Polen Capital Management
LPTH icon

Polen Capital Management’s Lightpath Technologies LPTH Stock Holding History

Polen Capital Management’s Portfolio LPTH Stock Details LPTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.14M Buy
314,476
+235,421
+298% +$3.29M 0.04% 65
2026
Q1 		$793K Buy
+79,055
New +$907K 0.01% 164

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HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Polen Capital Management increased its Lightpath Technologies (LPTH) stake by 298% in Q2 2026, buying an estimated $3.29M and bringing the position to 314,476 shares worth $5.14M. The position accounts for 0.04% of the portfolio, ranked #65.

Polen Capital Management first reported a position in LPTH in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold LPTH as of Q2 2026.

  • Polen Capital Management held 314,476 shares of Lightpath Technologies worth $5.14M as of Q2 2026.
  • Polen Capital Management bought 235,421 Lightpath Technologies shares in Q2 2026, an estimated $3.29M.
  • Lightpath Technologies made up 0.04% of Polen Capital Management's portfolio in Q2 2026, its #65 holding.
  • Polen Capital Management first reported a position in Lightpath Technologies in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Lightpath Technologies as of Q2 2026.

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