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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
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 $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

Smartleaf Asset Management's PCTY Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Paylocity (PCTY) stake by 28% in Q1 2026, selling an estimated $15.3K and leaving 324 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Smartleaf Asset Management first reported a position in PCTY in Q4 2023 and has held it in 10 quarters since. The position peaked at $196K in Q4 2024. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Smartleaf Asset Management held 324 shares of Paylocity worth $35.2K as of Q1 2026.
  • Smartleaf Asset Management sold 125 Paylocity shares in Q1 2026, an estimated $15.3K.
  • Paylocity made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1650 holding.
  • Smartleaf Asset Management first reported a position in Paylocity in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Paylocity position peaked at $196K in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

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