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  Qualys Inc. (QLYS)
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 1,452 <0.01 Reduce 91.33% <0.01 $142.87 $207,447 SEC
2025   Q1 16,742 0.01 Reduce 10.48% <0.01 $125.93 $2,108,341 SEC
2024   Q4 18,701 0.01 Reduce 8.79% <0.01 $140.22 $2,622,312 SEC
2024   Q3 20,504 0.01 Reduce 19.81% <0.01 $128.46 $2,633,965 SEC
2024   Q2 25,568 0.01 Reduce 16.54% <0.01 $142.60 $3,645,964 SEC
2024   Q1 30,635 0.01 Reduce 3.24% <0.01 $166.87 $5,112,003 SEC
2023   Q4 31,660 0.01 Reduce 46.06% <0.01 $196.28 $6,214,187 SEC
2023   Q3 58,692 0.02 Reduce 2.12% <0.01 $152.55 $8,953,519 SEC
2023   Q2 59,965 0.02 Reduce 3.84% <0.01 $129.17 $7,745,664 SEC
2023   Q1 62,362 0.02 Reduce 33.83% 0.01 $130.02 $8,108,436 SEC
2022   Q4 94,246 0.03 Reduce 15.10% <0.01 $112.23 $10,577,229 SEC
2022   Q3 111,002 0.04 Add 12.33% <0.01 $139.39 $15,473,000 SEC
2022   Q2 98,820 0.03 Reduce 13.97% <0.01 $126.14 $12,465,000 SEC
2022   Q1 114,864 0.03 Add 15.25% <0.01 $142.41 $16,358,000 SEC
2021   Q4 99,669 0.02 Add 28.63% <0.01 $137.22 $13,677,000 SEC
2021   Q3 77,483 0.02 Add 9.24% <0.01 $111.29 $8,623,000 SEC
2021   Q2 70,930 0.01 Add 6.40% <0.01 $100.69 $7,142,000 SEC
2021   Q1 66,665 0.02 Add 24.36% <0.01 $104.78 $6,985,000 SEC
2020   Q4 53,607 0.02 Add 29.24% <0.01 $121.87 $6,533,000 SEC
2020   Q3 41,478 0.01 Add 98.03% <0.01 $98.00 $4,065,000 SEC
2020   Q2 20,945 0.01 Buy 0.01 $104.03 $2,179,000 SEC