Polen Capital Management
EXLS icon

Polen Capital Management’s EXL Service EXLS Stock Holding History

Polen Capital Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-42,201
Closed -$1.85M – 247
2025
Q2 		$1.85M Sell
42,201
-217,816
-84% -$9.95M 0.01% 83
2025
Q1 		$12.3M Sell
260,017
-59,473
-19% -$2.86M 0.04% 43
2024
Q4 		$14.2M Sell
319,490
-6,355
-2% -$275K 0.04% 43
2024
Q3 		$12.4M Sell
325,845
-1,250
-0.4% -$43.7K 0.03% 39
2024
Q2 		$10.3M Buy
327,095
+16,680
+5% +$501K 0.03% 41
2024
Q1 		$9.87M Buy
310,415
+221,765
+250% +$6.9M 0.02% 49
2023
Q4 		$2.73M Sell
88,650
-8,433
-9% -$239K 0.01% 91
2023
Q3 		$2.72M Buy
+97,083
New +$2.84M 0.01% 82
2020
Q1 		– Sell
-63,165
Closed -$877K – 64
2019
Q4 		$877K Buy
63,165
+8,530
+16% +$117K ﹤0.01% 56
2019
Q3 		$732K Buy
54,635
+1,195
+2% +$16K ﹤0.01% 53
2019
Q2 		$707K Buy
53,440
+3,410
+7% +$41.8K ﹤0.01% 51
2019
Q1 		$601K Buy
50,030
+3,280
+7% +$38.5K ﹤0.01% 53
2018
Q4 		$492K Buy
46,750
+14,875
+47% +$173K ﹤0.01% 54
2018
Q3 		$422K Buy
31,875
+2,650
+9% +$32.8K ﹤0.01% 53
2018
Q2 		$331K Buy
29,225
+3,180
+12% +$36.3K ﹤0.01% 51
2018
Q1 		$291K Buy
26,045
+7,755
+42% +$92.5K ﹤0.01% 50
2017
Q4 		$221K Buy
+18,290
New +$223K ﹤0.01% 52

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