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Essential Partners’s Paylocity PCTY Stock Holding History

Essential 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 		$157K Buy
1,506
+349
+30% +$37.2K 0.07% 299
2026
Q1 		$125K Sell
1,157
-712
-38% -$87.4K 0.04% 372
2025
Q4 		$285K Buy
1,869
+1,253
+203% +$186K 0.09% 254
2025
Q3 		$98.1K Buy
616
+46
+8% +$8.15K 0.03% 433
2025
Q2 		$103K Buy
+570
New +$107K 0.04% 348

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

Essential Partners's PCTY Position: Q2 2026 in Review

Essential Partners increased its Paylocity (PCTY) stake by 30% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,506 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #299.

Essential Partners first reported a position in PCTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q4 2025. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Essential Partners held 1,506 shares of Paylocity worth $157K as of Q2 2026.
  • Essential Partners bought 349 Paylocity shares in Q2 2026, an estimated $37.2K.
  • Paylocity made up 0.07% of Essential Partners's portfolio in Q2 2026, its #299 holding.
  • Essential Partners first reported a position in Paylocity in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Paylocity position peaked at $285K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.