Polen Capital Management
WRBY icon

Polen Capital Management’s Warby Parker WRBY Stock Holding History

Polen Capital Management’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-66,730
Closed -$1.84M – 289
2025
Q3 		$1.84M Sell
66,730
-38,474
-37% -$972K 0.01% 101
2025
Q2 		$2.31M Sell
105,204
-41,867
-28% -$774K 0.01% 66
2025
Q1 		$2.68M Sell
147,071
-172,751
-54% -$4.12M 0.01% 78
2024
Q4 		$7.74M Sell
319,822
-94,583
-23% -$1.93M 0.02% 52
2024
Q3 		$6.77M Sell
414,405
-49,448
-11% -$745K 0.02% 53
2024
Q2 		$7.45M Sell
463,853
-15,654
-3% -$231K 0.02% 52
2024
Q1 		$6.53M Sell
479,507
-10,091
-2% -$134K 0.02% 61
2023
Q4 		$6.9M Buy
489,598
+119,758
+32% +$1.49M 0.02% 61
2023
Q3 		$4.87M Buy
369,840
+40,982
+12% +$532K 0.01% 70
2023
Q2 		$3.84M Sell
328,858
-16,261
-5% -$185K 0.01% 75
2023
Q1 		$3.65M Sell
345,119
-4,507
-1% -$61.7K 0.01% 73
2022
Q4 		$4.72M Sell
349,626
-50,178
-13% -$767K 0.01% 64
2022
Q3 		$5.33M Buy
399,804
+32,195
+9% +$429K 0.01% 62
2022
Q2 		$4.14M Sell
367,609
-70,185
-16% -$1.41M 0.01% 64
2022
Q1 		$14.8M Buy
437,794
+114,237
+35% +$3.69M 0.03% 49
2021
Q4 		$15.1M Buy
+323,557
New +$16.8M 0.03% 55

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Polen Capital Management's WRBY Position: Q4 2025 in Review

Polen Capital Management sold out of Warby Parker (WRBY) in Q4 2025, closing a stake of 66,730 shares — an estimated $1.84M sold.

Polen Capital Management first reported a position in WRBY in Q4 2021 and held it in 16 quarters. The position peaked at $15.1M in Q4 2021. 286 funds tracked by Wall St. Rank hold WRBY as of Q4 2025.

  • Polen Capital Management reported no remaining Warby Parker position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 66,730 Warby Parker shares in Q4 2025, an estimated $1.84M.
  • Polen Capital Management first reported a position in Warby Parker in Q4 2021 and held it in 16 quarters.
  • Polen Capital Management's Warby Parker position peaked at $15.1M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Warby Parker as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.