Katamaran Capital’s Paylocity PCTY Stock Holding History

Katamaran Capital’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
2025 Q2	–	Sell	-7,762	Closed	-$1.45M	–	33
2025 Q1	$1.45M	Buy	+7,762	New	+$1.55M	1.87%	21

Other funds holding PCTY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Katamaran Capital's PCTY Position: Q2 2025 in Review

Katamaran Capital sold out of Paylocity (PCTY) in Q2 2025, closing a stake of 7,762 shares — an estimated $1.45M sold.

Katamaran Capital first reported a position in PCTY in Q1 2025 and held it in 1 quarter. The position peaked at $1.45M in Q1 2025. 489 funds tracked by Wall St. Rank hold PCTY as of Q2 2025.

Katamaran Capital reported no remaining Paylocity position as of Q2 2025 after selling out during the quarter.
Katamaran Capital sold 7,762 Paylocity shares in Q2 2025, an estimated $1.45M.
Katamaran Capital first reported a position in Paylocity in Q1 2025 and held it in 1 quarter.
Katamaran Capital's Paylocity position peaked at $1.45M in Q1 2025.
489 funds tracked by Wall St. Rank held Paylocity as of Q2 2025.

Based on Katamaran Capital's 13F filing for Q2 2025, filed 24 Jul 2025.