Mackenzie Financial
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Mackenzie Financial’s Paylocity PCTY Stock Holding History

Mackenzie Financial’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
Q3 		– Sell
-1,629
Closed -$295K – 1808
2025
Q2 		$295K Hold
1,629
– – ﹤0.01% 1405
2025
Q1 		$305K Sell
1,629
-1,945
-54% -$389K ﹤0.01% 1375
2024
Q4 		$713K Buy
+3,574
New +$684K ﹤0.01% 1032
2023
Q2 		– Sell
-13,639
Closed -$2.71M – 1609
2023
Q1 		$2.71M Buy
13,639
+4,650
+52% +$915K ﹤0.01% 682
2022
Q4 		$1.75M Buy
8,989
+7,981
+792% +$1.71M ﹤0.01% 703
2022
Q3 		$244K Buy
+1,008
New +$232K ﹤0.01% 1171
2021
Q4 		– Sell
-4,500
Closed -$1.26M – 1484
2021
Q3 		$1.26M Sell
4,500
-7,151
-61% -$1.72M ﹤0.01% 867
2021
Q2 		$2.22M Buy
+11,651
New +$2.1M ﹤0.01% 704
2021
Q1 		– Sell
-11,470
Closed -$2.36M – 1178
2020
Q4 		$2.36M Buy
11,470
+2,170
+23% +$417K 0.01% 577
2020
Q3 		$1.5M Sell
9,300
-4,429
-32% -$624K ﹤0.01% 606
2020
Q2 		$2M Buy
13,729
+2,098
+18% +$244K 0.01% 556
2020
Q1 		$1.03M Sell
11,631
-4,441
-28% -$558K ﹤0.01% 634
2019
Q4 		$1.94M Buy
+16,072
New +$1.76M ﹤0.01% 623

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial's PCTY Position: Q3 2025 in Review

Mackenzie Financial sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 1,629 shares — an estimated $295K sold.

Mackenzie Financial first reported a position in PCTY in Q4 2019 and held it in 13 quarters. The position peaked at $2.71M in Q1 2023. 485 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Mackenzie Financial reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 1,629 Paylocity shares in Q3 2025, an estimated $295K.
  • Mackenzie Financial first reported a position in Paylocity in Q4 2019 and held it in 13 quarters.
  • Mackenzie Financial's Paylocity position peaked at $2.71M in Q1 2023.
  • 485 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.