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Sagespring Wealth Partners’s Paylocity PCTY Stock Holding History

Sagespring Wealth 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 		$216K Sell
2,068
-176
-8% -$18.7K ﹤0.01% 803
2026
Q1 		$242K Buy
+2,244
New +$275K ﹤0.01% 728

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

Sagespring Wealth Partners's PCTY Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Paylocity (PCTY) stake by 7.8% in Q2 2026, selling an estimated $18.7K and leaving 2,068 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Sagespring Wealth Partners first reported a position in PCTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 470 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Sagespring Wealth Partners held 2,068 shares of Paylocity worth $216K as of Q2 2026.
  • Sagespring Wealth Partners sold 176 Paylocity shares in Q2 2026, an estimated $18.7K.
  • Paylocity made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #803 holding.
  • Sagespring Wealth Partners first reported a position in Paylocity in Q1 2026 and has held it in 2 quarters since.
  • Sagespring Wealth Partners's Paylocity position peaked at $242K in Q1 2026.
  • 470 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.