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  Qualys, Inc. (QLYS)
← All QLYS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $124.10–151.10 · VW $134.87i SEC
2025   Q2 1,452 <0.01 Reduce 91.33% <0.01 $112.61–143.16 · VW $131.55i $207,447 SEC
2025   Q1 16,742 0.01 Reduce 10.48% <0.01 $121.53–150.58 · VW $135.06i $2,108,341 SEC
2024   Q4 18,701 0.01 Reduce 8.79% <0.01 $119.17–170.00 · VW $139.62i $2,622,312 SEC
2024   Q3 20,504 0.01 Reduce 19.81% <0.01 $119.32–151.06 · VW $134.70i $2,633,965 SEC
2024   Q2 25,568 0.01 Reduce 16.54% <0.01 $131.07–174.20 · VW $151.26i $3,645,964 SEC
2024   Q1 30,635 0.01 Reduce 3.24% <0.01 $156.51–201.03 · VW $175.83i $5,112,003 SEC
2023   Q4 31,660 0.02 Reduce 46.06% <0.01 $149.17–206.35 · VW $174.81i $6,214,187 SEC
2023   Q3 58,692 0.02 Reduce 2.12% <0.01 $122.53–157.88 · VW $145.98i $8,953,519 SEC
2023   Q2 59,965 0.02 Reduce 3.84% <0.01 $107.00–134.28 · VW $123.02i $7,745,664 SEC
2023   Q1 62,362 0.02 Reduce 33.83% 0.01 $101.10–130.63 · VW $118.87i $8,108,436 SEC
2022   Q4 94,246 0.03 Reduce 15.10% <0.01 $107.69–148.51 · VW $127.15i $10,577,229 SEC
2022   Q3 111,002 0.04 Add 12.33% <0.01 $114.02–162.36 · VW $139.34i $15,473,000 SEC
2022   Q2 98,820 0.03 Reduce 13.97% <0.01 $110.74–150.10 · VW $130.00i $12,465,000 SEC
2022   Q1 114,864 0.03 Add 15.25% <0.01 $108.10–145.50 · VW $129.12i $16,358,000 SEC
2021   Q4 99,669 0.02 Add 28.63% <0.01 $106.48–142.94 · VW $128.92i $13,677,000 SEC
2021   Q3 77,483 0.02 Add 9.24% <0.01 $97.02–121.07 · VW $109.39i $8,623,000 SEC
2021   Q2 70,930 0.01 Add 6.40% <0.01 $92.00–108.98 · VW $100.66i $7,142,000 SEC
2021   Q1 66,665 0.02 Add 24.36% <0.01 $90.26–148.84 · VW $113.79i $6,985,000 SEC
2020   Q4 53,607 0.02 Add 29.24% <0.01 $86.65–126.30 · VW $102.84i $6,533,000 SEC
2020   Q3 41,478 0.01 Add 98.03% <0.01 $90.93–125.22 · VW $108.87i $4,065,000 SEC
2020   Q2 20,945 0.01 Buy 0.01 $81.80–119.20 · VW $105.61i $2,179,000 SEC
Price snapshot:
Current price$151.54
52-week low$74.51
52-week high$164.17