Empirical Wealth Management
PCTY icon

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
Q3 		$1.14M Buy
8,023
+668
+9% +$93.5K 0.02% 440
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Empirical Wealth Management's PCTY Position: Q3 2026 in Review

Empirical Wealth Management increased its Paylocity (PCTY) stake by 9.1% in Q3 2026, buying an estimated $93.5K and bringing the position to 8,023 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #440.

Empirical Wealth Management first reported a position in PCTY in Q4 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Empirical Wealth Management held 8,023 shares of Paylocity worth $1.14M as of Q3 2026.
  • Empirical Wealth Management bought 668 Paylocity shares in Q3 2026, an estimated $93.5K.
  • Paylocity made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #440 holding.
  • Empirical Wealth Management first reported a position in Paylocity in Q4 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.