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Focus Partners Advisor Solutions’s Paylocity PCTY Stock Holding History

Focus Partners Advisor Solutions’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
Q1 		$512K Buy
4,738
+1,465
+45% +$180K 0.01% 775
2025
Q4 		$499K Buy
3,273
+1,280
+64% +$190K 0.01% 719
2025
Q3 		$298K Buy
1,993
+580
+41% +$103K ﹤0.01% 912
2025
Q2 		$256K Buy
+1,413
New +$265K ﹤0.01% 932

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Focus Partners Advisor Solutions's PCTY Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Paylocity (PCTY) stake by 45% in Q1 2026, buying an estimated $180K and bringing the position to 4,738 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #775.

Focus Partners Advisor Solutions first reported a position in PCTY in Q2 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Focus Partners Advisor Solutions held 4,738 shares of Paylocity worth $512K as of Q1 2026.
  • Focus Partners Advisor Solutions bought 1,465 Paylocity shares in Q1 2026, an estimated $180K.
  • Paylocity made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #775 holding.
  • Focus Partners Advisor Solutions first reported a position in Paylocity in Q2 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.