Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Paylocity PCTY Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-2,478
Closed -$395K – 1067
2025
Q3 		$395K Buy
+2,478
New +$439K ﹤0.01% 1111

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Kovitz Investment Group Partners's PCTY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Paylocity (PCTY) in Q4 2025, closing a stake of 2,478 shares — an estimated $395K sold.

Kovitz Investment Group Partners first reported a position in PCTY in Q3 2025 and held it in 1 quarter. The position peaked at $395K in Q3 2025. 464 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Paylocity position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,478 Paylocity shares in Q4 2025, an estimated $395K.
  • Kovitz Investment Group Partners first reported a position in Paylocity in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Paylocity position peaked at $395K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.