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Interchange Capital Partners’s Paylocity PCTY Stock Holding History

Interchange Capital 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 		– Sell
-2,085
Closed -$318K – 423
2025
Q4 		$318K Buy
2,085
+319
+18% +$47.5K 0.06% 285
2025
Q3 		$281K Buy
+1,766
New +$313K 0.06% 275

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VPM
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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

Interchange Capital Partners's PCTY Position: Q1 2026 in Review

Interchange Capital Partners sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 2,085 shares — an estimated $318K sold.

Interchange Capital Partners first reported a position in PCTY in Q3 2025 and held it in 2 quarters. The position peaked at $318K in Q4 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Interchange Capital Partners reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 2,085 Paylocity shares in Q1 2026, an estimated $318K.
  • Interchange Capital Partners first reported a position in Paylocity in Q3 2025 and held it in 2 quarters.
  • Interchange Capital Partners's Paylocity position peaked at $318K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.