FGP
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Freestone Grove Partners’s Paylocity PCTY Stock Holding History

Freestone Grove 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 		– Sell
-4,127
Closed -$446K – 1249
2026
Q1 		$446K Buy
+4,127
New +$506K ﹤0.01% 621
2025
Q3 		– Sell
-2,135
Closed -$387K – 860
2025
Q2 		$387K Buy
+2,135
New +$401K ﹤0.01% 564

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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 40.89% 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 $3.38T AUM 44.17% 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

Freestone Grove Partners's PCTY Position: Q2 2026 in Review

Freestone Grove Partners sold out of Paylocity (PCTY) in Q2 2026, closing a stake of 4,127 shares — an estimated $446K sold.

Freestone Grove Partners first reported a position in PCTY in Q2 2025 and held it in 2 quarters. The position peaked at $446K in Q1 2026. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Freestone Grove Partners reported no remaining Paylocity position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 4,127 Paylocity shares in Q2 2026, an estimated $446K.
  • Freestone Grove Partners first reported a position in Paylocity in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Paylocity position peaked at $446K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.