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  EPAM Systems, Inc. (EPAM)
← All EPAM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 $138.15–189.62 · VW $168.01i SEC
2025   Q1 16,512 0.01 Add 22.73% <0.01 $164.00–269.00 · VW $213.46i $2,787,886 SEC
2024   Q4 13,454 0.01 Reduce 35.07% <0.01 $187.64–257.00 · VW $223.43i $3,145,814 SEC
2024   Q3 20,722 0.01 Reduce 19.60% <0.01 $179.55–223.03 · VW $202.51i $4,124,300 SEC
2024   Q2 25,775 0.01 Reduce 27.81% <0.01 $169.43–277.04 · VW $204.20i $4,848,535 SEC
2024   Q1 35,705 0.02 Reduce 2.00% <0.01 $266.29–317.50 · VW $290.38i $9,860,293 SEC
2023   Q4 36,435 0.03 Reduce 34.85% 0.01 $209.15–302.85 · VW $252.59i $10,833,583 SEC
2023   Q3 55,925 0.04 Reduce 4.38% <0.01 $224.55–270.76 · VW $249.09i $14,299,463 SEC
2023   Q2 58,485 0.03 Add 31.05% <0.01 $197.99–304.33 · VW $248.14i $13,144,504 SEC
2023   Q1 44,628 0.04 Buy 0.04 $269.73–385.96 · VW $317.58i $13,343,772 SEC
2022   Q1 0 0.00 Sell 100.00% <0.01 $168.59–675.34 · VW $311.68i SEC
2021   Q4 3,378 <0.01 Reduce 27.57% <0.01 $552.08–725.40 · VW $647.99i $2,258,000 SEC
2021   Q3 4,664 <0.01 Buy <0.01 $507.80–648.72 · VW $588.09i $2,661,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.01 $246.01–338.91 · VW $304.15i SEC
2020   Q2 13,089 0.01 Add 45.97% <0.01 $158.83–257.98 · VW $223.88i $3,299,000 SEC
2020   Q1 8,967 0.01 Add 67.58% <0.01 $151.97–248.27 · VW $208.89i $1,665,000 SEC
2019   Q4 5,351 <0.01 Add 15.70% <0.01 $168.26–217.00 · VW $195.59i $1,135,000 SEC
2019   Q3 4,625 <0.01 Add 1.20% $174.71–201.00 · VW $188.00i $843,000 SEC
2019   Q2 4,570 <0.01 Add 7.88% <0.01 $157.16–180.55 · VW $171.99i $791,000 SEC
2019   Q1 4,236 <0.01 Add 6.94% <0.01 $111.44–173.71 · VW $150.86i $716,000 SEC
2018   Q4 3,961 <0.01 Add 47.09% <0.01 $104.77–139.31 · VW $123.01i $460,000 SEC
2018   Q3 2,693 <0.01 Add 9.25% <0.01 $115.95–144.19 · VW $133.79i $371,000 SEC
2018   Q2 2,465 <0.01 Add 11.99% <0.01 $110.20–131.75 · VW $121.48i $306,000 SEC
2018   Q1 2,201 <0.01 Buy <0.01 $102.03–125.88 · VW $114.11i $252,000 SEC
Price snapshot:
Current price$86.38
52-week low$73.06
52-week high$222.53