Polen Capital Management
OPFI icon

Polen Capital Management’s OppFi OPFI Stock Holding History

Polen Capital Management’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40,472
Closed -$423K – 268
2025
Q4 		$423K Sell
40,472
-20,514
-34% -$208K ﹤0.01% 186
2025
Q3 		$691K Buy
60,986
+213
+0.4% +$2.39K ﹤0.01% 165
2025
Q2 		$850K Buy
+60,773
New +$683K ﹤0.01% 155

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N
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Polen Capital Management's OPFI Position: Q1 2026 in Review

Polen Capital Management sold out of OppFi (OPFI) in Q1 2026, closing a stake of 40,472 shares — an estimated $423K sold.

Polen Capital Management first reported a position in OPFI in Q2 2025 and held it in 3 quarters. The position peaked at $850K in Q2 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Polen Capital Management reported no remaining OppFi position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 40,472 OppFi shares in Q1 2026, an estimated $423K.
  • Polen Capital Management first reported a position in OppFi in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's OppFi position peaked at $850K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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