DiNuzzo Private Wealth’s Paylocity PCTY Stock Holding History

DiNuzzo Private Wealth’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 Q3	$856	Buy	6 +5	+500%	+$700	﹤0.01%	924
2026 Q2	$105	Hold	1	–	–	﹤0.01%	1294
2026 Q1	$109	Sell	1 -2	-67%	-$245	﹤0.01%	1278
2025 Q4	$458	Sell	3 -3	-50%	-$446	﹤0.01%	1108
2025 Q3	$1.08K	Hold	6	–	–	﹤0.01%	853
2025 Q2	$1.09K	Hold	6	–	–	﹤0.01%	828
2025 Q1	$1.12K	Hold	6	–	–	﹤0.01%	781
2024 Q4	$1.2K	Buy	6 +2	+50%	+$383	﹤0.01%	780
2024 Q3	$660	Sell	4 -2	-33%	-$304	﹤0.01%	1009
2024 Q2	$792	Buy	6 +1	+20%	+$155	﹤0.01%	873
2024 Q1	$860	Hold	5	–	–	﹤0.01%	797
2023 Q4	$825	Buy	+5	New	+$842	﹤0.01%	782

Other funds holding PCTY

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

DiNuzzo Private Wealth's PCTY Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Paylocity (PCTY) stake by 500% in Q3 2026, buying an estimated $700 and bringing the position to 6 shares worth $856. The position accounts for ﹤0.01% of the portfolio, ranked #924.

DiNuzzo Private Wealth first reported a position in PCTY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.2K in Q4 2024. 110 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of Paylocity worth $856 as of Q3 2026.
DiNuzzo Private Wealth bought 5 Paylocity shares in Q3 2026, an estimated $700.
Paylocity made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #924 holding.
DiNuzzo Private Wealth first reported a position in Paylocity in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Paylocity position peaked at $1.2K in Q4 2024.
110 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.