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User

David M. Polen

Polen Capital Management

Polen Capital Management LightPath Technologies Inc stake

total: 588

Polen Capital Management LPTH trades

Total transactions:
2
New positions:
1
Added:
1
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 314,476 LightPath Technologies Inc (LPTH) shares with a market value of roughly $5.14M accounting for 0.04% of the overall portfolio. To date, the estimated cost basis is nearly $14.76 for "buy" trades. Polen Capital Management first purchased LPTH in 2026 Q1, initially acquiring 79,055 shares. Since the initial investment in LightPath Technologies Inc (LPTH), Polen Capital Management has made 1 more transaction.

How many LPTH shares does Polen Capital Management currently hold?

According to 2026 Q2 report, Polen Capital Management holds 314,476 shares of LightPath Technologies Inc (LPTH), valued at around $5.14M.

When did Polen Capital Management buy LightPath Technologies Inc (LPTH)?

Polen Capital Management first invested in LightPath Technologies Inc (LPTH) in 2026 Q1 at the reported quarter-end price of $10.03 per share.

What's the cost basis of Polen Capital Management's LPTH stake?

The estimated cost basis for LightPath Technologies Inc (LPTH) stake is around $14.76 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$14.76

Polen Capital Management's historical trades in LightPath Technologies Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.04%
314,476
$16.35
$5,141,683
+297.79% (+235,421)
+0.03%
2026 Q1
0.01%
79,055
$10.03
$792,922
new
+0.01%
* 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.
* 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.