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Cromwell Holdings’s Paylocity PCTY Stock Holding History

Cromwell Holdings’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 		$732 Hold
7
– – ﹤0.01% 1021
2026
Q1 		$756 Buy
7
+4
+133% +$491 ﹤0.01% 915
2025
Q4 		$458 Buy
+3
New +$446 ﹤0.01% 967

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
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 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

Cromwell Holdings's PCTY Position: Q2 2026 in Review

Cromwell Holdings held its Paylocity (PCTY) position steady in Q2 2026 at 7 shares worth $732. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Cromwell Holdings first reported a position in PCTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $756 in Q1 2026. 59 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Cromwell Holdings held 7 shares of Paylocity worth $732 as of Q2 2026.
  • Cromwell Holdings left its Paylocity share count unchanged in Q2 2026.
  • Paylocity made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #1021 holding.
  • Cromwell Holdings first reported a position in Paylocity in Q4 2025 and has held it in 3 quarters since.
  • Cromwell Holdings's Paylocity position peaked at $756 in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.