Polen Capital Management
PCTY icon

Polen Capital Management’s Paylocity PCTY Stock Holding History

Polen Capital Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,223
Closed -$1.67M – 273
2025
Q2 		$1.67M Sell
9,223
-22,115
-71% -$4.15M 0.01% 92
2025
Q1 		$5.87M Buy
31,338
+2,649
+9% +$529K 0.02% 51
2024
Q4 		$5.72M Buy
28,689
+5,357
+23% +$1.03M 0.02% 63
2024
Q3 		$3.85M Buy
+23,332
New +$3.55M 0.01% 69
2022
Q3 		– Sell
-25,562
Closed -$4.46M – 86
2022
Q2 		$4.46M Sell
25,562
-5,128
-17% -$935K 0.01% 62
2022
Q1 		$6.32M Sell
30,690
-11,171
-27% -$2.26M 0.01% 64
2021
Q4 		$9.89M Buy
41,861
+5,820
+16% +$1.54M 0.02% 61
2021
Q3 		$10.1M Sell
36,041
-1,697
-4% -$408K 0.02% 57
2021
Q2 		$7.2M Buy
37,738
+2,267
+6% +$408K 0.01% 59
2021
Q1 		$6.38M Buy
35,471
+6,942
+24% +$1.32M 0.01% 58
2020
Q4 		$5.87M Buy
28,529
+6,432
+29% +$1.24M 0.01% 57
2020
Q3 		$3.57M Buy
22,097
+3,492
+19% +$492K 0.01% 60
2020
Q2 		$2.71M Buy
18,605
+8,964
+93% +$1.04M 0.01% 52
2020
Q1 		$851K Buy
+9,641
New +$1.21M ﹤0.01% 59

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