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Steward Partners Investment Advisory’s Paylocity PCTY Stock Holding History

Steward Partners Investment Advisory’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 		$9.62K Hold
89
– – ﹤0.01% 3580
2025
Q4 		$13.6K Sell
89
-271
-75% -$40.3K ﹤0.01% 3311
2025
Q3 		$57.3K Buy
360
+80
+29% +$14.2K ﹤0.01% 2537
2025
Q2 		$50.7K Buy
280
+8
+3% +$1.5K ﹤0.01% 2474
2025
Q1 		$51K Sell
272
-2
-0.7% -$400 ﹤0.01% 2378
2024
Q4 		$54.7K Buy
274
+63
+30% +$12.1K ﹤0.01% 2289
2024
Q3 		$34.8K Buy
211
+204
+2,914% +$31K ﹤0.01% 2414
2024
Q2 		$923 Sell
7
-15
-68% -$2.32K ﹤0.01% 3404
2024
Q1 		$3.78K Buy
+22
New +$3.63K ﹤0.01% 3128
2023
Q3 		– Sell
-1,658
Closed -$306K – 3430
2023
Q2 		$306K Sell
1,658
-533
-24% -$97.6K ﹤0.01% 1112
2023
Q1 		$436K Buy
2,191
+1,214
+124% +$239K 0.01% 978
2022
Q4 		$190K Buy
977
+968
+10,756% +$208K ﹤0.01% 1259
2022
Q3 		$2K Sell
9
-14
-61% -$3.22K ﹤0.01% 3047
2022
Q2 		$4K Sell
23
-17
-43% -$3.1K ﹤0.01% 2860
2022
Q1 		$8K Sell
40
-86
-68% -$17.4K ﹤0.01% 2742
2021
Q4 		$30K Hold
126
– – ﹤0.01% 2147
2021
Q3 		$35K Sell
126
-94
-43% -$22.6K ﹤0.01% 2056
2021
Q2 		$42K Sell
220
-105
-32% -$18.9K ﹤0.01% 3687
2021
Q1 		$58.4K Buy
325
+218
+204% +$41.6K ﹤0.01% 1902
2020
Q4 		$22K Buy
107
+27
+34% +$5.2K ﹤0.01% 2017
2020
Q3 		$13K Buy
+80
New +$11.3K ﹤0.01% 2046

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

Steward Partners Investment Advisory's PCTY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Paylocity (PCTY) position steady in Q1 2026 at 89 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

Steward Partners Investment Advisory first reported a position in PCTY in Q3 2020 and has held it in 21 quarters since. The position peaked at $436K in Q1 2023. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Steward Partners Investment Advisory held 89 shares of Paylocity worth $9.62K as of Q1 2026.
  • Steward Partners Investment Advisory left its Paylocity share count unchanged in Q1 2026.
  • Paylocity made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3580 holding.
  • Steward Partners Investment Advisory first reported a position in Paylocity in Q3 2020 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Paylocity position peaked at $436K in Q1 2023.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.