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SkyOak Wealth’s Paylocity PCTY Stock Holding History

SkyOak Wealth’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
-1,480
Closed -$226K – 269
2025
Q4 		$226K Sell
1,480
-67
-4% -$9.97K 0.04% 221
2025
Q3 		$246K Buy
1,547
+256
+20% +$45.3K 0.05% 218
2025
Q2 		$234K Buy
1,291
+29
+2% +$5.44K 0.05% 218
2025
Q1 		$236K Sell
1,262
-452
-26% -$90.3K 0.05% 205
2024
Q4 		$342K Sell
1,714
-54
-3% -$10.3K 0.07% 153
2024
Q3 		$292K Sell
1,768
-69
-4% -$10.5K 0.06% 174
2024
Q2 		$242K Buy
1,837
+122
+7% +$18.9K 0.06% 205
2024
Q1 		$295K Buy
1,715
+236
+16% +$39K 0.07% 192
2023
Q4 		$244K Buy
1,479
+32
+2% +$5.39K 0.06% 207
2023
Q3 		$263K Buy
+1,447
New +$291K 0.08% 186

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

SkyOak Wealth's PCTY Position: Q1 2026 in Review

SkyOak Wealth sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 1,480 shares — an estimated $226K sold.

SkyOak Wealth first reported a position in PCTY in Q3 2023 and held it in 10 quarters. The position peaked at $342K in Q4 2024. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • SkyOak Wealth reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 1,480 Paylocity shares in Q1 2026, an estimated $226K.
  • SkyOak Wealth first reported a position in Paylocity in Q3 2023 and held it in 10 quarters.
  • SkyOak Wealth's Paylocity position peaked at $342K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.