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  HealthEquity, Inc. (HQY)
← All HQY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $72.76–99.50 · VW $83.40i SEC
2025   Q4 4,980 <0.01 Buy <0.01 $87.58–105.96 · VW $96.33i $456,218 SEC
2025   Q3 0 0.00 Sell 100.00% <0.01 $86.63–105.47 · VW $94.34i SEC
2025   Q2 8,243 <0.01 Buy <0.01 $74.07–116.65 · VW $95.81i $863,537 SEC
Price snapshot:
Current price$95.66
52-week low$72.76
52-week high$105.96