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  Bumble Inc. (BMBL)
← All BMBL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% <0.01 $9.73–12.49 · VW $10.94i SEC
2024   Q1 98,635 <0.01 Reduce 80.94% 0.01 $10.36–15.05 · VW $12.42i $1,119,507 SEC
2023   Q4 517,630 0.02 Add 20.23% <0.01 $12.29–15.90 · VW $14.16i $7,629,860 SEC
2023   Q3 430,530 0.02 Add 20.27% <0.01 $14.15–21.06 · VW $17.05i $6,423,513 SEC
2023   Q2 357,978 0.01 Reduce 4.26% <0.01 $14.73–20.18 · VW $17.26i $6,006,863 SEC
2023   Q1 373,905 0.02 Add 20.44% <0.01 $18.53–27.92 · VW $22.17i $7,309,843 SEC
2022   Q4 310,453 0.02 Reduce 2.82% <0.01 $19.73–26.90 · VW $23.23i $6,535,036 SEC
2022   Q3 319,451 0.02 Add 41.62% <0.01 $20.49–39.33 · VW $30.30i $6,865,000 SEC
2022   Q2 225,571 0.02 Reduce 11.57% <0.01 $17.62–34.44 · VW $27.04i $6,350,000 SEC
2022   Q1 255,081 0.01 Buy 0.01 $15.41–35.76 · VW $24.89i $7,392,000 SEC
Price snapshot:
Current price$3.11
52-week low$2.54
52-week high$8.64