Cerity Partners
PCTY icon

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
Q2 		$10.2M Buy
97,800
+38,617
+65% +$4.11M 0.01% 759
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's PCTY Position: Q2 2026 in Review

Cerity Partners increased its Paylocity (PCTY) stake by 65% in Q2 2026, buying an estimated $4.11M and bringing the position to 97,800 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #759.

Cerity Partners first reported a position in PCTY in Q4 2021 and has held it in 18 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Cerity Partners held 97,800 shares of Paylocity worth $10.2M as of Q2 2026.
  • Cerity Partners bought 38,617 Paylocity shares in Q2 2026, an estimated $4.11M.
  • Paylocity made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #759 holding.
  • Cerity Partners first reported a position in Paylocity in Q4 2021 and has held it in 18 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.