Polen Capital Management
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Polen Capital Management’s Enovix ENVX Stock Holding History

Polen Capital Management’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-221,350
Closed -$2M – 246
2025
Q2 		$2M Buy
+221,350
New +$1.44M 0.01% 77

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MCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management's ENVX Position: Q3 2025 in Review

Polen Capital Management sold out of Enovix (ENVX) in Q3 2025, closing a stake of 221,350 shares — an estimated $2M sold.

Polen Capital Management first reported a position in ENVX in Q2 2025 and held it in 1 quarter. The position peaked at $2M in Q2 2025. 320 funds tracked by Wall St. Rank hold ENVX as of Q3 2025.

  • Polen Capital Management reported no remaining Enovix position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 221,350 Enovix shares in Q3 2025, an estimated $2M.
  • Polen Capital Management first reported a position in Enovix in Q2 2025 and held it in 1 quarter.
  • Polen Capital Management's Enovix position peaked at $2M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held Enovix as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.