Commonwealth Equity Services
PCTY icon

Commonwealth Equity Services’s Paylocity PCTY Stock Holding History

Commonwealth Equity 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 		$630K Buy
5,827
+4,414
+312% +$542K ﹤0.01% 3008
2025
Q4 		$215K Sell
1,413
-1,285
-48% -$191K ﹤0.01% 3913
2025
Q3 		$430K Sell
2,698
-168
-6% -$29.7K ﹤0.01% 3307
2025
Q2 		$519K Buy
2,866
+210
+8% +$39.4K ﹤0.01% 3109
2025
Q1 		$498K Buy
+2,656
New +$531K ﹤0.01% 3024

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Commonwealth Equity Services's PCTY Position: Q1 2026 in Review

Commonwealth Equity Services increased its Paylocity (PCTY) stake by 312% in Q1 2026, buying an estimated $542K and bringing the position to 5,827 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Commonwealth Equity Services first reported a position in PCTY in Q1 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Commonwealth Equity Services held 5,827 shares of Paylocity worth $630K as of Q1 2026.
  • Commonwealth Equity Services bought 4,414 Paylocity shares in Q1 2026, an estimated $542K.
  • Paylocity made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3008 holding.
  • Commonwealth Equity Services first reported a position in Paylocity in Q1 2025 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.