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  Progyny Inc. (PGNY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 64,650 <0.01 Reduce 75.28% 0.02 $22.00 $1,422,300 SEC
2025   Q1 261,506 0.02 Add 0.31% <0.01 $22.34 $5,842,046 SEC
2024   Q4 260,708 0.01 Reduce 28.01% <0.01 $17.25 $4,497,214 SEC
2024   Q3 362,120 0.02 Add 3.97% <0.01 $16.76 $6,069,129 SEC
2024   Q2 348,292 0.03 Reduce 7.85% <0.01 $28.61 $9,964,641 SEC
2024   Q1 377,944 0.03 Add 11.01% <0.01 $38.15 $14,418,551 SEC
2023   Q4 340,461 0.03 Reduce 2.49% <0.01 $37.18 $12,658,339 SEC
2023   Q3 349,163 0.03 Add 25.83% <0.01 $34.02 $11,878,542 SEC
2023   Q2 277,481 0.03 Reduce 4.45% <0.01 $39.34 $10,916,111 SEC
2023   Q1 290,399 0.02 Reduce 1.25% <0.01 $32.12 $9,327,616 SEC
2022   Q4 294,075 0.03 Reduce 12.90% <0.01 $31.15 $9,160,436 SEC
2022   Q3 337,641 0.04 Add 9.10% <0.01 $37.06 $12,513,000 SEC
2022   Q2 309,470 0.02 Reduce 15.99% <0.01 $29.05 $8,990,000 SEC
2022   Q1 368,359 0.04 Reduce 4.54% <0.01 $51.40 $18,934,000 SEC
2021   Q4 385,879 0.03 Add 25.32% <0.01 $50.35 $19,429,000 SEC
2021   Q3 307,911 0.03 Add 28.65% <0.01 $56.00 $17,243,000 SEC
2021   Q2 239,340 0.03 Add 7.91% <0.01 $59.00 $14,121,000 SEC
2021   Q1 221,805 0.02 Buy 0.02 $44.51 $9,873,000 SEC