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PCTY icon

Advisornet Financial’s Paylocity PCTY Stock Holding History

Advisornet Financial’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
Q2 		$209 Sell
2
-367
-99% -$39.1K ﹤0.01% 2162
2026
Q1 		$39.9K Sell
369
-3
-0.8% -$368 ﹤0.01% 1121
2025
Q4 		$56.7K Buy
372
+7
+2% +$1.04K ﹤0.01% 1019
2025
Q3 		$58.1K Hold
365
– – ﹤0.01% 980
2025
Q2 		$66.1K Hold
365
– – ﹤0.01% 902
2025
Q1 		$68.4K Hold
365
– – 0.01% 833
2024
Q4 		$72.8K Sell
365
-17
-4% -$3.25K 0.01% 770
2024
Q3 		$63K Buy
382
+17
+5% +$2.59K ﹤0.01% 833
2024
Q2 		$48.1K Buy
365
+60
+20% +$9.29K ﹤0.01% 831
2024
Q1 		$52.4K Buy
305
+1
+0.3% +$165 0.01% 798
2023
Q4 		$50.1K Sell
304
-3
-1% -$505 ﹤0.01% 808
2023
Q3 		$55.8K Buy
307
+2
+0.7% +$402 0.01% 759
2023
Q2 		$56.3K Buy
305
+3
+1% +$549 ﹤0.01% 780
2023
Q1 		$60K Sell
302
-4
-1% -$787 0.01% 748
2022
Q4 		$59.4K Sell
306
-144
-32% -$30.9K 0.01% 745
2022
Q3 		$109K Hold
450
– – 0.01% 638
2022
Q2 		$78K Hold
450
– – 0.01% 745
2022
Q1 		$93K Hold
450
– – 0.01% 781
2021
Q4 		$106K Sell
450
-150
-25% -$39.8K 0.01% 786
2021
Q3 		$168K Buy
600
+450
+300% +$108K 0.01% 637
2021
Q2 		$29K Hold
150
– – ﹤0.01% 1136
2021
Q1 		$27K Hold
150
– – ﹤0.01% 1111
2020
Q4 		$31K Hold
150
– – ﹤0.01% 1009
2020
Q3 		$24K Hold
150
– – ﹤0.01% 1059
2020
Q2 		$22K Hold
150
– – ﹤0.01% 1093
2020
Q1 		$13K Hold
150
– – ﹤0.01% 1201
2019
Q4 		$18K Buy
+150
New +$16.4K ﹤0.01% 1221

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisornet Financial's PCTY Position: Q2 2026 in Review

Advisornet Financial reduced its Paylocity (PCTY) stake by 99% in Q2 2026, selling an estimated $39.1K and leaving 2 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Advisornet Financial first reported a position in PCTY in Q4 2019 and has held it in 27 quarters since. The position peaked at $168K in Q3 2021. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Advisornet Financial held 2 shares of Paylocity worth $209 as of Q2 2026.
  • Advisornet Financial sold 367 Paylocity shares in Q2 2026, an estimated $39.1K.
  • Paylocity made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2162 holding.
  • Advisornet Financial first reported a position in Paylocity in Q4 2019 and has held it in 27 quarters since.
  • Advisornet Financial's Paylocity position peaked at $168K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.