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Holdings (Monthly) Guide ↗

Polen 5Perspectives Small Growth Fund

· FundVantage Trust
Monthly Holdings $62M AUM 27 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 CECO ENVIRONMENTAL CORP CECO Jan 2026 20,788 +1,670 $1.4M +6.3% 2.20% EC
8 AAR CORP AIR Jan 2026 8,085 +5,958 $1.1M +402.6% 1.82% EC
9 CHEESECAKE FACTORY INC (THE) CAKE Jan 2026 10,977 +3,706 $1.1M +164.2% 1.79% EC
10 LIFE TIME GROUP HOLDINGS INC LTH Jan 2026 23,399 +12,638 $1.1M +236.2% 1.69% EC
11 VICTORY CAPITAL HOLDINGS INC VCTR Jan 2026 9,945 +4,241 $985K +144.8% 1.58% EC
12 PROTAGONIST THERAPEUTICS INC PTGX Jan 2026 7,156 +85 $978K +69.0% 1.57% EC
13 OSCAR HEALTH INC OSCR Jan 2026 29,664 +22,513 $926K +802.5% 1.49% EC
14 WISDOMTREE INC WT Jan 2026 46,957 +40,652 $910K +790.5% 1.46% EC
15 REALREAL INC (THE) REAL Jan 2026 71,163 +27,945 $860K +35.7% 1.38% EC
16 OUTFRONT MEDIA INC OUT Jan 2026 26,974 +22,349 $860K +664.3% 1.38% EC
17 CALLAWAY GOLF COMPANY CALY Jan 2026 45,691 +38,738 $843K +745.4% 1.35% EC
18 PROTO LABS INC PRLB Jan 2026 10,977 +5,994 $824K +214.0% 1.32% EC
19 AZZ INC AZZ Jan 2026 5,442 +2,468 $788K +113.1% 1.26% EC
20 MIRUM PHARMACEUTICALS INC MIRM Jan 2026 6,599 +1,456 $699K +31.7% 1.12% EC
21 AMPRIUS TECHNOLOGIES INC AMPX Jan 2026 64,736 +27,546 $621K +34.3% 1.00% EC
22 TAYSHA GENE THERAPIES INC TSHA Jan 2026 103,435 +23,139 $606K +67.4% 0.97% EC
23 SCHOLAR ROCK HOLDING CORP SRRK Jan 2026 12,382 +1,823 $586K +25.1% 0.94% EC
24 PRAXIS PRECISION MEDICINES INC PRAX Jan 2026 1,876 +274 $577K +14.8% 0.93% EC
25 PELOTON INTERACTIVE INC PTON Jan 2026 72,772 +54,016 $465K +343.5% 0.75% EC
26 VICOR CORP VICR Jan 2026 1,870 +300 $388K +56.7% 0.62% EC
27 NOVANTA INC NOVT Jan 2026 2,216 +1,294 $316K +154.7% 0.51% EC