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Burney Company’s Paylocity PCTY Stock Holding History

Burney Company’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
-7,050
Closed -$1.08M – 635
2025
Q4 		$1.08M Sell
7,050
-22,681
-76% -$3.37M 0.03% 320
2025
Q3 		$4.74M Buy
+29,731
New +$5.26M 0.15% 141
2025
Q2 		– Sell
-1,527
Closed -$286K – 601
2025
Q1 		$286K Sell
1,527
-334
-18% -$66.7K 0.01% 510
2024
Q4 		$371K Sell
1,861
-121
-6% -$23.2K 0.01% 469
2024
Q3 		$327K Sell
1,982
-665
-25% -$101K 0.01% 508
2024
Q2 		$349K Sell
2,647
-1,041
-28% -$161K 0.01% 489
2024
Q1 		$634K Sell
3,688
-40,542
-92% -$6.7M 0.02% 395
2023
Q4 		$7.29M Sell
44,230
-11,235
-20% -$1.89M 0.31% 86
2023
Q3 		$10.1M Buy
55,465
+172
+0.3% +$34.5K 0.47% 55
2023
Q2 		$10.2M Buy
55,293
+13,350
+32% +$2.44M 0.47% 54
2023
Q1 		$8.34M Buy
41,943
+40,385
+2,592% +$7.95M 0.41% 62
2022
Q4 		$303K Sell
1,558
-6,895
-82% -$1.48M 0.02% 473
2022
Q3 		$2.04M Buy
+8,453
New +$1.94M 0.11% 200

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
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 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Burney Company's PCTY Position: Q1 2026 in Review

Burney Company sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 7,050 shares — an estimated $1.08M sold.

Burney Company first reported a position in PCTY in Q3 2022 and held it in 13 quarters. The position peaked at $10.2M in Q2 2023. 446 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Burney Company reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 7,050 Paylocity shares in Q1 2026, an estimated $1.08M.
  • Burney Company first reported a position in Paylocity in Q3 2022 and held it in 13 quarters.
  • Burney Company's Paylocity position peaked at $10.2M in Q2 2023.
  • 446 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.