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  Adobe Inc. (ADBE)
← All ADBE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,868 0.02 Reduce 99.12% 1.99 $224.13–299.38 · VW $256.54i $2,884,835 SEC
2025   Q4 1,345,588 2.01 Reduce 27.55% 0.59 $284.60–362.71 · VW $313.52i $470,942,284 SEC
2025   Q3 1,857,198 2.13 Reduce 44.67% 1.78 $327.50–370.86 · VW $346.22i $655,126,570 SEC
2025   Q2 3,356,781 3.99 Add 19.09% 0.64 $354.27–422.95 · VW $378.30i $1,298,671,456 SEC
2025   Q1 2,818,625 3.39 Reduce 6.53% 0.24 $332.01–465.70 · VW $390.90i $1,081,027,107 SEC
2024   Q4 3,015,574 3.62 Reduce 8.94% 0.40 $403.75–557.90 · VW $466.37i $1,340,965,681 SEC
2024   Q3 3,311,628 4.43 Add 24.26% 0.86 $477.38–587.75 · VW $514.40i $1,714,694,702 SEC
2024   Q2 2,665,186 3.71 Reduce 6.03% 0.20 $433.97–580.55 · VW $522.06i $1,480,617,560 SEC
2024   Q1 2,836,122 3.31 Reduce 31.75% 1.90 $462.28–638.25 · VW $521.12i $1,431,107,147 SEC
2023   Q4 4,155,287 5.98 Reduce 3.90% 0.23 $534.00–636.25 · VW $596.01i $2,479,222,918 SEC
2023   Q3 4,324,053 5.80 Reduce 6.64% 0.37 $498.70–574.40 · VW $535.05i $2,204,834,451 SEC
2023   Q2 4,631,539 5.62 Reduce 4.51% 0.22 $331.89–552.94 · VW $477.00i $2,264,776,395 SEC
2023   Q1 4,850,130 4.93 Reduce 22.65% 1.40 $318.60–402.49 · VW $366.22i $1,869,094,764 SEC
2022   Q4 6,270,216 6.17 Reduce 9.53% 0.51 $278.23–373.42 · VW $340.66i $2,110,115,663 SEC
2022   Q3 6,930,964 5.34 Add 1.11% 0.06 $274.73–451.15 · VW $348.13i $1,907,401,000 SEC
2022   Q2 6,854,867 6.63 Add 2.89% 0.19 $338.00–441.90 · VW $396.67i $2,509,293,000 SEC
2022   Q1 6,662,539 5.93 Add 22.48% 1.09 $394.64–540.46 · VW $443.68i $3,035,586,000 SEC
2021   Q4 5,439,885 5.18 Reduce 4.64% 0.28 $480.62–699.54 · VW $571.49i $3,084,741,000 SEC
2021   Q3 5,704,396 6.03 Reduce 8.67% 0.61 $552.14–673.88 · VW $625.46i $3,284,135,000 SEC
2021   Q2 6,245,764 7.01 Add 3.13% 0.21 $468.50–631.64 · VW $573.92i $3,657,769,000 SEC
2021   Q1 6,056,335 6.49 Add 2.63% 0.17 $420.78–525.44 · VW $484.85i $2,879,000,000 SEC
2020   Q4 5,900,921 6.87 Add 3.07% 0.20 $438.94–506.92 · VW $468.21i $2,951,169,000 SEC
2020   Q3 5,724,906 7.52 Add 2.74% 0.20 $431.59–536.88 · VW $471.86i $2,807,666,000 SEC
2020   Q2 5,572,036 7.34 Add 8.52% 0.58 $340.00–470.61 · VW $418.31i $2,425,563,000 SEC
2020   Q1 5,134,597 7.10 Add 3.65% 0.25 $255.13–386.75 · VW $331.84i $1,634,034,000 SEC
2019   Q4 4,953,887 6.43 Add 2.95% 0.18 $276.05–356.82 · VW $328.00i $1,633,841,000 SEC
2019   Q3 4,811,910 6.12 Add 4.34% 0.25 $259.57–304.99 · VW $280.83i $1,329,290,000 SEC
2019   Q2 4,611,589 6.59 Add 3.03% 0.19 $257.46–313.11 · VW $289.81i $1,358,805,000 SEC
2019   Q1 4,476,063 6.23 Add 6.33% 0.37 $246.10–291.71 · VW $275.69i $1,192,826,000 SEC
2018   Q4 4,209,605 6.21 Add 4.14% 0.25 $204.95–260.72 · VW $237.83i $952,381,000 SEC
2018   Q3 4,042,284 6.21 Reduce 27.42% 2.39 $231.70–277.61 · VW $251.69i $1,091,215,000 SEC
2018   Q2 5,569,384 8.72 Reduce 13.81% 1.37 $218.74–263.83 · VW $242.42i $1,357,872,000 SEC
2018   Q1 6,461,486 9.91 Add 1.56% 0.15 $179.34–233.17 · VW $211.37i $1,396,198,000 SEC
2017   Q4 6,362,305 8.29 Add 1.17% 0.10 $165.68–204.45 · VW $189.96i $1,114,930,000 SEC
2017   Q3 6,288,816 7.55 Add 3.73% 0.27 $143.95–177.58 · VW $165.56i $938,166,000 SEC
2017   Q2 6,062,530 7.50 Add 31.52% 1.80 $130.82–150.40 · VW $142.57i $857,484,000 SEC
2017   Q1 4,609,638 5.58 Add 7.25% 0.38 $112.27–134.25 · VW $126.75i $599,852,000 SEC
2016   Q4 4,298,126 4.87 Add 8.43% 0.38 $98.00–114.57 · VW $108.65i $442,492,000 SEC
2016   Q3 3,964,016 5.13 Add 3.25% 0.16 $95.42–111.09 · VW $104.67i $430,254,000 SEC
2016   Q2 3,839,277 4.67 Add 11.67% 0.49 $90.35–100.56 · VW $96.26i $367,764,000 SEC
2016   Q1 3,438,106 4.43 Add 12.40% 0.49 $71.27–98.00 · VW $87.83i $322,494,000 SEC
2015   Q4 3,058,700 4.44 Add 11.47% 0.46 $82.70–96.42 · VW $89.42i $287,334,000 SEC
2015   Q3 2,744,000 4.13 Add 102.67% 2.09 $71.33–89.70 · VW $83.23i $225,612,000 SEC
2015   Q2 1,353,951 2.12 Reduce 1.18% 0.02 $73.96–84.36 · VW $80.10i $109,684,000 SEC
2015   Q1 1,370,181 1.98 Buy 1.98 $69.04–80.30 · VW $75.13i $101,311,000 SEC
Price snapshot:
Current price$230.61
Avg. buy price$318.14
+/- since buy-27.51%
52-week low$190.12
52-week high$376.16