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
Q2 		$662K Buy
6,331
+3,896
+160% +$415K 0.02% 537
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 $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

Krilogy Financial's PCTY Position: Q2 2026 in Review

Krilogy Financial increased its Paylocity (PCTY) stake by 160% in Q2 2026, buying an estimated $415K and bringing the position to 6,331 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #537.

Krilogy Financial first reported a position in PCTY in Q3 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Krilogy Financial held 6,331 shares of Paylocity worth $662K as of Q2 2026.
  • Krilogy Financial bought 3,896 Paylocity shares in Q2 2026, an estimated $415K.
  • Paylocity made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #537 holding.
  • Krilogy Financial first reported a position in Paylocity in Q3 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.