Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Healthequity Inc (HQY)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2025 Q4 |
4,980 |
<0.01 |
Buy
|
<0.01 |
$91.61 |
$456,218 |
SEC |
| 2025 Q3 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2025 Q2 |
8,243 |
<0.01 |
Buy
|
<0.01 |
$104.76 |
$863,537 |
SEC |