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  Etsy, Inc. (ETSY)
← All ETSY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 $43.43–58.24 · VW $51.14i SEC
2024   Q4 15,037 <0.01 Reduce 39.21% <0.01 $47.10–63.06 · VW $53.59i $795,307 SEC
2024   Q3 24,738 <0.01 Reduce 24.87% <0.01 $50.63–66.81 · VW $57.30i $1,373,701 SEC
2024   Q2 32,925 <0.01 Reduce 13.90% <0.01 $56.60–71.72 · VW $64.08i $1,941,917 SEC
2024   Q1 38,239 0.01 Add 11.41% <0.01 $65.68–82.84 · VW $71.85i $2,627,784 SEC
2023   Q4 34,322 <0.01 Add 83.30% <0.01 $58.20–89.58 · VW $73.16i $2,781,798 SEC
2023   Q3 18,724 <0.01 Add 19.44% <0.01 $61.22–102.81 · VW $80.55i $1,209,196 SEC
2023   Q2 15,676 <0.01 Reduce 9.92% <0.01 $80.44–114.73 · VW $91.84i $1,326,346 SEC
2023   Q1 17,402 0.01 Reduce 3.27% <0.01 $99.24–149.91 · VW $122.37i $1,937,365 SEC
2022   Q4 17,990 0.01 Add 3.56% <0.01 $87.24–142.53 · VW $114.23i $2,154,842 SEC
2022   Q3 17,372 <0.01 Add 0.28% $74.70–123.03 · VW $101.62i $1,739,000 SEC
2022   Q2 17,324 <0.01 Reduce 51.85% <0.01 $67.01–138.88 · VW $89.58i $1,268,000 SEC
2022   Q1 35,976 0.01 Add 34.20% <0.01 $109.38–223.22 · VW $147.94i $4,471,000 SEC
2021   Q4 26,807 0.01 Reduce 58.69% 0.01 $194.37–307.75 · VW $249.69i $5,869,000 SEC
2021   Q3 64,887 0.02 Reduce 14.68% <0.01 $174.90–228.89 · VW $202.37i $13,494,000 SEC
2021   Q2 76,051 0.03 Reduce 7.42% <0.01 $153.80–227.00 · VW $188.37i $15,654,000 SEC
2021   Q1 82,144 0.04 Add 10.70% <0.01 $166.33–251.86 · VW $207.91i $16,566,000 SEC
2020   Q4 74,205 0.03 Add 7.13% <0.01 $113.49–198.50 · VW $149.45i $13,202,000 SEC
2020   Q3 69,267 0.02 Add 19.46% <0.01 $97.50–141.41 · VW $119.56i $8,425,000 SEC
2020   Q2 57,982 0.02 Add 127.79% 0.01 $33.96–107.32 · VW $75.48i $6,159,000 SEC
2020   Q1 25,454 <0.01 Buy <0.01 $29.95–63.24 · VW $48.20i $978,000 SEC
Price snapshot:
Current price$80.53
52-week low$44.00
52-week high$81.89