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  MarketAxess Holdings Inc. (MKTX)
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 4,046 <0.01 Reduce 7.14% <0.01 $216.35 $875,352 SEC
2024   Q4 4,357 <0.01 Reduce 49.74% <0.01 $226.04 $984,856 SEC
2024   Q3 8,669 0.01 Add 7.24% <0.01 $256.20 $2,220,998 SEC
2024   Q2 8,084 <0.01 Reduce 0.99% $200.53 $1,621,085 SEC
2024   Q1 8,165 <0.01 Add 83.03% <0.01 $219.25 $1,790,176 SEC
2023   Q4 4,461 0.16 Buy 0.16 $15,211.53 $67,858,652 SEC
2018   Q3 0 0.00 Sell 100.00% <0.01 SEC
2018   Q2 1,281 <0.01 Reduce 30.83% <0.01 $197.50 $253,000 SEC
2018   Q1 1,852 <0.01 Add 42.46% <0.01 $217.60 $403,000 SEC
2017   Q4 1,300 <0.01 Buy <0.01 $201.54 $262,000 SEC