Rothwell Investment Advisors, LLC’s Paylocity PCTY Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$112K	Buy	+785	New	+$110K	0.06%	267

Other funds holding PCTY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PCTY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Paylocity (PCTY) in Q3 2026: 785 shares worth $112K. The stake represents 0.06% of the portfolio and ranks #267 among its holdings.

225 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

Rothwell Investment Advisors, LLC held 785 shares of Paylocity worth $112K as of Q3 2026.
Paylocity was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Paylocity made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #267 holding.
225 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.