Polen Capital Management’s Skillsoft SKIL Stock Holding History

Polen Capital Management’s Portfolio SKIL Stock Details SKIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-57,172	Closed	-$1.1M	–	264
2025 Q1	$1.1M	Hold	57,172	–	–	﹤0.01%	91
2024 Q4	$1.37M	Sell	57,172 -2,936	-5%	-$47.9K	﹤0.01%	96
2024 Q3	$932K	Sell	60,108 -13,004	-18%	-$185K	﹤0.01%	106
2024 Q2	$1.01M	Sell	73,112 -5,078	-6%	-$45.2K	﹤0.01%	101
2024 Q1	$704K	Hold	78,190	–	–	﹤0.01%	100
2023 Q4	$1.37M	Sell	78,190 -10,213	-12%	-$179K	﹤0.01%	102
2023 Q3	$1.57M	Hold	88,403	–	–	﹤0.01%	88
2023 Q2	$2.19M	Hold	88,403	–	–	0.01%	84
2023 Q1	$3.54M	Hold	88,403	–	–	0.01%	74
2022 Q4	$2.3M	Hold	88,403	–	–	0.01%	75
2022 Q3	$3.24M	Hold	88,403	–	–	0.01%	68
2022 Q2	$6.75M	Hold	88,403	–	–	0.02%	53
2022 Q1	$10.7M	Buy	+88,403	New	+$12.2M	0.02%	56

Other funds holding SKIL

Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

ACM

AREX Capital Management New York $60.5M AUM 45.91% 1-Year Est. Return

Lodbrok Capital London, United Kingdom $77.2M AUM 4.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management's SKIL Position: Q2 2025 in Review

Polen Capital Management sold out of Skillsoft (SKIL) in Q2 2025, closing a stake of 57,172 shares — an estimated $1.1M sold.

Polen Capital Management first reported a position in SKIL in Q1 2022 and held it in 13 quarters. The position peaked at $10.7M in Q1 2022. 52 funds tracked by Wall St. Rank hold SKIL as of Q2 2025.

Polen Capital Management reported no remaining Skillsoft position as of Q2 2025 after selling out during the quarter.
Polen Capital Management sold 57,172 Skillsoft shares in Q2 2025, an estimated $1.1M.
Polen Capital Management first reported a position in Skillsoft in Q1 2022 and held it in 13 quarters.
Polen Capital Management's Skillsoft position peaked at $10.7M in Q1 2022.
52 funds tracked by Wall St. Rank held Skillsoft as of Q2 2025.

Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.