High Note Wealth’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
$5.85K Buy
+56
New +$5.96K ﹤0.01% 540
2026
Q1
Sell
-35
Closed -$5.34K 986
2025
Q4
$5.34K Buy
35
+11
+46% +$1.64K ﹤0.01% 476
2025
Q3
$3.82K Buy
24
+1
+4% +$177 ﹤0.01% 579
2025
Q2
$4.17K Hold
23
﹤0.01% 501
2025
Q1
$4.31K Hold
23
﹤0.01% 478
2024
Q4
$4.59K Buy
+23
New +$4.4K ﹤0.01% 476

Other funds holding PCTY

High Note Wealth's PCTY Position: Q2 2026 in Review

High Note Wealth opened a new position in Paylocity (PCTY) in Q2 2026: 56 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: High Note Wealth previously reported a position in PCTY as recently as Q4 2025.

High Note Wealth first reported a position in PCTY in Q4 2024 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • High Note Wealth held 56 shares of Paylocity worth $5.85K as of Q2 2026.
  • Paylocity was a new High Note Wealth position in Q2 2026.
  • Paylocity made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #540 holding.
  • High Note Wealth first reported a position in Paylocity in Q4 2024 and has held it in 6 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.