EWP
PCTY icon

Elevation Wealth Partners’s Paylocity PCTY Stock Holding History

Elevation Wealth Partners’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 		$35.8K Buy
342
+285
+500% +$30.4K 0.01% 396
2026
Q1 		$6.16K Sell
57
-2
-3% -$245 ﹤0.01% 649
2025
Q4 		$9K Buy
59
+36
+157% +$5.36K ﹤0.01% 505
2025
Q3 		$3.66K Buy
+23
New +$4.07K ﹤0.01% 534

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Elevation Wealth Partners's PCTY Position: Q2 2026 in Review

Elevation Wealth Partners increased its Paylocity (PCTY) stake by 500% in Q2 2026, buying an estimated $30.4K and bringing the position to 342 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #396.

Elevation Wealth Partners first reported a position in PCTY in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Elevation Wealth Partners held 342 shares of Paylocity worth $35.8K as of Q2 2026.
  • Elevation Wealth Partners bought 285 Paylocity shares in Q2 2026, an estimated $30.4K.
  • Paylocity made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #396 holding.
  • Elevation Wealth Partners first reported a position in Paylocity in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.