Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Paylocity Holdings Corp. (PCTY)
← All PCTY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 $156.98–197.78 · VW $176.60i SEC
2025   Q2 9,223 0.01 Reduce 70.57% 0.01 $165.28–201.97 · VW $185.78i $1,671,115 SEC
2025   Q1 31,338 0.02 Add 9.23% <0.01 $180.69–223.80 · VW $201.49i $5,870,931 SEC
2024   Q4 28,689 0.02 Add 22.96% <0.01 $159.96–215.68 · VW $194.73i $5,722,626 SEC
2024   Q3 23,332 0.01 Buy 0.01 $129.94–168.46 · VW $153.22i $3,849,049 SEC
2022   Q3 0 0.00 Sell 100.00% 0.01 $164.27–276.88 · VW $229.75i SEC
2022   Q2 25,562 0.01 Reduce 16.71% <0.01 $152.01–218.68 · VW $181.13i $4,459,000 SEC
2022   Q1 30,690 0.01 Reduce 26.69% <0.01 $179.28–236.79 · VW $204.64i $6,315,000 SEC
2021   Q4 41,861 0.02 Add 16.15% <0.01 $212.87–314.49 · VW $265.96i $9,886,000 SEC
2021   Q3 36,041 0.02 Reduce 4.50% <0.01 $184.19–298.63 · VW $247.29i $10,106,000 SEC
2021   Q2 37,738 0.01 Add 6.39% <0.01 $154.26–202.00 · VW $182.04i $7,200,000 SEC
2021   Q1 35,471 0.01 Add 24.33% <0.01 $163.30–214.74 · VW $188.95i $6,379,000 SEC
2020   Q4 28,529 0.01 Add 29.11% <0.01 $161.60–218.34 · VW $193.49i $5,874,000 SEC
2020   Q3 22,097 0.01 Add 18.77% <0.01 $124.75–167.59 · VW $143.76i $3,567,000 SEC
2020   Q2 18,605 0.01 Add 92.98% <0.01 $73.07–148.28 · VW $115.11i $2,714,000 SEC
2020   Q1 9,641 <0.01 Buy <0.01 $66.98–150.73 · VW $118.44i $851,000 SEC
Price snapshot:
Current price$124.50
52-week low$92.99
52-week high$197.78