Focus Partners Wealth
PCTY icon

Focus Partners Wealth’s Paylocity PCTY Stock Holding History

Focus Partners Wealth’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 		$3.22M Buy
30,084
+9,382
+45% +$1.15M ﹤0.01% 1105
2025
Q4 		$3.16M Buy
20,702
+12,571
+155% +$1.87M ﹤0.01% 1138
2025
Q3 		$1.3M Buy
8,131
+4,955
+156% +$877K ﹤0.01% 1185
2025
Q2 		$575K Buy
3,176
+1,811
+133% +$340K ﹤0.01% 1371
2025
Q1 		$256K Buy
1,365
+269
+25% +$53.7K ﹤0.01% 1651
2024
Q4 		$219K Buy
+1,096
New +$210K ﹤0.01% 1686

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

Focus Partners Wealth's PCTY Position: Q1 2026 in Review

Focus Partners Wealth increased its Paylocity (PCTY) stake by 45% in Q1 2026, buying an estimated $1.15M and bringing the position to 30,084 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Focus Partners Wealth first reported a position in PCTY in Q4 2024 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Focus Partners Wealth held 30,084 shares of Paylocity worth $3.22M as of Q1 2026.
  • Focus Partners Wealth bought 9,382 Paylocity shares in Q1 2026, an estimated $1.15M.
  • Paylocity made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1105 holding.
  • Focus Partners Wealth first reported a position in Paylocity in Q4 2024 and has held it in 6 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.