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

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polen Capital Management's PCTY Position: Q3 2025 in Review

Polen Capital Management sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 9,223 shares — an estimated $1.67M sold.

Polen Capital Management first reported a position in PCTY in Q1 2020 and held it in 14 quarters. The position peaked at $10.1M in Q3 2021. 485 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Polen Capital Management reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 9,223 Paylocity shares in Q3 2025, an estimated $1.67M.
  • Polen Capital Management first reported a position in Paylocity in Q1 2020 and held it in 14 quarters.
  • Polen Capital Management's Paylocity position peaked at $10.1M in Q3 2021.
  • 485 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.