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Holdings (Monthly) Guide ↗

Polen 5Perspectives Small Growth Fund

· FundVantage Trust
Monthly Holdings $62M AUM 127 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 49 New 27 Added 17 Reduced 34 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 DIGITALOCEAN HOLDINGS INC DOCN Jan 2026 18,100 +14,006 $2.1M +840.2% 3.41% EC
2 BROOKDALE SENIOR LIVING INC BKD Jan 2026 129,012 +26,513 $1.9M +22.5% 3.02% EC
3 BEL FUSE INC BELFB Jan 2026 6,009 +4,481 $1.6M +431.6% 2.62% EC
4 JFROG LTD FROG Jan 2026 19,184 +10,832 $1.5M +845.2% 2.46% EC
5 NLIGHT INC LASR Jan 2026 21,782 +13,151 $1.5M +280.7% 2.41% EC
6 CLEAR SECURE INC YOU Jan 2026 26,915 +7,510 $1.5M +134.9% 2.39% EC
7 TERAWULF INC WULF Jul 2026 84,138 NEW $1.5M — 2.38% EC
8 CECO ENVIRONMENTAL CORP CECO Jan 2026 20,788 +1,670 $1.4M +6.3% 2.20% EC
9 VSE CORP VSEC Jan 2026 6,788 -805 $1.3M -20.5% 2.12% EC
10 SPHERE ENTERTAINMENT COMPANY SPHR Jan 2026 8,804 -2,647 $1.3M +15.3% 2.02% EC
11 MODINE MANUFACTURING COMPANY MOD Jan 2026 5,722 -861 $1.2M -5.4% 1.85% EC
12 TWIST BIOSCIENCE CORP TWST Jul 2026 12,523 NEW $1.1M — 1.84% EC
13 AAR CORP AIR Jan 2026 8,085 +5,958 $1.1M +402.6% 1.82% EC
14 CHEESECAKE FACTORY INC (THE) CAKE Jan 2026 10,977 +3,706 $1.1M +164.2% 1.79% EC
15 LIFE TIME GROUP HOLDINGS INC LTH Jan 2026 23,399 +12,638 $1.1M +236.2% 1.69% EC
16 MILLICOM INTERNATIONAL CELLULAR SA TIGO Jan 2026 10,593 NEW $1.0M — 1.62% EC
17 VICTORY CAPITAL HOLDINGS INC VCTR Jan 2026 9,945 +4,241 $985K +144.8% 1.58% EC
18 PROTAGONIST THERAPEUTICS INC PTGX Jan 2026 7,156 +85 $978K +69.0% 1.57% EC
19 BLOOM ENERGY CORP BE Jan 2026 4,723 -8,050 $972K -49.7% 1.56% EC
20 BWX TECHNOLOGIES INC BWXT Jan 2026 5,603 -1,992 $945K -39.4% 1.52% EC
21 OSCAR HEALTH INC OSCR Jan 2026 29,664 +22,513 $926K +802.5% 1.49% EC
22 WISDOMTREE INC WT Jan 2026 46,957 +40,652 $910K +790.5% 1.46% EC
23 RINGCENTRAL INC RNG Jul 2026 16,007 NEW $890K — 1.43% EC
24 BILLIONTOONE INC BLLN Jul 2026 6,365 NEW $882K — 1.42% EC
25 REALREAL INC (THE) REAL Jan 2026 71,163 +27,945 $860K +35.7% 1.38% EC
26 OUTFRONT MEDIA INC OUT Jan 2026 26,974 +22,349 $860K +664.3% 1.38% EC
27 CALLAWAY GOLF COMPANY CALY Jan 2026 45,691 +38,738 $843K +745.4% 1.35% EC
28 GUARDANT HEALTH INC GH Jan 2026 5,154 -2,798 $835K -7.9% 1.34% EC
29 PROTO LABS INC PRLB Jan 2026 10,977 +5,994 $824K +214.0% 1.32% EC
30 ESTABLISHMENT LABS HOLDINGS INC ESTA Jan 2026 8,675 NEW $803K — 1.29% EC
31 AZZ INC AZZ Jan 2026 5,442 +2,468 $788K +113.1% 1.26% EC
32 ERMENEGILDO ZEGNA NV ZGN Jan 2026 52,513 NEW $772K — 1.24% EC
33 FIVE9 INC FIVN Jul 2026 28,060 NEW $772K — 1.24% EC
34 VEECO INSTRUMENTS INC VECO Jul 2026 15,152 NEW $758K — 1.22% EC
35 SOLARIS ENERGY INFRASTRUCTURE INC SEI Jan 2026 14,496 -6,835 $745K -36.7% 1.20% EC
36 SEMTECH CORP SMTC Jul 2026 5,941 NEW $700K — 1.12% EC
37 MIRUM PHARMACEUTICALS INC MIRM Jan 2026 6,599 +1,456 $699K +31.7% 1.12% EC
38 GLAUKOS CORP GKOS Jul 2026 4,128 NEW $688K — 1.10% EC
39 KNOWLES CORP KN Jul 2026 18,525 NEW $678K — 1.09% EC
40 LITTELFUSE INC LFUS Jul 2026 1,498 NEW $662K — 1.06% EC
41 COPA HOLDINGS SA CPA Jan 2026 4,661 NEW $658K — 1.06% EC
42 MAREX GROUP LTD MRX Jan 2026 9,901 NEW $643K — 1.03% EC
43 AMPRIUS TECHNOLOGIES INC AMPX Jan 2026 64,736 +27,546 $621K +34.3% 1.00% EC
44 LEGALZOOM.COM INC LZ Jul 2026 78,584 NEW $618K — 0.99% EC
45 TRAVERE THERAPEUTICS INC TVTX Jul 2026 10,876 NEW $608K — 0.98% EC
46 TAYSHA GENE THERAPIES INC TSHA Jan 2026 103,435 +23,139 $606K +67.4% 0.97% EC
47 SCHOLAR ROCK HOLDING CORP SRRK Jan 2026 12,382 +1,823 $586K +25.1% 0.94% EC
48 PRAXIS PRECISION MEDICINES INC PRAX Jan 2026 1,876 +274 $577K +14.8% 0.93% EC
49 APPLIED OPTOELECTRONICS INC AAOI Jul 2026 6,073 NEW $573K — 0.92% EC
50 AEHR TEST SYSTEMS INC AEHR Jul 2026 6,990 NEW $559K — 0.90% EC
51 DIANTHUS THERAPEUTICS INC DNTH Jul 2026 5,113 NEW $547K — 0.88% EC
52 LINDBLAD EXPEDITIONS HOLDINGS INC LIND Jul 2026 18,361 NEW $543K — 0.87% EC
53 PTC THERAPEUTICS INC PTCT Jul 2026 7,862 NEW $535K — 0.86% EC
54 BRIGHTSPRING HEALTH SERVICES INC BTSG Jul 2026 8,616 NEW $514K — 0.83% EC
55 ADAPTIVE BIOTECHNOLOGIES CORP ADPT Jan 2026 21,892 -22,413 $494K -39.7% 0.79% EC
56 PENGUIN SOLUTIONS INC (US) PENG Jul 2026 8,945 NEW $471K — 0.76% EC
57 ARGAN INC AGX Jan 2026 822 -2,227 $469K -55.7% 0.75% EC
58 PELOTON INTERACTIVE INC PTON Jan 2026 72,772 +54,016 $465K +343.5% 0.75% EC
59 DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS DGCXX Jan 2026 446,129 -576,247 $446K -56.4% 0.72% STIV
60 ADEIA INC ADEA Jul 2026 16,441 NEW $438K — 0.70% EC
61 CARPENTER TECHNOLOGY CORP CRS Jan 2026 838 -2,257 $435K -55.7% 0.70% EC
62 AXT INC AXTI Jul 2026 6,902 NEW $417K — 0.67% EC
63 XOMETRY INC XMTR Jan 2026 4,762 -6,606 $408K -37.1% 0.66% EC
64 ETON PHARMACEUTICALS INC ETON Jul 2026 8,733 NEW $405K — 0.65% EC
65 CARDINAL INFRASTRUCTURE GROUP INC CDNL Jul 2026 6,541 NEW $405K — 0.65% EC
66 VICOR CORP VICR Jan 2026 1,870 +300 $388K +56.7% 0.62% EC
67 OPENLANE INC OPLN Jan 2026 9,671 -9,934 $385K -34.7% 0.62% EC
68 ERO COPPER CORP ERO Jan 2026 13,661 -9,646 $368K -52.9% 0.59% EC
69 CONSTRUCTION PARTNERS INC ROAD Jan 2026 3,467 -1,953 $358K -39.8% 0.58% EC
70 MILLERKNOLL INC MLKN Jul 2026 15,699 NEW $354K — 0.57% EC
71 AKTIS ONCOLOGY INC AKTS Jul 2026 14,852 NEW $328K — 0.53% EC
72 NOVANTA INC NOVT Jan 2026 2,216 +1,294 $316K +154.7% 0.51% EC
73 ASTEC INDUSTRIES INC ASTE Jul 2026 6,209 NEW $315K — 0.50% EC
74 GREEN BRICK PARTNERS INC GRBK Jan 2026 4,346 -2,284 $307K -33.2% 0.49% EC
75 AXSOME THERAPEUTICS INC AXSM Jul 2026 1,405 NEW $306K — 0.49% EC
76 PULSE BIOSCIENCES INC PLSE Jul 2026 8,670 NEW $305K — 0.49% EC
77 TG THERAPEUTICS INC TGTX Jul 2026 5,842 NEW $304K — 0.49% EC
78 SITIME CORP SITM Jul 2026 566 NEW $303K — 0.49% EC
79 RYMAN HOSPITALITY PROPERTIES INC RHP Jul 2026 2,255 NEW $301K — 0.48% EC
80 XENON PHARMACEUTICALS INC XENE Jul 2026 4,656 NEW $292K — 0.47% EC
81 POWELL INDUSTRIES INC POWL Jan 2026 1,369 -2,246 $286K -82.2% 0.46% EC
82 CHINA YUCHAI INTERNATIONAL LTD CYD Jan 2026 6,024 NEW $284K — 0.46% EC
83 JOBY AVIATION INC JOBY Jan 2026 34,071 NEW $244K — 0.39% EC
84 HINGE HEALTH INC HNGE Jul 2026 2,898 NEW $217K — 0.35% EC
85 RXO INC RXO Jul 2026 10,676 NEW $216K — 0.35% EC
86 COGENT BIOSCIENCES INC COGT Jul 2026 4,142 NEW $161K — 0.26% EC
87 ANDERSEN GROUP INC ANDG Jul 2026 3,325 NEW $157K — 0.25% EC
88 MBX BIOSCIENCES INC MBX Jul 2026 2,333 NEW $154K — 0.25% EC
89 DROPBOX INC DBX Jul 2026 4,528 NEW $147K — 0.24% EC
90 SERVICETITAN INC TTAN Jul 2026 1,766 NEW $147K — 0.24% EC
91 RACKSPACE TECHNOLOGY INC RXT Jul 2026 30,932 NEW $128K — 0.21% EC
92 VISHAY PRECISION GROUP INC VPG Jul 2026 1,179 NEW $109K — 0.17% EC
93 SELLAS LIFE SCIENCES GROUP INC SLS Jul 2026 10,137 NEW $101K — 0.16% EC
✕ Figure Technology Solutions In 349381103 — 21,774 SOLD $1.2M — — —
✕ GeneDx Holdings Corp 81663L200 — 10,642 SOLD $1.0M — — —
✕ Mirion Technologies Inc 60471A101 — 38,843 SOLD $1.0M — — —
✕ IES Holdings Inc 44951W106 — 2,527 SOLD $1.0M — — —
✕ Huron Consulting Group Inc 447462102 — 5,620 SOLD $0.9M — — —
✕ Planet Labs PBC 72703X106 — 35,616 SOLD $0.9M — — —
✕ TransMedics Group Inc 89377M109 — 5,981 SOLD $0.8M — — —
✕ Kratos Defense & Security Solu 50077B207 — 6,578 SOLD $0.7M — — —
✕ Bridgebio Pharma Inc 10806X102 — 8,353 SOLD $0.6M — — —
✕ Liquidia Corp 53635D202 — 14,620 SOLD $0.6M — — —
✕ Howard Hughes Holdings Inc 44267T102 — 7,107 SOLD $0.6M — — —
✕ Axos Financial Inc 05465C100 — 5,619 SOLD $0.6M — — —
✕ Wayfair Inc 94419L101 — 5,144 SOLD $0.5M — — —
✕ Upwork Inc 91688F104 — 22,094 SOLD $0.4M — — —
✕ Artivion Inc 228903100 — 9,719 SOLD $0.4M — — —
✕ Alphatec Holdings Inc 02081G201 — 25,607 SOLD $0.4M — — —
✕ HCI Group Inc 40416E103 — 2,317 SOLD $0.4M — — —
✕ Firefly Aerospace Inc 31816X106 — 12,653 SOLD $0.3M — — —
✕ Nuvalent Inc 670703107 — 2,975 SOLD $0.3M — — —
✕ Shake Shack Inc 819047101 — 3,375 SOLD $0.3M — — —
✕ Karman Holdings Inc 485924104 — 2,769 SOLD $0.3M — — —
✕ NexGen Energy Ltd 65340P106 — 21,732 SOLD $0.3M — — —
✕ Figs Inc 30260D103 — 24,986 SOLD $0.3M — — —
✕ Celcuity Inc 15102K100 — 2,372 SOLD $0.3M — — —
✕ AeroVironment Inc 008073108 — 882 SOLD $0.2M — — —
✕ ANI Pharmaceuticals Inc 00182C103 — 2,856 SOLD $0.2M — — —
✕ Sterling Infrastructure Inc 859241101 — 643 SOLD $0.2M — — —
✕ NuScale Power Corp 67079K100 — 12,934 SOLD $0.2M — — —
✕ Precigen Inc 74017N105 — 47,998 SOLD $0.2M — — —
✕ Mesoblast Ltd 590717401 — 11,765 SOLD $0.2M — — —
✕ Denali Therapeutics Inc 24823R105 — 5,823 SOLD $0.1M — — —
✕ Piper Sandler Cos 724078100 — 323 SOLD $0.1M — — —
✕ Fluor Corp 343412102 — 2,213 SOLD $0.1M — — —
✕ PureCycle Technologies Inc 74623V103 — 10,523 SOLD $0.1M — — —