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Truvestments Capital’s Paylocity PCTY Stock Holding History

Truvestments Capital’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
2025
Q3 		– Sell
-34
Closed -$6.16K – 1104
2025
Q2 		$6.16K Hold
34
– – ﹤0.01% 712
2025
Q1 		$6.37K Hold
34
– – ﹤0.01% 725
2024
Q4 		$6.78K Hold
34
– – ﹤0.01% 661
2024
Q3 		$5.61K Buy
+34
New +$5.17K ﹤0.01% 671
2023
Q1 		– Sell
-10
Closed -$1.94K – 880
2022
Q4 		$1.94K Buy
+10
New +$2.15K ﹤0.01% 727

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truvestments Capital's PCTY Position: Q3 2025 in Review

Truvestments Capital sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 34 shares — an estimated $6.16K sold.

Truvestments Capital first reported a position in PCTY in Q4 2022 and held it in 5 quarters. The position peaked at $6.78K in Q4 2024. 484 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Truvestments Capital reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Truvestments Capital sold 34 Paylocity shares in Q3 2025, an estimated $6.16K.
  • Truvestments Capital first reported a position in Paylocity in Q4 2022 and held it in 5 quarters.
  • Truvestments Capital's Paylocity position peaked at $6.78K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Truvestments Capital's 13F filing for Q3 2025, filed 14 Nov 2025.