Polen Capital Management
ODD icon

Polen Capital Management’s ODDITY Tech ODD Stock Holding History

Polen Capital Management’s Portfolio ODD Stock Details ODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,175
Closed -$650K – 266
2025
Q4 		$650K Sell
16,175
-8,734
-35% -$395K ﹤0.01% 152
2025
Q3 		$1.55M Sell
24,909
-8,842
-26% -$574K 0.01% 109
2025
Q2 		$2.55M Buy
+33,751
New +$2.06M 0.01% 65

Other funds holding ODD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Polen Capital Management's ODD Position: Q1 2026 in Review

Polen Capital Management sold out of ODDITY Tech (ODD) in Q1 2026, closing a stake of 16,175 shares — an estimated $650K sold.

Polen Capital Management first reported a position in ODD in Q2 2025 and held it in 3 quarters. The position peaked at $2.55M in Q2 2025. 146 funds tracked by Wall St. Rank hold ODD as of Q1 2026.

  • Polen Capital Management reported no remaining ODDITY Tech position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 16,175 ODDITY Tech shares in Q1 2026, an estimated $650K.
  • Polen Capital Management first reported a position in ODDITY Tech in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's ODDITY Tech position peaked at $2.55M in Q2 2025.
  • 146 funds tracked by Wall St. Rank held ODDITY Tech as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.