PBSIX
Polen 5Perspectives Small 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.

Oct 31, 2025 → Jan 30, 2026

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

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
FIGURE TECHNOLOGY SOLUTIONS INC A 0 21,774 21,774 2.55% $1.24M
PLANET LABS PBC A 0 35,616 35,616 1.83% $889.33K
REALREAL INC/THE 0 43,218 43,218 1.31% $634.01K
PRAXIS PRECISION MEDICINES INC 0 1,602 1,602 1.04% $503.03K
AZZ INC 0 2,974 2,974 0.76% $369.64K
LIFE TIME GROUP HOLDINGS INC 0 10,761 10,761 0.65% $313.90K
SHAKE SHACK INC - CLASS A 0 3,375 3,375 0.62% $298.92K
KARMAN HOLDINGS INC 0 2,769 2,769 0.59% $287.42K
JFROG LTD 0 5,059 5,059 0.57% $277.23K
NEXGEN ENERGY LT 0 21,732 21,732 0.56% $273.17K
FIGS INC-CLASS A 0 24,986 24,986 0.56% $270.10K
PROTO LABS INC 0 4,983 4,983 0.54% $262.35K
CELCUITY INC 0 2,372 2,372 0.54% $259.54K
VICOR CORPORATION 0 1,570 1,570 0.51% $247.54K
ANI PHARMACEUTICALS INC 0 2,856 2,856 0.48% $233.76K
DIGITALOCEAN HOLDINGS INC 0 4,094 4,094 0.47% $226.19K
AAR CORP 0 2,127 2,127 0.46% $225.27K
PRECIGEN INC 0 47,998 47,998 0.44% $215.51K
MESOBLAST LTD- SPON ADR 0 11,765 11,765 0.42% $202.95K
DENALI THERAPEUTICS INC 0 5,823 5,823 0.26% $126.59K
NOVANTA INC 0 922 922 0.26% $124.05K
OUTFRONT MEDIA INC 0 4,625 4,625 0.23% $112.48K
PIPER SANDLER COS 0 323 323 0.23% $111.87K
WISDOMTREE INVESTMENTS INC 0 6,305 6,305 0.21% $102.14K
TOPGOLF CALLAWAY BRANDS CORP 0 6,953 6,953 0.21% $99.78K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CORCEPT THERAPEUTICS INC 4,990 0 -4,990 0.00% -$366.62K
SKYWEST INC 3,457 0 -3,457 0.00% -$347.36K
FTAI AVIATION LTD 1,979 0 -1,979 0.00% -$342.17K
RAMACO RESOURCES INC 11,136 0 -11,136 0.00% -$338.09K
PORCH GROUP INC 22,389 0 -22,389 0.00% -$336.95K
PITNEY-BOWES INC 31,239 0 -31,239 0.00% -$308.64K
ODDITY TECH LTD A 6,262 0 -6,262 0.00% -$283.36K
ARLO TECHNOLOGIES INC 12,780 0 -12,780 0.00% -$247.17K
DAVE INC 999 0 -999 0.00% -$239.08K
BEAM THERAPEUTICS INC 9,287 0 -9,287 0.00% -$232.27K
ARCHER AVIATION INC A 20,593 0 -20,593 0.00% -$231.05K
ASP ISOTOPES INC 22,248 0 -22,248 0.00% -$225.37K
GRUPO FINANCIERO GALICIA SA SPONS ADR 3,077 0 -3,077 0.00% -$181.94K
ENERGY RECOVERY INC 9,952 0 -9,952 0.00% -$170.28K
NEWMARK GROUP INC CL A 8,544 0 -8,544 0.00% -$152.34K
HIMS & HERS HEAL 2,620 0 -2,620 0.00% -$119.11K
SAVERS VALUE VILLAGE INC 12,628 0 -12,628 0.00% -$116.30K
CYTOKINETICS INC 1,332 0 -1,332 0.00% -$84.70K
AVADEL PHARMACEUTICALS PLC 4,161 0 -4,161 0.00% -$78.60K
STONEX GROUP INC 777 0 -777 0.00% -$71.42K
HEARTFLOW INC 1,587 0 -1,587 0.00% -$58.97K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
VSE CORP 6,467 7,593 1,126 3.42% $491.14K
BWX TECHNOLOGIES INC 5,269 7,595 2,326 3.22% $434.73K
BROOKDALE SR 71,036 102,499 31,463 3.17% $878.98K
CECO ENVIRONMNTL 14,246 19,118 4,872 2.66% $592.64K
MODINE MFG CO 6,104 6,583 479 2.51% $280.42K
SOLARIS OIL IN-A 3,052 21,331 18,279 2.43% $1.01M
SPHERE ENTERTAINMENT CO 2,440 11,451 9,011 2.26% $926.59K
GENEDX HOLDINGS CORP-A 9,840 10,642 802 2.11% -$322.80K
DREY-GVT CSH-I 742,060 1,022,376 280,316 2.11% $280.32K
CARPENTER TECHNOLOGY CORP 2,136 3,095 959 2.03% $308.92K
MIRION TECHNOLOGIES INC-A 26,827 38,843 12,016 1.99% $176.95K
IES HOLDINGS INC 2,303 2,527 224 1.98% $58.49K
HURON CONSULTING GROUP INC 3,011 5,620 2,609 1.96% $454.65K
GUARDANT HEALTH INC 5,493 7,952 2,459 1.87% $395.89K
ADAPTIVE BIOTECHNOLOGIES CORP 27,743 44,305 16,562 1.69% $338.02K
TRANSMEDICS GROUP INC 1,997 5,981 3,984 1.65% $538.62K
Corp. America Airports SA 11,394 26,547 15,153 1.62% $534.36K
ERO COPPER CORP 7,679 23,307 15,628 1.61% $617.07K
XOMETRY INC-A 4,935 11,368 6,433 1.34% $409.17K
BRIDGEBIO PHARMA INC 5,798 8,353 2,555 1.33% $282.25K
JOBY AVIATION INC 46,429 60,087 13,658 1.31% -$169.96K
CLEAR SECURE INC 4,106 19,405 15,299 1.31% $507.88K
LIQUIDIA TECHNOLOGIES INC 6,596 14,620 8,024 1.28% $459.06K
ESTABLISHMENT LABS HOLDINGS INC 5,065 8,953 3,888 1.26% $367.28K
CONSTRUCTION PARTNERS INC CL A 3,745 5,420 1,675 1.23% $167.31K
OPENLANE INC 16,812 19,605 2,793 1.21% $144.76K
PROTAGONIST THERAPEUTICS INC 4,906 7,071 2,165 1.19% $192.70K
AXOS FINANCIAL INC 3,887 5,619 1,732 1.15% $253.12K
MILLICOM INTL CELL SA 6,242 9,035 2,793 1.14% $257.35K
WAYFAIR INC- A 3,568 5,144 1,576 1.10% $163.03K
MIRUM PHARMACEUTICALS INC 4,713 5,143 430 1.09% $188.46K
SCHOLAR ROCK HOLDING CORP 4,007 10,559 6,552 0.97% $349.50K
AMPRIUS TECHNOLOGIES INC 25,770 37,190 11,420 0.95% $99.54K
GREEN BRICK PARTNERS INC 1,026 6,630 5,604 0.95% $393.63K
UPWORK INC 4,022 22,094 18,072 0.91% $378.43K
CHEESECAKE FACTORY INC 3,299 7,271 3,972 0.87% $257.14K
VICTORY CAPITAL HOLDINGS INC CL A 4,966 5,704 738 0.83% $93.07K
ARTIVION INC 7,332 9,719 2,387 0.82% $63.59K
NLIGHT INC 5,964 8,631 2,667 0.81% $196.79K
CREDO TECHNOLOGY GROUP HOLDING LTD 2,165 3,133 968 0.81% -$13.70K
ALPHATEC HOLDINGS INC 24,927 25,607 680 0.78% -$93.61K
TAYSHA GENE THERAPIES INC 32,963 80,296 47,333 0.75% $198.64K
FIREFLY AEROSPACE INC 2,668 12,653 9,985 0.66% $254.13K
BEL FUSE INC NV CL B 555 1,528 973 0.63% $221.95K
NUVALENT INC-A 1,636 2,975 1,339 0.63% $143.61K
AEROVIRONMENT INC 611 882 271 0.51% $19.52K
NUSCALE POWER CORP 8,969 12,934 3,965 0.47% -$176.35K
NEWAMSTERDAM PHARMA COMPANY NV 1,943 5,861 3,918 0.38% $108.66K
ERMENEGILDO ZEGNA NV 7,768 15,996 8,228 0.29% $59.69K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
BLOOM ENERGY CORP CL A 16,921 12,773 -4,148 3.99% -$302.83K
POWELL INDUSTRIES INC 3,763 3,615 -148 3.31% $160.88K
ARGAN INC 4,649 3,049 -1,600 2.18% -$365.23K
KRATOS DEFENSE and SEC SOLTN INC 6,662 6,578 -84 1.40% $74.02K
HOWARD HUGHES HOLDINGS INC 7,324 7,107 -217 1.20% -$289
HCI GROUP INC 4,883 2,317 -2,566 0.76% -$628.54K
STERLING INFRASTRUCTURE INC 976 643 -333 0.47% -$138.69K
Pagaya Technologies Ltd., Class A 14,648 8,352 -6,296 0.33% -$231.94K
PELOTON INTERACTIVE INC CL A 53,426 18,756 -34,670 0.22% -$283.03K
OSCAR HEALTH INC - CLASS A 10,232 7,151 -3,081 0.21% -$81.56K
FLUOR CORP 3,338 2,213 -1,125 0.21% -$60.58K
PURECYCLE TECHNOLOGIES INC 21,382 10,523 -10,859 0.21% -$147.00K

No positions in this category.

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