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Principia Wealth Advisory’s Paylocity PCTY Stock Holding History

Principia Wealth Advisory’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
Q4 		$1.83K Buy
+12
New +$1.78K ﹤0.01% 488

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principia Wealth Advisory's PCTY Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Paylocity (PCTY) in Q4 2025: 12 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

463 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • Principia Wealth Advisory held 12 shares of Paylocity worth $1.83K as of Q4 2025.
  • Paylocity was a new Principia Wealth Advisory position in Q4 2025.
  • Paylocity made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #488 holding.
  • 463 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.