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  Aspen Technology Inc (AST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.01 SEC
2022   Q1 25,392 0.01 Add 17.11% <0.01 $165.37 $4,199,000 SEC
2021   Q4 21,682 0.01 Reduce 20.66% <0.01 $152.20 $3,300,000 SEC
2021   Q3 27,328 0.01 Add 3.63% <0.01 $122.80 $3,356,000 SEC
2021   Q2 26,370 0.01 Add 7.58% <0.01 $137.54 $3,627,000 SEC
2021   Q1 24,513 0.01 Add 45.75% <0.01 $144.33 $3,538,000 SEC
2020   Q4 16,819 0.01 Buy 0.01 $130.27 $2,191,000 SEC
2018   Q1 0 0.00 Sell 100.00% <0.01 SEC
2017   Q4 4,675 <0.01 Buy <0.01 $66.10 $309,000 SEC