D.E. Shaw & Co’s Polaris PII Stock Holding History

D.E. Shaw & Co’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$545K	Sell	10,000 -3,100	-24%	-$194K	﹤0.01%	3812
2025 Q4	$829K	Hold	13,100	–	–	﹤0.01%	3654
2025 Q3	$762K	Hold	13,100	–	–	﹤0.01%	3625
2025 Q2	$533K	Sell	13,100 -200	-2%	-$7.54K	﹤0.01%	3611
2025 Q1	$545K	Buy	+13,300	New	+$633K	﹤0.01%	3458
2024 Q4	–	Sell	-30,000	Closed	-$2.5M	–	4753
2024 Q3	$2.5M	Sell	30,000 -19,900	-40%	-$1.62M	﹤0.01%	2532
2024 Q2	$3.91M	Buy	49,900 +19,400	+64%	+$1.64M	﹤0.01%	2054
2024 Q1	$3.05M	Sell	30,500 -7,000	-19%	-$643K	﹤0.01%	2283
2023 Q4	$3.55M	Hold	37,500	–	–	﹤0.01%	2196
2023 Q3	$3.91M	Buy	37,500 +34,200	+1,036%	+$4.06M	﹤0.01%	2042
2023 Q2	$399K	Buy	+3,300	New	+$365K	﹤0.01%	3507
2022 Q1	–	Sell	-29,200	Closed	-$3.21M	–	5840
2021 Q4	$3.21M	Hold	29,200	–	–	﹤0.01%	2880
2021 Q3	$3.49M	Hold	29,200	–	–	﹤0.01%	2471
2021 Q2	$4M	Sell	29,200 -800	-3%	-$108K	﹤0.01%	2240
2021 Q1	$4M	Sell	30,000 -45,600	-60%	-$5.56M	﹤0.01%	2024
2020 Q4	$7.2M	Sell	75,600 -14,200	-16%	-$1.36M	0.01%	1588
2020 Q3	$8.47M	Buy	89,800 +29,900	+50%	+$2.94M	0.01%	1350
2020 Q2	$5.54M	Buy	59,900 +40,000	+201%	+$3.05M	0.01%	1589
2020 Q1	$958K	Sell	19,900 -5,000	-20%	-$410K	﹤0.01%	2761
2019 Q4	$2.53M	Sell	24,900 -22,800	-48%	-$2.21M	﹤0.01%	2290
2019 Q3	$4.2M	Buy	47,700 +10,000	+27%	+$867K	0.01%	1783
2019 Q2	$3.44M	Hold	37,700	–	–	﹤0.01%	1866
2019 Q1	$3.18M	Sell	37,700 -86,800	-70%	-$7.36M	﹤0.01%	1842
2018 Q4	$9.55M	Buy	124,500 +32,700	+36%	+$2.94M	0.01%	1119
2018 Q3	$9.27M	Buy	91,800 +5,000	+6%	+$558K	0.01%	1160
2018 Q2	$10.6M	Sell	86,800 -6,600	-7%	-$772K	0.01%	1049
2018 Q1	$10.7M	Buy	93,400 +35,900	+62%	+$4.32M	0.01%	963
2017 Q4	$7.13M	Buy	+57,500	New	+$6.82M	0.01%	1252
2016 Q3	–	Sell	-12,800	Closed	-$1.05M	–	3511
2016 Q2	$1.05M	Hold	12,800	–	–	﹤0.01%	2385
2016 Q1	$1.26M	Buy	12,800 +2,500	+24%	+$217K	﹤0.01%	2205
2015 Q4	$885K	Hold	10,300	–	–	﹤0.01%	2725
2015 Q3	$1.24M	Hold	10,300	–	–	﹤0.01%	2460
2015 Q2	$1.53M	Hold	10,300	–	–	﹤0.01%	2403
2015 Q1	$1.45M	Sell	10,300 -20,000	-66%	-$2.95M	﹤0.01%	2260
2014 Q4	$4.58M	Sell	30,300 -49,000	-62%	-$7.35M	0.01%	1641
2014 Q3	$11.9M	Sell	79,300 -10,400	-12%	-$1.5M	0.02%	981
2014 Q2	$11.7M	Buy	89,700 +10,000	+13%	+$1.32M	0.02%	998
2014 Q1	$11.1M	Sell	79,700 -40,000	-33%	-$5.4M	0.02%	995
2013 Q4	$17.4M	Sell	119,700 -24,400	-17%	-$3.27M	0.02%	765
2013 Q3	$18.6M	Buy	144,100 +80,000	+125%	+$8.98M	0.03%	625
2013 Q2	$6.09M	Buy	+64,100	New	+$5.8M	0.01%	1221

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co's PII Position: Q1 2026 in Review

D.E. Shaw & Co increased its Polaris (PII) stake by 112% in Q1 2026, buying an estimated $268K and bringing the position to 8,125 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

D.E. Shaw & Co first reported a position in PII in Q2 2013 and has held it in 40 quarters since. The position peaked at $58.8M in Q1 2021. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

D.E. Shaw & Co held 8,125 shares of Polaris worth $443K as of Q1 2026.
D.E. Shaw & Co bought 4,286 Polaris shares in Q1 2026, an estimated $268K.
Polaris made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3911 holding.
D.E. Shaw & Co first reported a position in Polaris in Q2 2013 and has held it in 40 quarters since.
D.E. Shaw & Co's Polaris position peaked at $58.8M in Q1 2021.
444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.