UBS Group’s Paylocity PCTY Stock Holding History

UBS Group’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
2015 Q1	–	Sell	-100	Closed	-$3K	–	9213
2014 Q4	$3K	Buy	+100	New	+$2.51K	﹤0.01%	9255

Other funds holding PCTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's PCTY Position: Q1 2026 in Review

UBS Group increased its Paylocity (PCTY) stake by 5.5% in Q1 2026, buying an estimated $2.82M and bringing the position to 438,848 shares worth $47.4M. The position accounts for 0.01% of the portfolio, ranked #1699.

UBS Group first reported a position in PCTY in Q4 2014 and has held it in 46 quarters since. The position peaked at $63.4M in Q4 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

UBS Group held 438,848 shares of Paylocity worth $47.4M as of Q1 2026.
UBS Group bought 22,969 Paylocity shares in Q1 2026, an estimated $2.82M.
Paylocity made up 0.01% of UBS Group's portfolio in Q1 2026, its #1699 holding.
UBS Group first reported a position in Paylocity in Q4 2014 and has held it in 46 quarters since.
UBS Group's Paylocity position peaked at $63.4M in Q4 2025.
442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.