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Rothschild Investment LLC’s Paylocity PCTY Stock Holding History

Rothschild Investment LLC’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 		$802K Buy
7,668
+6,049
+374% +$644K 0.03% 474
2026
Q1 		$175K Buy
1,619
+947
+141% +$116K 0.01% 715
2025
Q4 		$102K Sell
672
-1,087
-62% -$162K 0.01% 801
2025
Q3 		$280K Buy
1,759
+1,459
+486% +$258K 0.02% 499
2025
Q2 		$54.4K Hold
300
– – ﹤0.01% 762
2025
Q1 		$56.2K Hold
300
– – ﹤0.01% 740
2024
Q4 		$59.8K Hold
300
– – ﹤0.01% 747
2024
Q3 		$49.5K Hold
300
– – ﹤0.01% 773
2024
Q2 		$39.6K Hold
300
– – ﹤0.01% 805
2024
Q1 		$51.6K Hold
300
– – ﹤0.01% 722
2023
Q4 		$49.5K Buy
+300
New +$50.5K ﹤0.01% 657

Other funds holding PCTY

VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's PCTY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Paylocity (PCTY) stake by 374% in Q2 2026, buying an estimated $644K and bringing the position to 7,668 shares worth $802K. The position accounts for 0.03% of the portfolio, ranked #474.

Rothschild Investment LLC first reported a position in PCTY in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Rothschild Investment LLC held 7,668 shares of Paylocity worth $802K as of Q2 2026.
  • Rothschild Investment LLC bought 6,049 Paylocity shares in Q2 2026, an estimated $644K.
  • Paylocity made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #474 holding.
  • Rothschild Investment LLC first reported a position in Paylocity in Q4 2023 and has held it in 11 quarters since.
  • 187 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.