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  Warby Parker Inc. (WRBY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.01 SEC
2025   Q3 66,730 0.01 Reduce 36.57% <0.01 $27.58 $1,840,413 SEC
2025   Q2 105,204 0.01 Reduce 28.47% <0.01 $21.93 $2,307,124 SEC
2025   Q1 147,071 0.01 Reduce 54.01% 0.01 $18.23 $2,681,103 SEC
2024   Q4 319,822 0.02 Reduce 22.82% <0.01 $24.21 $7,742,879 SEC
2024   Q3 414,405 0.02 Reduce 10.66% <0.01 $16.33 $6,767,228 SEC
2024   Q2 463,853 0.02 Reduce 3.26% <0.01 $16.06 $7,449,480 SEC
2024   Q1 479,507 0.02 Reduce 2.06% <0.01 $13.61 $6,526,097 SEC
2023   Q4 489,598 0.02 Add 32.38% <0.01 $14.10 $6,903,338 SEC
2023   Q3 369,840 0.01 Add 12.46% <0.01 $13.16 $4,867,096 SEC
2023   Q2 328,858 0.01 Reduce 4.71% <0.01 $11.69 $3,844,352 SEC
2023   Q1 345,119 0.01 Reduce 1.29% <0.01 $10.59 $3,654,810 SEC
2022   Q4 349,626 0.01 Reduce 12.55% <0.01 $13.49 $4,716,455 SEC
2022   Q3 399,804 0.01 Add 8.76% <0.01 $13.34 $5,333,000 SEC
2022   Q2 367,609 0.01 Reduce 16.03% <0.01 $11.26 $4,139,000 SEC
2022   Q1 437,794 0.03 Add 35.31% <0.01 $33.81 $14,802,000 SEC
2021   Q4 323,557 0.03 Buy 0.03 $46.56 $15,065,000 SEC