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  Progyny, Inc. (PGNY)
← All PGNY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $20.07–26.38 · VW $22.62i SEC
2025   Q2 64,650 <0.01 Reduce 75.28% 0.02 $20.25–23.77 · VW $21.75i $1,422,300 SEC
2025   Q1 261,506 0.02 Add 0.31% <0.01 $17.01–26.76 · VW $21.72i $5,842,046 SEC
2024   Q4 260,708 0.01 Reduce 28.01% <0.01 $13.39–18.40 · VW $15.58i $4,497,214 SEC
2024   Q3 362,120 0.02 Add 3.97% <0.01 $13.93–30.42 · VW $21.33i $6,069,129 SEC
2024   Q2 348,292 0.03 Reduce 7.85% <0.01 $23.90–37.92 · VW $29.04i $9,964,641 SEC
2024   Q1 377,944 0.03 Add 11.01% <0.01 $33.07–42.08 · VW $37.51i $14,418,551 SEC
2023   Q4 340,461 0.03 Reduce 2.49% <0.01 $29.44–38.51 · VW $33.47i $12,658,339 SEC
2023   Q3 349,163 0.03 Add 25.83% <0.01 $32.89–44.95 · VW $37.61i $11,878,542 SEC
2023   Q2 277,481 0.03 Reduce 4.45% <0.01 $30.50–42.13 · VW $36.28i $10,916,111 SEC
2023   Q1 290,399 0.02 Reduce 1.25% <0.01 $28.03–38.56 · VW $33.08i $9,327,616 SEC
2022   Q4 294,075 0.03 Reduce 12.90% <0.01 $29.25–45.98 · VW $35.70i $9,160,436 SEC
2022   Q3 337,641 0.04 Add 9.10% <0.01 $28.25–46.50 · VW $37.74i $12,513,000 SEC
2022   Q2 309,470 0.02 Reduce 15.99% <0.01 $25.67–52.81 · VW $34.43i $8,990,000 SEC
2022   Q1 368,359 0.04 Reduce 4.54% <0.01 $32.86–53.10 · VW $42.38i $18,934,000 SEC
2021   Q4 385,879 0.03 Add 25.32% <0.01 $45.68–68.32 · VW $56.05i $19,429,000 SEC
2021   Q3 307,911 0.03 Add 28.65% <0.01 $42.66–64.35 · VW $55.28i $17,243,000 SEC
2021   Q2 239,340 0.03 Add 7.91% <0.01 $44.35–66.61 · VW $57.01i $14,121,000 SEC
2021   Q1 221,805 0.02 Buy 0.02 $38.61–53.48 · VW $46.20i $9,873,000 SEC
Price snapshot:
Current price$31.98
52-week low$16.10
52-week high$32.00