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Paylocity Holding Corporation shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Paylocity Holding Corporation (PCTY) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Paylocity Holding Corporation

Tip: Access up to 7 years of quarterly data

All positions including Paylocity Holding Corporation held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paylocity Holding Corporation by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.1M 25k 199.47
2024-09-30 $4.2M 25k 164.97
2024-06-30 $3.3M 25k 131.85

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Paylocity Holding Corporation

BlackRock
Vanguard Group
T. Rowe Price Investment Management
Citadel Advisors
State Street Corporation
Daniel D. Thurber
Geode Capital Management
Millennium Management
FMR
Liontrust Investment Partners
Alyeska Investment Group
Dimensional Fund Advisors
D. E. Shaw & Co
Riverbrige Partners
Invesco

View all funds holding Paylocity Holding Corporation