POLEN CAPITAL MANAGEMENT LLC: VISA (V): Quarterly 13F Position History
As of Q1 2026, POLEN CAPITAL MANAGEMENT LLC reported 2,445,760 shares of VISA (V), worth $739.2M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: 929,582 (-27.5%) . The position first appeared in Q1 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.
- 2,445,760Shares Held (Latest Filing)
- $739.2MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- 929,582Quarter-over-Quarter Share Change
- -$444.6MQuarter-over-Quarter Value Change
- 12,993,382Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,445,760 | 929,582 | -27.5% | $739.2M | 5.1% | $302.2 |
| Q4 2025 | 3,375,342 | 964,882 | -22.2% | $1.2B | 5.1% | $350.7 |
| Q3 2025 | 4,340,224 | 1,270,874 | -22.6% | $1.5B | 4.8% | $341.4 |
| Q2 2025 | 5,611,098 | 412,612 | -6.8% | $2.0B | 6.1% | $355.1 |
| Q1 2025 | 6,023,710 | 555,023 | -8.4% | $2.1B | 6.6% | $350.5 |
| Q4 2024 | 6,578,733 | 679,008 | -9.4% | $2.1B | 5.6% | $316.0 |
| Q3 2024 | 7,257,741 | 739,881 | -9.3% | $2.0B | 5.2% | $274.9 |
| Q2 2024 | 7,997,622 | 394,868 | -4.7% | $2.1B | 5.3% | $262.5 |
| Q1 2024 | 8,392,490 | +1,101,269 | +15.1% | $2.3B | 5.4% | $279.1 |
| Q4 2023 | 7,291,221 | 277,947 | -3.7% | $1.9B | 4.6% | $260.4 |
| Q3 2023 | 7,569,168 | 287,355 | -3.7% | $1.7B | 4.6% | $230.0 |
| Q2 2023 | 7,856,523 | 212,806 | -2.6% | $1.9B | 4.6% | $237.5 |
| Q1 2023 | 8,069,329 | 585,391 | -6.8% | $1.8B | 4.8% | $225.5 |
| Q4 2022 | 8,654,720 | 1,510,448 | -14.9% | $1.8B | 5.2% | $207.8 |
| Q3 2022 | 10,165,168 | 2,313,368 | -18.5% | $1.8B | 5.1% | $177.7 |
| Q2 2022 | 12,478,536 | 514,846 | -4.0% | $2.5B | 6.5% | $196.9 |
| Q1 2022 | 12,993,382 | +1,500,092 | +13.1% | $2.9B | 5.6% | $221.8 |
| Q4 2021 | 11,493,290 | +583,184 | +5.3% | $2.5B | 4.2% | $216.7 |
| Q3 2021 | 10,910,106 | +634,290 | +6.2% | $2.4B | 4.5% | $222.8 |
| Q2 2021 | 10,275,816 | +448,979 | +4.6% | $2.4B | 4.6% | $233.8 |
| Q1 2021 | 9,826,837 | +218,092 | +2.3% | $2.1B | 4.7% | $211.7 |
| Q4 2020 | 9,608,745 | +285,843 | +3.1% | $2.1B | 4.9% | $218.7 |
| Q3 2020 | 9,322,902 | +346,117 | +3.9% | $1.9B | 5.0% | $200.0 |
| Q2 2020 | 8,976,785 | +830,879 | +10.2% | $1.7B | 5.2% | $193.2 |
| Q1 2020 | 8,145,906 | 2,014,692 | -19.8% | $1.3B | 5.7% | $161.1 |
| Q4 2019 | 10,160,598 | +277,305 | +2.8% | $1.9B | 7.5% | $187.9 |
| Q3 2019 | 9,883,293 | +344,623 | +3.6% | $1.7B | 7.8% | $172.0 |
| Q2 2019 | 9,538,670 | +420,808 | +4.6% | $1.7B | 8.0% | $173.6 |
| Q1 2019 | 9,117,862 | +469,401 | +5.4% | $1.4B | 7.4% | $156.2 |
| Q4 2018 | 8,648,461 | +254,801 | +3.0% | $1.1B | 7.4% | $131.9 |
| Q3 2018 | 8,393,660 | +5,630 | +0.1% | $1.3B | 7.2% | $150.1 |
| Q2 2018 | 8,388,030 | +107,444 | +1.3% | $1.1B | 7.1% | $132.5 |
| Q1 2018 | 8,280,586 | +141,165 | +1.7% | $990.5M | 7.0% | $119.6 |
| Q4 2017 | 8,139,421 | +95,070 | +1.2% | $928.1M | 6.9% | $114.0 |
| Q3 2017 | 8,044,351 | 2,381,461 | -22.8% | $846.6M | 6.8% | $105.2 |
| Q2 2017 | 10,425,812 | +745,312 | +7.7% | $977.7M | 8.6% | $93.8 |
| Q1 2017 | 9,680,500 | +707,827 | +7.9% | $860.3M | 8.0% | $88.9 |
| Q4 2016 | 8,972,673 | +651,827 | +7.8% | $700.0M | 7.7% | $78.0 |
| Q3 2016 | 8,320,846 | +250,389 | +3.1% | $688.1M | 8.2% | $82.7 |
| Q2 2016 | 8,070,457 | +822,628 | +11.3% | $598.6M | 7.6% | $74.2 |
| Q1 2016 | 7,247,829 | — | — | $554.3M | 7.6% | $76.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did POLEN CAPITAL MANAGEMENT LLC first disclose a V position in 13F-HR filings?
POLEN CAPITAL MANAGEMENT LLC first reported VISA (V) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was POLEN CAPITAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in V?
Between Q4 2025 and Q1 2026, POLEN CAPITAL MANAGEMENT LLC reduced its V position by 929,582 shares (-27.5%), leaving 2,445,760 shares at a market value of $739.2M.
Does the implied price-per-share represent POLEN CAPITAL MANAGEMENT LLC's cost basis in V?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.