PBMRX
Polen U.S. SMID Company Growth Fund
FundVantage Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Apr 30, 2025 → Jul 31, 2025

Expand a category to see the positions behind it, ranked by weight.

Security Shares Apr 2025 Shares Jul 2025 Δ shares End % Δ value
SOFI TECHNOLOGIES INC A 0 6,836 6,836 4.55% $154.36K
BWX TECHNOLOGIES INC 0 982 982 4.40% $149.20K
CARVANA CO CL A 0 358 358 4.12% $139.68K
Empresa Brasileira de Aeronautica S.A. (ADR) 0 2,153 2,153 3.65% $123.97K
TALEN ENERGY CORP 0 301 301 3.35% $113.65K
CAMECO CORP 0 1,507 1,507 3.33% $112.92K
NRG ENERGY INC 0 660 660 3.25% $110.35K
JOBY AVIATION INC 0 6,552 6,552 3.22% $109.16K
BLOOM ENERGY CORP CL A 0 2,885 2,885 3.18% $107.87K
AFFIRM HOLDINGS INC 0 1,430 1,430 2.89% $98.04K
CURTISS WRIGHT CORPORATION 0 194 194 2.80% $95.10K
VISTRA CORP 0 441 441 2.71% $91.97K
MODINE MFG CO 0 657 657 2.60% $88.41K
TECHNIPFMC PLC 0 2,287 2,287 2.45% $83.18K
TWILIO INC CLASS A 0 642 642 2.44% $82.82K
CREDO TECHNOLOGY GROUP HOLDING LTD 0 653 653 2.15% $72.84K
NUTANIX INC CL A 0 968 968 2.14% $72.76K
GRUPO FINANCIERO GALICIA SA SPONS ADR 0 1,375 1,375 2.04% $69.40K
LIFE TIME GROUP HOLDINGS INC 0 2,383 2,383 2.02% $68.44K
PLANET FITNESS INC CL A 0 581 581 1.87% $63.44K
COMMVAULT SYSTEMS INC 0 316 316 1.77% $60.02K
ADT INC 0 6,968 6,968 1.71% $58.18K
SAMSARA INC-CL A 0 1,488 1,488 1.67% $56.59K
FTAI AVIATION LTD 0 409 409 1.66% $56.28K
ACUITY INC 0 165 165 1.51% $51.37K
Ascendis Pharma A/S 0 294 294 1.50% $51.01K
SERVICETITAN INC-A 0 430 430 1.48% $50.19K
WAYFAIR INC- A 0 764 764 1.48% $50.15K
GATES INDUSTRIAL CORP PLC 0 1,986 1,986 1.45% $49.25K
VISTA OIL GAS SAB DE CV ADR 0 1,072 1,072 1.41% $47.92K
MONDAY.COM LTD 0 166 166 1.28% $43.54K
SYMBOTIC INC 0 789 789 1.25% $42.57K
TEMPUS AI INC-A 0 731 731 1.22% $41.37K
WESTERN ALLIANCE BANCORP 0 516 516 1.18% $40.02K
AURORA INNOVATION INC 0 6,257 6,257 1.07% $36.35K
ARCHER AVIATION INC A 0 3,554 3,554 1.05% $35.65K
YPF Sociedad Anonima SPON ADR(REP 1 CL'D'ARS10) 0 1,018 1,018 1.01% $34.14K
AXON ENTERPRISE INC 0 43 43 0.96% $32.49K
DOXIMITY INC-A 0 552 552 0.96% $32.43K
ALLISON TRANSMISSION HLDGS INC 0 352 352 0.93% $31.70K
SHIFT4 PAYMENTS INC 0 301 301 0.91% $31.00K
BRIDGEBIO PHARMA INC 0 622 622 0.87% $29.40K
SPROUTS FMRS MKT INC 0 179 179 0.80% $27.13K
NATERA INC 0 200 200 0.79% $26.73K
PROCORE TECHNOLOGIES INC 0 337 337 0.71% $24.14K
CHEWY INC- CL A 0 638 638 0.69% $23.41K
GUIDEWIRE SOFTWARE INC 0 100 100 0.67% $22.62K
CORCEPT THERAPEUTICS INC 0 301 301 0.60% $20.22K
WILLIAMS-SONOMA INC 0 93 93 0.51% $17.40K
ARMSTRONG WORLD INDUSTRIES INC 0 88 88 0.49% $16.56K
ZILLOW GROUP INC CL C 0 208 208 0.49% $16.55K
HEALTHEQUITY INC 0 166 166 0.47% $16.10K
DUOLINGO INC 0 44 44 0.45% $15.25K
APPFOLIO INC - A 0 31 31 0.24% $8.29K
MATCH GROUP INC 0 239 239 0.24% $8.19K
BROOKFIELD RENEW 0 222 222 0.24% $8.13K
UNITY SOFTWARE INC 0 216 216 0.21% $7.21K
MIDDLEBY CORP 0 14 14 0.06% $2.03K
Security Shares Apr 2025 Shares Jul 2025 Δ shares End % Δ value
PAYCOM SOFTWARE INC 978 0 -978 0.00% -$221.41K
EXLSERVICE HOLDINGS INC 4,054 0 -4,054 0.00% -$196.54K
DYNATRACE INC 2,617 0 -2,617 0.00% -$122.92K
HAMILTON LANE INC - A 795 0 -795 0.00% -$122.82K
MEDPACE HOLDINGS INC 397 0 -397 0.00% -$122.43K
MORNINGSTAR INC 423 0 -423 0.00% -$120.44K
GLOBANT SA 1,013 0 -1,013 0.00% -$119.10K
PROGYNY INC 4,891 0 -4,891 0.00% -$111.71K
GOOSEHEAD INSURANCE 1,137 0 -1,137 0.00% -$110.53K
APPLIED INDU TEC 432 0 -432 0.00% -$105.10K
CCC INTELLIGENT SOLUTIONS HOLD CL A 10,416 0 -10,416 0.00% -$96.45K
BIO-TECHNE CORP 1,895 0 -1,895 0.00% -$95.41K
DUTCH BROS INC-A 1,577 0 -1,577 0.00% -$94.21K
GENERAC HOLDINGS INC 802 0 -802 0.00% -$91.73K
AAON INC 961 0 -961 0.00% -$87.71K
CORE & MAIN IN-A 1,621 0 -1,621 0.00% -$85.39K
KINSALE CAPITAL GROUP INC 194 0 -194 0.00% -$84.44K
INSIGHT ENTERPRISES INC 599 0 -599 0.00% -$82.83K
REPLIGEN CORP 599 0 -599 0.00% -$82.66K
ENTEGRIS INC 1,031 0 -1,031 0.00% -$81.57K
HOULIHAN LOKEY I 493 0 -493 0.00% -$79.91K
ELF BEAUTY INC 1,278 0 -1,278 0.00% -$79.07K
RAMBUS INC 1,569 0 -1,569 0.00% -$76.55K
TREX CO INC 1,322 0 -1,322 0.00% -$76.44K
MARKETAXESS HLDGS INC 344 0 -344 0.00% -$76.23K
FLOOR & DECOR-A 1,064 0 -1,064 0.00% -$76.01K
POOL CORP 256 0 -256 0.00% -$75.04K
REVOLVE GROUP INC 3,172 0 -3,172 0.00% -$63.06K
CONSTRUCTION PARTNERS INC CL A 767 0 -767 0.00% -$63.00K
TOPBUILD CORP 203 0 -203 0.00% -$60.04K
COMFORT SYSTEMS USA INC 141 0 -141 0.00% -$56.05K
SAIA INC 219 0 -219 0.00% -$53.44K
TETRA TECH INC 1,674 0 -1,674 0.00% -$52.21K
PURE STORAGE INC CL A 1,146 0 -1,146 0.00% -$51.98K
WARBY PARKER INC 3,086 0 -3,086 0.00% -$50.95K
MANHATTAN ASSOCIATES INC 264 0 -264 0.00% -$46.83K
WILLSCOT MOBILE MINI HOLDINGS CORP 1,823 0 -1,823 0.00% -$45.79K
WINGSTOP INC 167 0 -167 0.00% -$44.07K
Security Shares Apr 2025 Shares Jul 2025 Δ shares End % Δ value
DREY-GVT CSH-I 115,201 132,542 17,341 3.91% $17.34K
Security Shares Apr 2025 Shares Jul 2025 Δ shares End % Δ value
BENTLEY SYSTEM-B 2,326 559 -1,767 0.95% -$67.58K

No positions in this category.

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