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  Autodesk Inc. (ADSK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 SEC
2025   Q4 1,182 <0.01 Reduce 9.22% <0.01 $295.93 $349,785 SEC
2025   Q3 1,302 <0.01 Reduce 6.93% <0.01 $317.62 $413,542 SEC
2025   Q2 1,399 <0.01 Reduce 43.01% <0.01 $309.63 $433,177 SEC
2025   Q1 2,455 <0.01 Reduce 52.55% <0.01 $261.83 $642,794 SEC
2024   Q4 5,174 <0.01 Reduce 28.53% <0.01 $295.57 $1,529,285 SEC
2024   Q3 7,239 0.01 Reduce 82.81% 0.02 $275.48 $1,994,174 SEC
2024   Q2 42,117 0.03 Reduce 99.15% 2.94 $247.45 $10,421,956 SEC
2024   Q1 4,938,732 2.97 Reduce 3.58% 0.11 $260.42 $1,286,144,675 SEC
2023   Q4 5,122,109 3.01 Reduce 4.26% 0.12 $243.49 $1,247,201,817 SEC
2023   Q3 5,349,776 2.91 Reduce 2.39% 0.07 $206.91 $1,106,922,223 SEC
2023   Q2 5,480,511 2.78 Reduce 30.34% 1.31 $204.61 $1,121,367,271 SEC
2023   Q1 7,867,086 4.32 Reduce 0.51% 0.02 $208.16 $1,637,612,799 SEC
2022   Q4 7,907,485 4.32 Reduce 6.14% 0.27 $186.87 $1,477,671,744 SEC
2022   Q3 8,424,908 4.41 Add 0.04% <0.01 $186.80 $1,573,773,000 SEC
2022   Q2 8,421,390 3.82 Reduce 2.64% 0.10 $171.96 $1,448,142,000 SEC
2022   Q1 8,650,112 3.62 Add 18.74% 0.57 $214.35 $1,854,152,000 SEC
2021   Q4 7,284,891 3.44 Add 5.62% 0.18 $281.19 $2,048,439,000 SEC
2021   Q3 6,897,362 3.61 Add 14.53% 0.46 $285.17 $1,966,921,000 SEC
2021   Q2 6,022,347 3.37 Add 5.34% 0.17 $291.90 $1,757,923,000 SEC
2021   Q1 5,717,326 3.57 Reduce 10.70% 0.49 $277.15 $1,584,557,000 SEC
2020   Q4 6,402,047 4.55 Add 1.37% 0.06 $305.34 $1,954,801,000 SEC
2020   Q3 6,315,238 3.91 Add 4.44% 0.17 $231.01 $1,458,883,000 SEC
2020   Q2 6,046,593 4.38 Add 62.29% 1.68 $239.19 $1,446,285,000 SEC
2020   Q1 3,725,811 2.53 Buy 2.53 $156.10 $581,599,000 SEC