Shelton Capital Management’s Paylocity PCTY Stock Holding History

Shelton Capital Management’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	–	Sell	-1,546	Closed	-$236K	–	775
2025 Q4	$236K	Hold	1,546	–	–	﹤0.01%	588
2025 Q3	$246K	Hold	1,546	–	–	0.01%	582
2025 Q2	$280K	Sell	1,546 -36	-2%	-$6.76K	0.01%	513
2025 Q1	$296K	Sell	1,582 -51	-3%	-$10.2K	0.01%	475
2024 Q4	$326K	Sell	1,633 -72	-4%	-$13.8K	0.01%	469
2024 Q3	$281K	Sell	1,705 -62	-4%	-$9.43K	0.01%	534
2024 Q2	$233K	Sell	1,767 -98	-5%	-$15.2K	0.01%	616
2024 Q1	$321K	Hold	1,865	–	–	0.01%	496
2023 Q4	$307K	Sell	1,865 -45	-2%	-$7.58K	0.01%	491
2023 Q3	$347K	Sell	1,910 -124	-6%	-$24.9K	0.01%	406
2023 Q2	$375K	Sell	2,034 -55	-3%	-$10.1K	0.01%	393
2023 Q1	$415K	Hold	2,089	–	–	0.02%	342
2022 Q4	$406K	Hold	2,089	–	–	0.04%	321
2022 Q3	$505K	Hold	2,089	–	–	0.02%	308
2022 Q2	$364K	Hold	2,089	–	–	0.02%	397
2022 Q1	$430K	Hold	2,089	–	–	0.02%	403
2021 Q4	$493K	Hold	2,089	–	–	0.02%	378
2021 Q3	$586K	Hold	2,089	–	–	0.02%	326
2021 Q2	$399K	Hold	2,089	–	–	0.02%	439
2021 Q1	$376K	Hold	2,089	–	–	0.01%	459
2020 Q4	$430K	Hold	2,089	–	–	0.02%	384
2020 Q3	$337K	Hold	2,089	–	–	0.01%	517
2020 Q2	$305K	Buy	+2,089	New	+$243K	0.02%	438

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

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

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Shelton Capital Management's PCTY Position: Q1 2026 in Review

Shelton Capital Management sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 1,546 shares — an estimated $236K sold.

Shelton Capital Management first reported a position in PCTY in Q2 2020 and held it in 23 quarters. The position peaked at $586K in Q3 2021. 446 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

Shelton Capital Management reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
Shelton Capital Management sold 1,546 Paylocity shares in Q1 2026, an estimated $236K.
Shelton Capital Management first reported a position in Paylocity in Q2 2020 and held it in 23 quarters.
Shelton Capital Management's Paylocity position peaked at $586K in Q3 2021.
446 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.