Polen Capital Management
RMBS icon

Polen Capital Management’s Rambus RMBS Stock Holding History

Polen Capital Management’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,135
Closed -$1.29M – 281
2025
Q2 		$1.29M Sell
20,135
-88,982
-82% -$4.77M ﹤0.01% 123
2025
Q1 		$5.65M Buy
109,117
+9,858
+10% +$579K 0.02% 53
2024
Q4 		$5.25M Buy
99,259
+43,109
+77% +$2.2M 0.01% 67
2024
Q3 		$2.37M Buy
+56,150
New +$2.72M 0.01% 81

Other funds holding RMBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Polen Capital Management sold out of Rambus (RMBS) in Q3 2025, closing a stake of 20,135 shares — an estimated $1.29M sold.

Polen Capital Management first reported a position in RMBS in Q3 2024 and held it in 4 quarters. The position peaked at $5.65M in Q1 2025. 513 funds tracked by Wall St. Rank hold RMBS as of Q3 2025.

  • Polen Capital Management reported no remaining Rambus position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 20,135 Rambus shares in Q3 2025, an estimated $1.29M.
  • Polen Capital Management first reported a position in Rambus in Q3 2024 and held it in 4 quarters.
  • Polen Capital Management's Rambus position peaked at $5.65M in Q1 2025.
  • 513 funds tracked by Wall St. Rank held Rambus as of Q3 2025.

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