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Wilmington Savings Fund Society’s Paylocity PCTY Stock Holding History

Wilmington Savings Fund Society’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
-23
Closed -$4.17K – 1859
2025
Q2 		$4.17K Hold
23
– – ﹤0.01% 1790
2025
Q1 		$4.31K Hold
23
– – ﹤0.01% 1802
2024
Q4 		$4.59K Hold
23
– – ﹤0.01% 1817
2024
Q3 		$3.79K Buy
+23
New +$3.5K ﹤0.01% 1827

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilmington Savings Fund Society's PCTY Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Paylocity (PCTY) in Q3 2025, closing a stake of 23 shares — an estimated $4.17K sold.

Wilmington Savings Fund Society first reported a position in PCTY in Q3 2024 and held it in 4 quarters. The position peaked at $4.59K in Q4 2024. 484 funds tracked by Wall St. Rank hold PCTY as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Paylocity position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 23 Paylocity shares in Q3 2025, an estimated $4.17K.
  • Wilmington Savings Fund Society first reported a position in Paylocity in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Paylocity position peaked at $4.59K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Paylocity as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.