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Atria Investments’s Paylocity PCTY Stock Holding History

Atria Investments’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
Q2 		$372K Sell
3,562
-1,478
-29% -$157K ﹤0.01% 1701
2026
Q1 		$545K Buy
5,040
+2,677
+113% +$329K 0.01% 1403
2025
Q4 		$360K Sell
2,363
-646
-21% -$96.1K ﹤0.01% 1637
2025
Q3 		$479K Sell
3,009
-482
-14% -$85.4K 0.01% 1435
2025
Q2 		$632K Buy
3,491
+8
+0.2% +$1.5K 0.01% 1299
2025
Q1 		$652K Sell
3,483
-305
-8% -$60.9K 0.01% 1207
2024
Q4 		$755K Sell
3,788
-124
-3% -$23.7K 0.01% 1128
2024
Q3 		$645K Sell
3,912
-2
-0.1% -$304 0.01% 1204
2024
Q2 		$516K Buy
+3,914
New +$606K 0.01% 1280
2021
Q4 		– Sell
-7,076
Closed -$1.98M – 873
2021
Q3 		$1.98M Buy
7,076
+192
+3% +$46.1K 0.04% 532
2021
Q2 		$1.31M Buy
6,884
+626
+10% +$113K 0.03% 665
2021
Q1 		$1.13M Buy
6,258
+637
+11% +$121K 0.02% 663
2020
Q4 		$1.16M Buy
+5,621
New +$1.08M 0.03% 622
2020
Q2 		– Sell
-3,628
Closed -$320K – 703
2020
Q1 		$320K Sell
3,628
-923
-20% -$116K 0.02% 432
2019
Q4 		$550K Buy
4,551
+1,244
+38% +$136K 0.01% 748
2019
Q3 		$323K Buy
3,307
+654
+25% +$67K 0.01% 696
2019
Q2 		$266K Buy
+2,653
New +$252K 0.01% 791
2018
Q4 		– Sell
-2,822
Closed -$230K – 982
2018
Q3 		$230K Buy
+2,822
New +$200K 0.01% 879

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Investments's PCTY Position: Q2 2026 in Review

Atria Investments reduced its Paylocity (PCTY) stake by 29% in Q2 2026, selling an estimated $157K and leaving 3,562 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Atria Investments first reported a position in PCTY in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.98M in Q3 2021. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Atria Investments held 3,562 shares of Paylocity worth $372K as of Q2 2026.
  • Atria Investments sold 1,478 Paylocity shares in Q2 2026, an estimated $157K.
  • Paylocity made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1701 holding.
  • Atria Investments first reported a position in Paylocity in Q3 2018 and has held it in 18 quarters since.
  • Atria Investments's Paylocity position peaked at $1.98M in Q3 2021.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.