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Evergreen Capital Management’s Paylocity PCTY Stock Holding History

Evergreen 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
Q1 		$469K Buy
+4,339
New +$532K 0.01% 827
2025
Q4 		– Sell
-2,332
Closed -$371K – 1487
2025
Q3 		$371K Buy
2,332
+754
+48% +$134K 0.01% 821
2025
Q2 		$286K Sell
1,578
-189
-11% -$35.5K 0.01% 835
2025
Q1 		$331K Buy
1,767
+498
+39% +$99.5K 0.01% 688
2024
Q4 		$253K Buy
+1,269
New +$243K 0.01% 829

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evergreen Capital Management's PCTY Position: Q1 2026 in Review

Evergreen Capital Management opened a new position in Paylocity (PCTY) in Q1 2026: 4,339 shares worth $469K. The stake represents 0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in PCTY as recently as Q3 2025.

Evergreen Capital Management first reported a position in PCTY in Q4 2024 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Evergreen Capital Management held 4,339 shares of Paylocity worth $469K as of Q1 2026.
  • Paylocity was a new Evergreen Capital Management position in Q1 2026.
  • Paylocity made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #827 holding.
  • Evergreen Capital Management first reported a position in Paylocity in Q4 2024 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.