Polen Capital Management
OLLI icon

Polen Capital Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Polen Capital Management’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,749
Closed -$1.02M – 272
2025
Q2 		$1.02M Sell
7,749
-1,249
-14% -$143K ﹤0.01% 143
2025
Q1 		$1.05M Sell
8,998
-3,605
-29% -$381K ﹤0.01% 93
2024
Q4 		$1.38M Sell
12,603
-5
-0% -$498 ﹤0.01% 95
2024
Q3 		$1.23M Sell
12,608
-192
-2% -$18.5K ﹤0.01% 99
2024
Q2 		$1.26M Buy
+12,800
New +$1.02M ﹤0.01% 95
2020
Q2 		– Sell
-22,819
Closed -$1.06M – 66
2020
Q1 		$1.06M Buy
22,819
+9,216
+68% +$473K ﹤0.01% 52
2019
Q4 		$888K Buy
13,603
+1,845
+16% +$117K ﹤0.01% 54
2019
Q3 		$689K Buy
11,758
+123
+1% +$9.22K ﹤0.01% 54
2019
Q2 		$1.01M Buy
11,635
+869
+8% +$82K ﹤0.01% 40
2019
Q1 		$919K Buy
10,766
+729
+7% +$58.7K ﹤0.01% 39
2018
Q4 		$668K Buy
10,037
+1,134
+13% +$94.4K ﹤0.01% 43
2018
Q3 		$856K Buy
8,903
+747
+9% +$59.6K ﹤0.01% 35
2018
Q2 		$591K Sell
8,156
-3,646
-31% -$246K ﹤0.01% 37
2018
Q1 		$712K Buy
11,802
+3,513
+42% +$200K 0.01% 30
2017
Q4 		$441K Buy
8,289
+3,622
+78% +$171K ﹤0.01% 32
2017
Q3 		$217K Buy
+4,667
New +$206K ﹤0.01% 32

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management's OLLI Position: Q3 2025 in Review

Polen Capital Management sold out of Ollie's Bargain Outlet (OLLI) in Q3 2025, closing a stake of 7,749 shares — an estimated $1.02M sold.

Polen Capital Management first reported a position in OLLI in Q3 2017 and held it in 16 quarters. The position peaked at $1.38M in Q4 2024. 493 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • Polen Capital Management reported no remaining Ollie's Bargain Outlet position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 7,749 Ollie's Bargain Outlet shares in Q3 2025, an estimated $1.02M.
  • Polen Capital Management first reported a position in Ollie's Bargain Outlet in Q3 2017 and held it in 16 quarters.
  • Polen Capital Management's Ollie's Bargain Outlet position peaked at $1.38M in Q4 2024.
  • 493 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.