Number of Shares
7,587.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
4.39%
Total Estimate Gain
$-848,153.41
% of Total Estimate Gain
-10.88%

Polen U.S. Small Company Growth Fund's Paylocity Holding Corp Holding Summary

As of 2025-04-30, Polen U.S. Small Company Growth Fund held 7,587.00 shares of Paylocity Holding Corp(PCTY), totaling $1.46 Mil. This investment constitutes 4.39% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.01% of the outstanding Paylocity Holding Corp(PCTY) stock.

The initial trade took place in 2021Q4. And since then Polen U.S. Small Company Growth Fund has made 6 purchases of PCTY, at an average price of $241.27, for a total of 32,298.00 shares. In addition, there have been 3 sales at an average price of $223.75 for 24,711.00 shares. Based on historical transaction data and PCTY's current price of $186.53, Polen U.S. Small Company Growth Fund's estimated gain on his PCTY holdings is $-848,153.41, reflecting a -10.88% gain to date.

Polen U.S. Small Company Growth Fund PCTY ($186.53) Holding Chart

Polen U.S. Small Company Growth Fund PCTY ($186.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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