Swiss Life Asset Management’s Paylocity PCTY Stock Holding History

Swiss Life 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	$524K	Buy	5,013 +388	+8%	+$41.3K	﹤0.01%	930
2026 Q1	$500K	Buy	4,625 +1,123	+32%	+$138K	﹤0.01%	867
2025 Q4	$534K	Buy	3,502 +1,439	+70%	+$214K	﹤0.01%	776
2025 Q3	$329K	Buy	2,063 +908	+79%	+$161K	﹤0.01%	867
2025 Q2	$209K	Buy	+1,155	New	+$217K	﹤0.01%	812
2024 Q4	–	Sell	-1,250	Closed	-$206K	–	710
2024 Q3	$206K	Sell	1,250 -14,259	-92%	-$2.17M	﹤0.01%	625
2024 Q2	$2.04M	Buy	+15,509	New	+$2.4M	0.02%	371
2024 Q1	–	Sell	-2,292	Closed	-$378K	–	604
2023 Q4	$378K	Sell	2,292 -8,829	-79%	-$1.49M	﹤0.01%	606
2023 Q3	$2.02M	Buy	11,121 +8,328	+298%	+$1.67M	0.03%	467
2023 Q2	$516K	Buy	+2,793	New	+$511K	0.01%	567

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swiss Life Asset Management's PCTY Position: Q2 2026 in Review

Swiss Life Asset Management increased its Paylocity (PCTY) stake by 8.4% in Q2 2026, buying an estimated $41.3K and bringing the position to 5,013 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Swiss Life Asset Management first reported a position in PCTY in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q2 2024. 293 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Swiss Life Asset Management held 5,013 shares of Paylocity worth $524K as of Q2 2026.
Swiss Life Asset Management bought 388 Paylocity shares in Q2 2026, an estimated $41.3K.
Paylocity made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #930 holding.
Swiss Life Asset Management first reported a position in Paylocity in Q2 2023 and has held it in 10 quarters since.
Swiss Life Asset Management's Paylocity position peaked at $2.04M in Q2 2024.
293 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.