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  Olo Inc (OLO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.01 SEC
2023   Q2 694,005 0.01 Reduce 4.64% <0.01 $6.46 $4,483,270 SEC
2023   Q1 727,766 0.02 Reduce 0.52% <0.01 $8.16 $5,938,571 SEC
2022   Q4 731,579 0.01 Reduce 13.19% <0.01 $6.25 $4,572,369 SEC
2022   Q3 842,779 0.02 Add 9.20% <0.01 $7.90 $6,658,000 SEC
2022   Q2 771,763 0.02 Add 3.64% <0.01 $9.87 $7,617,000 SEC
2022   Q1 744,672 0.02 Add 5.70% <0.01 $13.25 $9,867,000 SEC
2021   Q4 704,500 0.02 Add 42.76% <0.01 $20.81 $14,661,000 SEC
2021   Q3 493,499 0.03 Buy 0.03 $30.03 $14,820,000 SEC