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Everence Capital Management’s Paylocity PCTY Stock Holding History

Everence Capital 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 		$204K Buy
+1,955
New +$208K 0.01% 825
2025
Q3 		– Sell
-1,160
Closed -$210K – 847
2025
Q2 		$210K Hold
1,160
– – 0.01% 738
2025
Q1 		$217K Hold
1,160
– – 0.01% 716
2024
Q4 		$231K Buy
+1,160
New +$222K 0.02% 717

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 40.89% 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

Everence Capital Management's PCTY Position: Q2 2026 in Review

Everence Capital Management opened a new position in Paylocity (PCTY) in Q2 2026: 1,955 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in PCTY as recently as Q2 2025.

Everence Capital Management first reported a position in PCTY in Q4 2024 and has held it in 4 quarters since. The position peaked at $231K in Q4 2024. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Everence Capital Management held 1,955 shares of Paylocity worth $204K as of Q2 2026.
  • Paylocity was a new Everence Capital Management position in Q2 2026.
  • Paylocity made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #825 holding.
  • Everence Capital Management first reported a position in Paylocity in Q4 2024 and has held it in 4 quarters since.
  • Everence Capital Management's Paylocity position peaked at $231K in Q4 2024.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.