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  SoFi Technologies Inc. (SOFI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 103,345 0.01 Reduce 12.01% <0.01 $15.88 $1,641,119 SEC
2025   Q4 117,450 0.01 Reduce 17.99% <0.01 $26.18 $3,074,841 SEC
2025   Q3 143,218 0.01 Reduce 16.20% <0.01 $26.42 $3,783,820 SEC
2025   Q2 170,896 0.01 Buy 0.01 $18.21 $3,112,016 SEC