Polen Capital Management’s MarketAxess Holdings MKTX Stock Holding History

Polen Capital Management’s Portfolio MKTX Stock Details MKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,046	Closed	-$875K	–	259
2025 Q1	$875K	Sell	4,046 -311	-7%	-$65.3K	﹤0.01%	98
2024 Q4	$985K	Sell	4,357 -4,312	-50%	-$1.14M	﹤0.01%	105
2024 Q3	$2.22M	Buy	8,669 +585	+7%	+$137K	0.01%	84
2024 Q2	$1.62M	Sell	8,084 -81	-1%	-$16.7K	﹤0.01%	90
2024 Q1	$1.79M	Buy	8,165 +3,704	+83%	+$875K	﹤0.01%	90
2023 Q4	$67.9M	Buy	+4,461	New	+$1.08M	0.16%	40
2018 Q3	–	Sell	-1,281	Closed	-$253K	–	59
2018 Q2	$253K	Sell	1,281 -571	-31%	-$118K	﹤0.01%	56
2018 Q1	$403K	Buy	1,852 +552	+42%	+$114K	﹤0.01%	42
2017 Q4	$262K	Buy	+1,300	New	+$245K	﹤0.01%	45

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polen Capital Management's MKTX Position: Q2 2025 in Review

Polen Capital Management sold out of MarketAxess Holdings (MKTX) in Q2 2025, closing a stake of 4,046 shares — an estimated $875K sold.

Polen Capital Management first reported a position in MKTX in Q4 2017 and held it in 9 quarters. The position peaked at $67.9M in Q4 2023. 531 funds tracked by Wall St. Rank hold MKTX as of Q2 2025.

Polen Capital Management reported no remaining MarketAxess Holdings position as of Q2 2025 after selling out during the quarter.
Polen Capital Management sold 4,046 MarketAxess Holdings shares in Q2 2025, an estimated $875K.
Polen Capital Management first reported a position in MarketAxess Holdings in Q4 2017 and held it in 9 quarters.
Polen Capital Management's MarketAxess Holdings position peaked at $67.9M in Q4 2023.
531 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2025.

Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.