$PII

$58.06 +$2.91 (5.28%) Close

$PII Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 56.9M shares outstanding

Who owns PII?

By type of holder

Institutions 89.9% Insiders 1.5% Everyone else 8.6%

Concentration Top 10 holders own 43.8%

BlackRock, Inc. 12.9% · Capital World Investors 2.8%

Institutional ownership

89.9%

-7.4 pts vs last qtr

Institutional holders

477

+29 vs last qtr

Net shares bought

−4.2M

by institutions in Q2 2026

New / sold out

90 / 61

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Balyasny Asset Management L.P. NEW +1.1M
Aqr Capital Management LLC +390.8K

Biggest sellers in Q2 2026

Capital World Investors −2.3M
Goldman Sachs Group Inc −914.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.2M

5 notices from 4 people

Shares covered

62.8K

0.11% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Michael T Speetzen Officer $2.34M
Benjamin Duke Officer $674K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−12.7%

−1.49% a year

Each share's claim on the business

+14.5%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.97B vs $602M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years2% 1–3 years17% Under 1 year10%

Quarterly turnover

14.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PII on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.3M	12.87%	+269.8K (+3.8%)	≤2021	0.0%
Shares held by quarter Peak holding7.3M (Q2'26) Change over 8 quarters+2.8M Share of the company12.870% BlackRock, Inc.'s full portfolio →
CW Capital World Investors	1.6M	2.83%	−2.3M (−58.7%)	≤2021	0.0%
Shares held by quarter Peak holding6.8M (Q2'25) Change over 8 quarters−4.2M Share of the company2.830% Capital World Investors's full portfolio →

BlackRock, Inc.

7.3M

% of company

12.87%

Change vs last qtr

+269.8K (+3.8%)

Held since

≤2021

Capital World Investors

1.6M

% of company

2.83%

Change vs last qtr

−2.3M (−58.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Polaris Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PII on Form N-PORT; together they hold 47.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$126M	1.8M	3.25%	0.10%	June 30, 2026
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$121M	1.7M	3.01%	0.45%	May 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$126M

% of company

3.25%

% of the fund

0.10%

As of

June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$121M

% of company

3.01%

% of the fund

0.45%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Polaris Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SM Speetzen Michael T Insider	139.3K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Speetzen Michael T's insider activity →
DM Dougherty Michael D. Insider	135.7K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Dougherty Michael D.'s insider activity →

Speetzen Michael T

Insider

139.3K

% of company

0.24%

Change vs last qtr

—

Held since

—

Dougherty Michael D.

Insider

135.7K

% of company

0.24%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of Polaris Inc.

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