Polen Capital Management
SES icon

Polen Capital Management’s SES AI SES Stock Holding History

Polen Capital Management’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$308K Sell
320,271
-17,885
-5% -$30.4K ﹤0.01% 203
2025
Q4 		$609K Sell
338,156
-60,978
-15% -$137K ﹤0.01% 159
2025
Q3 		$667K Buy
+399,134
New +$477K ﹤0.01% 168

Other funds holding SES

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Polen Capital Management reduced its SES AI (SES) stake by 5.3% in Q1 2026, selling an estimated $30.4K and leaving 320,271 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Polen Capital Management first reported a position in SES in Q3 2025 and has held it in 3 quarters since. The position peaked at $667K in Q3 2025. 141 funds tracked by Wall St. Rank hold SES as of Q1 2026.

  • Polen Capital Management held 320,271 shares of SES AI worth $308K as of Q1 2026.
  • Polen Capital Management sold 17,885 SES AI shares in Q1 2026, an estimated $30.4K.
  • SES AI made up ﹤0.01% of Polen Capital Management's portfolio in Q1 2026, its #203 holding.
  • Polen Capital Management first reported a position in SES AI in Q3 2025 and has held it in 3 quarters since.
  • Polen Capital Management's SES AI position peaked at $667K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held SES AI as of Q1 2026.

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