Creative Financial Designs’s Paylocity PCTY Stock Holding History

Creative Financial Designs’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	$540	Sell	5 -1	-17%	-$123	﹤0.01%	1993
2025 Q4	$915	Buy	6 +1	+20%	+$149	﹤0.01%	1805
2025 Q3	$796	Hold	5	–	–	﹤0.01%	1844
2025 Q2	$906	Hold	5	–	–	﹤0.01%	1793
2025 Q1	$937	Buy	+5	New	+$999	﹤0.01%	1794

Other funds holding PCTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Financial Designs's PCTY Position: Q1 2026 in Review

Creative Financial Designs reduced its Paylocity (PCTY) stake by 17% in Q1 2026, selling an estimated $123 and leaving 5 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Creative Financial Designs first reported a position in PCTY in Q1 2025 and has held it in 5 quarters since. The position peaked at $937 in Q1 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

Creative Financial Designs held 5 shares of Paylocity worth $540 as of Q1 2026.
Creative Financial Designs sold 1 Paylocity share in Q1 2026, an estimated $123.
Paylocity made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1993 holding.
Creative Financial Designs first reported a position in Paylocity in Q1 2025 and has held it in 5 quarters since.
Creative Financial Designs's Paylocity position peaked at $937 in Q1 2025.
442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.