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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Callan Family Office's PCTY Position: Q1 2026 in Review

Callan Family Office increased its Paylocity (PCTY) stake by 53% in Q1 2026, buying an estimated $115K and bringing the position to 2,704 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #942.

Callan Family Office first reported a position in PCTY in Q4 2025 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Callan Family Office held 2,704 shares of Paylocity worth $292K as of Q1 2026.
  • Callan Family Office bought 935 Paylocity shares in Q1 2026, an estimated $115K.
  • Paylocity made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #942 holding.
  • Callan Family Office first reported a position in Paylocity in Q4 2025 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.