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  Endava Plc (DAVA)
← All DAVA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% <0.01 $23.28–33.42 · VW $27.57i SEC
2024   Q3 9,776 <0.01 Reduce 48.36% <0.01 $24.70–33.98 · VW $29.34i $249,689 SEC
2024   Q2 18,930 <0.01 Reduce 73.08% <0.01 $24.51–38.05 · VW $29.96i $553,515 SEC
2024   Q1 70,331 0.01 Add 5.76% <0.01 $35.25–81.06 · VW $48.46i $2,675,405 SEC
2023   Q4 66,498 0.01 Reduce 33.12% <0.01 $47.79–79.86 · VW $61.82i $5,176,843 SEC
2023   Q3 99,427 0.02 Reduce 1.59% <0.01 $45.00–61.13 · VW $52.86i $5,702,111 SEC
2023   Q2 101,030 0.01 Reduce 7.21% <0.01 $44.62–67.47 · VW $52.99i $5,232,320 SEC
2023   Q1 108,876 0.02 Reduce 1.00% <0.01 $63.67–95.00 · VW $77.94i $7,314,352 SEC
2022   Q4 109,978 0.02 Reduce 11.73% <0.01 $61.55–86.93 · VW $73.79i $8,413,317 SEC
2022   Q3 124,597 0.03 Add 34.22% <0.01 $73.20–115.86 · VW $90.43i $10,046,000 SEC
2022   Q2 92,827 0.02 Reduce 46.51% 0.02 $82.73–140.51 · VW $104.55i $8,194,000 SEC
2022   Q1 173,533 0.05 Add 11.55% <0.01 $93.97–167.98 · VW $122.29i $23,085,000 SEC
2021   Q4 155,570 0.04 Add 1.63% <0.01 $134.42–172.41 · VW $154.23i $26,123,000 SEC
2021   Q3 153,075 0.04 Add 7.41% <0.01 $113.88–143.50 · VW $129.57i $20,795,000 SEC
2021   Q2 142,514 0.03 Add 6.08% <0.01 $79.21–118.37 · VW $96.17i $16,158,000 SEC
2021   Q1 134,349 0.03 Add 55.54% 0.01 $72.15–91.00 · VW $83.80i $11,378,000 SEC
2020   Q4 86,376 0.02 Buy 0.02 $60.01–77.95 · VW $67.47i $6,629,000 SEC