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Root Financial Partners’s Paylocity PCTY Stock Holding History

Root Financial 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
Q2 		– Sell
-26
Closed -$2.81K – 2368
2026
Q1 		$2.81K Sell
26
-17
-40% -$2.09K ﹤0.01% 2176
2025
Q4 		$6.56K Sell
43
-13
-23% -$1.93K ﹤0.01% 1672
2025
Q3 		$8.92K Buy
+56
New +$9.92K ﹤0.01% 1496

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's PCTY Position: Q2 2026 in Review

Root Financial Partners sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 26 shares — an estimated $2.81K sold.

Root Financial Partners first reported a position in PCTY in Q3 2025 and held it in 3 quarters. The position peaked at $8.92K in Q3 2025. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Root Financial Partners reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Paylocity shares in Q2 2026, an estimated $2.81K.
  • Root Financial Partners first reported a position in Paylocity in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Paylocity position peaked at $8.92K in Q3 2025.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.