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Dan Polen - Polen Capital Management
626 trades  ·  406 closed  ·  220 open  ·  Win rate: 50%  ·  Avg return: +30.9%  ·  Median return: 0%
4 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.
Showing 401–500 of 630 trades‹ Prev134567Next ›
Stock Entry
Quarter
Entry
Price
Exit
Quarter
Exit / Current
Price
Return Status Filings
PLNT - Planet Fitness, Inc.
Q2 2025 $109.05 Q2 2025 $109.05 +0.00% Closed History
PLTR - Palantir Technologies Inc.
Q2 2025 $136.32 Q2 2025 $136.32 +0.00% Closed History
PNTG - The Pennant Group, Inc.
Q2 2025 $29.85 Q2 2025 $29.85 +0.00% Closed History
POI - ChoicePoint Common
Q1 1999 $49.89 Q1 1999 $49.89 +0.00% Closed History
PSNL - Personalis Inc
Q4 2025 $7.96 Q4 2025 $7.96 +0.00% Closed History
QQEW - First Trust Nasdaq-100 Select Equal Weight ETF
Q3 2025 $141.11 Q3 2025 $141.11 +0.00% Closed History
RBRK - Rubrik, Inc.
Q3 2025 $82.25 Q3 2025 $82.25 +0.00% Closed History
ROIV - Roivant Sciences Ltd.
Q4 2025 $21.70 Q4 2025 $21.70 +0.00% Closed History
RR - Richtech Robotics Inc
Q4 2025 $3.23 Q4 2025 $3.23 +0.00% Closed History
RSP - Invesco S&P 500 Equal Weight ETF
Q3 2025 $189.70 Q3 2025 $189.70 +0.00% Closed History
SAIA - Saia, Inc.
Q1 2025 $349.43 Q1 2025 $349.43 +0.00% Closed History
SERV - Serve Robotics Inc
Q4 2025 $10.38 Q4 2025 $10.38 +0.00% Closed History
SFM - Sprouts Farmers Market, Inc.
Q2 2025 $164.64 Q2 2025 $164.64 +0.00% Closed History
SHAK - Shake Shack Inc.
Q2 2025 $140.60 Q2 2025 $140.60 +0.00% Closed History
SITM - SiTime Corp.
Q2 2025 $213.08 Q2 2025 $213.08 +0.00% Closed History
SOPH - SOPHiA GENETICS SA
Q4 2025 $4.67 Q4 2025 $4.67 +0.00% Closed History
SPY - State Street SPDR S&P 500 ETF Trust
Q4 2023 $475.28 Q4 2023 $475.28 +0.00% Closed History
SUPV - Grupo Supervielle S.A.
Q2 2025 $10.59 Q2 2025 $10.59 +0.00% Closed History
SVV - Savers Value Village, Inc.
Q3 2025 $13.25 Q3 2025 $13.25 +0.00% Closed History
TGTX - TG Therapeutics, Inc.
Q2 2025 $35.99 Q2 2025 $35.99 +0.00% Closed History
ULS - UL Solutions Inc.
Q4 2025 $78.86 Q4 2025 $78.86 +0.00% Closed History
VAR - Varian Medical Sys
Q2 2013 $67.45 Q2 2013 $67.45 +0.00% Closed History
VO - Vanguard Mid-Cap Index Fund ETF Shares
Q3 2025 $73.44 Q3 2025 $73.44 +0.00% Closed History
VOE - Vanguard Mid-Cap Value Index Fund ETF Shares
Q3 2025 $174.58 Q3 2025 $174.58 +0.00% Closed History
VTI - Vanguard Total Stock Market Index Fund ETF Shares
Q4 2025 $335.27 Q4 2025 $335.27 +0.00% Closed History
WAGE - Wageworks Inc
Q2 2018 $49.93 Q2 2018 $49.93 +0.00% Closed History
WING - Wingstop Inc.
Q1 2025 $225.58 Q1 2025 $225.58 +0.00% Closed History
XYZ - Block, Inc.
Q2 2022 $61.47 Q2 2022 $61.47 +0.00% Closed History
YPF - YPF Sociedad Anónima
Q2 2025 $31.45 Q2 2025 $31.45 +0.00% Closed History
Z - Zillow Group, Inc.
Q3 2025 $77.05 Q3 2025 $77.05 +0.00% Closed History
ZGN - Ermenegildo Zegna N.V.
Q4 2025 $10.25 Q4 2025 $10.25 +0.00% Closed History
ARLO - Arlo Technologies, Inc.
Q2 2025 $16.96 Q3 2025 $16.95 -0.06% Closed History
TPIF - Timothy Plan
Q2 2021 $29.10 Q4 2021 $29.08 -0.07% Closed History
BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Q1 2026 $91.64 Open $91.51 -0.14% Open History
TXRH - Texas Roadhouse, Inc.
Q4 2017 $52.67 Q2 2020 $52.56 -0.21% Closed History
NVO - Novo Nordisk A/S
Q4 2015 $29.01 Q4 2019 $28.94 -0.22% Closed History
OLLI - Ollie's Bargain Outlet Holdings, Inc.
Q3 2017 $46.50 Q1 2020 $46.32 -0.39% Closed History
HEI - HEICO Corp.
Q4 2020 $132.42 Q3 2021 $131.89 -0.40% Closed History
SWIM - Latham Group, Inc.
Q2 2025 $6.38 Q4 2025 $6.35 -0.47% Closed History
TTAN - ServiceTitan, Inc.
Q2 2025 $107.18 Q4 2025 $106.50 -0.63% Closed History
NRG - NRG Energy, Inc.
Q2 2025 $160.58 Q4 2025 $159.24 -0.83% Closed History
BKNG - Booking Holdings Inc.
Q3 2021 $94.93 Q1 2022 $94.03 -0.95% Closed History
METC - Ramaco Resources, Inc.
Q2 2025 $13.14 Open $12.99 -1.14% Open History
NSRGY - Nestlé S.A.
Q2 2014 $77.67 Q1 2017 $76.78 -1.15% Closed History
RGEN - Repligen Corp.
Q2 2024 $126.06 Q2 2025 $124.38 -1.33% Closed History
LRN - Stride, Inc.
Q1 2026 $88.17 Open $86.88 -1.46% Open History
MDT - Medtronic plc
Q4 2017 $80.74 Open $79.30 -1.78% Open History
PGY - Pagaya Technologies Ltd
Q2 2025 $21.32 Q4 2025 $20.90 -1.97% Closed History
MKTX - MarketAxess Holdings Inc.
Q4 2017 $201.54 Q2 2018 $197.50 -2.00% Closed History
USHY - iShares Broad USD High Yield Corporate Bond ETF
Q3 2024 $37.65 Q4 2024 $36.79 -2.28% Closed History
SKYW - SkyWest, Inc.
Q2 2025 $102.97 Q4 2025 $100.41 -2.49% Closed History
AWI - Armstrong World Industries, Inc.
Q3 2025 $196.01 Q4 2025 $191.10 -2.50% Closed History
NTNX - Nutanix, Inc.
Q2 2025 $76.44 Q3 2025 $74.39 -2.68% Closed History
OPEN - Opendoor Technologies Inc.
Q1 2026 $4.68 Open $4.55 -2.78% Open History
NSSC - Napco Security Technologies, Inc.
Q3 2025 $42.95 Q4 2025 $41.70 -2.91% Closed History
HHH - Howard Hughes Holdings Inc.
Q3 2025 $82.17 Q4 2025 $79.77 -2.92% Closed History
PBI - Pitney Bowes Inc.
Q2 2025 $10.91 Q4 2025 $10.57 -3.12% Closed History
UPS - United Parcel Service, Inc.
Q2 2000 $59.00 Q1 2001 $56.90 -3.56% Closed History
BIDU - Baidu, Inc.
Q4 2015 $188.95 Q3 2016 $182.13 -3.61% Closed History
UTI - Universal Technical Institute, Inc.
Q2 2025 $33.89 Q3 2025 $32.55 -3.95% Closed History
WLFC - Willis Lease Fin Corp
Q2 2025 $142.78 Q3 2025 $137.09 -3.99% Closed History
PCT - PureCycle Technologies, Inc.
Q2 2025 $13.70 Q3 2025 $13.15 -4.01% Closed History
BIDU - Baidu, Inc.
Q1 2015 $208.58 Q2 2015 $199.26 -4.47% Closed History
DLO - DLocal Ltd.
Q4 2022 $15.57 Open $14.84 -4.69% Open History
ADT - ADT Inc.
Q2 2025 $8.47 Q4 2025 $8.07 -4.72% Closed History
ORCL - Oracle Corp.
Q3 2021 $87.05 Q1 2022 $82.78 -4.91% Closed History
WDAY - Workday, Inc.
Q2 2023 $225.89 Q4 2025 $214.79 -4.91% Closed History
FAST - Fastenal Co.
Q2 2013 $11.46 Q2 2017 $10.88 -5.08% Closed History
RBBN - Ribbon Communications Inc
Q2 2025 $4.01 Q3 2025 $3.80 -5.24% Closed History
MCHI - iShares MSCI China ETF
Q1 2026 $56.18 Open $53.23 -5.25% Open History
NYAX - Nayax Ltd
Q2 2025 $50.27 Q3 2025 $47.61 -5.29% Closed History
EVER - EverQuote, Inc.
Q2 2025 $24.18 Q3 2025 $22.87 -5.42% Closed History
NBIS - Nebius Group N.V.
Q1 2021 $64.07 Q4 2021 $60.51 -5.56% Closed History
FMCC - Freddie Mac Common
Q1 1999 $57.31 Q3 2000 $54.06 -5.67% Closed History
GGAL - Grupo Financiero Galicia S.A.
Q4 2025 $53.94 Open $50.80 -5.82% Open History
VELO - Velo3D, Inc.
Q4 2025 $13.74 Open $12.79 -6.91% Open History
WINA - Winmark Corp.
Q4 2025 $404.94 Open $376.66 -6.98% Open History
NMRK - Newmark Group, Inc.
Q3 2025 $18.65 Q4 2025 $17.34 -7.02% Closed History
TEM - Tempus AI, Inc.
Q2 2025 $63.54 Q4 2025 $59.05 -7.07% Closed History
ARLO - Arlo Technologies, Inc.
Q1 2026 $14.23 Open $13.19 -7.31% Open History
REAX - The Real Brokerage Inc
Q2 2025 $4.51 Q3 2025 $4.18 -7.32% Closed History
FN - Fabrinet
Q1 2026 $521.52 Open $482.78 -7.43% Open History
VTOL - Bristow Group Inc.
Q1 2026 $46.89 Open $43.35 -7.55% Open History
BIDU - Baidu, Inc.
Q2 2017 $178.71 Q1 2019 $164.85 -7.76% Closed History
WTW - Willis Towers Watson Public Ltd. Co.
Q4 2024 $313.24 Open $288.74 -7.82% Open History
YUMC - Yum China Holdings, Inc.
Q2 2023 $56.50 Q1 2025 $52.06 -7.86% Closed History
ERO - Ero Copper Corp.
Q4 2025 $28.29 Open $25.89 -8.48% Open History
4NF - Solarwinds Inc Com
Q1 2014 $42.63 Q2 2014 $38.63 -9.38% Closed History
LVS - Las Vegas Sands Corp.
Q4 2022 $48.07 Q2 2025 $43.51 -9.49% Closed History
DLX - Deluxe Corp.
Q1 2026 $27.54 Open $24.63 -10.57% Open History
CIGI - Colliers International Group Inc.
Q4 2024 $135.97 Q1 2025 $121.30 -10.79% Closed History
PTON - Peloton Interactive, Inc.
Q2 2025 $6.94 Q4 2025 $6.16 -11.24% Closed History
INTC - Intel Corp.
Q1 1999 $29.72 Q1 2001 $26.31 -11.47% Closed History
CEPU - Central Puerto S.A.
Q1 2026 $16.83 Open $14.87 -11.65% Open History
ENTG - Entegris, Inc.
Q4 2024 $99.06 Q1 2025 $87.48 -11.69% Closed History
ACHR - Archer Aviation Inc
Q2 2025 $10.85 Q3 2025 $9.58 -11.71% Closed History
CLBT - Cellebrite Di Ltd
Q4 2024 $22.03 Q1 2025 $19.43 -11.80% Closed History
ACWX - iShares MSCI ACWI ex U.S. ETF
Q4 2019 $49.12 Q2 2020 $43.20 -12.05% Closed History
IBP - Installed Building Products, Inc.
Q2 2024 $205.69 Q2 2025 $180.32 -12.33% Closed History
ABNB - Airbnb, Inc.
Q3 2021 $167.75 Open $146.54 -12.64% Open History
Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.
Showing 401–500 of 630 trades‹ Prev134567Next ›