Position in OPY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,832,060
+$428,033 QoQ
Shares Held
26,834
-0.4% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 120 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $19,419,840 across 3 Capital Markets names. OPY ranks #2 (14.6% of the industry book) .
All Filings in OPY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,832,060 | 26,834 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,404,027 | 26,954 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,181,435 | 16,343 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,207,911 | 16,343 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,182,676 | 17,982 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||