Polaris Inc.
US ˙ NYSE ˙ US7310681025

SecurityPII / Polaris Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,546,260 shares
Latest Disclosed Value $ 84,268,667
Dimensional Fund Advisors Lp reports 7.44% increase in ownership of PII / Polaris Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,546,260 shares of Polaris Inc. (US:PII) valued at $84,271,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,439,151 shares of Polaris Inc.. This represents a change in shares of 7.44% during the quarter. The current value of the position is $102,145,936 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F POLARIS COM 731068102 1,546,260 107,109 7.44 84,269 -7.43 0.0175
2026-02-12 2025-12-31 13F POLARIS COM 731068102 1,439,151 94,920 7.06 91,030 16.49 0.0191
2025-11-12 2025-09-30 13F POLARIS COM 731068102 1,344,231 7,054 0.53 78,145 43.76 0.0168
2025-08-12 2025-06-30 13F POLARIS COM 731068102 1,337,177 -14,221 -1.05 54,358 -1.75 0.0126
2025-05-13 2025-03-31 13F POLARIS COM 731068102 1,351,398 280,536 26.20 55,326 -10.33 0.0138
2025-02-13 2024-12-31 13F POLARIS COM 731068102 1,070,862 162,958 17.95 61,702 -18.36 0.0148
2024-11-07 2024-09-30 13F POLARIS COM 731068102 907,904 -75,302 -7.66 75,580 -1.84 0.0183
2024-08-09 2024-06-30 13F POLARIS COM 731068102 983,206 96,194 10.84 76,994 -13.30 0.0201
2024-05-10 2024-03-31 13F POLARIS COM 731068102 887,012 35,914 4.22 88,808 10.10 0.0240
2024-02-07 2023-12-31 13F POLARIS COM 731068102 851,098 82,779 10.77 80,663 0.81 0.0236
2023-11-09 2023-09-30 13F POLARIS COM 731068102 768,319 106,923 16.17 80,015 0.04 0.0262
2023-08-09 2023-06-30 13F POLARIS COM 731068102 661,396 16,979 2.63 79,980 12.20 0.0255
2023-05-12 2023-03-31 13F POLARIS COM 731068102 644,417 -4,214 -0.65 71,285 109,567.69 0.0240
2023-02-09 2022-12-31 13F POLARIS COM 731068102 648,631 -3,372 -0.52 66 -99.90 0.0194
2022-11-10 2022-09-30 13F POLARIS COM 731068102 652,003 -14,938 -2.24 62,372 -5.81 0.0239
2022-08-12 2022-06-30 13F POLARIS COM 731068102 666,941 34,187 5.40 66,220 -0.66 0.0238
2022-05-13 2022-03-31 13F POLARIS COM 731068102 632,754 57,014 9.90 66,659 5.34 0.0205
2022-02-09 2021-12-31 13F POLARIS COM 731068102 575,740 30,550 5.60 63,278 -3.02 0.0191
2021-11-12 2021-09-30 13F POLARIS COM 731068102 545,190 21,401 4.09 65,251 -9.04 0.0210
2021-08-12 2021-06-30 13F POLARIS COM 731068102 523,789 -42,873 -7.57 71,735 -5.18 0.0227
2021-05-14 2021-03-31 13F POLARIS COM 731068102 566,662 -46,692 -7.61 75,655 29.45 0.0250
2021-03-08 2020-12-31 13F/A-2 POLARIS COM 731068102 613,354 -34,346 -5.30 58,444 -4.34 0.0211
2021-02-11 2020-12-31 13F POLARIS COM 731068102 613,354 -34,346 58,444 21,106.8663
2020-11-12 2020-09-30 13F POLARIS COM 731068102 647,700 -60,681 -8.57 61,094 -6.81 0.0259
2020-08-13 2020-06-30 13F POLARIS COM 731068102 708,381 77,459 12.28 65,558 115.85 0.0288
2020-05-14 2020-03-31 13F POLARIS COM 731068102 630,922 51,417 8.87 30,372 -48.47 0.0158
2020-02-14 2019-12-31 13F POLARIS COM 731068102 579,505 1,097 0.19 58,937 15.79 0.0215
2019-11-12 2019-09-30 13F POLARIS COM 731068102 578,408 -7,796 -1.33 50,902 -4.81 0.0198
2019-08-13 2019-06-30 13F POLARIS INDS COM 731068102 586,204 4,561 0.78 53,474 8.88 0.0208
2019-08-12 2019-03-31 13F/A-2 POLARIS INDS COM 731068102 581,643 36,987 6.79 49,111 17.60 0.0196
2019-05-10 2019-03-31 13F POLARIS INDS COM 731068102 581,643 36,987 49,111
2019-02-26 2018-12-31 13F/A-1 POLARIS INDS COM 731068102 544,656 10,566 1.98 41,762 -22.55 0.0189
2019-02-13 2018-12-31 13F POLARIS INDS COM 731068102 544,656 10,566 41,762
2018-11-13 2018-09-30 13F POLARIS INDS COM 731068102 534,090 33,488 6.69 53,919 -11.84 0.0205
2018-08-10 2018-06-30 13F POLARIS INDS COM 731068102 500,602 -25,636 -4.87 61,163 1.49 0.0244
2018-05-11 2018-03-31 13F POLARIS INDS COM 731068102 526,238 -4,813 -0.91 60,265 -8.48 0.0251
2018-02-12 2017-12-31 13F POLARIS INDS COM 731068102 531,051 -5,801 -1.08 65,851 17.24 0.0273
2017-11-13 2017-09-30 13F POLARIS INDS COM 731068102 536,852 889 0.17 56,170 13.63 0.0245
2017-08-11 2017-06-30 13F POLARIS INDS COM 731068102 535,963 119,645 28.74 49,432 41.69 0.0228
2017-05-12 2017-03-31 13F POLARIS INDS COM 731068102 416,318 130,433 45.62 34,887 48.12 0.0167
2017-02-09 2016-12-31 13F POLARIS INDS COM 731068102 285,885 74,829 35.45 23,553 44.13 0.0118
2016-11-10 2016-09-30 13F POLARIS INDS COM 731068102 211,056 32,374 18.12 16,342 11.87 0.0088
2016-08-09 2016-06-30 13F POLARIS INDS COM 731068102 178,682 6,768 3.94 14,608 -13.71 0.0084
2016-05-13 2016-03-31 13F POLARIS INDS COM 731068102 171,914 4,207 2.51 16,928 17.43 0.0101
2016-02-10 2015-12-31 13F POLARIS INDS COM 731068102 167,707 6,872 4.27 14,415 -25.23 0.0090
2015-11-13 2015-09-30 13F POLARIS INDS COM 731068102 160,835 2,729 1.73 19,279 -17.67 0.0127
2015-08-14 2015-06-30 13F POLARIS INDS COM 731068102 158,106 11,064 7.52 23,416 12.85 0.0143
2015-05-14 2015-03-31 13F POLARIS INDS COM 731068102 147,042 2,516 1.74 20,750 -5.07 0.0131
2015-02-06 2014-12-31 13F POLARIS INDS COM 731068102 144,526 5,953 4.30 21,859 5.29 0.0144
2014-11-13 2014-09-30 13F POLARIS INDS COM 731068102 138,573 4,917 3.68 20,760 19.27 0.0147
2014-08-08 2014-06-30 13F POLARIS INDS COM 731068102 133,656 26,623 24.87 17,406 16.42 0.0121
2014-05-14 2014-03-31 13F POLARIS INDS COM 731068102 107,033 6,005 5.94 14,951 1.61 0.0112
2014-02-12 2013-12-31 13F POLARIS INDS COM 731068102 101,028 2,081 2.10 14,714 15.13 0.0115
2013-11-13 2013-09-30 13F POLARIS INDS COM 731068102 98,947 -4,539 -4.39 12,780 30.00 0.0111
2013-08-15 2013-06-30 13F POLARIS INDS COM 731068102 103,486 103,486 9,831 0.0093
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.