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 Manhattan Associates, Inc. (MANH)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q2	0	0.00	Sell 100.00%	<0.01	$140.81–198.74 · VW $182.15i		SEC
2025 Q1	2,226	<0.01	Buy	<0.01	$163.10–299.27 · VW $192.69i	$385,187	SEC

Price snapshot:

Current price$158.31

52-week low$119.06

52-week high$247.22