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Donoghue Forlines’s Paylocity PCTY Stock Holding History

Donoghue Forlines’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
2024
Q4 		– Sell
-1,434
Closed -$237K – 224
2024
Q3 		$237K Buy
+1,434
New +$218K 0.07% 215
2024
Q2 		– Sell
-1,254
Closed -$216K – 255
2024
Q1 		$216K Buy
+1,254
New +$207K 0.06% 215
2023
Q3 		– Sell
-1,676
Closed -$309K – 271
2023
Q2 		$309K Buy
+1,676
New +$307K 0.1% 222
2022
Q2 		– Sell
-3,694
Closed -$760K – 283
2022
Q1 		$760K Buy
3,694
+1,170
+46% +$237K 0.16% 201
2021
Q4 		$596K Sell
2,524
-281
-10% -$74.6K 0.1% 220
2021
Q3 		$787K Buy
+2,805
New +$674K 0.15% 151
2021
Q1 		– Sell
-3,425
Closed -$705K – 282
2020
Q4 		$705K Buy
+3,425
New +$659K 0.14% 181

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Donoghue Forlines's PCTY Position: Q4 2024 in Review

Donoghue Forlines sold out of Paylocity (PCTY) in Q4 2024, closing a stake of 1,434 shares — an estimated $237K sold.

Donoghue Forlines first reported a position in PCTY in Q4 2020 and held it in 7 quarters. The position peaked at $787K in Q3 2021. 457 funds tracked by Wall St. Rank hold PCTY as of Q4 2024.

  • Donoghue Forlines reported no remaining Paylocity position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 1,434 Paylocity shares in Q4 2024, an estimated $237K.
  • Donoghue Forlines first reported a position in Paylocity in Q4 2020 and held it in 7 quarters.
  • Donoghue Forlines's Paylocity position peaked at $787K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Paylocity as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.