K 0.02% 66
2023
Q2 		$5.23M Sell
101,030
-7,846
-7% -$422K 0.01% 66
2023
Q1 		$7.31M Sell
108,876
-1,102
-1% -$86.5K 0.02% 56
2022
Q4 		$8.41M Sell
109,978
-14,619
-12% -$1.09M 0.02% 51
2022
Q3 		$10M Buy
124,597
+31,770
+34% +$3.02M 0.03% 47
2022
Q2 		$8.19M Sell
92,827
-80,706
-47% -$8.44M 0.02% 51
2022
Q1 		$23.1M Buy
173,533
+17,963
+12% +$2.26M 0.05% 40
2021
Q4 		$26.1M Buy
155,570
+2,495
+2% +$387K 0.04% 42
2021
Q3 		$20.8M Buy
153,075
+10,561
+7% +$1.36M 0.04% 38
2021
Q2 		$16.2M Buy
142,514
+8,165
+6% +$790K 0.03% 44
2021
Q1 		$11.4M Buy
134,349
+47,973
+56% +$4.01M 0.03% 44
2020
Q4 		$6.63M Buy
+86,376
New +$5.84M 0.02% 54

Other funds holding DAVA

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Polen Capital Management's DAVA Position: Q4 2024 in Review

Polen Capital Management sold out of Endava (DAVA) in Q4 2024, closing a stake of 9,776 shares — an estimated $250K sold.

Polen Capital Management first reported a position in DAVA in Q4 2020 and held it in 16 quarters. The position peaked at $26.1M in Q4 2021. 153 funds tracked by Wall St. Rank hold DAVA as of Q4 2024.

  • Polen Capital Management reported no remaining Endava position as of Q4 2024 after selling out during the quarter.
  • Polen Capital Management sold 9,776 Endava shares in Q4 2024, an estimated $250K.
  • Polen Capital Management first reported a position in Endava in Q4 2020 and held it in 16 quarters.
  • Polen Capital Management's Endava position peaked at $26.1M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Endava as of Q4 2024.

Based on Polen Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.