Creative Planning
PCTY icon

Creative Planning’s Paylocity PCTY Stock Holding History

Creative Planning’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 		$6.58M Buy
62,967
+6,660
+12% +$709K ﹤0.01% 1191
2026
Q1 		$6.08M Buy
56,307
+37,957
+207% +$4.66M ﹤0.01% 1044
2025
Q4 		$2.8M Buy
18,350
+13,235
+259% +$1.97M ﹤0.01% 1434
2025
Q3 		$815K Buy
5,115
+2,730
+114% +$483K ﹤0.01% 2312
2025
Q2 		$432K Sell
2,385
-351
-13% -$65.9K ﹤0.01% 2599
2025
Q1 		$513K Buy
2,736
+996
+57% +$199K ﹤0.01% 2259
2024
Q4 		$347K Buy
1,740
+121
+7% +$23.2K ﹤0.01% 2542
2024
Q3 		$267K Buy
+1,619
New +$246K ﹤0.01% 2615
2023
Q4 		– Sell
-1,352
Closed -$246K – 3003
2023
Q3 		$246K Buy
+1,352
New +$272K ﹤0.01% 2095
2023
Q2 		– Sell
-1
Closed -$199 – 2780
2023
Q1 		$199 Sell
1
-1,042
-100% -$205K ﹤0.01% 2614
2022
Q4 		$203K Sell
1,043
-270
-21% -$58K ﹤0.01% 2009
2022
Q3 		$317K Buy
+1,313
New +$302K ﹤0.01% 1617
2017
Q3 		– Sell
-24
Closed -$1K – 3176
2017
Q2 		$1K Buy
+24
New +$1.05K ﹤0.01% 4473
2016
Q2 		– Sell
-100
Closed -$3K – 4464
2016
Q1 		$3K Buy
+100
New +$3.12K ﹤0.01% 3827

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 40.91% 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

Creative Planning's PCTY Position: Q2 2026 in Review

Creative Planning increased its Paylocity (PCTY) stake by 12% in Q2 2026, buying an estimated $709K and bringing the position to 62,967 shares worth $6.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Creative Planning first reported a position in PCTY in Q1 2016 and has held it in 14 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Creative Planning held 62,967 shares of Paylocity worth $6.58M as of Q2 2026.
  • Creative Planning bought 6,660 Paylocity shares in Q2 2026, an estimated $709K.
  • Paylocity made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1191 holding.
  • Creative Planning first reported a position in Paylocity in Q1 2016 and has held it in 14 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.