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Hel Ved Capital Management’s Paylocity PCTY Stock Holding History

Hel Ved Capital 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
Q1 		– Sell
-5,505
Closed -$1.1M – 93
2024
Q4 		$1.1M Sell
5,505
-8,235
-60% -$1.58M 0.32% 72
2024
Q3 		$2.27M Buy
+13,740
New +$2.09M 0.99% 26
2024
Q1 		– Sell
-11,505
Closed -$1.9M – 67
2023
Q4 		$1.9M Buy
+11,505
New +$1.94M 0.55% 36

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $6.8B AUM 23.31% 1-Year Est. Return

Hel Ved Capital Management's PCTY Position: Q1 2025 in Review

Hel Ved Capital Management sold out of Paylocity (PCTY) in Q1 2025, closing a stake of 5,505 shares — an estimated $1.1M sold.

Hel Ved Capital Management first reported a position in PCTY in Q4 2023 and held it in 3 quarters. The position peaked at $2.27M in Q3 2024. 469 funds tracked by Wall St. Rank hold PCTY as of Q1 2025.

  • Hel Ved Capital Management reported no remaining Paylocity position as of Q1 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 5,505 Paylocity shares in Q1 2025, an estimated $1.1M.
  • Hel Ved Capital Management first reported a position in Paylocity in Q4 2023 and held it in 3 quarters.
  • Hel Ved Capital Management's Paylocity position peaked at $2.27M in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q1 2025.

Based on Hel Ved Capital Management's 13F filing for Q1 2025, filed 14 May 2025.