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PCTY icon

CoreCap Advisors’s Paylocity PCTY Stock Holding History

CoreCap 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 		$5.64K Buy
54
+7
+15% +$746 ﹤0.01% 2256
2026
Q1 		$5.08K Hold
47
– – ﹤0.01% 2167
2025
Q4 		$7.17K Hold
47
– – ﹤0.01% 2086
2025
Q3 		$7.49K Hold
47
– – ﹤0.01% 2059
2025
Q2 		$8.52K Hold
47
– – ﹤0.01% 1940
2025
Q1 		$8.8K Sell
47
-49
-51% -$9.79K ﹤0.01% 1876
2024
Q4 		$19.1K Buy
96
+53
+123% +$10.1K ﹤0.01% 1553
2024
Q3 		$7.09K Sell
43
-4
-9% -$608 ﹤0.01% 1885
2024
Q2 		$6.2K Buy
47
+4
+9% +$619 ﹤0.01% 1137
2024
Q1 		$7.39K Buy
+43
New +$7.1K ﹤0.01% 1820

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CoreCap Advisors's PCTY Position: Q2 2026 in Review

CoreCap Advisors increased its Paylocity (PCTY) stake by 15% in Q2 2026, buying an estimated $746 and bringing the position to 54 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

CoreCap Advisors first reported a position in PCTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.1K in Q4 2024. 43 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • CoreCap Advisors held 54 shares of Paylocity worth $5.64K as of Q2 2026.
  • CoreCap Advisors bought 7 Paylocity shares in Q2 2026, an estimated $746.
  • Paylocity made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2256 holding.
  • CoreCap Advisors first reported a position in Paylocity in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's Paylocity position peaked at $19.1K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.