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Sone Capital Management’s Paylocity PCTY Stock Holding History

Sone 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
Q2 		$3.41M Buy
+32,651
New +$3.48M 0.26% 90
2026
Q1 		– Sell
-33,279
Closed -$5.08M – 122
2025
Q4 		$5.08M Sell
33,279
-162,022
-83% -$24.1M 0.41% 75
2025
Q3 		$31.1M Buy
195,301
+72,925
+60% +$12.9M 2.6% 3
2025
Q2 		$22.2M Sell
122,376
-2,804
-2% -$526K 2.05% 12
2025
Q1 		$23.5M Buy
125,180
+115,415
+1,182% +$23.1M 2.41% 7
2024
Q4 		$1.95M Buy
+9,765
New +$1.87M 0.25% 97

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 40.91% 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

Sone Capital Management's PCTY Position: Q2 2026 in Review

Sone Capital Management opened a new position in Paylocity (PCTY) in Q2 2026: 32,651 shares worth $3.41M. The stake represents 0.26% of the portfolio and ranks #90 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in PCTY as recently as Q4 2025.

Sone Capital Management first reported a position in PCTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.1M in Q3 2025. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Sone Capital Management held 32,651 shares of Paylocity worth $3.41M as of Q2 2026.
  • Paylocity was a new Sone Capital Management position in Q2 2026.
  • Paylocity made up 0.26% of Sone Capital Management's portfolio in Q2 2026, its #90 holding.
  • Sone Capital Management first reported a position in Paylocity in Q4 2024 and has held it in 6 quarters since.
  • Sone Capital Management's Paylocity position peaked at $31.1M in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.