Polen Capital Management
PL icon

Polen Capital Management’s Planet Labs PL Stock Holding History

Polen Capital Management’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.94M Sell
149,211
-64,703
-30% -$2.39M 0.04% 66
2026
Q1 		$5.98M Buy
213,914
+102,376
+92% +$2.62M 0.04% 51
2025
Q4 		$2.2M Buy
+111,538
New +$1.6M 0.01% 89

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DCM
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Geode Capital Management
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State Street
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Polen Capital Management's PL Position: Q2 2026 in Review

Polen Capital Management reduced its Planet Labs (PL) stake by 30% in Q2 2026, selling an estimated $2.39M and leaving 149,211 shares worth $4.94M. The position accounts for 0.04% of the portfolio, ranked #66.

Polen Capital Management first reported a position in PL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.98M in Q1 2026. 483 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Polen Capital Management held 149,211 shares of Planet Labs worth $4.94M as of Q2 2026.
  • Polen Capital Management sold 64,703 Planet Labs shares in Q2 2026, an estimated $2.39M.
  • Planet Labs made up 0.04% of Polen Capital Management's portfolio in Q2 2026, its #66 holding.
  • Polen Capital Management first reported a position in Planet Labs in Q4 2025 and has held it in 3 quarters since.
  • Polen Capital Management's Planet Labs position peaked at $5.98M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

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