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CBIZ Investment Advisory Services’s Paylocity PCTY Stock Holding History

CBIZ Investment Advisory Services’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
-48
Closed -$7.32K – 657
2025
Q4 		$7.32K Buy
+48
New +$7.14K ﹤0.01% 440

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 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's PCTY Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 48 shares — an estimated $7.32K sold.

CBIZ Investment Advisory Services first reported a position in PCTY in Q4 2025 and held it in 1 quarter. The position peaked at $7.32K in Q4 2025. 447 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 48 Paylocity shares in Q1 2026, an estimated $7.32K.
  • CBIZ Investment Advisory Services first reported a position in Paylocity in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Paylocity position peaked at $7.32K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.