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Jefferies Financial Group’s Paylocity PCTY Stock Holding History

Jefferies Financial Group’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 		$1.02M Buy
9,749
+3,644
+60% +$388K 0.01% 957
2026
Q1 		$660K Buy
+6,105
New +$749K ﹤0.01% 1089
2025
Q4 		– Sell
-8,449
Closed -$1.35M – 2014
2025
Q3 		$1.35M Buy
+8,449
New +$1.5M 0.01% 772
2023
Q4 		– Sell
-1,171
Closed -$213K – 1913
2023
Q3 		$213K Sell
1,171
-3,629
-76% -$729K ﹤0.01% 1329
2023
Q2 		$886K Buy
4,800
+2,393
+99% +$438K 0.01% 965
2023
Q1 		$478K Buy
+2,407
New +$474K ﹤0.01% 1106

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's PCTY Position: Q2 2026 in Review

Jefferies Financial Group increased its Paylocity (PCTY) stake by 60% in Q2 2026, buying an estimated $388K and bringing the position to 9,749 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #957.

Jefferies Financial Group first reported a position in PCTY in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.35M in Q3 2025. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Jefferies Financial Group held 9,749 shares of Paylocity worth $1.02M as of Q2 2026.
  • Jefferies Financial Group bought 3,644 Paylocity shares in Q2 2026, an estimated $388K.
  • Paylocity made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #957 holding.
  • Jefferies Financial Group first reported a position in Paylocity in Q1 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Paylocity position peaked at $1.35M in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.