David M. Polen
Polen Capital Management
Polen Capital Management Kodiak Sciences Inc stake
total: 588
Polen Capital Management KOD trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 2
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 35,469 Kodiak Sciences Inc (KOD) shares with a market value of roughly $1.38M accounting for 0.01% of the overall portfolio. To date, the estimated cost basis is nearly $21.92 for "buy" trades and estimated average "sell" price is $38.96. Polen Capital Management first purchased KOD in 2025 Q3, initially acquiring 21,567 shares. Since the initial investment in Kodiak Sciences Inc (KOD), Polen Capital Management has made 3 more transactions.
When did Polen Capital Management buy Kodiak Sciences Inc (KOD)?
Polen Capital Management first invested in Kodiak Sciences Inc (KOD) in 2025 Q3 at the reported quarter-end price of $16.37 per share.
What's the cost basis of Polen Capital Management's KOD stake?
The estimated cost basis for Kodiak Sciences Inc (KOD) stake is around $21.92 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $21.92
- Weighted AVG sell price:
- $38.96
Polen Capital Management's historical trades in Kodiak Sciences Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.01%
|
35,469
|
$38.96
|
$1,381,872
|
-14.23% (-5,885)
|
-0%
|
|
2026 Q1
|
0.01%
|
41,354
|
$38.12
|
$1,576,414
|
+0.03% (+14)
|
+0%
|
|
2025 Q4
|
0.00%
|
41,340
|
$27.96
|
$1,155,866
|
+91.68% (+19,773)
|
+0%
|
|
2025 Q3
|
0.00%
|
21,567
|
$16.37
|
$353,052
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.