Claris Advisors’s Paylocity PCTY Stock Holding History

Claris 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
2024 Q4	–	Sell	-1	Closed	-$165	–	845
2024 Q3	$165	Buy	+1	New	+$152	﹤0.01%	1024

Other funds holding PCTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claris Advisors's PCTY Position: Q4 2024 in Review

Claris Advisors sold out of Paylocity (PCTY) in Q4 2024, closing a stake of 1 share — an estimated $165 sold.

Claris Advisors first reported a position in PCTY in Q3 2024 and held it in 1 quarter. The position peaked at $165 in Q3 2024. 456 funds tracked by Wall St. Rank hold PCTY as of Q4 2024.

Claris Advisors reported no remaining Paylocity position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Paylocity share in Q4 2024, an estimated $165.
Claris Advisors first reported a position in Paylocity in Q3 2024 and held it in 1 quarter.
Claris Advisors's Paylocity position peaked at $165 in Q3 2024.
456 funds tracked by Wall St. Rank held Paylocity as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.