Coppell Advisory Solutions’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$639K Buy
+14,726
New +$1.57M 0.05% 252
2025
Q1
Sell
-119
Closed -$23.8K 1413
2024
Q4
$23.8K Buy
119
+118
+11,800% +$22.6K ﹤0.01% 805
2024
Q3
$161 Sell
1
-142
-99% -$21.6K ﹤0.01% 1749
2024
Q2
$18.9K Buy
+143
New +$22.1K ﹤0.01% 813
2023
Q4
Sell
-227
Closed -$44.1K 1837
2023
Q3
$44.1K Buy
+227
New +$45.6K 0.02% 357
2023
Q1
Sell
-227
Closed -$44.1K 806
2022
Q4
$44.1K Buy
+227
New +$48.7K 0.01% 359

Other funds holding PCTY

Coppell Advisory Solutions's PCTY Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Paylocity (PCTY) in Q2 2026: 14,726 shares worth $639K. The stake represents 0.05% of the portfolio and ranks #252 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PCTY as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in PCTY in Q4 2022 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Coppell Advisory Solutions held 14,726 shares of Paylocity worth $639K as of Q2 2026.
  • Paylocity was a new Coppell Advisory Solutions position in Q2 2026.
  • Paylocity made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #252 holding.
  • Coppell Advisory Solutions first reported a position in Paylocity in Q4 2022 and has held it in 6 quarters since.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.