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Cerity Partners’s
Paylocity
PCTY
Stock Holding History
Cerity Partners’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
$6.39M
Buy
59,183
+17,093
+41%
+$2.1M
0.01%
899
2025
Q4
$6.42M
Buy
42,090
+13,981
+50%
+$2.08M
0.01%
825
2025
Q3
$4.48M
Buy
28,109
+8,868
+46%
+$1.57M
0.01%
901
2025
Q2
$3.49M
Buy
19,241
+1,749
+10%
+$328K
0.01%
976
2025
Q1
$3.28M
Buy
17,492
+1,765
+11%
+$353K
0.01%
907
2024
Q4
$2.67M
Sell
15,727
-1,319
-8%
-$252K
0.01%
978
2024
Q3
$2.81M
Buy
17,046
+3,794
+29%
+$577K
0.01%
941
2024
Q2
$1.75M
Sell
13,252
-2,420
-15%
-$375K
﹤0.01%
966
2024
Q1
$2.69M
Buy
15,672
+13,474
+613%
+$2.23M
0.01%
858
2023
Q4
$362K
Buy
2,198
+744
+51%
+$125K
﹤0.01%
1424
2023
Q3
$264K
Sell
1,454
-1,077
-43%
-$216K
﹤0.01%
1191
2023
Q2
$467K
Buy
2,531
+418
+20%
+$76.5K
﹤0.01%
1211
2023
Q1
$420K
Buy
2,113
+669
+46%
+$132K
﹤0.01%
1374
2022
Q4
$281K
Buy
1,444
+141
+11%
+$30.3K
﹤0.01%
1171
2022
Q3
$314K
Buy
1,303
+88
+7%
+$20.2K
﹤0.01%
869
2022
Q2
$212K
Buy
+1,215
New
+$221K
﹤0.01%
1056
2022
Q1
–
Sell
-1,056
Closed
-$249K
–
1065
2021
Q4
$249K
Buy
+1,056
New
+$280K
﹤0.01%
853
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
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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
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