Raymond James Financial
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Raymond James Financial’s Paylocity PCTY Stock Holding History

Raymond James Financial’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 		$2.07M Sell
19,137
-21,838
-53% -$2.68M ﹤0.01% 3346
2025
Q4 		$6.25M Sell
40,975
-17,567
-30% -$2.61M ﹤0.01% 2329
2025
Q3 		$9.32M Sell
58,542
-1,374
-2% -$243K ﹤0.01% 1975
2025
Q2 		$10.9M Buy
59,916
+5,311
+10% +$997K ﹤0.01% 1804
2025
Q1 		$10.2M Buy
54,605
+20,423
+60% +$4.08M ﹤0.01% 1792
2024
Q4 		$6.82M Buy
+34,182
New +$6.54M ﹤0.01% 2119

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

Raymond James Financial's PCTY Position: Q1 2026 in Review

Raymond James Financial reduced its Paylocity (PCTY) stake by 53% in Q1 2026, selling an estimated $2.68M and leaving 19,137 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

Raymond James Financial first reported a position in PCTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.9M in Q2 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Raymond James Financial held 19,137 shares of Paylocity worth $2.07M as of Q1 2026.
  • Raymond James Financial sold 21,838 Paylocity shares in Q1 2026, an estimated $2.68M.
  • Paylocity made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3346 holding.
  • Raymond James Financial first reported a position in Paylocity in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Paylocity position peaked at $10.9M in Q2 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.