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Wealthspire Advisors (New York)’s Paylocity PCTY Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-93
Closed -$14.8K – 2336
2025
Q3 		$14.8K Buy
+93
New +$16.5K ﹤0.01% 1836

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s PCTY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Paylocity (PCTY) in Q4 2025, closing a stake of 93 shares — an estimated $14.8K sold.

Wealthspire Advisors (New York) first reported a position in PCTY in Q3 2025 and held it in 1 quarter. The position peaked at $14.8K in Q3 2025. 463 funds tracked by Wall St. Rank hold PCTY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Paylocity position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 93 Paylocity shares in Q4 2025, an estimated $14.8K.
  • Wealthspire Advisors (New York) first reported a position in Paylocity in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Paylocity position peaked at $14.8K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Paylocity as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.