Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Clearwater Analytics Hldgs I (CWAN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 11,785 <0.01 Reduce 90.56% <0.01 $21.93 $258,445 SEC
2025   Q1 124,892 0.01 Reduce 10.81% <0.01 $26.80 $3,347,092 SEC
2024   Q4 140,029 0.01 Reduce 58.69% 0.01 $27.52 $3,853,603 SEC
2024   Q3 338,954 0.02 Reduce 40.73% 0.01 $25.25 $8,558,598 SEC
2024   Q2 571,837 0.03 Add 4.64% <0.01 $18.52 $10,590,430 SEC
2024   Q1 546,482 0.02 Add 87.87% <0.01 $17.69 $9,667,264 SEC
2023   Q4 290,890 0.01 Reduce 4.50% <0.01 $20.03 $5,826,534 SEC
2023   Q3 304,600 0.02 Buy 0.02 $19.34 $5,890,963 SEC