Polen Capital Management
LASR icon

Polen Capital Management’s nLIGHT LASR Stock Holding History

Polen Capital Management’s Portfolio LASR Stock Details LASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.29M Buy
133,448
+43,657
+49% +$3.05M 0.08% 44
2026
Q1 		$5.12M Buy
89,791
+28,167
+46% +$1.53M 0.04% 60
2025
Q4 		$2.31M Buy
61,624
+9,806
+19% +$328K 0.01% 84
2025
Q3 		$1.54M Buy
51,818
+21,393
+70% +$530K 0.01% 110
2025
Q2 		$599K Buy
+30,425
New +$378K ﹤0.01% 181

Other funds holding LASR

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
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Polen Capital Management increased its nLIGHT (LASR) stake by 49% in Q2 2026, buying an estimated $3.05M and bringing the position to 133,448 shares worth $9.29M. The position accounts for 0.08% of the portfolio, ranked #44.

Polen Capital Management first reported a position in LASR in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold LASR as of Q2 2026.

  • Polen Capital Management held 133,448 shares of nLIGHT worth $9.29M as of Q2 2026.
  • Polen Capital Management bought 43,657 nLIGHT shares in Q2 2026, an estimated $3.05M.
  • nLIGHT made up 0.08% of Polen Capital Management's portfolio in Q2 2026, its #44 holding.
  • Polen Capital Management first reported a position in nLIGHT in Q2 2025 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held nLIGHT as of Q2 2026.

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