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 Guidewire Software, Inc. (GWRE)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q4	0	0.00	Sell 100.00%	<0.01	$189.34–255.89 · VW $218.32i		SEC
2025 Q3	902	<0.01	Buy	<0.01	$205.63–272.60 · VW $229.03i	$207,334	SEC

Price snapshot:

Current price$140.31

52-week low$102.30

52-week high$272.60