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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
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 $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

Root Financial Partners's PCTY Position: Q1 2026 in Review

Root Financial Partners reduced its Paylocity (PCTY) stake by 40% in Q1 2026, selling an estimated $2.09K and leaving 26 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Root Financial Partners first reported a position in PCTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.92K in Q3 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Root Financial Partners held 26 shares of Paylocity worth $2.81K as of Q1 2026.
  • Root Financial Partners sold 17 Paylocity shares in Q1 2026, an estimated $2.09K.
  • Paylocity made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2176 holding.
  • Root Financial Partners first reported a position in Paylocity in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Paylocity position peaked at $8.92K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.