Polen Capital Management
SITM icon

Polen Capital Management’s SiTime SITM Stock Holding History

Polen Capital Management’s Portfolio SITM Stock Details SITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14M Sell
5,555
-1,546
-22% -$975K 0.04% 73
2026
Q1 		$2.45M Buy
+7,101
New +$2.61M 0.02% 88
2025
Q3 		– Sell
-2,312
Closed -$493K – 286
2025
Q2 		$493K Buy
+2,312
New +$418K ﹤0.01% 195
2024
Q3 		– Sell
-46,054
Closed -$5.73M – 126
2024
Q2 		$5.73M Sell
46,054
-15,509
-25% -$1.65M 0.01% 59
2024
Q1 		$5.74M Buy
61,563
+26,935
+78% +$2.83M 0.01% 63
2023
Q4 		$4.23M Buy
34,628
+136
+0.4% +$15.4K 0.01% 83
2023
Q3 		$3.94M Sell
34,492
-692
-2% -$85.3K 0.01% 76
2023
Q2 		$4.15M Buy
35,184
+13,751
+64% +$1.5M 0.01% 73
2023
Q1 		$3.05M Sell
21,433
-575
-3% -$70.6K 0.01% 76
2022
Q4 		$2.24M Buy
+22,008
New +$2.08M 0.01% 76

Other funds holding SITM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Polen Capital Management's SITM Position: Q2 2026 in Review

Polen Capital Management reduced its SiTime (SITM) stake by 22% in Q2 2026, selling an estimated $975K and leaving 5,555 shares worth $4.14M. The position accounts for 0.04% of the portfolio, ranked #73.

Polen Capital Management first reported a position in SITM in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.74M in Q1 2024. 567 funds tracked by Wall St. Rank hold SITM as of Q2 2026.

  • Polen Capital Management held 5,555 shares of SiTime worth $4.14M as of Q2 2026.
  • Polen Capital Management sold 1,546 SiTime shares in Q2 2026, an estimated $975K.
  • SiTime made up 0.04% of Polen Capital Management's portfolio in Q2 2026, its #73 holding.
  • Polen Capital Management first reported a position in SiTime in Q4 2022 and has held it in 10 quarters since.
  • Polen Capital Management's SiTime position peaked at $5.74M in Q1 2024.
  • 567 funds tracked by Wall St. Rank held SiTime as of Q2 2026.

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