Polen Capital Management
IDXX icon

Polen Capital Management’s Idexx Laboratories IDXX Stock Holding History

Polen Capital Management’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280M Sell
532,384
-163,427
-23% -$91.7M 2.41% 15
2026
Q1 		$391M Sell
695,811
-264,726
-28% -$170M 2.7% 17
2025
Q4 		$650M Sell
960,537
-166,610
-15% -$113M 2.77% 15
2025
Q3 		$720M Sell
1,127,147
-68,278
-6% -$41.4M 2.34% 17
2025
Q2 		$641M Buy
+1,195,425
New +$572M 1.97% 22

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Polen Capital Management reduced its Idexx Laboratories (IDXX) stake by 23% in Q2 2026, selling an estimated $91.7M and leaving 532,384 shares worth $280M. The position accounts for 2.41% of the portfolio, ranked #15.

Polen Capital Management first reported a position in IDXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $720M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IDXX as of Q2 2026.

  • Polen Capital Management held 532,384 shares of Idexx Laboratories worth $280M as of Q2 2026.
  • Polen Capital Management sold 163,427 Idexx Laboratories shares in Q2 2026, an estimated $91.7M.
  • Idexx Laboratories made up 2.41% of Polen Capital Management's portfolio in Q2 2026, its #15 holding.
  • Polen Capital Management first reported a position in Idexx Laboratories in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Idexx Laboratories position peaked at $720M in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2026.

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