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Creekmur Asset Management’s Paylocity PCTY Stock Holding History

Creekmur Asset Management’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
2025
Q3 		– Sell
-79
Closed -$14.3K – 875
2025
Q2 		$14.3K Hold
79
– – ﹤0.01% 481
2025
Q1 		$14.8K Hold
79
– – ﹤0.01% 435
2024
Q4 		$15.8K Hold
79
– – ﹤0.01% 366
2024
Q3 		$13K Hold
79
– – ﹤0.01% 408
2024
Q2 		$10.4K Hold
79
– – ﹤0.01% 497
2024
Q1 		$13.6K Hold
79
– – ﹤0.01% 439
2023
Q4 		$13K Buy
+79
New +$13.3K ﹤0.01% 495

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creekmur Asset Management's PCTY Position: Q3 2025 in Review

Creekmur Asset Management sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 79 shares — an estimated $14.3K sold.

Creekmur Asset Management first reported a position in PCTY in Q4 2023 and held it in 7 quarters. The position peaked at $15.8K in Q4 2024. 485 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Creekmur Asset Management reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 79 Paylocity shares in Q3 2025, an estimated $14.3K.
  • Creekmur Asset Management first reported a position in Paylocity in Q4 2023 and held it in 7 quarters.
  • Creekmur Asset Management's Paylocity position peaked at $15.8K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.