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Dana Investment Advisors’s Paylocity PCTY Stock Holding History

Dana Investment 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
2026
Q2 		$3.97M Buy
+37,957
New +$4.04M 0.1% 232

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

Dana Investment Advisors's PCTY Position: Q2 2026 in Review

Dana Investment Advisors opened a new position in Paylocity (PCTY) in Q2 2026: 37,957 shares worth $3.97M. The stake represents 0.1% of the portfolio and ranks #232 among its holdings.

468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Dana Investment Advisors held 37,957 shares of Paylocity worth $3.97M as of Q2 2026.
  • Paylocity was a new Dana Investment Advisors position in Q2 2026.
  • Paylocity made up 0.1% of Dana Investment Advisors's portfolio in Q2 2026, its #232 holding.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.