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HFM Investment Advisors’s Paylocity PCTY Stock Holding History

HFM Investment Advisors’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 		$419 Buy
+4
New +$426 ﹤0.01% 1050
2025
Q4 		– Sell
-2
Closed -$319 – 1317
2025
Q3 		$319 Hold
2
– – ﹤0.01% 843
2025
Q2 		$362 Buy
+2
New +$375 ﹤0.01% 777

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

HFM Investment Advisors's PCTY Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Paylocity (PCTY) in Q2 2026: 4 shares worth $419. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in PCTY as recently as Q3 2025.

HFM Investment Advisors first reported a position in PCTY in Q2 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • HFM Investment Advisors held 4 shares of Paylocity worth $419 as of Q2 2026.
  • Paylocity was a new HFM Investment Advisors position in Q2 2026.
  • Paylocity made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1050 holding.
  • HFM Investment Advisors first reported a position in Paylocity in Q2 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.