Savant Capital’s Paylocity PCTY Stock Holding History

Savant Capital’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	–	Sell	-2,130	Closed	-$230K	–	1898
2026 Q1	$230K	Buy	+2,130	New	+$261K	﹤0.01%	1324

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savant Capital's PCTY Position: Q2 2026 in Review

Savant Capital sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 2,130 shares — an estimated $230K sold.

Savant Capital first reported a position in PCTY in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Savant Capital reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
Savant Capital sold 2,130 Paylocity shares in Q2 2026, an estimated $230K.
Savant Capital first reported a position in Paylocity in Q1 2026 and held it in 1 quarter.
Savant Capital's Paylocity position peaked at $230K in Q1 2026.
468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.