Dan Polen - Polen Capital Management LLC

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 Fastly, Inc. (FSLY)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	238,518	0.05	Buy	0.05	$7.87–34.22 · VW $19.30i	$6,931,333	SEC

Price snapshot:

Current price$20.03

Avg. buy price$29.06

+/- since buy-31.07%

52-week low$6.29

52-week high$34.82