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  Porch Group, Inc. (PRCH)
← All PRCH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $6.36–9.97 · VW $8.04i SEC
2025   Q4 53,683 <0.01 Reduce 75.31% <0.01 $8.81–17.13 · VW $11.90i $490,126 SEC
2025   Q3 217,423 0.01 Add 61.03% <0.01 $11.74–19.44 · VW $15.81i $3,648,358 SEC
2025   Q2 135,022 <0.01 Buy <0.01 $4.64–12.83 · VW $9.25i $1,591,909 SEC
Price snapshot:
Current price$13.41
52-week low$6.36
52-week high$19.44