OneDigital Investment Advisors’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,496
Closed -$238K 1574
2025
Q3
$238K Sell
1,496
-7
-0.5% -$1.24K ﹤0.01% 1335
2025
Q2
$272K Buy
1,503
+67
+5% +$12.6K ﹤0.01% 1218
2025
Q1
$269K Buy
1,436
+149
+12% +$29.8K ﹤0.01% 1172
2024
Q4
$257K Sell
1,287
-2
-0.2% -$383 ﹤0.01% 1209
2024
Q3
$213K Buy
+1,289
New +$196K ﹤0.01% 1335
2024
Q1
Sell
-2,301
Closed -$379K 1145
2023
Q4
$379K Buy
2,301
+829
+56% +$140K 0.01% 828
2023
Q3
$267K Hold
1,472
0.01% 841
2023
Q2
$272K Buy
1,472
+233
+19% +$42.6K 0.01% 863
2023
Q1
$246K Buy
1,239
+23
+2% +$4.53K 0.01% 840
2022
Q4
$236K Sell
1,216
-226
-16% -$48.5K 0.01% 732
2022
Q3
$348K Sell
1,442
-46
-3% -$10.6K 0.01% 560
2022
Q2
$260K Buy
+1,488
New +$271K 0.01% 595

Other funds holding PCTY

OneDigital Investment Advisors's PCTY Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Paylocity (PCTY) in Q4 2025, closing a stake of 1,496 shares — an estimated $238K sold.

OneDigital Investment Advisors first reported a position in PCTY in Q2 2022 and held it in 12 quarters. The position peaked at $379K in Q4 2023. 463 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Paylocity position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,496 Paylocity shares in Q4 2025, an estimated $238K.
  • OneDigital Investment Advisors first reported a position in Paylocity in Q2 2022 and held it in 12 quarters.
  • OneDigital Investment Advisors's Paylocity position peaked at $379K in Q4 2023.
  • 463 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.