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PCTY icon

NewEdge Advisors’s Paylocity PCTY Stock Holding History

NewEdge Advisors’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 		$612K Buy
5,669
+849
+18% +$104K ﹤0.01% 1827
2025
Q4 		$735K Buy
4,820
+1,892
+65% +$282K ﹤0.01% 1681
2025
Q3 		$466K Buy
2,928
+2,796
+2,118% +$495K ﹤0.01% 1865
2025
Q2 		$24K Buy
132
+22
+20% +$4.13K ﹤0.01% 2886
2025
Q1 		$20.7K Buy
110
+20
+22% +$4K ﹤0.01% 2850
2024
Q4 		$18K Hold
90
– – ﹤0.01% 2837
2024
Q3 		$14.9K Sell
90
-135
-60% -$20.5K ﹤0.01% 2810
2024
Q2 		$29.7K Sell
225
-81
-26% -$12.5K ﹤0.01% 2510
2024
Q1 		$52.6K Buy
306
+19
+7% +$3.14K ﹤0.01% 2294
2023
Q4 		$47.4K Buy
287
+124
+76% +$20.9K ﹤0.01% 2252
2023
Q3 		$29.7K Sell
163
-170
-51% -$34.1K ﹤0.01% 2258
2023
Q2 		$61.5K Sell
333
-1,790
-84% -$328K ﹤0.01% 2023
2023
Q1 		$422K Sell
2,123
-535
-20% -$105K 0.01% 1178
2022
Q4 		$905 Buy
2,658
+24
+0.9% +$5.15K ﹤0.01% 3060
2022
Q3 		$636K Buy
+2,634
New +$605K 0.01% 847
2022
Q1 		– Sell
-1,557
Closed -$368K – 1489
2021
Q4 		$368K Buy
+1,557
New +$413K 0.01% 1218

Other funds holding PCTY

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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 $124B AUM 33.93% 1-Year Est. Return

NewEdge Advisors's PCTY Position: Q1 2026 in Review

NewEdge Advisors increased its Paylocity (PCTY) stake by 18% in Q1 2026, buying an estimated $104K and bringing the position to 5,669 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

NewEdge Advisors first reported a position in PCTY in Q4 2021 and has held it in 16 quarters since. The position peaked at $735K in Q4 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • NewEdge Advisors held 5,669 shares of Paylocity worth $612K as of Q1 2026.
  • NewEdge Advisors bought 849 Paylocity shares in Q1 2026, an estimated $104K.
  • Paylocity made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1827 holding.
  • NewEdge Advisors first reported a position in Paylocity in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's Paylocity position peaked at $735K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.