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  Exlservice Holdings Inc (EXLS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 SEC
2025   Q2 42,201 0.01 Reduce 83.77% 0.03 $43.79 $1,847,982 SEC
2025   Q1 260,017 0.04 Reduce 18.61% <0.01 $47.21 $12,275,408 SEC
2024   Q4 319,490 0.04 Reduce 1.95% <0.01 $44.38 $14,178,971 SEC
2024   Q3 325,845 0.03 Reduce 0.38% <0.01 $38.15 $12,430,979 SEC
2024   Q2 327,095 0.03 Add 5.37% <0.01 $31.36 $10,257,700 SEC
2024   Q1 310,415 0.02 Add 250.16% 0.01 $31.80 $9,871,205 SEC
2023   Q4 88,650 0.01 Reduce 8.69% <0.01 $30.85 $2,734,850 SEC
2023   Q3 97,083 0.01 Buy 0.01 $28.04 $2,722,196 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 SEC
2019   Q4 12,633 <0.01 Add 15.61% <0.01 $69.42 $877,000 SEC
2019   Q3 10,927 <0.01 Add 2.24% <0.01 $66.99 $732,000 SEC
2019   Q2 10,688 <0.01 Add 6.82% <0.01 $66.15 $707,000 SEC
2019   Q1 10,006 <0.01 Add 7.02% <0.01 $60.06 $601,000 SEC
2018   Q4 9,350 <0.01 Add 46.67% <0.01 $52.62 $492,000 SEC
2018   Q3 6,375 <0.01 Add 9.07% <0.01 $66.20 $422,000 SEC
2018   Q2 5,845 <0.01 Add 12.21% <0.01 $56.63 $331,000 SEC
2018   Q1 5,209 <0.01 Add 42.40% <0.01 $55.86 $291,000 SEC
2017   Q4 3,658 <0.01 Buy <0.01 $60.42 $221,000 SEC