Boston Trust Walden
PCTY icon

Boston Trust Walden’s Paylocity PCTY Stock Holding History

Boston Trust Walden’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 		$29.7M Sell
208,231
-10,426
-5% -$1.46M 0.24% 138
2026
Q2 		$22.9M Sell
218,657
-7,626
-3% -$812K 0.17% 171
2026
Q1 		$24.4M Buy
226,283
+68,330
+43% +$8.38M 0.2% 161
2025
Q4 		$24.1M Buy
+157,953
New +$23.5M 0.18% 170

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Boston Trust Walden's PCTY Position: Q3 2026 in Review

Boston Trust Walden reduced its Paylocity (PCTY) stake by 4.8% in Q3 2026, selling an estimated $1.46M and leaving 208,231 shares worth $29.7M. The position accounts for 0.24% of the portfolio, ranked #138.

Boston Trust Walden first reported a position in PCTY in Q4 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Boston Trust Walden held 208,231 shares of Paylocity worth $29.7M as of Q3 2026.
  • Boston Trust Walden sold 10,426 Paylocity shares in Q3 2026, an estimated $1.46M.
  • Paylocity made up 0.24% of Boston Trust Walden's portfolio in Q3 2026, its #138 holding.
  • Boston Trust Walden first reported a position in Paylocity in Q4 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.