Polen Capital Management
DLO icon

Polen Capital Management’s dLocal DLO Stock Holding History

Polen Capital Management’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.93M Sell
456,087
-2,822
-0.6% -$35.8K 0.05% 59
2026
Q1 		$5.95M Sell
458,909
-7,900
-2% -$103K 0.04% 52
2025
Q4 		$6.6M Sell
466,809
-232,570
-33% -$3.28M 0.03% 50
2025
Q3 		$9.99M Buy
699,379
+93,494
+15% +$1.19M 0.03% 49
2025
Q2 		$6.87M Sell
605,885
-21,666
-3% -$213K 0.02% 48
2025
Q1 		$5.23M Buy
627,551
+191
+0% +$2.15K 0.02% 56
2024
Q4 		$7.06M Sell
627,360
-359,923
-36% -$3.62M 0.02% 54
2024
Q3 		$7.9M Buy
987,283
+33,567
+4% +$272K 0.02% 51
2024
Q2 		$7.72M Sell
953,716
-326,204
-25% -$3.83M 0.02% 51
2024
Q1 		$18.8M Buy
1,279,920
+77,679
+6% +$1.3M 0.04% 41
2023
Q4 		$21.3M Sell
1,202,241
-721,032
-37% -$12.9M 0.05% 48
2023
Q3 		$36.9M Buy
1,923,273
+234,772
+14% +$4M 0.1% 38
2023
Q2 		$20.6M Buy
1,688,501
+790,467
+88% +$10.4M 0.05% 40
2023
Q1 		$14.6M Buy
898,034
+856,374
+2,056% +$13.5M 0.04% 42
2022
Q4 		$649K Buy
+41,660
New +$733K ﹤0.01% 90

Other funds holding DLO

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cria Inc New York $124M AUM
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Polen Capital Management reduced its dLocal (DLO) stake by 0.61% in Q2 2026, selling an estimated $35.8K and leaving 456,087 shares worth $5.93M. The position accounts for 0.05% of the portfolio, ranked #59.

Polen Capital Management first reported a position in DLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.9M in Q3 2023. 163 funds tracked by Wall St. Rank hold DLO as of Q2 2026.

  • Polen Capital Management held 456,087 shares of dLocal worth $5.93M as of Q2 2026.
  • Polen Capital Management sold 2,822 dLocal shares in Q2 2026, an estimated $35.8K.
  • dLocal made up 0.05% of Polen Capital Management's portfolio in Q2 2026, its #59 holding.
  • Polen Capital Management first reported a position in dLocal in Q4 2022 and has held it in 15 quarters since.
  • Polen Capital Management's dLocal position peaked at $36.9M in Q3 2023.
  • 163 funds tracked by Wall St. Rank held dLocal as of Q2 2026.

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