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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
Q1 		$242K Buy
+2,244
New +$275K ﹤0.01% 728

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

Sagespring Wealth Partners's PCTY Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in Paylocity (PCTY) in Q1 2026: 2,244 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings.

442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Sagespring Wealth Partners held 2,244 shares of Paylocity worth $242K as of Q1 2026.
  • Paylocity was a new Sagespring Wealth Partners position in Q1 2026.
  • Paylocity made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #728 holding.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.