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  Dave Inc. (DAVE)
← All DAVE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,869 <0.01 Reduce 67.23% <0.01 $152.21–250.50 · VW $194.13i $673,554 SEC
2025   Q4 11,805 0.01 Reduce 5.02% <0.01 $175.01–273.12 · VW $218.32i $2,613,745 SEC
2025   Q3 12,429 0.01 Reduce 1.52% <0.01 $176.27–286.45 · VW $211.44i $2,477,721 SEC
2025   Q2 12,621 0.01 Buy 0.01 $65.46–282.99 · VW $174.04i $3,387,603 SEC
Price snapshot:
Current price$389.56
Avg. buy price$268.41
+/- since buy45.14%
52-week low$152.21
52-week high$409.00