Root Financial Partners
PCTY icon

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
Q3 		$96K Buy
+673
New +$94.2K ﹤0.01% 754
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 +$9.9K ﹤0.01% 1496

Other funds holding PCTY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's PCTY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Paylocity (PCTY) in Q3 2026: 673 shares worth $96K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PCTY as recently as Q1 2026.

Root Financial Partners first reported a position in PCTY in Q3 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Root Financial Partners held 673 shares of Paylocity worth $96K as of Q3 2026.
  • Paylocity was a new Root Financial Partners position in Q3 2026.
  • Paylocity made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #754 holding.
  • Root Financial Partners first reported a position in Paylocity in Q3 2025 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.