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  Altair Engr Inc (ALTR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.01 SEC
2023   Q2 67,792 0.01 Reduce 3.43% <0.01 $75.84 $5,141,354 SEC
2023   Q1 70,197 0.01 Reduce 38.78% <0.01 $72.11 $5,061,912 SEC
2022   Q4 114,665 0.02 Reduce 15.77% <0.01 $45.47 $5,213,818 SEC
2022   Q3 136,138 0.02 Add 11.12% <0.01 $44.22 $6,020,000 SEC
2022   Q2 122,511 0.02 Reduce 15.06% <0.01 $52.50 $6,432,000 SEC
2022   Q1 144,236 0.02 Reduce 5.96% <0.01 $64.40 $9,289,000 SEC
2021   Q4 153,381 0.02 Add 28.65% <0.01 $77.32 $11,859,000 SEC
2021   Q3 119,227 0.02 Add 9.28% <0.01 $68.94 $8,220,000 SEC
2021   Q2 109,101 0.01 Add 6.41% <0.01 $68.97 $7,525,000 SEC
2021   Q1 102,529 0.01 Add 24.34% <0.01 $62.57 $6,415,000 SEC
2020   Q4 82,459 0.01 Add 29.23% <0.01 $58.17 $4,797,000 SEC
2020   Q3 63,809 0.01 Add 18.73% <0.01 $41.98 $2,679,000 SEC
2020   Q2 53,745 0.01 Add 40.59% <0.01 $39.74 $2,136,000 SEC
2020   Q1 38,228 <0.01 Add 67.33% <0.01 $26.50 $1,013,000 SEC
2019   Q4 22,846 <0.01 Add 15.92% <0.01 $35.89 $820,000 SEC
2019   Q3 19,708 <0.01 Add 60.99% <0.01 $34.61 $682,000 SEC
2019   Q2 12,242 <0.01 Add 7.73% <0.01 $40.35 $494,000 SEC
2019   Q1 11,364 <0.01 Buy <0.01 $36.78 $418,000 SEC