HAG
PCTY icon

HighPoint Advisor Group’s Paylocity PCTY Stock Holding History

HighPoint Advisor Group’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 		– Sell
-1,583
Closed -$241K – 932
2025
Q4 		$241K Buy
1,583
+10
+0.6% +$1.49K 0.01% 953
2025
Q3 		$251K Sell
1,573
-8
-0.5% -$1.42K 0.01% 599
2025
Q2 		$286K Buy
1,581
+11
+0.7% +$2.06K 0.02% 533
2025
Q1 		$302K Buy
1,570
+11
+0.7% +$2.2K 0.02% 485
2024
Q4 		$326K Buy
1,559
+75
+5% +$14.4K 0.02% 482
2024
Q3 		$285K Buy
1,484
+40
+3% +$6.08K 0.02% 502
2024
Q2 		$215K Buy
1,444
+58
+4% +$8.98K 0.01% 564
2024
Q1 		$231K Buy
1,386
+10
+0.7% +$1.65K 0.02% 554
2023
Q4 		$235K Buy
+1,376
New +$232K 0.02% 537
2017
Q4 		– Sell
-16,182
Closed -$835K – 314
2017
Q3 		$835K Sell
16,182
-745
-4% -$34.6K 0.26% 102
2017
Q2 		$744K Hold
16,927
– – 0.24% 108
2017
Q1 		$744K Buy
+16,927
New +$588K 0.24% 108

Other funds holding PCTY

BlackRock
BlackRock New York $5.7T 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 $141B 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 $121B AUM 33.93% 1-Year Est. Return