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Legacy Investment Solutions’s Paylocity PCTY Stock Holding History

Legacy Investment Solutions’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 		$182 Buy
+1
New +$188 ﹤0.01% 714
2024
Q4 		$4.74K Buy
23
+5
+28% +$957 ﹤0.01% 393
2024
Q3 		$3.81K Buy
+18
New +$2.74K ﹤0.01% 416

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Investment Solutions's PCTY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Paylocity (PCTY) in Q2 2025: 1 share worth $182. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PCTY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PCTY in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.74K in Q4 2024. 489 funds tracked by Wall St. Rank hold PCTY as of Q2 2025.

  • Legacy Investment Solutions held 1 share of Paylocity worth $182 as of Q2 2025.
  • Paylocity was a new Legacy Investment Solutions position in Q2 2025.
  • Paylocity made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #714 holding.
  • Legacy Investment Solutions first reported a position in Paylocity in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Paylocity position peaked at $4.74K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Paylocity as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.