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Kula Investments’s Paylocity PCTY Stock Holding History

Kula Investments’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
2023
Q1 		$733K Buy
+3,689
New +$726K 0.18% 206

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Kula Investments's PCTY Position: Q1 2023 in Review

Kula Investments opened a new position in Paylocity (PCTY) in Q1 2023: 3,689 shares worth $733K. The stake represents 0.18% of the portfolio and ranks #206 among its holdings.

443 funds tracked by Wall St. Rank hold PCTY as of Q1 2023.

  • Kula Investments held 3,689 shares of Paylocity worth $733K as of Q1 2023.
  • Paylocity was a new Kula Investments position in Q1 2023.
  • Paylocity made up 0.18% of Kula Investments's portfolio in Q1 2023, its #206 holding.
  • 443 funds tracked by Wall St. Rank held Paylocity as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.