Polen Capital Management
ELF icon

Polen Capital Management’s e.l.f. Beauty ELF Stock Holding History

Polen Capital Management’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,478
Closed -$858K – 254
2025
Q3 		$858K Buy
6,478
+2,614
+68% +$322K ﹤0.01% 150
2025
Q2 		$481K Sell
3,864
-65,461
-94% -$5.59M ﹤0.01% 197
2025
Q1 		$4.35M Buy
69,325
+7,852
+13% +$684K 0.01% 63
2024
Q4 		$7.72M Sell
61,473
-2,653
-4% -$318K 0.02% 53
2024
Q3 		$6.99M Buy
+64,126
New +$10.1M 0.02% 52

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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Polen Capital Management's ELF Position: Q4 2025 in Review

Polen Capital Management sold out of e.l.f. Beauty (ELF) in Q4 2025, closing a stake of 6,478 shares — an estimated $858K sold.

Polen Capital Management first reported a position in ELF in Q3 2024 and held it in 5 quarters. The position peaked at $7.72M in Q4 2024. 459 funds tracked by Wall St. Rank hold ELF as of Q4 2025.

  • Polen Capital Management reported no remaining e.l.f. Beauty position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 6,478 e.l.f. Beauty shares in Q4 2025, an estimated $858K.
  • Polen Capital Management first reported a position in e.l.f. Beauty in Q3 2024 and held it in 5 quarters.
  • Polen Capital Management's e.l.f. Beauty position peaked at $7.72M in Q4 2024.
  • 459 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.