Polen Capital Management
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Polen Capital Management’s Denali Therapeutics DNLI Stock Holding History

Polen Capital Management’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-65,301
Closed -$1.25M – 238
2026
Q1 		$1.25M Buy
65,301
+38,401
+143% +$764K 0.01% 134
2025
Q4 		$444K Buy
+26,900
New +$454K ﹤0.01% 180

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Polen Capital Management sold out of Denali Therapeutics (DNLI) in Q2 2026, closing a stake of 65,301 shares — an estimated $1.25M sold.

Polen Capital Management first reported a position in DNLI in Q4 2025 and held it in 2 quarters. The position peaked at $1.25M in Q1 2026. 292 funds tracked by Wall St. Rank hold DNLI as of Q2 2026.

  • Polen Capital Management reported no remaining Denali Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 65,301 Denali Therapeutics shares in Q2 2026, an estimated $1.25M.
  • Polen Capital Management first reported a position in Denali Therapeutics in Q4 2025 and held it in 2 quarters.
  • Polen Capital Management's Denali Therapeutics position peaked at $1.25M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2026.

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