Caitlin John’s Paylocity PCTY Stock Holding History

Caitlin John’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	$530K	Buy	5,075 +2,793	+122%	+$297K	0.29%	86
2026 Q1	$247K	Sell	2,282 -262	-10%	-$32.2K	0.15%	134
2025 Q4	$388K	Buy	+2,544	New	+$379K	0.25%	90

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caitlin John's PCTY Position: Q2 2026 in Review

Caitlin John increased its Paylocity (PCTY) stake by 122% in Q2 2026, buying an estimated $297K and bringing the position to 5,075 shares worth $530K. The position accounts for 0.29% of the portfolio, ranked #86.

Caitlin John first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Caitlin John held 5,075 shares of Paylocity worth $530K as of Q2 2026.
Caitlin John bought 2,793 Paylocity shares in Q2 2026, an estimated $297K.
Paylocity made up 0.29% of Caitlin John's portfolio in Q2 2026, its #86 holding.
Caitlin John first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.