HWP
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Highline Wealth Partners’s Paylocity PCTY Stock Holding History

Highline Wealth 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 		$10K Buy
96
+23
+32% +$2.45K ﹤0.01% 600
2026
Q1 		$7.89K Buy
+73
New +$8.96K ﹤0.01% 550
2025
Q2 		– Sell
-20
Closed -$3.75K – 1033
2025
Q1 		$3.75K Buy
+20
New +$4K ﹤0.01% 494

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

Highline Wealth Partners's PCTY Position: Q2 2026 in Review

Highline Wealth Partners increased its Paylocity (PCTY) stake by 32% in Q2 2026, buying an estimated $2.45K and bringing the position to 96 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Highline Wealth Partners first reported a position in PCTY in Q1 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Highline Wealth Partners held 96 shares of Paylocity worth $10K as of Q2 2026.
  • Highline Wealth Partners bought 23 Paylocity shares in Q2 2026, an estimated $2.45K.
  • Paylocity made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #600 holding.
  • Highline Wealth Partners first reported a position in Paylocity in Q1 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.