David M. Polen
Polen Capital Management
Polen Capital Management Planet Labs PBC stake
total: 588
Polen Capital Management PL trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 149,211 Planet Labs PBC (PL) shares with a market value of roughly $4.94M accounting for 0.04% of the overall portfolio. To date, the estimated cost basis is nearly $23.66 for "buy" trades and estimated average "sell" price is $33.13. Polen Capital Management first purchased PL in 2025 Q4, initially acquiring 111,538 shares. Since the initial investment in Planet Labs PBC (PL), Polen Capital Management has made 2 more transactions.
When did Polen Capital Management buy Planet Labs PBC (PL)?
Polen Capital Management first invested in Planet Labs PBC (PL) in 2025 Q4 at the reported quarter-end price of $19.72 per share.
What's the cost basis of Polen Capital Management's PL stake?
The estimated cost basis for Planet Labs PBC (PL) stake is around $23.66 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $23.66
- Weighted AVG sell price:
- $33.13
Polen Capital Management's historical trades in Planet Labs PBC
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.04%
|
149,211
|
$33.13
|
$4,943,360
|
-30.25% (-64,703)
|
-0.01%
|
|
2026 Q1
|
0.04%
|
213,914
|
$27.95
|
$5,978,896
|
+91.79% (+102,376)
|
+0.02%
|
|
2025 Q4
|
0.01%
|
111,538
|
$19.72
|
$2,199,529
|
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.
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.