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James T. Borello RIA’s Paylocity PCTY Stock Holding History

James T. Borello RIA’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
Q3 		$9.8K Sell
69
-4
-5% -$560 ﹤0.01% 607
2026
Q2 		$7.63K Buy
73
+64
+711% +$6.82K ﹤0.01% 666
2026
Q1 		$972 Buy
9
+4
+80% +$491 ﹤0.01% 1012
2025
Q4 		$763 Sell
5
-37
-88% -$5.5K ﹤0.01% 897
2025
Q3 		$6.69K Buy
+42
New +$7.44K ﹤0.01% 379

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

James T. Borello RIA's PCTY Position: Q3 2026 in Review

James T. Borello RIA reduced its Paylocity (PCTY) stake by 5.5% in Q3 2026, selling an estimated $560 and leaving 69 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

James T. Borello RIA first reported a position in PCTY in Q3 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • James T. Borello RIA held 69 shares of Paylocity worth $9.8K as of Q3 2026.
  • James T. Borello RIA sold 4 Paylocity shares in Q3 2026, an estimated $560.
  • Paylocity made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #607 holding.
  • James T. Borello RIA first reported a position in Paylocity in Q3 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.