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  Workday Inc. (WDAY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 SEC
2025   Q4 10,782 0.01 Reduce 99.42% 1.45 $214.79 $2,315,815 SEC
2025   Q3 1,862,271 1.46 Reduce 47.86% 1.26 $240.73 $448,304,542 SEC
2025   Q2 3,571,930 2.63 Reduce 9.45% 0.27 $240.00 $857,263,257 SEC
2025   Q1 3,944,506 2.89 Reduce 8.00% 0.24 $233.53 $921,160,370 SEC
2024   Q4 4,287,623 2.99 Reduce 10.72% 0.32 $258.03 $1,106,335,466 SEC
2024   Q3 4,802,526 3.03 Add 40.06% 0.87 $244.41 $1,173,785,466 SEC
2024   Q2 3,428,901 1.92 Reduce 6.88% 0.16 $223.56 $766,565,106 SEC
2024   Q1 3,682,106 2.32 Reduce 2.30% 0.06 $272.75 $1,004,294,279 SEC
2023   Q4 3,768,793 2.51 Reduce 4.60% 0.10 $276.11 $1,040,584,094 SEC
2023   Q3 3,950,320 2.23 Add 2.02% 0.04 $214.85 $848,726,169 SEC
2023   Q2 3,871,968 2.17 Buy 2.17 $225.89 $874,638,779 SEC