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David M. Polen

Polen Capital Management

Polen Capital Management Visa Inc, CL-A stake

total: 531

Polen Capital Management V trades

Total transactions:
52
New positions:
1
Added:
27
Reduced:
24
Held since:
2013 Q2 or earlier
Held for:
52+ quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Polen Capital Management holds 2,445,760 Visa Inc, CL-A (V) shares with a market value of roughly $739.21M accounting for 5.11% of the overall portfolio. Polen Capital Management has held V since at least 2013 Q2 with about 6.95M shares in our earliest available record. Since at least 2013 Q2, Polen Capital Management has made 51 more transactions.

How many V shares does Polen Capital Management currently hold?

According to 2026 Q1 report, Polen Capital Management holds 2,445,760 shares of Visa Inc, CL-A (V), valued at around $739.21M.

Estimated cost basis*

Weighted AVG buy price:
$120.25
Weighted AVG sell price:
$212.28

Polen Capital Management's historical trades in Visa Inc, CL-A

52 results
Period % of
portfolio 		Shares
held after* 		Reported
price* 		Value* % (shares)
of activity 		% change
to portfolio
2026 Q1
5.11%
2,445,760
$302.24
$739,206,345
-27.54% (-929,582)
-1.2%
2025 Q4
5.06%
3,375,342
$350.71
$1,183,766,189
-22.23% (-964,882)
-1.1%
2025 Q3
4.81%
4,340,224
$341.38
$1,481,665,609
-22.65% (-1,270,874)
-1.33%
2025 Q2
6.11%
5,611,098
$355.05
$1,992,220,328
-6.85% (-412,612)
-0.46%
2025 Q1
6.63%
6,023,710
$350.46
$2,111,069,470
-8.44% (-555,023)
-0.53%
2024 Q4
5.62%
6,578,733
$316.04
$2,079,142,753
-9.36% (-679,008)
-0.55%
2024 Q3
5.15%
7,257,741
$274.95
$1,995,515,879
-9.25% (-739,881)
-0.51%
2024 Q2
5.27%
7,997,622
$262.47
$2,099,135,812
-4.71% (-394,868)
-0.24%
2024 Q1
5.41%
8,392,490
$279.08
$2,342,176,136
+15.10% (+1,100,709)
+0.71%
2023 Q4
4.58%
7,291,781
$260.37
$1,898,561,003
-3.66% (-277,387)
-0.19%
2023 Q3
4.58%
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$230.01
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-3.66% (-287,355)
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2023 Q2
4.63%
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$237.48
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-2.64% (-212,806)
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2023 Q1
4.80%
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$225.46
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-6.76% (-585,391)
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2022 Q4
5.25%
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$207.76
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-14.86% (-1,510,448)
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2022 Q3
5.05%
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$177.65
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-18.54% (-2,313,368)
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2022 Q2
6.48%
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$196.89
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-3.96% (-514,846)
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2022 Q1
5.62%
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$221.77
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+13.05% (+1,500,092)
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2021 Q4
4.18%
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$216.71
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+5.35% (+583,184)
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2021 Q3
4.46%
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$222.75
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+6.17% (+634,290)
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2021 Q2
4.60%
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$233.82
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+4.57% (+448,979)
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2021 Q1
4.68%
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$211.73
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+2.27% (+218,092)
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2020 Q4
4.88%
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$218.73
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+3.07% (+285,843)
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2020 Q3
4.99%
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$199.97
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+3.86% (+346,117)
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2020 Q2
5.24%
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$193.17
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+10.20% (+830,879)
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2020 Q1
5.69%
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$161.12
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-19.83% (-2,014,692)
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2019 Q4
7.52%
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$187.90
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+2.81% (+277,305)
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2019 Q3
7.83%
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$172.01
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+3.61% (+344,623)
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2019 Q2
8.03%
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$173.55
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+4.62% (+420,808)
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2019 Q1
7.44%
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$156.19
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+5.43% (+469,401)
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2018 Q4
7.44%
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$131.94
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+3.04% (+254,801)
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2018 Q3
7.17%
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$150.09
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+0.07% (+5,630)
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2018 Q2
7.13%
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$132.45
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+1.30% (+107,444)
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2018 Q1
7.03%
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$119.62
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+1.73% (+141,165)
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2017 Q4
6.90%
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$114.02
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+1.18% (+95,070)
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2017 Q3
6.82%
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$105.24
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-22.84% (-2,381,461)
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2017 Q2
8.55%
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$93.78
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+7.70% (+745,312)
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2017 Q1
8.01%
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$88.87
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+7.89% (+707,827)
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2016 Q4
7.70%
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$78.02
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+7.83% (+651,827)
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2016 Q3
8.20%
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$82.70
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+3.10% (+250,389)
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2016 Q2
7.59%
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$74.17
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+11.35% (+822,628)
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2016 Q1
7.61%
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$76.48
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+12.41% (+800,275)
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2015 Q4
7.73%
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$77.55
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+10.15% (+594,031)
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2015 Q3
7.47%
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$69.66
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+2.21% (+126,606)
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2015 Q2
7.45%
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$67.15
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-2.21% (-129,676)
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2015 Q1
7.47%
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$65.41
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+4.33% (+243,193)
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2014 Q4
7.57%
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$65.55
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-2.04% (-116,948)
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2014 Q3
6.87%
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$53.34
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-3.14% (-185,732)
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2014 Q2
6.80%
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$52.68
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-4.89% (-304,136)
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2014 Q1
7.26%
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$53.97
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-1.15% (-72,180)
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2013 Q4
7.75%
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$55.67
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-3.95% (-258,544)
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2013 Q3
7.21%
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$47.77
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-5.79% (-402,356)
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2013 Q2
7.56%
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$45.69
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new or own*
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* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.