KF
PCTY icon

Krilogy Financial’s Paylocity PCTY Stock Holding History

Krilogy Financial’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
Q1 		$245K Sell
2,435
-795
-25% -$97.6K 0.01% 814
2025
Q4 		$470K Buy
3,230
+1,289
+66% +$192K 0.02% 579
2025
Q3 		$282K Buy
+1,941
New +$344K 0.01% 704

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Krilogy Financial's PCTY Position: Q1 2026 in Review

Krilogy Financial reduced its Paylocity (PCTY) stake by 25% in Q1 2026, selling an estimated $97.6K and leaving 2,435 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #814.

Krilogy Financial first reported a position in PCTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $470K in Q4 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Krilogy Financial held 2,435 shares of Paylocity worth $245K as of Q1 2026.
  • Krilogy Financial sold 795 Paylocity shares in Q1 2026, an estimated $97.6K.
  • Paylocity made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #814 holding.
  • Krilogy Financial first reported a position in Paylocity in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Paylocity position peaked at $470K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.