Enterprise AI Adoption and Channel Partnerships Accelerate RingCentral's (RNG) Growth Profile
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Quantinno Capital Hoon Kim | 2,238,449 | $87,254,757 | +14% | 0.1% |
| 2. | Alyeska Investment Group Anand Parekh | 2,048,841 | $79,863,822 | +41% | 0.21% |
| 3. | AQR Capital Management Cliff Asness | 1,537,795 | $59,143,603 | -25% | 0.02% |
| 4. | Renaissance Technologies Jim Simons | 1,025,381 | $39,969,351 | -16% | 0.06% |
| 5. | Gotham Asset Management Joel Greenblatt | 461,776 | $18,000,028 | +25% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.07 | 10,000 | $500,730.00 | 299,379 | 2022-06-14 | Filing | |
| $61.85 | 400 | $24,738.00 | 289,379 | 2022-05-24 | Filing | |
| $60.79 | 2,292 | $139,339.85 | 288,979 | 2022-05-24 | Filing | |
| $59.84 | 7,330 | $438,590.55 | 286,687 | 2022-05-24 | Filing | |
| $58.91 | 9,978 | $587,774.05 | 279,357 | 2022-05-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.89 | 1,264 | $99,710.64 | 28,108 | 2026-10-02 | Filing | |
| $70.11 | 36,185 | $2,536,930.35 | 245,385 | 2026-09-14 | Filing | |
| $70.74 | 2,679 | $189,507.10 | 65,692 | 2026-09-09 | Filing | |
| $69.69 | 1,493 | $104,042.69 | 68,371 | 2026-09-09 | Filing | |
| $77.00 | 954 | $73,458.00 | 69,864 | 2026-09-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 325,264 | $24,297,221 | 0.12% | |
| 2. | 104,330 | $7,793,451 | 1.89% | |
| 3. | 99,640 | $7,443,108 | 0.03% | |
| 4. | 99,079 | $7,401,201 | 0.13% | |
| 5. | 67,378 | $5,033,137 | 0.09% |