YDMI
PCTY icon

Y.D. More Investments’s Paylocity PCTY Stock Holding History

Y.D. More Investments’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
Q1 		– Sell
-2,900
Closed -$442K – 513
2025
Q4 		$442K Hold
2,900
– – 0.02% 159
2025
Q3 		$462K Sell
2,900
-8,638
-75% -$1.53M 0.03% 156
2025
Q2 		$2.09M Sell
11,538
-2,075
-15% -$389K 0.14% 79
2025
Q1 		$2.55M Hold
13,613
– – 0.22% 62
2024
Q4 		$2.72M Buy
13,613
+1,250
+10% +$239K 0.24% 61
2024
Q3 		$2.04M Buy
12,363
+1,515
+14% +$230K 0.21% 73
2024
Q2 		$1.43M Buy
10,848
+1,872
+21% +$290K 0.15% 87
2024
Q1 		$1.54M Buy
8,976
+4,146
+86% +$685K 0.27% 70
2023
Q4 		$796K Buy
4,830
+3,776
+358% +$636K 0.15% 85
2023
Q3 		$192K Buy
+1,054
New +$212K 0.04% 154

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Y.D. More Investments's PCTY Position: Q1 2026 in Review

Y.D. More Investments sold out of Paylocity (PCTY) in Q1 2026, closing a stake of 2,900 shares — an estimated $442K sold.

Y.D. More Investments first reported a position in PCTY in Q3 2023 and held it in 10 quarters. The position peaked at $2.72M in Q4 2024. 446 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Y.D. More Investments reported no remaining Paylocity position as of Q1 2026 after selling out during the quarter.
  • Y.D. More Investments sold 2,900 Paylocity shares in Q1 2026, an estimated $442K.
  • Y.D. More Investments first reported a position in Paylocity in Q3 2023 and held it in 10 quarters.
  • Y.D. More Investments's Paylocity position peaked at $2.72M in Q4 2024.
  • 446 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.