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Rise Advisors’s Paylocity PCTY Stock Holding History

Rise 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
2025
Q4 		– Sell
-95
Closed -$15.1K – 1055
2025
Q3 		$15.1K Hold
95
– – 0.01% 751
2025
Q2 		$17.2K Hold
95
– – 0.01% 626
2025
Q1 		$17.8K Sell
95
-32
-25% -$6.39K 0.01% 570
2024
Q4 		$25.3K Hold
127
– – 0.01% 496
2024
Q3 		$21K Hold
127
– – 0.01% 653
2024
Q2 		$16.7K Hold
127
– – 0.01% 754
2024
Q1 		$21.8K Buy
+127
New +$21K 0.01% 591

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

Rise Advisors's PCTY Position: Q4 2025 in Review

Rise Advisors sold out of Paylocity (PCTY) in Q4 2025, closing a stake of 95 shares — an estimated $15.1K sold.

Rise Advisors first reported a position in PCTY in Q1 2024 and held it in 7 quarters. The position peaked at $25.3K in Q4 2024. 463 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • Rise Advisors reported no remaining Paylocity position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 95 Paylocity shares in Q4 2025, an estimated $15.1K.
  • Rise Advisors first reported a position in Paylocity in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Paylocity position peaked at $25.3K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.