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
Q3 		$67.2K Buy
471
+129
+38% +$18.1K 0.02% 296
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Elevation Wealth Partners's PCTY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Paylocity (PCTY) stake by 38% in Q3 2026, buying an estimated $18.1K and bringing the position to 471 shares worth $67.2K. The position accounts for 0.02% of the portfolio, ranked #296.

Elevation Wealth Partners first reported a position in PCTY in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Elevation Wealth Partners held 471 shares of Paylocity worth $67.2K as of Q3 2026.
  • Elevation Wealth Partners bought 129 Paylocity shares in Q3 2026, an estimated $18.1K.
  • Paylocity made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #296 holding.
  • Elevation Wealth Partners first reported a position in Paylocity in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.