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  BlackLine, Inc. (BL)
← All BL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $47.94–58.32 · VW $53.45i SEC
2025   Q2 4,763 <0.01 Reduce 91.36% <0.01 $40.82–59.43 · VW $51.85i $269,681 SEC
2025   Q1 55,099 0.01 Reduce 12.25% <0.01 $46.88–66.25 · VW $54.26i $2,667,912 SEC
2024   Q4 62,791 0.01 Reduce 9.39% <0.01 $53.54–65.10 · VW $59.41i $3,815,181 SEC
2024   Q3 69,297 0.01 Reduce 33.37% <0.01 $43.37–56.48 · VW $49.33i $3,821,058 SEC
2024   Q2 104,007 0.01 Reduce 4.37% <0.01 $43.79–69.09 · VW $52.96i $5,039,116 SEC
2024   Q1 108,764 0.02 Reduce 2.02% <0.01 $53.25–69.31 · VW $61.27i $7,024,002 SEC
2023   Q4 111,004 0.02 Reduce 4.14% <0.01 $47.26–64.98 · VW $55.73i $6,931,079 SEC
2023   Q3 115,799 0.02 Reduce 1.58% <0.01 $48.22–60.79 · VW $56.29i $6,423,374 SEC
2023   Q2 117,659 0.02 Reduce 3.75% <0.01 $49.47–66.54 · VW $54.40i $6,332,416 SEC
2023   Q1 122,239 0.02 Reduce 0.69% <0.01 $59.60–77.90 · VW $68.97i $8,208,397 SEC
2022   Q4 123,090 0.02 Reduce 15.82% <0.01 $48.73–73.64 · VW $61.91i $8,280,264 SEC
2022   Q3 146,222 0.02 Add 10.60% <0.01 $55.48–76.28 · VW $66.10i $8,759,000 SEC
2022   Q2 132,207 0.02 Reduce 14.54% <0.01 $49.66–79.23 · VW $67.83i $8,805,000 SEC
2022   Q1 154,697 0.02 Reduce 3.06% <0.01 $65.15–104.64 · VW $80.34i $11,327,000 SEC
2021   Q4 159,576 0.03 Add 30.96% <0.01 $95.16–135.00 · VW $113.35i $16,522,000 SEC
2021   Q3 121,850 0.03 Add 9.55% <0.01 $104.34–126.59 · VW $114.23i $14,386,000 SEC
2021   Q2 111,226 0.02 Add 6.42% <0.01 $98.06–122.49 · VW $110.56i $12,376,000 SEC
2021   Q1 104,517 0.03 Add 24.56% <0.01 $100.58–154.61 · VW $122.29i $11,330,000 SEC
2020   Q4 83,910 0.03 Add 29.39% <0.01 $87.33–141.82 · VW $113.50i $11,192,000 SEC
2020   Q3 64,848 0.02 Add 89.43% <0.01 $71.20–94.06 · VW $85.62i $5,812,000 SEC
2020   Q2 34,233 0.01 Buy 0.01 $47.58–84.99 · VW $69.47i $2,838,000 SEC
Price snapshot:
Current price$30.09
52-week low$24.70
52-week high$59.57