POLEN CAPITAL MANAGEMENT LLC
Position in VCTR — Victory Capital Holdings, Inc.
CIK 1034524
Boca Raton, FL
Position in VCTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,610,556
+$1,907,418 QoQ
Shares Held
39,868
+257.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VCTR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $4,197,668 across 2 Asset Management names. VCTR ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
This page
|
39,868 | $2,610,556 | |
| 2 | WT |
WisdomTree, Inc.
|
109,005 | $1,587,112 |
All Filings in VCTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,610,556 | 39,868 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $703,138 | 11,145 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,174,422 | 18,135 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,361,646 | 21,386 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||