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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
Q2 		$791K Buy
7,567
+3,228
+74% +$344K 0.01% 648
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 $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

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

Evergreen Capital Management increased its Paylocity (PCTY) stake by 74% in Q2 2026, buying an estimated $344K and bringing the position to 7,567 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #648.

Evergreen Capital Management first reported a position in PCTY in Q4 2024 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Evergreen Capital Management held 7,567 shares of Paylocity worth $791K as of Q2 2026.
  • Evergreen Capital Management bought 3,228 Paylocity shares in Q2 2026, an estimated $344K.
  • Paylocity made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #648 holding.
  • Evergreen Capital Management first reported a position in Paylocity in Q4 2024 and has held it in 6 quarters since.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.