Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BEI
Benjamin Edwards Inc’s
Paylocity
PCTY
Stock Holding History
Benjamin Edwards Inc’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
Q1
–
Sell
-1,583
Closed
-$241K
–
1401
2025
Q4
$241K
Sell
1,583
-36
-2%
-$5.36K
﹤0.01%
1200
2025
Q3
$258K
Buy
+1,619
New
+$287K
﹤0.01%
1161
2025
Q1
–
Sell
-1,007
Closed
-$201K
–
1141
2024
Q4
$201K
Buy
+1,007
New
+$193K
﹤0.01%
1079
2024
Q3
–
Sell
-248
Closed
-$33K
–
1169
2024
Q2
$33K
Sell
248
-20
-7%
-$3.1K
0.01%
542
2024
Q1
$46K
Buy
268
+10
+4%
+$1.65K
0.01%
493
2023
Q4
$43K
Buy
258
+1
+0.4%
+$168
0.01%
479
2023
Q3
$47K
Buy
257
+1
+0.4%
+$201
0.01%
461
2023
Q2
$47K
Buy
+256
New
+$46.9K
0.01%
468
Other funds holding PCTY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close