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  Dynatrace Inc. (DT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 SEC
2025   Q1 26,718 <0.01 Reduce 7.94% <0.01 $47.15 $1,259,754 SEC
2024   Q4 29,021 <0.01 Reduce 25.19% <0.01 $54.35 $1,577,291 SEC
2024   Q3 38,791 0.01 Reduce 24.06% <0.01 $53.47 $2,074,155 SEC
2024   Q2 51,083 0.01 Reduce 30.83% <0.01 $44.74 $2,285,453 SEC
2024   Q1 73,856 0.01 Reduce 19.96% <0.01 $46.44 $3,429,873 SEC
2023   Q4 92,273 0.01 Reduce 14.69% <0.01 $54.69 $5,046,410 SEC
2023   Q3 108,156 0.01 Add 6.34% <0.01 $46.73 $5,054,130 SEC
2023   Q2 101,705 0.01 Reduce 27.36% <0.01 $51.47 $5,234,756 SEC
2023   Q1 140,021 0.02 Reduce 2.15% <0.01 $42.30 $5,922,888 SEC
2022   Q4 143,102 0.02 Reduce 6.62% <0.01 $38.30 $5,480,807 SEC
2022   Q3 153,252 0.01 Add 67.41% <0.01 $34.81 $5,335,000 SEC
2022   Q2 91,541 0.01 Reduce 16.48% <0.01 $39.44 $3,610,000 SEC
2022   Q1 109,608 0.01 Add 35.56% <0.01 $47.10 $5,163,000 SEC
2021   Q4 80,853 0.01 Reduce 5.88% <0.01 $60.34 $4,879,000 SEC
2021   Q3 85,901 0.01 Add 4.23% <0.01 $70.97 $6,096,000 SEC
2021   Q2 82,415 0.01 Add 7.77% <0.01 $58.42 $4,815,000 SEC
2021   Q1 76,473 0.01 Add 10.18% <0.01 $48.24 $3,689,000 SEC
2020   Q4 69,407 0.01 Buy 0.01 $43.27 $3,003,000 SEC