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  MarketAxess Holdings Inc. (MKTX)
← All MKTX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 $194.00–232.84 · VW $218.24i SEC
2025   Q1 4,046 <0.01 Reduce 7.14% <0.01 $186.84–228.84 · VW $208.29i $875,352 SEC
2024   Q4 4,357 <0.01 Reduce 49.74% <0.01 $224.58–296.68 · VW $260.46i $984,856 SEC
2024   Q3 8,669 0.01 Add 7.24% <0.01 $192.68–264.10 · VW $235.40i $2,220,998 SEC
2024   Q2 8,084 <0.01 Reduce 0.99% $192.42–229.51 · VW $204.80i $1,621,085 SEC
2024   Q1 8,165 <0.01 Add 83.03% <0.01 $200.37–291.70 · VW $225.72i $1,790,176 SEC
2023   Q4 4,461 0.16 Buy 0.16 $203.21–297.97 · VW $239.09i $67,858,652 SEC
2018   Q3 0 0.00 Sell 100.00% <0.01 $177.15–211.94 · VW $191.61i SEC
2018   Q2 1,281 <0.01 Reduce 30.83% <0.01 $195.37–219.98 · VW $205.85i $253,000 SEC
2018   Q1 1,852 <0.01 Add 42.46% <0.01 $185.25–229.84 · VW $204.24i $403,000 SEC
2017   Q4 1,300 <0.01 Buy <0.01 $171.45–205.86 · VW $188.70i $262,000 SEC
Price snapshot:
Current price$115.37
52-week low$108.75
52-week high$215.19