MFG
PCTY icon

Merit Financial Group’s Paylocity PCTY Stock Holding History

Merit Financial Group’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
2026
Q1 		$3.98M Buy
36,851
+1,141
+3% +$140K 0.03% 456
2025
Q4 		$5.45M Buy
35,710
+3,705
+12% +$551K 0.04% 343
2025
Q3 		$5.1M Buy
32,005
+1,424
+5% +$252K 0.05% 317
2025
Q2 		$5.54M Buy
30,581
+1,745
+6% +$328K 0.06% 251
2025
Q1 		$5.4M Buy
28,836
+2,009
+7% +$401K 0.08% 206
2024
Q4 		$5.35M Buy
26,827
+1,209
+5% +$231K 0.1% 173
2024
Q3 		$4.23M Buy
+25,618
New +$3.9M 0.09% 165

Other funds holding PCTY

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return