JFG
PCTY icon

Jefferies Financial Group’s Paylocity PCTY Stock Holding History

Jefferies Financial 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 		$660K Buy
+6,105
New +$749K ﹤0.01% 1089
2025
Q4 		– Sell
-8,449
Closed -$1.35M – 2014
2025
Q3 		$1.35M Buy
+8,449
New +$1.5M 0.01% 772
2023
Q4 		– Sell
-1,171
Closed -$213K – 1913
2023
Q3 		$213K Sell
1,171
-3,629
-76% -$729K ﹤0.01% 1329
2023
Q2 		$886K Buy
4,800
+2,393
+99% +$438K 0.01% 965
2023
Q1 		$478K Buy
+2,407
New +$474K ﹤0.01% 1106

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

Jefferies Financial Group's PCTY Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Paylocity (PCTY) in Q1 2026: 6,105 shares worth $660K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in PCTY as recently as Q3 2025.

Jefferies Financial Group first reported a position in PCTY in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.35M in Q3 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Jefferies Financial Group held 6,105 shares of Paylocity worth $660K as of Q1 2026.
  • Paylocity was a new Jefferies Financial Group position in Q1 2026.
  • Paylocity made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1089 holding.
  • Jefferies Financial Group first reported a position in Paylocity in Q1 2023 and has held it in 5 quarters since.
  • Jefferies Financial Group's Paylocity position peaked at $1.35M in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.