PCTY PAYLOCITY HLDG CORP

Ownership history in Empowered Funds, LLC  ·  18 quarters on record

AI Ownership Summary

Empowered Funds, LLC reported PAYLOCITY HLDG CORP (PCTY) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows PCTY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PCTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empowered Funds, LLC's position in PAYLOCITY HLDG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PCTY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Empowered Funds, LLC held PCTY — position size vs. price
% of Fund (quarterly)    PCTY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 19,304 +16,256 +533.3% 0.03% $3.1M 2025-11-13 $148.30
2025 Q2 ADDED 3,048 +139 +4.8% 0.01% $552K 2025-08-11 $172.21
2025 Q1 REDUCED 2,909 -8,662 -74.9% 0.01% $545K 2025-05-16 $201.04
2024 Q4 ADDED 11,571 +2,776 +31.6% 0.03% $2.3M 2025-01-28 $209.70
2024 Q3 ADDED 8,795 +546 +6.6% 0.02% $1.5M 2024-11-06 $213.79
2024 Q2 ADDED 8,249 +3,058 +58.9% 0.02% $1.1M 2024-07-30 $148.65
2024 Q1 ADDED 5,191 +1,426 +37.9% 0.02% $892K 2024-05-06 $171.06
2023 Q4 ADDED 3,765 +744 +24.6% 0.02% $621K 2024-02-14 $172.00
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Empowered Funds, LLC and PCTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empowered Funds, LLC reported owning PCTY?

Empowered Funds, LLC reported PCTY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PCTY position in Empowered Funds, LLC's portfolio?

The largest reported portfolio weight for PCTY was 0.03% in 2024 Q4.

What is the latest reported PCTY position on this page?

The most recent filing on this page is 2025 Q3, when Empowered Funds, LLC reported 19,304 shares, equal to 0.03% of portfolio, with an estimated market value of $3.1M.

What does the chart on this PCTY ownership page compare?

The chart compares Empowered Funds, LLC's quarterly PCTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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