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Chicago Partners Investment Group’s Paylocity PCTY Stock Holding History

Chicago Partners Investment Group’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 		$1.9M Buy
15,781
+5,687
+56% +$606K 0.04% 387
2026
Q1 		$1.05M Buy
10,094
+4,082
+68% +$501K 0.02% 527
2025
Q4 		$877K Buy
6,012
+2,006
+50% +$298K 0.02% 509
2025
Q3 		$598K Buy
4,006
+638
+19% +$113K 0.02% 599
2025
Q2 		$628K Buy
3,368
+259
+8% +$48.6K 0.02% 510
2025
Q1 		$571K Buy
3,109
+917
+42% +$183K 0.02% 483
2024
Q4 		$426K Sell
2,192
-90
-4% -$17.2K 0.01% 551
2024
Q3 		$395K Buy
2,282
+82
+4% +$12.5K 0.01% 546
2024
Q2 		$327K Sell
2,200
-8
-0.4% -$1.24K 0.01% 569
2024
Q1 		$351K Sell
2,208
-43
-2% -$7.1K 0.01% 532
2023
Q4 		$356K Buy
+2,251
New +$379K 0.02% 503

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

Chicago Partners Investment Group's PCTY Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Paylocity (PCTY) stake by 56% in Q2 2026, buying an estimated $606K and bringing the position to 15,781 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #387.

Chicago Partners Investment Group first reported a position in PCTY in Q4 2023 and has held it in 11 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Chicago Partners Investment Group held 15,781 shares of Paylocity worth $1.9M as of Q2 2026.
  • Chicago Partners Investment Group bought 5,687 Paylocity shares in Q2 2026, an estimated $606K.
  • Paylocity made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #387 holding.
  • Chicago Partners Investment Group first reported a position in Paylocity in Q4 2023 and has held it in 11 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.