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IFP Advisors’s Paylocity PCTY Stock Holding History

IFP 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 		$123K Buy
1,181
+984
+499% +$105K ﹤0.01% 1832
2026
Q1 		$21.3K Sell
197
-207
-51% -$25.4K ﹤0.01% 2745
2025
Q4 		$61.6K Buy
404
+197
+95% +$29.3K ﹤0.01% 2070
2025
Q3 		$33K Sell
207
-131
-39% -$23.2K ﹤0.01% 2304
2025
Q2 		$61.2K Buy
338
+241
+248% +$45.2K ﹤0.01% 1942
2025
Q1 		$18.5K Buy
97
+44
+83% +$8.79K ﹤0.01% 2313
2024
Q4 		$11K Buy
53
+5
+10% +$957 ﹤0.01% 2495
2024
Q3 		$7.92K Buy
48
+32
+200% +$4.87K ﹤0.01% 2520
2024
Q2 		$2.11K Buy
16
+6
+60% +$929 ﹤0.01% 2799
2024
Q1 		$1.72K Buy
10
+9
+900% +$1.49K ﹤0.01% 2733
2023
Q4 		$165 Sell
1
-1
-50% -$168 ﹤0.01% 2949
2023
Q3 		$363 Sell
2
-4
-67% -$803 ﹤0.01% 3138
2023
Q2 		$1.11K Buy
+6
New +$1.1K ﹤0.01% 3061
2023
Q1 		– Sell
-37
Closed -$3K – 4144
2022
Q4 		$3K Sell
37
-214
-85% -$46K ﹤0.01% 4041
2022
Q3 		$24K Buy
251
+236
+1,573% +$54.2K ﹤0.01% 2931
2022
Q2 		$2K Hold
15
– – ﹤0.01% 4163
2022
Q1 		$2K Buy
15
+13
+650% +$2.63K ﹤0.01% 4161
2021
Q4 		$1K Hold
2
– – ﹤0.01% 3075
2021
Q3 		$1K Buy
2
+1
+100% +$240 ﹤0.01% 3092
2021
Q2 		$0 Buy
+1
New +$180 ﹤0.01% 3177
2021
Q1 		– Sell
-133
Closed -$25.4K – 3166
2020
Q4 		$27K Buy
+133
New +$25.6K ﹤0.01% 1683
2020
Q2 		– Sell
-247
Closed -$28.7K – 2898
2020
Q1 		$23K Buy
+247
New +$31K ﹤0.01% 1432
2017
Q4 		– Sell
-100
Closed -$5K – 4028
2017
Q3 		$5K Sell
100
-176
-64% -$8.17K ﹤0.01% 3409
2017
Q2 		$12K Buy
+276
New +$12K ﹤0.01% 2909

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

IFP Advisors's PCTY Position: Q2 2026 in Review

IFP Advisors increased its Paylocity (PCTY) stake by 499% in Q2 2026, buying an estimated $105K and bringing the position to 1,181 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

IFP Advisors first reported a position in PCTY in Q2 2017 and has held it in 24 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • IFP Advisors held 1,181 shares of Paylocity worth $123K as of Q2 2026.
  • IFP Advisors bought 984 Paylocity shares in Q2 2026, an estimated $105K.
  • Paylocity made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1832 holding.
  • IFP Advisors first reported a position in Paylocity in Q2 2017 and has held it in 24 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.