Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Paylocity PCTY Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q3 		– Sell
-1,655
Closed -$300K – 3820
2025
Q2 		$300K Buy
+1,655
New +$311K ﹤0.01% 2976
2022
Q4 		– Sell
-1,152
Closed -$278K – 3188
2022
Q3 		$278K Sell
1,152
-2
-0.2% -$459 ﹤0.01% 2427
2022
Q2 		$201K Buy
1,154
+3
+0.3% +$547 ﹤0.01% 2717
2022
Q1 		$237K Sell
1,151
-407
-26% -$82.4K ﹤0.01% 2745
2021
Q4 		$368K Sell
1,558
-2,007
-56% -$533K ﹤0.01% 2348
2021
Q3 		$1M Sell
3,565
-35
-1% -$8.41K ﹤0.01% 1518
2021
Q2 		$687K Sell
3,600
-86
-2% -$15.5K ﹤0.01% 1811
2021
Q1 		$663K Sell
3,686
-1,881
-34% -$359K ﹤0.01% 1695
2020
Q4 		$1.15M Sell
5,567
-413
-7% -$79.5K 0.01% 1215
2020
Q3 		$965K Sell
5,980
-213
-3% -$30K 0.01% 1207
2020
Q2 		$903K Buy
+6,193
New +$721K 0.01% 1181
2019
Q2 		– Sell
-2,263
Closed -$202K – 2310
2019
Q1 		$202K Buy
+2,263
New +$176K ﹤0.01% 2069
2018
Q4 		– Sell
-2,675
Closed -$215K – 2243
2018
Q3 		$215K Buy
+2,675
New +$190K ﹤0.01% 2013

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Investment Research Advisors's PCTY Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 1,655 shares — an estimated $300K sold.

Cambridge Investment Research Advisors first reported a position in PCTY in Q3 2018 and held it in 13 quarters. The position peaked at $1.15M in Q4 2020. 484 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,655 Paylocity shares in Q3 2025, an estimated $300K.
  • Cambridge Investment Research Advisors first reported a position in Paylocity in Q3 2018 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's Paylocity position peaked at $1.15M in Q4 2020.
  • 484 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.