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  Dynatrace, Inc. (DT)
← All DT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 $39.30–56.88 · VW $50.45i SEC
2025   Q1 26,718 <0.01 Reduce 7.94% <0.01 $41.83–63.00 · VW $53.90i $1,259,754 SEC
2024   Q4 29,021 <0.01 Reduce 25.19% <0.01 $50.09–59.80 · VW $54.71i $1,577,291 SEC
2024   Q3 38,791 0.01 Reduce 24.06% <0.01 $39.42–53.85 · VW $48.01i $2,074,155 SEC
2024   Q2 51,083 0.01 Reduce 30.83% <0.01 $42.94–49.75 · VW $46.18i $2,285,453 SEC
2024   Q1 73,856 0.01 Reduce 19.96% <0.01 $45.17–61.41 · VW $51.18i $3,429,873 SEC
2023   Q4 92,273 0.01 Reduce 14.69% <0.01 $43.29–56.18 · VW $50.72i $5,046,410 SEC
2023   Q3 108,156 0.01 Add 6.34% <0.01 $45.27–55.87 · VW $49.19i $5,054,130 SEC
2023   Q2 101,705 0.01 Reduce 27.36% <0.01 $40.27–52.99 · VW $47.64i $5,234,756 SEC
2023   Q1 140,021 0.02 Reduce 2.15% <0.01 $35.39–48.00 · VW $41.59i $5,922,888 SEC
2022   Q4 143,102 0.02 Reduce 6.62% <0.01 $31.54–41.15 · VW $36.03i $5,480,807 SEC
2022   Q3 153,252 0.01 Add 67.41% <0.01 $32.43–44.09 · VW $38.32i $5,335,000 SEC
2022   Q2 91,541 0.01 Reduce 16.48% <0.01 $29.41–49.22 · VW $38.93i $3,610,000 SEC
2022   Q1 109,608 0.01 Add 35.56% <0.01 $37.66–61.17 · VW $47.09i $5,163,000 SEC
2021   Q4 80,853 0.01 Reduce 5.88% <0.01 $55.12–80.13 · VW $67.05i $4,879,000 SEC
2021   Q3 85,901 0.01 Add 4.23% <0.01 $57.00–74.34 · VW $65.90i $6,096,000 SEC
2021   Q2 82,415 0.01 Add 7.77% <0.01 $42.00–61.10 · VW $52.13i $4,815,000 SEC
2021   Q1 76,473 0.01 Add 10.18% <0.01 $39.12–56.94 · VW $48.62i $3,689,000 SEC
2020   Q4 69,407 0.01 Buy 0.01 $33.83–45.18 · VW $39.27i $3,003,000 SEC
Price snapshot:
Current price$44.59
52-week low$31.64
52-week high$55.49