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  Fair Isaac Corp. (FICO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q4 0 0.00 Sell 100.00% <0.01 SEC
2023   Q3 871 <0.01 Add 42.09% <0.01 $868.53 $756,490 SEC
2023   Q2 613 <0.01 Reduce 75.96% <0.01 $809.21 $496,046 SEC
2023   Q1 2,550 <0.01 Reduce 0.35% $702.69 $1,791,860 SEC
2022   Q4 2,559 <0.01 Reduce 65.93% <0.01 $598.58 $1,531,766 SEC
2022   Q3 7,511 0.01 Reduce 2.25% <0.01 $412.06 $3,095,000 SEC
2022   Q2 7,684 0.01 Reduce 13.20% <0.01 $400.96 $3,081,000 SEC
2022   Q1 8,853 0.01 Add 14.39% <0.01 $466.51 $4,130,000 SEC
2021   Q4 7,739 0.01 Add 25.31% <0.01 $433.65 $3,356,000 SEC
2021   Q3 6,176 <0.01 Buy <0.01 $397.99 $2,458,000 SEC