Question 1

How many shares of MSCI does POLEN CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC holds 671,797 shares of MSCI (MSCI INC).

Question 2

What is POLEN CAPITAL MANAGEMENT LLC's MSCI position worth?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC's MSCI position is worth $376.2M.

Question 3

Is POLEN CAPITAL MANAGEMENT LLC buying or selling MSCI?

Accepted Answer

In 2026-Q2, POLEN CAPITAL MANAGEMENT LLC decreased their MSCI position (-27.7% change in shares).

Question 4

When did POLEN CAPITAL MANAGEMENT LLC first buy MSCI?

Accepted Answer

Based on available 13F filings, POLEN CAPITAL MANAGEMENT LLC first reported a position in MSCI in 2024-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	671,797	-27.7%	$376.2M	3.2%	$558.04	0
2026-Q1	Decreased	929,509	-30.2%	$501M	3.5%	$535.16	0
2025-Q4	Decreased	1.3M	-16.0%	$763.7M	3.3%	$567.39	0
2025-Q3	Decreased	1.6M	-9.0%	$898.7M	2.9%	$559.38	0
2025-Q2	Decreased	1.7M	-6.8%	$1B	3.1%	$566.77	0
2025-Q1	Decreased	1.9M	-8.1%	$1.1B	3.3%	$553.99	0
2024-Q4	Decreased	2M	-8.8%	$1.2B	3.3%	$585.94	0
2024-Q3	Increased	2.2M	+35.0%	$1.3B	3.4%	$567.76	76