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  FactSet Research Systems Inc. (FDS)
← All FDS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 2.17 $155.56–168.70 · VW $161.91i SEC
2015   Q1 698,664 2.17 Reduce 42.93% 1.52 $136.80–161.05 · VW $151.62i $111,206,000 SEC
2014   Q4 1,224,220 3.55 Reduce 2.11% 0.07 $110.77–145.33 · VW $132.54i $172,309,000 SEC
2014   Q3 1,250,546 3.42 Reduce 3.11% 0.11 $118.72–129.75 · VW $123.06i $151,979,000 SEC
2014   Q2 1,290,711 3.39 Reduce 5.16% 0.16 $102.31–120.41 · VW $110.60i $155,247,000 SEC
2014   Q1 1,360,980 3.17 Reduce 1.44% 0.05 $101.41–114.82 · VW $106.62i $146,727,000 SEC
2013   Q4 1,380,863 3.32 Reduce 3.60% 0.13 $107.18–119.08 · VW $110.98i $149,934,000 SEC
2013   Q3 1,432,406 3.60 Reduce 5.85% 0.23 $101.07–113.05 · VW $107.06i $156,275,000 SEC
2013   Q2 1,521,372 3.90 Buy 3.90 $88.67–104.85 · VW $97.63i $155,089,000 SEC
Price snapshot:
Current price$263.11
52-week low$183.16
52-week high$445.80