FMP
PCTY icon

Financial Management Professionals’s Paylocity PCTY Stock Holding History

Financial Management Professionals’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
2025
Q3 		– Sell
-1
Closed -$181 – 1030
2025
Q2 		$181 Buy
+1
New +$188 ﹤0.01% 982
2023
Q4 		– Sell
-2
Closed – – 1025
2023
Q3 		$0 Hold
2
– – ﹤0.01% 1011
2023
Q2 		$0 Hold
2
– – ﹤0.01% 1062
2023
Q1 		$0 Buy
+2
New +$394 ﹤0.01% 1106
2022
Q4 		– Sell
-2
Closed – – 1039
2022
Q3 		$0 Buy
+2
New +$459 ﹤0.01% 1064
2021
Q4 		– Sell
-3
Closed -$1K – 1056
2021
Q3 		$1K Buy
+3
New +$721 ﹤0.01% 853

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Management Professionals's PCTY Position: Q3 2025 in Review

Financial Management Professionals sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 1 share — an estimated $181 sold.

Financial Management Professionals first reported a position in PCTY in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 485 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Financial Management Professionals reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Financial Management Professionals sold 1 Paylocity share in Q3 2025, an estimated $181.
  • Financial Management Professionals first reported a position in Paylocity in Q3 2021 and held it in 6 quarters.
  • Financial Management Professionals's Paylocity position peaked at $1K in Q3 2021.
  • 485 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.