Waverly Advisors’s Paylocity PCTY Stock Holding History

Waverly Advisors’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	$375K	Buy	3,590 +1,037	+41%	+$110K	﹤0.01%	1303
2026 Q1	$276K	Buy	+2,553	New	+$313K	﹤0.01%	1341

Other funds holding PCTY

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors's PCTY Position: Q2 2026 in Review

Waverly Advisors increased its Paylocity (PCTY) stake by 41% in Q2 2026, buying an estimated $110K and bringing the position to 3,590 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Waverly Advisors first reported a position in PCTY in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Waverly Advisors held 3,590 shares of Paylocity worth $375K as of Q2 2026.
Waverly Advisors bought 1,037 Paylocity shares in Q2 2026, an estimated $110K.
Paylocity made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1303 holding.
Waverly Advisors first reported a position in Paylocity in Q1 2026 and has held it in 2 quarters since.
471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.