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Forum Financial Management’s Paylocity PCTY Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-1,459
Closed -$232K – 1054
2025
Q3 		$232K Hold
1,459
– – ﹤0.01% 881
2025
Q2 		$264K Buy
+1,459
New +$274K ﹤0.01% 737

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 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's PCTY Position: Q4 2025 in Review

Forum Financial Management sold out of Paylocity (PCTY) in Q4 2025, closing a stake of 1,459 shares — an estimated $232K sold.

Forum Financial Management first reported a position in PCTY in Q2 2025 and held it in 2 quarters. The position peaked at $264K in Q2 2025. 464 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • Forum Financial Management reported no remaining Paylocity position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,459 Paylocity shares in Q4 2025, an estimated $232K.
  • Forum Financial Management first reported a position in Paylocity in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's Paylocity position peaked at $264K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.