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Interchange Capital Partners’s Paylocity PCTY Stock Holding History

Interchange Capital 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 		$243K Buy
+2,327
New +$248K 0.05% 356
2026
Q1 		– Sell
-2,085
Closed -$318K – 423
2025
Q4 		$318K Buy
2,085
+319
+18% +$47.5K 0.06% 285
2025
Q3 		$281K Buy
+1,766
New +$313K 0.06% 275

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 40.89% 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

Interchange Capital Partners's PCTY Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in Paylocity (PCTY) in Q2 2026: 2,327 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #356 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in PCTY as recently as Q4 2025.

Interchange Capital Partners first reported a position in PCTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Interchange Capital Partners held 2,327 shares of Paylocity worth $243K as of Q2 2026.
  • Paylocity was a new Interchange Capital Partners position in Q2 2026.
  • Paylocity made up 0.05% of Interchange Capital Partners's portfolio in Q2 2026, its #356 holding.
  • Interchange Capital Partners first reported a position in Paylocity in Q3 2025 and has held it in 3 quarters since.
  • Interchange Capital Partners's Paylocity position peaked at $318K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.