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  Etsy Inc (ETSY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 SEC
2024   Q4 15,037 <0.01 Reduce 39.21% <0.01 $52.89 $795,307 SEC
2024   Q3 24,738 <0.01 Reduce 24.87% <0.01 $55.53 $1,373,701 SEC
2024   Q2 32,925 <0.01 Reduce 13.90% <0.01 $58.98 $1,941,917 SEC
2024   Q1 38,239 0.01 Add 11.41% <0.01 $68.72 $2,627,784 SEC
2023   Q4 34,322 0.01 Add 83.30% <0.01 $81.05 $2,781,798 SEC
2023   Q3 18,724 <0.01 Add 19.44% <0.01 $64.58 $1,209,196 SEC
2023   Q2 15,676 <0.01 Reduce 9.92% <0.01 $84.61 $1,326,346 SEC
2023   Q1 17,402 0.01 Reduce 3.27% <0.01 $111.33 $1,937,365 SEC
2022   Q4 17,990 0.01 Add 3.56% <0.01 $119.78 $2,154,842 SEC
2022   Q3 17,372 <0.01 Add 0.28% $100.10 $1,739,000 SEC
2022   Q2 17,324 <0.01 Reduce 51.85% <0.01 $73.19 $1,268,000 SEC
2022   Q1 35,976 0.01 Add 34.20% <0.01 $124.28 $4,471,000 SEC
2021   Q4 26,807 0.01 Reduce 58.69% 0.01 $218.94 $5,869,000 SEC
2021   Q3 64,887 0.02 Reduce 14.68% <0.01 $207.96 $13,494,000 SEC
2021   Q2 76,051 0.03 Reduce 7.42% <0.01 $205.84 $15,654,000 SEC
2021   Q1 82,144 0.04 Add 10.70% <0.01 $201.67 $16,566,000 SEC
2020   Q4 74,205 0.03 Add 7.13% <0.01 $177.91 $13,202,000 SEC
2020   Q3 69,267 0.02 Add 19.46% <0.01 $121.63 $8,425,000 SEC
2020   Q2 57,982 0.02 Add 127.79% 0.01 $106.22 $6,159,000 SEC
2020   Q1 25,454 <0.01 Buy <0.01 $38.42 $978,000 SEC