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 Q2	$523	Hold	5	–	–	﹤0.01%	2129
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Financial Designs's PCTY Position: Q2 2026 in Review

Creative Financial Designs held its Paylocity (PCTY) position steady in Q2 2026 at 5 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Creative Financial Designs first reported a position in PCTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $937 in Q1 2025. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

Creative Financial Designs held 5 shares of Paylocity worth $523 as of Q2 2026.
Creative Financial Designs left its Paylocity share count unchanged in Q2 2026.
Paylocity made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2129 holding.
Creative Financial Designs first reported a position in Paylocity in Q1 2025 and has held it in 6 quarters since.
Creative Financial Designs's Paylocity position peaked at $937 in Q1 2025.
471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.