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Callan Family Office’s Paylocity PCTY Stock Holding History

Callan Family Office’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 		$266K Sell
2,540
-164
-6% -$17.5K 0.01% 1050
2026
Q1 		$292K Buy
2,704
+935
+53% +$115K 0.01% 942
2025
Q4 		$270K Buy
+1,769
New +$263K 0.01% 959

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

Callan Family Office's PCTY Position: Q2 2026 in Review

Callan Family Office reduced its Paylocity (PCTY) stake by 6.1% in Q2 2026, selling an estimated $17.5K and leaving 2,540 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1050.

Callan Family Office first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Callan Family Office held 2,540 shares of Paylocity worth $266K as of Q2 2026.
  • Callan Family Office sold 164 Paylocity shares in Q2 2026, an estimated $17.5K.
  • Paylocity made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1050 holding.
  • Callan Family Office first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Paylocity position peaked at $292K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.