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PCTY icon

Clearstead Advisors’s Paylocity PCTY Stock Holding History

Clearstead 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 		$30.3K Buy
290
+280
+2,800% +$29.8K ﹤0.01% 1663
2026
Q1 		$1.08K Sell
10
-193
-95% -$23.7K ﹤0.01% 2029
2025
Q4 		$31K Buy
203
+19
+10% +$2.83K ﹤0.01% 1569
2025
Q3 		$29.3K Sell
184
-48
-21% -$8.5K ﹤0.01% 1473
2025
Q2 		$42K Buy
232
+149
+180% +$28K ﹤0.01% 1335
2025
Q1 		$15.6K Buy
83
+30
+57% +$5.99K ﹤0.01% 1486
2024
Q4 		$10.6K Buy
53
+19
+56% +$3.64K ﹤0.01% 1557
2024
Q3 		$5.61K Sell
34
-333
-91% -$50.6K ﹤0.01% 1696
2024
Q2 		$48.4K Buy
367
+34
+10% +$5.26K ﹤0.01% 1169
2024
Q1 		$55.6K Sell
333
-120
-26% -$19.8K ﹤0.01% 736
2023
Q4 		$74.7K Buy
453
+51
+13% +$8.59K ﹤0.01% 650
2023
Q3 		$73K Sell
402
-78
-16% -$15.7K ﹤0.01% 623
2023
Q2 		$88.6K Buy
480
+198
+70% +$36.2K 0.01% 603
2023
Q1 		$56.1K Buy
282
+253
+872% +$49.8K ﹤0.01% 643
2022
Q4 		$5.63K Buy
+29
New +$6.23K ﹤0.01% 970
2021
Q4 		– Sell
-118
Closed -$33K – 1395
2021
Q3 		$33K Buy
+118
New +$28.4K ﹤0.01% 682
2021
Q2 		– Sell
-87
Closed -$16K – 1294
2021
Q1 		$16K Buy
+87
New +$16.6K ﹤0.01% 715

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 $3.37T 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

Clearstead Advisors's PCTY Position: Q2 2026 in Review

Clearstead Advisors increased its Paylocity (PCTY) stake by 2,800% in Q2 2026, buying an estimated $29.8K and bringing the position to 290 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Clearstead Advisors first reported a position in PCTY in Q1 2021 and has held it in 17 quarters since. The position peaked at $88.6K in Q2 2023. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Clearstead Advisors held 290 shares of Paylocity worth $30.3K as of Q2 2026.
  • Clearstead Advisors bought 280 Paylocity shares in Q2 2026, an estimated $29.8K.
  • Paylocity made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1663 holding.
  • Clearstead Advisors first reported a position in Paylocity in Q1 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's Paylocity position peaked at $88.6K in Q2 2023.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.