BETR
Better Home & Finance Holding Company
Better Home & Finance Holding Company historical holders
total: 1
Polen Capital Management Better Home & Finance Holding Company transactions over time
- Total transactions:
- 2
- New positions:
- 1
- Sold out:
- 1
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
Polen Capital Management has been an institutional investor in Better Home & Finance Holding Company (BETR) since 2026 Q1. According to 2026 Q2 report, Polen Capital Management doesn't hold any shares. The fund/company first acquired BETR in 2026 Q1, initially purchasing 15,959 shares. Since the initial investment, Polen Capital Management has made 1 more transaction in this position.
When did Polen Capital Management exit their BETR position?
Polen Capital Management no longer holds Better Home & Finance Holding Company (BETR). They sold off their entire position in 2026 Q2, closing out an investment that began in 2026 Q1.
When did Polen Capital Management first invest in BETR?
Polen Capital Management first invested in Better Home & Finance Holding Company (BETR) in 2026 Q1 at the reported quarter-end price of $35.62 per share, acquiring 15,959 shares in their initial purchase.
What is Polen Capital Management's average cost basis for BETR?
Based on historical transaction data, Polen Capital Management's estimated cost basis for Better Home & Finance Holding Company (BETR) is approximately $35.62 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $35.62
- Weighted AVG sell price:
- $35.62
BETR transactions history by Polen Capital Management
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
0
|
$35.62
|
|
-100% (-15,959)
|
-0%
|
|
2026 Q1
|
0.00%
|
15,959
|
$35.62
|
$568,460
|
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.