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Fulcrum Asset Management’s Paylocity PCTY Stock Holding History

Fulcrum Asset Management’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 		$3.07K Buy
+29
New +$3.09K ﹤0.01% 819

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

Fulcrum Asset Management's PCTY Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Paylocity (PCTY) in Q2 2026: 29 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Fulcrum Asset Management held 29 shares of Paylocity worth $3.07K as of Q2 2026.
  • Paylocity was a new Fulcrum Asset Management position in Q2 2026.
  • Paylocity made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #819 holding.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.