David M. Polen
Polen Capital Management
Polen Capital Management Wayfair Inc stake
total: 588
Polen Capital Management W trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 2,402 Wayfair Inc (W) shares with a market value of roughly $221.99K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $68.97 for "buy" trades and estimated average "sell" price is $93.09. Polen Capital Management first purchased W in 2025 Q2, initially acquiring 17,286 shares. Since the initial investment in Wayfair Inc (W), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Wayfair Inc (W)?
Polen Capital Management first invested in Wayfair Inc (W) in 2025 Q2 at the reported quarter-end price of $51.14 per share.
What's the cost basis of Polen Capital Management's W stake?
The estimated cost basis for Wayfair Inc (W) stake is around $68.97 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $68.97
- Weighted AVG sell price:
- $93.09
Polen Capital Management's historical trades in Wayfair Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
2,402
|
$92.42
|
$221,993
|
-93.18% (-32,814)
|
-0.02%
|
|
2026 Q1
|
0.02%
|
35,216
|
$75.21
|
$2,648,595
|
+31.12% (+8,359)
|
+0%
|
|
2025 Q4
|
0.01%
|
26,857
|
$100.41
|
$2,696,711
|
-10.06% (-3,004)
|
-0%
|
|
2025 Q3
|
0.01%
|
29,861
|
$89.33
|
$2,667,483
|
+72.75% (+12,575)
|
+0%
|
|
2025 Q2
|
0.00%
|
17,286
|
$51.14
|
$884,006
|
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.