Westfield Capital Management
PCTY icon

Westfield Capital Management’s Paylocity PCTY Stock Holding History

Westfield Capital 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
2025
Q3 		– Sell
-18,840
Closed -$3.41M – 269
2025
Q2 		$3.41M Hold
18,840
– – 0.01% 213
2025
Q1 		$3.53M Hold
18,840
– – 0.02% 218
2024
Q4 		$3.76M Hold
18,840
– – 0.02% 209
2024
Q3 		$3.11M Sell
18,840
-271,812
-94% -$41.3M 0.01% 217
2024
Q2 		$38.3M Buy
290,652
+22,822
+9% +$3.53M 0.19% 157
2024
Q1 		$46M Sell
267,830
-215,185
-45% -$35.5M 0.24% 143
2023
Q4 		$79.6M Buy
483,015
+10,498
+2% +$1.77M 0.46% 78
2023
Q3 		$85.9M Buy
472,517
+99,781
+27% +$20M 0.58% 53
2023
Q2 		$68.8M Buy
372,736
+75,894
+26% +$13.9M 0.44% 90
2023
Q1 		$59M Buy
296,842
+37,315
+14% +$7.34M 0.42% 94
2022
Q4 		$50.4M Sell
259,527
-28,087
-10% -$6.03M 0.39% 104
2022
Q3 		$69.5M Sell
287,614
-59,511
-17% -$13.7M 0.55% 60
2022
Q2 		$60.5M Buy
347,125
+65,944
+23% +$12M 0.48% 75
2022
Q1 		$57.9M Buy
281,181
+43,404
+18% +$8.79M 0.37% 95
2021
Q4 		$56.2M Sell
237,777
-85,165
-26% -$22.6M 0.33% 103
2021
Q3 		$90.6M Buy
322,942
+9,319
+3% +$2.24M 0.55% 61
2021
Q2 		$59.8M Buy
313,623
+242,746
+342% +$43.7M 0.36% 105
2021
Q1 		$12.7M Buy
70,877
+52,037
+276% +$9.92M 0.08% 183
2020
Q4 		$3.88M Sell
18,840
-102,755
-85% -$19.8M 0.02% 213
2020
Q3 		$19.6M Sell
121,595
-6,331
-5% -$891K 0.13% 173
2020
Q2 		$18.7M Sell
127,926
-28,197
-18% -$3.28M 0.13% 176
2020
Q1 		$13.8M Buy
156,123
+7,042
+5% +$884K 0.12% 165
2019
Q4 		$18M Sell
149,081
-558
-0.4% -$61.1K 0.13% 171
2019
Q3 		$14.6M Buy
149,639
+3,264
+2% +$334K 0.12% 171
2019
Q2 		$13.7M Sell
146,375
-6,109
-4% -$580K 0.1% 190
2019
Q1 		$13.6M Buy
+152,484
New +$11.8M 0.1% 193

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 $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westfield Capital Management's PCTY Position: Q3 2025 in Review

Westfield Capital Management sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 18,840 shares — an estimated $3.41M sold.

Westfield Capital Management first reported a position in PCTY in Q1 2019 and held it in 26 quarters. The position peaked at $90.6M in Q3 2021. 485 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Westfield Capital Management reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Westfield Capital Management sold 18,840 Paylocity shares in Q3 2025, an estimated $3.41M.
  • Westfield Capital Management first reported a position in Paylocity in Q1 2019 and held it in 26 quarters.
  • Westfield Capital Management's Paylocity position peaked at $90.6M in Q3 2021.
  • 485 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.