Polen Capital Management
IBP icon

Polen Capital Management’s Installed Building Products IBP Stock Holding History

Polen Capital Management’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,335
Closed -$782K – 259
2025
Q2 		$782K Sell
4,335
-11,315
-72% -$1.88M ﹤0.01% 160
2025
Q1 		$2.68M Sell
15,650
-102
-0.6% -$18.4K 0.01% 77
2024
Q4 		$2.76M Sell
15,752
-2,211
-12% -$481K 0.01% 83
2024
Q3 		$4.42M Buy
17,963
+4,870
+37% +$1.1M 0.01% 67
2024
Q2 		$2.69M Buy
+13,093
New +$2.95M 0.01% 75

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Polen Capital Management sold out of Installed Building Products (IBP) in Q3 2025, closing a stake of 4,335 shares — an estimated $782K sold.

Polen Capital Management first reported a position in IBP in Q2 2024 and held it in 5 quarters. The position peaked at $4.42M in Q3 2024. 426 funds tracked by Wall St. Rank hold IBP as of Q3 2025.

  • Polen Capital Management reported no remaining Installed Building Products position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 4,335 Installed Building Products shares in Q3 2025, an estimated $782K.
  • Polen Capital Management first reported a position in Installed Building Products in Q2 2024 and held it in 5 quarters.
  • Polen Capital Management's Installed Building Products position peaked at $4.42M in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2025.

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