Global Retirement Partners’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.6K Buy
+254
New +$27.1K ﹤0.01% 2893
2025
Q4
$91.7K Buy
601
+582
+3,063% +$86.6K ﹤0.01% 1965
2025
Q3
$3.03K Sell
19
-40
-68% -$7.08K ﹤0.01% 3169
2025
Q2
$10.7K Buy
+59
New +$11.1K ﹤0.01% 2584
2024
Q4
$3.59K Hold
18
– – ﹤0.01% 2840
2024
Q3
$2.97K Sell
18
-14
-44% -$2.13K ﹤0.01% 2792
2024
Q2
$4.22K Sell
32
-1
-3% -$155 ﹤0.01% 2684
2024
Q1
$5.67K Buy
33
+2
+6% +$330 ﹤0.01% 2346
2023
Q4
$4.76K Buy
31
+15
+94% +$2.52K ﹤0.01% 2340
2023
Q3
$3.01K Hold
16
– – ﹤0.01% 2376
2023
Q2
$2.95K Sell
16
-5
-24% -$915 ﹤0.01% 2398
2023
Q1
$3.93K Buy
21
+12
+133% +$2.36K ﹤0.01% 2254
2022
Q4
$1.75K Buy
+9
New +$1.93K ﹤0.01% 2407
2022
Q2
– Sell
-9
Closed -$1K – 2835
2022
Q1
$1K Buy
+9
New +$1.82K ﹤0.01% 2480
2021
Q4
– Sell
-100
Closed -$28K – 1325
2021
Q3
$28K Hold
100
– – ﹤0.01% 1088
2021
Q2
$19K Hold
100
– – ﹤0.01% 1202
2021
Q1
$18K Hold
100
– – ﹤0.01% 1143
2020
Q4
$21K Hold
100
– – ﹤0.01% 1017
2020
Q3
$16K Hold
100
– – ﹤0.01% 1000
2020
Q2
$15K Hold
100
– – ﹤0.01% 1000
2020
Q1
$9K Hold
100
– – ﹤0.01% 1062
2019
Q4
$12K Hold
100
– – ﹤0.01% 1114
2019
Q3
$10K Hold
100
– – ﹤0.01% 1123
2019
Q2
$9K Buy
+100
New +$9.49K ﹤0.01% 1142

Other funds holding PCTY

Global Retirement Partners's PCTY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Paylocity (PCTY) in Q2 2026: 254 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #2893 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PCTY as recently as Q4 2025.

Global Retirement Partners first reported a position in PCTY in Q2 2019 and has held it in 24 quarters since. The position peaked at $91.7K in Q4 2025. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Global Retirement Partners held 254 shares of Paylocity worth $26.6K as of Q2 2026.
  • Paylocity was a new Global Retirement Partners position in Q2 2026.
  • Paylocity made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2893 holding.
  • Global Retirement Partners first reported a position in Paylocity in Q2 2019 and has held it in 24 quarters since.
  • Global Retirement Partners's Paylocity position peaked at $91.7K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.