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  SoFi Technologies, Inc. (SOFI)
← All SOFI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 103,345 0.01 Reduce 12.01% <0.01 $14.93–29.86 · VW $20.30i $1,641,119 SEC
2025   Q4 117,450 0.01 Reduce 17.99% <0.01 $23.52–32.73 · VW $27.92i $3,074,841 SEC
2025   Q3 143,218 0.01 Reduce 16.20% <0.01 $18.40–30.30 · VW $24.02i $3,783,820 SEC
2025   Q2 170,896 0.01 Buy 0.01 $8.60–18.92 · VW $13.85i $3,112,016 SEC
Price snapshot:
Current price$18.13
Avg. buy price$18.21
+/- since buy-0.44%
52-week low$14.92
52-week high$32.73