WCM Investment Management
PCTY icon

WCM Investment Management’s Paylocity PCTY Stock Holding History

WCM Investment 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
2024
Q4 		– Sell
-5,313
Closed -$857K – 317
2024
Q3 		$857K Buy
5,313
+1,306
+33% +$199K ﹤0.01% 258
2024
Q2 		$530K Buy
4,007
+954
+31% +$148K ﹤0.01% 228
2024
Q1 		$525K Buy
3,053
+69
+2% +$11.4K ﹤0.01% 217
2023
Q4 		$499K Buy
+2,984
New +$502K ﹤0.01% 219
2020
Q2 		– Sell
-54,972
Closed -$4.86M – 190
2020
Q1 		$4.86M Buy
54,972
+13,748
+33% +$1.73M 0.03% 105
2019
Q4 		$4.98M Buy
41,224
+29,935
+265% +$3.28M 0.03% 107
2019
Q3 		$1.1M Sell
11,289
-5,390
-32% -$552K 0.01% 128
2019
Q2 		$1.58M Buy
+16,679
New +$1.58M 0.01% 86

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management's PCTY Position: Q4 2024 in Review

WCM Investment Management sold out of Paylocity (PCTY) in Q4 2024, closing a stake of 5,313 shares — an estimated $857K sold.

WCM Investment Management first reported a position in PCTY in Q2 2019 and held it in 8 quarters. The position peaked at $4.98M in Q4 2019. 457 funds tracked by Wall St. Rank hold PCTY as of Q4 2024.

  • WCM Investment Management reported no remaining Paylocity position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 5,313 Paylocity shares in Q4 2024, an estimated $857K.
  • WCM Investment Management first reported a position in Paylocity in Q2 2019 and held it in 8 quarters.
  • WCM Investment Management's Paylocity position peaked at $4.98M in Q4 2019.
  • 457 funds tracked by Wall St. Rank held Paylocity as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.