Polen Capital Management’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.67M | Sell |
9,223
-22,115
| -71% | -$4.01M | 0.01% | 92 |
|
2025
Q1 | $5.87M | Buy |
31,338
+2,649
| +9% | +$496K | 0.02% | 51 |
|
2024
Q4 | $5.72M | Buy |
28,689
+5,357
| +23% | +$1.07M | 0.02% | 63 |
|
2024
Q3 | $3.85M | Buy |
+23,332
| New | +$3.85M | 0.01% | 69 |
|
2022
Q3 | – | Sell |
-25,562
| Closed | -$4.46M | – | 86 |
|
2022
Q2 | $4.46M | Sell |
25,562
-5,128
| -17% | -$895K | 0.01% | 62 |
|
2022
Q1 | $6.32M | Sell |
30,690
-11,171
| -27% | -$2.3M | 0.01% | 64 |
|
2021
Q4 | $9.89M | Buy |
41,861
+5,820
| +16% | +$1.37M | 0.02% | 61 |
|
2021
Q3 | $10.1M | Sell |
36,041
-1,697
| -4% | -$476K | 0.02% | 57 |
|
2021
Q2 | $7.2M | Buy |
37,738
+2,267
| +6% | +$433K | 0.01% | 59 |
|
2021
Q1 | $6.38M | Buy |
35,471
+6,942
| +24% | +$1.25M | 0.01% | 58 |
|
2020
Q4 | $5.87M | Buy |
28,529
+6,432
| +29% | +$1.32M | 0.01% | 57 |
|
2020
Q3 | $3.57M | Buy |
22,097
+3,492
| +19% | +$564K | 0.01% | 60 |
|
2020
Q2 | $2.71M | Buy |
18,605
+8,964
| +93% | +$1.31M | 0.01% | 52 |
|
2020
Q1 | $851K | Buy |
+9,641
| New | +$851K | ﹤0.01% | 59 |
|