EWM
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Empirical Wealth Management’s Paylocity PCTY Stock Holding History

Empirical Wealth 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
2026
Q2 		$769K Buy
7,355
+4,146
+129% +$442K 0.01% 484
2026
Q1 		$347K Buy
3,209
+1,181
+58% +$145K 0.01% 736
2025
Q4 		$309K Buy
+2,028
New +$302K 0.01% 690

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Empirical Wealth Management's PCTY Position: Q2 2026 in Review

Empirical Wealth Management increased its Paylocity (PCTY) stake by 129% in Q2 2026, buying an estimated $442K and bringing the position to 7,355 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #484.

Empirical Wealth Management first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Empirical Wealth Management held 7,355 shares of Paylocity worth $769K as of Q2 2026.
  • Empirical Wealth Management bought 4,146 Paylocity shares in Q2 2026, an estimated $442K.
  • Paylocity made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Empirical Wealth Management first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.