ZIM
PCTY icon

Zacks Investment Management’s Paylocity PCTY Stock Holding History

Zacks Investment 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
2024
Q3 		– Sell
-35,364
Closed -$4.66M – 748
2024
Q2 		$4.66M Buy
+35,364
New +$5.47M 0.05% 193
2023
Q1 		– Sell
-1,352
Closed -$263K – 685
2022
Q4 		$263K Sell
1,352
-11,121
-89% -$2.39M ﹤0.01% 518
2022
Q3 		$3.01M Sell
12,473
-7,585
-38% -$1.74M 0.05% 220
2022
Q2 		$3.5M Buy
20,058
+5,837
+41% +$1.06M 0.05% 196
2022
Q1 		$2.93M Buy
+14,221
New +$2.88M 0.04% 244
2021
Q2 		– Sell
-12,348
Closed -$2.22M – 603
2021
Q1 		$2.22M Buy
+12,348
New +$2.35M 0.04% 270
2019
Q1 		– Sell
-26,088
Closed -$1.57M – 581
2018
Q4 		$1.57M Sell
26,088
-1,311
-5% -$84.1K 0.04% 267
2018
Q3 		$2.2M Sell
27,399
-699
-2% -$49.5K 0.05% 255
2018
Q2 		$1.65M Buy
28,098
+727
+3% +$41.7K 0.04% 318
2018
Q1 		$1.4M Buy
27,371
+1,756
+7% +$87K 0.03% 347
2017
Q4 		$1.21M Buy
25,615
+888
+4% +$43.1K 0.03% 359
2017
Q3 		$1.21M Buy
24,727
+2,661
+12% +$123K 0.03% 333
2017
Q2 		$997K Buy
+22,066
New +$962K 0.02% 371
2016
Q4 		– Sell
-15,801
Closed -$703K – 709
2016
Q3 		$703K Buy
15,801
+2,237
+16% +$99.2K 0.02% 406
2016
Q2 		$586K Buy
+13,564
New +$508K 0.02% 428

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Zacks Investment Management's PCTY Position: Q3 2024 in Review

Zacks Investment Management sold out of Paylocity (PCTY) in Q3 2024, closing a stake of 35,364 shares — an estimated $4.66M sold.

Zacks Investment Management first reported a position in PCTY in Q2 2016 and held it in 15 quarters. The position peaked at $4.66M in Q2 2024. 433 funds tracked by Wall St. Rank hold PCTY as of Q3 2024.

  • Zacks Investment Management reported no remaining Paylocity position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 35,364 Paylocity shares in Q3 2024, an estimated $4.66M.
  • Zacks Investment Management first reported a position in Paylocity in Q2 2016 and held it in 15 quarters.
  • Zacks Investment Management's Paylocity position peaked at $4.66M in Q2 2024.
  • 433 funds tracked by Wall St. Rank held Paylocity as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.