FGP
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Freestone Grove Partners’s Paylocity PCTY Stock Holding History

Freestone Grove Partners’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 		$446K Buy
+4,127
New +$506K ﹤0.01% 621
2025
Q3 		– Sell
-2,135
Closed -$387K – 860
2025
Q2 		$387K Buy
+2,135
New +$401K ﹤0.01% 564

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

Freestone Grove Partners's PCTY Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Paylocity (PCTY) in Q1 2026: 4,127 shares worth $446K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in PCTY as recently as Q2 2025.

Freestone Grove Partners first reported a position in PCTY in Q2 2025 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Freestone Grove Partners held 4,127 shares of Paylocity worth $446K as of Q1 2026.
  • Paylocity was a new Freestone Grove Partners position in Q1 2026.
  • Paylocity made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #621 holding.
  • Freestone Grove Partners first reported a position in Paylocity in Q2 2025 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

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