Position in FIVN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,499,897
New position
Shares Held
117,256
first reported quarter
Ownership
0.157%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#89
of 290 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,355,870,904 across 10 Software - Infrastructure names. FIVN ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,098,613 | $782,824,621 | |
| 2 | ORCL |
Oracle Corp
|
3,574,259 | $523,807,656 | |
| 3 | SNPS |
Synopsys Inc
|
41,267 | $18,407,970 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
101,350 | $15,914,990 | |
| 5 | DLO |
dLocal Ltd
|
456,087 | $5,926,850 | |
| 6 | RXT |
Rackspace Technology, Inc.
|
709,189 | $4,631,004 | |
| 7 | FIVN |
Five9, Inc.
This page
|
117,256 | $2,499,897 | |
| 8 | TWLO |
Twilio Inc
|
5,572 | $1,149,670 |
All Filings in FIVN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,897 | 117,256 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||