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-0.00111191684795741 -0.00111191684795741 0.00459270002417219 0.00309402948996865 -0.00662315687696387 -0.00541455160744489 -0.00923374425912495 -0.00584964950447174
Stock impact report

American Century Focused Dynamic Growth Fund Q1 2026 Portfolio Review [Seeking Alpha]

Paylocity Holding Corporation (PCTY) 
Last paylocity holding corporation earnings: 2/4 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.paylocity.com/investor-relations
Company Research Source: Seeking Alpha
Shares of Adyen declined as the company posted slower-than-expected revenue growth. We eliminated our stake in payroll software provider Paylocity. The stock has suffered amid the market sell-off of enterprise software companies. tongstock/iStock via Getty Images The following segment was excerpted from the American Century Focused Dynamic Growth Fund Q1 2026 Commentary. Key Contributors Microsoft ( MSFT Underweight exposure to Microsoft relative to the benchmark boosted returns. The market's focus on the company's This article was written by Quick Insights Underweighting MSFT boosted returns as the stock underperformed due to AI competition concerns and its lack of a proprietary AI model. LRCX was added to capture AI-driven demand for wafer fabrication equipment and a favorable supply/demand imbalance in memory, supporting sustained above-cycle growth. The fund exited PCTY amid enterprise software weakness, reallocating proceeds to Reddit, which is viewed as comp Show less Read more
Impact Snapshot
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