FFO
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Fortitude Family Office’s Paylocity PCTY Stock Holding History

Fortitude Family Office’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 		$4.91K Buy
47
+38
+422% +$4.05K ﹤0.01% 1079
2026
Q1 		$972 Sell
9
-71
-89% -$8.71K ﹤0.01% 1514
2025
Q4 		$12.2K Buy
80
+69
+627% +$10.3K ﹤0.01% 517
2025
Q3 		$1.75K Sell
11
-2
-15% -$354 ﹤0.01% 1290
2025
Q2 		$2.35K Buy
+13
New +$2.44K ﹤0.01% 1113
2025
Q1 		– Sell
-5
Closed -$997 – 1253
2024
Q4 		$997 Sell
5
-2
-29% -$383 ﹤0.01% 1141
2024
Q3 		$1.16K Buy
+7
New +$1.06K ﹤0.01% 1083

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

Fortitude Family Office's PCTY Position: Q2 2026 in Review

Fortitude Family Office increased its Paylocity (PCTY) stake by 422% in Q2 2026, buying an estimated $4.05K and bringing the position to 47 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Fortitude Family Office first reported a position in PCTY in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q4 2025. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Fortitude Family Office held 47 shares of Paylocity worth $4.91K as of Q2 2026.
  • Fortitude Family Office bought 38 Paylocity shares in Q2 2026, an estimated $4.05K.
  • Paylocity made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1079 holding.
  • Fortitude Family Office first reported a position in Paylocity in Q3 2024 and has held it in 7 quarters since.
  • Fortitude Family Office's Paylocity position peaked at $12.2K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.