Core Insights - Polen Capital's "Polen U.S. SMID Cap Growth Strategy" achieved a return of 14.8% gross and 14.4% net of fees in Q3 2025, outperforming the Russell 2500 Growth Index which returned 10.7% [1] Company Performance - SoFi Technologies, Inc. (NASDAQ:SOFI) reported a record adjusted net revenue of $950 million in Q3 2025, reflecting a 38% year-over-year increase [4] - The stock of SoFi Technologies, Inc. experienced a one-month decline of 16.03%, but saw a significant 60.45% increase in value over the past 52 weeks, closing at $25.19 per share on November 21, 2025, with a market capitalization of $30.377 billion [2][4] Portfolio Contributions - In the third quarter, the top contributors to the portfolio's relative performance included Bloom Energy, SoFi Technologies, Inc., and Talen Energy [3]