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Harel Insurance Investments & Financial Services’s Paylocity PCTY Stock Holding History

Harel Insurance Investments & Financial Services’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 		$376K Sell
3,600
-47,876
-93% -$5.1M ﹤0.01% 272
2026
Q1 		$5.56M Sell
51,476
-2,488
-5% -$305K 0.04% 102
2025
Q4 		$8.23M Buy
53,964
+26,251
+95% +$3.91M 0.07% 88
2025
Q3 		$4.41M Sell
27,713
-3,497
-11% -$619K 0.04% 126
2025
Q2 		$5.66M Sell
31,210
-3,000
-9% -$563K 0.06% 112
2025
Q1 		$6.41M Sell
34,210
-2,105
-6% -$421K 0.08% 100
2024
Q4 		$7.24M Buy
36,315
+17,391
+92% +$3.33M 0.12% 75
2024
Q3 		$3.12M Buy
18,924
+3,447
+22% +$524K 0.05% 106
2024
Q2 		$2.05M Buy
15,477
+15,418
+26,132% +$2.39M 0.04% 123
2024
Q1 		$10K Sell
59
-11
-16% -$1.82K ﹤0.01% 487
2023
Q4 		$12K Sell
70
-45
-39% -$7.58K ﹤0.01% 528
2023
Q3 		$21K Sell
115
-12
-9% -$2.41K ﹤0.01% 544
2023
Q2 		$23K Sell
127
-9
-7% -$1.65K ﹤0.01% 562
2023
Q1 		$27K Sell
136
-43
-24% -$8.46K ﹤0.01% 568
2022
Q4 		$35K Sell
179
-31
-15% -$6.66K ﹤0.01% 530
2022
Q3 		$52K Sell
210
-10
-5% -$2.3K ﹤0.01% 499
2022
Q2 		$38K Sell
220
-102
-32% -$18.6K ﹤0.01% 549
2022
Q1 		$66K Sell
322
-302
-48% -$61.1K ﹤0.01% 487
2021
Q4 		$149K Sell
624
-100
-14% -$26.5K ﹤0.01% 450
2021
Q3 		$203K Sell
724
-14
-2% -$3.36K 0.01% 370
2021
Q2 		$141K Sell
738
-1,290
-64% -$232K ﹤0.01% 612
2021
Q1 		$792K Buy
2,028
+658
+48% +$125K 0.01% 415
2020
Q4 		$282K Buy
1,370
+55
+4% +$10.6K 0.01% 446
2020
Q3 		$213K Buy
1,315
+1,215
+1,215% +$171K 0.01% 297
2020
Q2 		$15K Buy
+100
New +$11.6K ﹤0.01% 478

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PCTY Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its Paylocity (PCTY) stake by 93% in Q2 2026, selling an estimated $5.1M and leaving 3,600 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Harel Insurance Investments & Financial Services first reported a position in PCTY in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.23M in Q4 2025. 291 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 3,600 shares of Paylocity worth $376K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 47,876 Paylocity shares in Q2 2026, an estimated $5.1M.
  • Paylocity made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #272 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Paylocity in Q2 2020 and has held it in 25 quarters since.
  • Harel Insurance Investments & Financial Services's Paylocity position peaked at $8.23M in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.