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Archford Capital Strategies’s Paylocity PCTY Stock Holding History

Archford Capital Strategies’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 		$1.61M Sell
15,369
-901
-6% -$96K 0.16% 117
2026
Q1 		$1.76M Sell
16,270
-29
-0.2% -$3.56K 0.2% 110
2025
Q4 		$2.49M Buy
16,299
+454
+3% +$67.5K 0.29% 75
2025
Q3 		$2.52M Hold
15,845
– – 0.3% 74
2025
Q2 		$2.87M Hold
15,845
– – 0.37% 67
2025
Q1 		$2.97M Sell
15,845
-51
-0.3% -$10.2K 0.43% 58
2024
Q4 		$3.17M Sell
15,896
-1,144
-7% -$219K 0.48% 52
2024
Q3 		$2.87M Hold
17,040
– – 0.43% 60
2024
Q2 		$2.25M Sell
17,040
-27
-0.2% -$4.18K 0.36% 70
2024
Q1 		$2.93M Sell
17,067
-8,511
-33% -$1.41M 0.49% 53
2023
Q4 		$4.22M Buy
25,578
+7,427
+41% +$1.25M 0.77% 31
2023
Q3 		$3.3M Sell
18,151
-1,000
-5% -$201K 0.66% 38
2023
Q2 		$4.21M Sell
19,151
-996
-5% -$182K 0.8% 28
2023
Q1 		$3.78M Sell
20,147
-1,615
-7% -$318K 0.79% 28
2022
Q4 		$4.23M Sell
21,762
-4
-0% -$859 0.97% 27
2022
Q3 		$5.26M Sell
21,766
-4,243
-16% -$975K 1.36% 14
2022
Q2 		$4.54M Hold
26,009
– – 1.14% 22
2022
Q1 		$5.45M Buy
26,009
+1,325
+5% +$268K 1.21% 19
2021
Q4 		$5.83M Sell
24,684
-1,150
-4% -$305K 1.33% 16
2021
Q3 		$7.24M Sell
25,834
-1,758
-6% -$422K 1.71% 9
2021
Q2 		$5.26M Sell
27,592
-242
-0.9% -$43.5K 1.32% 16
2021
Q1 		$5.42M Buy
27,834
+21
+0.1% +$4K 1.44% 16
2020
Q4 		$5.63M Buy
27,813
+2,000
+8% +$385K 1.3% 16
2020
Q3 		$4.17M Sell
25,813
-777
-3% -$109K 1.12% 20
2020
Q2 		$3.88M Sell
26,590
-7,989
-23% -$929K 1.15% 17
2020
Q1 		$3.05M Buy
34,579
+11,916
+53% +$1.5M 1.19% 15
2019
Q4 		$2.74M Sell
22,663
-1,639
-7% -$180K 0.94% 24
2019
Q3 		$2.37M Buy
24,302
+8,064
+50% +$826K 0.88% 25
2019
Q2 		$1.52M Buy
16,238
+2,010
+14% +$191K 0.55% 49
2019
Q1 		$1.27M Buy
14,228
+735
+5% +$57.1K 0.47% 59
2018
Q4 		$812K Buy
13,493
+2,570
+24% +$165K 0.33% 85
2018
Q3 		$877K Buy
10,923
+50
+0.5% +$3.54K 0.32% 89
2018
Q2 		$640K Sell
10,873
-7,207
-40% -$413K 0.23% 128
2018
Q1 		$853K Hold
18,080
– – 0.36% 92
2017
Q4 		$853K Sell
18,080
-800
-4% -$38.8K 0.32% 105
2017
Q3 		$922K Hold
18,880
– – 0.35% 104
2017
Q2 		$853K Hold
18,880
– – 0.34% 105
2017
Q1 		$729K Hold
18,880
– – 0.27% 120
2016
Q4 		$566K Hold
18,880
– – 0.24% 128
2016
Q3 		$839K Hold
18,880
– – 0.35% 108
2016
Q2 		$816K Sell
18,880
-1,000
-5% -$37.5K 0.43% 73
2016
Q1 		$651K Buy
19,880
+12,685
+176% +$395K 0.31% 117
2015
Q4 		$292K Buy
7,195
+15
+0.2% +$576 0.13% 151
2015
Q3 		$215K Buy
7,180
+5,180
+259% +$176K 0.16% 110
2015
Q2 		$72K Hold
2,000
– – 0.05% 171
2015
Q1 		$57.3K Hold
2,000
– – 0.04% 192
2014
Q4 		$52K Hold
2,000
– – 0.04% 203
2014
Q3 		$39K Hold
2,000
– – 0.03% 227
2014
Q2 		$43.3K Buy
2,000
+1,000
+100% +$19.7K 0.03% 225
2014
Q1 		$24.1K Buy
+1,000
New +$24.1K 0.02% 300

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Archford Capital Strategies's PCTY Position: Q2 2026 in Review

Archford Capital Strategies reduced its Paylocity (PCTY) stake by 5.5% in Q2 2026, selling an estimated $96K and leaving 15,369 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #117.

Archford Capital Strategies first reported a position in PCTY in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.24M in Q3 2021. 43 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Archford Capital Strategies held 15,369 shares of Paylocity worth $1.61M as of Q2 2026.
  • Archford Capital Strategies sold 901 Paylocity shares in Q2 2026, an estimated $96K.
  • Paylocity made up 0.16% of Archford Capital Strategies's portfolio in Q2 2026, its #117 holding.
  • Archford Capital Strategies first reported a position in Paylocity in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's Paylocity position peaked at $7.24M in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.