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  Fair Isaac Corp. (FICO)
← All FICO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% <0.01 $811.99–1,185.42 · VW $1,053.81i SEC
2023   Q3 871 <0.01 Add 42.09% <0.01 $776.63–916.41 · VW $853.86i $756,490 SEC
2023   Q2 613 <0.01 Reduce 75.96% <0.01 $664.41–815.64 · VW $763.09i $496,046 SEC
2023   Q1 2,550 <0.01 Reduce 0.35% $575.39–711.85 · VW $663.31i $1,791,860 SEC
2022   Q4 2,559 <0.01 Reduce 65.93% <0.01 $389.84–638.87 · VW $542.43i $1,531,766 SEC
2022   Q3 7,511 0.01 Reduce 2.25% <0.01 $397.41–507.99 · VW $439.14i $3,095,000 SEC
2022   Q2 7,684 0.01 Reduce 13.20% <0.01 $340.48–468.67 · VW $403.35i $3,081,000 SEC
2022   Q1 8,853 0.01 Add 14.39% <0.01 $413.92–531.03 · VW $470.47i $4,130,000 SEC
2021   Q4 7,739 0.01 Add 25.31% <0.01 $342.89–444.12 · VW $406.89i $3,356,000 SEC
2021   Q3 6,176 <0.01 Buy <0.01 $397.21–553.97 · VW $449.70i $2,458,000 SEC
Price snapshot:
Current price$1,278.25
52-week low$870.01
52-week high$1,998.01