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Smartleaf Asset Management’s Paylocity PCTY Stock Holding History

Smartleaf Asset 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
Q2 		$34.3K Hold
324
– – ﹤0.01% 1712
2026
Q1 		$35.2K Sell
324
-125
-28% -$15.3K ﹤0.01% 1650
2025
Q4 		$68.7K Sell
449
-108
-19% -$16.1K ﹤0.01% 1395
2025
Q3 		$90.6K Buy
557
+129
+30% +$22.8K 0.01% 1128
2025
Q2 		$76.9K Buy
428
+111
+35% +$20.8K 0.01% 976
2025
Q1 		$59.1K Sell
317
-663
-68% -$132K 0.01% 1064
2024
Q4 		$196K Buy
980
+703
+254% +$135K 0.02% 547
2024
Q3 		$44.7K Buy
277
+35
+14% +$5.32K 0.01% 961
2024
Q2 		$32K Buy
242
+13
+6% +$2.01K 0.01% 869
2024
Q1 		$39.7K Buy
229
+2
+0.9% +$330 0.01% 729
2023
Q4 		$37.8K Buy
+227
New +$38.2K 0.01% 578

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

Smartleaf Asset Management's PCTY Position: Q2 2026 in Review

Smartleaf Asset Management held its Paylocity (PCTY) position steady in Q2 2026 at 324 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Smartleaf Asset Management first reported a position in PCTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $196K in Q4 2024. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Smartleaf Asset Management held 324 shares of Paylocity worth $34.3K as of Q2 2026.
  • Smartleaf Asset Management left its Paylocity share count unchanged in Q2 2026.
  • Paylocity made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1712 holding.
  • Smartleaf Asset Management first reported a position in Paylocity in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Paylocity position peaked at $196K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.