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
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 $5.72T 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 $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

Janney Montgomery Scott's PCTY Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Paylocity (PCTY) stake by 24% in Q1 2026, selling an estimated $95.1K and leaving 2,496 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Janney Montgomery Scott first reported a position in PCTY in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Janney Montgomery Scott held 2,496 shares of Paylocity worth $270K as of Q1 2026.
  • Janney Montgomery Scott sold 775 Paylocity shares in Q1 2026, an estimated $95.1K.
  • Paylocity made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2459 holding.
  • Janney Montgomery Scott first reported a position in Paylocity in Q4 2019 and has held it in 15 quarters since.
  • Janney Montgomery Scott's Paylocity position peaked at $1.18M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.