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  Porch Group Inc (PRCH)
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 53,683 <0.01 Reduce 75.31% <0.01 $9.13 $490,126 SEC
2025   Q3 217,423 0.01 Add 61.03% <0.01 $16.78 $3,648,358 SEC
2025   Q2 135,022 <0.01 Buy <0.01 $11.79 $1,591,909 SEC