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  Exlservice Holdings Inc (EXLS)
← All EXLS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 $41.25–47.11 · VW $43.74i SEC
2025   Q2 42,201 0.01 Reduce 83.77% 0.03 $39.51–48.79 · VW $45.60i $1,847,982 SEC
2025   Q1 260,017 0.04 Reduce 18.61% <0.01 $43.68–52.43 · VW $48.24i $12,275,408 SEC
2024   Q4 319,490 0.04 Reduce 1.95% <0.01 $37.81–47.37 · VW $43.46i $14,178,971 SEC
2024   Q3 325,845 0.03 Reduce 0.38% <0.01 $30.99–38.72 · VW $35.51i $12,430,979 SEC
2024   Q2 327,095 0.03 Add 5.37% <0.01 $28.16–31.81 · VW $30.07i $10,257,700 SEC
2024   Q1 310,415 0.02 Add 250.16% 0.01 $29.55–33.40 · VW $31.27i $9,871,205 SEC
2023   Q4 88,650 <0.01 Reduce 8.69% <0.01 $25.17–31.47 · VW $28.06i $2,734,850 SEC
2023   Q3 97,083 0.01 Buy 0.01 $27.16–33.03 · VW $29.02i $2,722,196 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $8.12–15.96 · VW $12.96i SEC
2019   Q4 63,165 <0.01 Add 15.61% <0.01 $12.62–14.20 · VW $13.80i $877,000 SEC
2019   Q3 54,635 <0.01 Add 2.24% <0.01 $12.55–14.01 · VW $13.45i $732,000 SEC
2019   Q2 53,440 <0.01 Add 6.82% <0.01 $11.69–13.54 · VW $12.36i $707,000 SEC
2019   Q1 50,030 <0.01 Add 7.02% <0.01 $10.00–12.95 · VW $11.70i $601,000 SEC
2018   Q4 46,750 <0.01 Add 46.67% <0.01 $8.86–13.33 · VW $11.56i $492,000 SEC
2018   Q3 31,875 <0.01 Add 9.07% <0.01 $11.25–13.41 · VW $12.50i $422,000 SEC
2018   Q2 29,225 <0.01 Add 12.21% <0.01 $10.50–12.02 · VW $11.36i $331,000 SEC
2018   Q1 26,045 <0.01 Add 42.40% <0.01 $10.80–12.87 · VW $11.69i $291,000 SEC
2017   Q4 18,290 <0.01 Buy <0.01 $11.58–12.67 · VW $12.22i $221,000 SEC