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Basecamp Wealth Advisors’s Paylocity PCTY Stock Holding History

Basecamp Wealth Advisors’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 		$36.8K Buy
352
+91
+35% +$9.69K 0.01% 627
2026
Q1 		$28.2K Buy
261
+255
+4,250% +$31.3K 0.01% 710
2025
Q4 		$915 Buy
+6
New +$893 ﹤0.01% 1519

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 40.91% 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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's PCTY Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Paylocity (PCTY) stake by 35% in Q2 2026, buying an estimated $9.69K and bringing the position to 352 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #627.

Basecamp Wealth Advisors first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Basecamp Wealth Advisors held 352 shares of Paylocity worth $36.8K as of Q2 2026.
  • Basecamp Wealth Advisors bought 91 Paylocity shares in Q2 2026, an estimated $9.69K.
  • Paylocity made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #627 holding.
  • Basecamp Wealth Advisors first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.