CFO
PCTY icon

CVA Family Office’s Paylocity PCTY Stock Holding History

CVA Family Office’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 		$2.05K Buy
19
+16
+533% +$1.96K ﹤0.01% 1519
2025
Q4 		$458 Buy
+3
New +$446 ﹤0.01% 1243
2025
Q2 		– Sell
-3
Closed -$562 – 1410
2025
Q1 		$562 Buy
+3
New +$599 ﹤0.01% 1211
2023
Q1 		– Sell
-5
Closed -$971 – 1000
2022
Q4 		$971 Buy
+5
New +$1.07K ﹤0.01% 867
2021
Q3 		– Sell
-23
Closed -$4K – 733
2021
Q2 		$4K Buy
+23
New +$4.14K ﹤0.01% 809

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

CVA Family Office's PCTY Position: Q1 2026 in Review

CVA Family Office increased its Paylocity (PCTY) stake by 533% in Q1 2026, buying an estimated $1.96K and bringing the position to 19 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

CVA Family Office first reported a position in PCTY in Q2 2021 and has held it in 5 quarters since. The position peaked at $4K in Q2 2021. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • CVA Family Office held 19 shares of Paylocity worth $2.05K as of Q1 2026.
  • CVA Family Office bought 16 Paylocity shares in Q1 2026, an estimated $1.96K.
  • Paylocity made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1519 holding.
  • CVA Family Office first reported a position in Paylocity in Q2 2021 and has held it in 5 quarters since.
  • CVA Family Office's Paylocity position peaked at $4K in Q2 2021.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.