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  Tyler Technologies, Inc. (TYL)
← All TYL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% <0.01 $558.37–661.31 · VW $609.37i SEC
2024   Q3 2,397 <0.01 Reduce 22.93% <0.01 $569.66–637.53 · VW $612.12i $1,399,177 SEC
2024   Q2 3,110 <0.01 Reduce 5.73% <0.01 $458.50–593.50 · VW $546.62i $1,563,646 SEC
2024   Q1 3,299 <0.01 Reduce 46.50% <0.01 $397.80–500.49 · VW $459.55i $1,402,108 SEC
2023   Q4 6,166 <0.01 Reduce 50.51% <0.01 $398.63–454.74 · VW $430.17i $2,578,128 SEC
2023   Q3 12,460 0.01 Reduce 0.80% <0.01 $361.16–424.33 · VW $398.11i $4,811,304 SEC
2023   Q2 12,560 0.01 Add 1.68% <0.01 $370.01–426.83 · VW $398.42i $5,230,863 SEC
2023   Q1 12,353 0.01 Add 84.15% <0.01 $305.06–401.51 · VW $367.84i $4,380,868 SEC
2022   Q4 6,708 0.01 Add 30.05% <0.01 $301.69–353.13 · VW $325.36i $2,162,726 SEC
2022   Q3 5,158 0.01 Add 2.42% <0.01 $281.11–390.40 · VW $338.08i $1,792,000 SEC
2022   Q2 5,036 <0.01 Reduce 15.20% <0.01 $300.85–425.81 · VW $366.06i $1,674,000 SEC
2022   Q1 5,939 0.01 Reduce 36.12% <0.01 $327.97–453.03 · VW $378.94i $2,642,000 SEC
2021   Q4 9,297 0.01 Add 21.86% <0.01 $385.00–544.04 · VW $452.43i $5,001,000 SEC
2021   Q3 7,629 0.01 Buy 0.01 $450.20–557.55 · VW $508.91i $3,499,000 SEC
Price snapshot:
Current price$314.22
52-week low$270.71
52-week high$621.34