Polen Capital Management
KOD icon

Polen Capital Management’s Kodiak Sciences KOD Stock Holding History

Polen Capital Management’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
35,469
-5,885
-14% -$229K 0.01% 144
2026
Q1 		$1.58M Buy
41,354
+14
+0% +$362 0.01% 118
2025
Q4 		$1.16M Buy
41,340
+19,773
+92% +$405K ﹤0.01% 124
2025
Q3 		$353K Buy
+21,567
New +$186K ﹤0.01% 206

Other funds holding KOD

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

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

Polen Capital Management reduced its Kodiak Sciences (KOD) stake by 14% in Q2 2026, selling an estimated $229K and leaving 35,469 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #144.

Polen Capital Management first reported a position in KOD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q1 2026. 201 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

  • Polen Capital Management held 35,469 shares of Kodiak Sciences worth $1.38M as of Q2 2026.
  • Polen Capital Management sold 5,885 Kodiak Sciences shares in Q2 2026, an estimated $229K.
  • Kodiak Sciences made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #144 holding.
  • Polen Capital Management first reported a position in Kodiak Sciences in Q3 2025 and has held it in 4 quarters since.
  • Polen Capital Management's Kodiak Sciences position peaked at $1.58M in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

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