Janney Montgomery Scott
PCTY icon

Janney Montgomery Scott’s Paylocity PCTY Stock Holding History

Janney Montgomery Scott’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 		$230K Sell
2,200
-296
-12% -$31.5K ﹤0.01% 2912
2026
Q1 		$270K Sell
2,496
-775
-24% -$95.1K ﹤0.01% 2459
2025
Q4 		$499K Sell
3,271
-2,280
-41% -$339K ﹤0.01% 2191
2025
Q3 		$884K Sell
5,551
-366
-6% -$64.8K ﹤0.01% 1783
2025
Q2 		$1.07M Sell
5,917
-376
-6% -$70.6K ﹤0.01% 1545
2025
Q1 		$1.18M Buy
6,293
+383
+6% +$76.5K ﹤0.01% 1442
2024
Q4 		$1.18M Sell
5,910
-54
-0.9% -$10.3K ﹤0.01% 1448
2024
Q3 		$984K Sell
5,964
-248
-4% -$37.7K ﹤0.01% 1516
2024
Q2 		$819K Sell
6,212
-131
-2% -$20.3K ﹤0.01% 1561
2024
Q1 		$1.09M Buy
6,343
+708
+13% +$117K ﹤0.01% 1475
2023
Q4 		$929K Buy
5,635
+1,500
+36% +$253K ﹤0.01% 1487
2023
Q3 		$751K Sell
4,135
-688
-14% -$138K ﹤0.01% 1504
2023
Q2 		$890K Buy
+4,823
New +$883K ﹤0.01% 1491
2022
Q1 		– Sell
-2,667
Closed -$630K – 2385
2021
Q4 		$630K Buy
2,667
+1,790
+204% +$475K ﹤0.01% 1584
2021
Q3 		$246K Buy
+877
New +$211K ﹤0.01% 2060
2020
Q1 		– Sell
-1,782
Closed -$215K – 2028
2019
Q4 		$215K Buy
+1,782
New +$195K ﹤0.01% 1892

Other funds holding PCTY

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janney Montgomery Scott's PCTY Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Paylocity (PCTY) stake by 12% in Q2 2026, selling an estimated $31.5K and leaving 2,200 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Janney Montgomery Scott first reported a position in PCTY in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.18M in Q1 2025. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Janney Montgomery Scott held 2,200 shares of Paylocity worth $230K as of Q2 2026.
  • Janney Montgomery Scott sold 296 Paylocity shares in Q2 2026, an estimated $31.5K.
  • Paylocity made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2912 holding.
  • Janney Montgomery Scott first reported a position in Paylocity in Q4 2019 and has held it in 16 quarters since.
  • Janney Montgomery Scott's Paylocity position peaked at $1.18M in Q1 2025.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.