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  Doximity, Inc. (DOCS)
← All DOCS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $43.21–73.92 · VW $51.58i SEC
2025   Q3 7,211 <0.01 Add 21.91% <0.01 $56.33–76.51 · VW $65.88i $527,485 SEC
2025   Q2 5,915 <0.01 Buy <0.01 $48.17–62.10 · VW $55.32i $362,826 SEC
2024   Q3 0 0.00 Sell 100.00% 0.01 $25.00–43.99 · VW $34.55i SEC
2024   Q2 105,500 0.01 Reduce 36.75% <0.01 $22.96–30.50 · VW $26.65i $2,950,822 SEC
2024   Q1 166,789 0.01 Reduce 3.53% <0.01 $24.60–31.86 · VW $28.59i $4,488,298 SEC
2023   Q4 172,888 0.01 Reduce 19.60% <0.01 $19.89–28.53 · VW $23.76i $4,847,784 SEC
2023   Q3 215,037 0.01 Add 11.61% <0.01 $19.71–36.29 · VW $25.68i $4,563,075 SEC
2023   Q2 192,660 0.02 Reduce 4.79% <0.01 $30.15–37.10 · VW $32.98i $6,554,300 SEC
2023   Q1 202,352 0.02 Reduce 2.24% <0.01 $28.14–40.12 · VW $33.22i $6,552,174 SEC
2022   Q4 206,979 0.02 Reduce 2.30% <0.01 $22.91–37.99 · VW $30.52i $6,946,215 SEC
2022   Q3 211,853 0.02 Add 65.87% <0.01 $29.41–47.46 · VW $36.62i $6,402,000 SEC
2022   Q2 127,720 0.01 Buy 0.01 $27.06–54.69 · VW $36.14i $4,447,000 SEC
Price snapshot:
Current price$22.29
52-week low$17.15
52-week high$76.51