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PCTY icon

&Partners’s Paylocity PCTY Stock Holding History

&Partners’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 		– Sell
-1,603
Closed -$244K – 2449
2025
Q4 		$244K Sell
1,603
-93
-5% -$13.8K ﹤0.01% 2032
2025
Q3 		$267K Buy
1,696
+34
+2% +$6.02K ﹤0.01% 1816
2025
Q2 		$301K Buy
1,662
+39
+2% +$7.32K ﹤0.01% 1624
2025
Q1 		$303K Buy
1,623
+229
+16% +$45.8K ﹤0.01% 1406
2024
Q4 		$278K Buy
1,394
+63
+5% +$12.1K ﹤0.01% 1377
2024
Q3 		$220K Buy
+1,331
New +$202K ﹤0.01% 1263
2022
Q4 		– Sell
-1,289
Closed -$311K – 194
2022
Q3 		$311K Sell
1,289
-34
-3% -$7.81K 0.18% 113
2022
Q2 		$231K Buy
1,323
+9
+0.7% +$1.64K 0.13% 151
2022
Q1 		$270K Sell
1,314
-255
-16% -$51.6K 0.15% 142
2021
Q4 		$371K Hold
1,569
– – 0.22% 104
2021
Q3 		$440K Sell
1,569
-75
-5% -$18K 0.28% 84
2021
Q2 		$314K Buy
1,644
+9
+0.6% +$1.62K 0.2% 115
2021
Q1 		$294K Hold
1,635
– – 0.21% 110
2020
Q4 		$337K Hold
1,635
– – 0.28% 82
2020
Q3 		$264K Sell
1,635
-11,367
-87% -$1.6M 0.27% 88
2020
Q2 		$1.9M Sell
13,002
-1,060
-8% -$123K 2.29% 8
2020
Q1 		$1.24M Sell
14,062
-763
-5% -$95.8K 1.93% 10
2019
Q4 		$1.71M Buy
14,825
+65
+0.4% +$7.12K 2.03% 7
2019
Q3 		$1.44M Sell
14,760
-6,440
-30% -$659K 1.87% 8
2019
Q2 		$1.99M Sell
21,200
-280
-1% -$26.6K 2.75% 4
2019
Q1 		$1.92M Sell
21,480
-625
-3% -$48.6K 2.74% 5
2018
Q4 		$1.33M Buy
+22,105
New +$1.42M 2.23% 9

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

&Partners's PCTY Position: Q1 2026 in Review

&Partners sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 1,603 shares — an estimated $244K sold.

&Partners first reported a position in PCTY in Q4 2018 and held it in 22 quarters. The position peaked at $1.99M in Q2 2019. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • &Partners reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 1,603 Paylocity shares in Q1 2026, an estimated $244K.
  • &Partners first reported a position in Paylocity in Q4 2018 and held it in 22 quarters.
  • &Partners's Paylocity position peaked at $1.99M in Q2 2019.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.