Position in FSLY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,931,333
New position
Shares Held
238,518
first reported quarter
Ownership
0.150%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,124,903,576 across 13 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,370,172 | $533,150,676 | |
| 2 | SHOP |
Shopify Inc.
|
4,577,524 | $522,661,690 | |
| 3 | UBER |
Uber Technologies, Inc
|
570,063 | $41,135,746 | |
| 4 | FROG |
JFrog Ltd
|
93,117 | $8,462,472 | |
| 5 | YOU |
Clear Secure, Inc.
|
131,773 | $7,343,709 | |
| 6 | SAP |
Sap SE
|
28,773 | $4,434,207 | |
| 7 | ADEA |
Adeia Inc.
|
52,575 | $1,731,294 | |
| 8 | RNG |
RingCentral, Inc.
|
40,133 | $1,564,384 |
All Filings in FSLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,931,333 | 238,518 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||