Krilogy Financial
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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
Q3 		$1.05M Buy
6,741
+410
+6% +$57.4K 0.03% 397
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Krilogy Financial's PCTY Position: Q3 2026 in Review

Krilogy Financial increased its Paylocity (PCTY) stake by 6.5% in Q3 2026, buying an estimated $57.4K and bringing the position to 6,741 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #397.

Krilogy Financial first reported a position in PCTY in Q3 2025 and has held it in 5 quarters since. 225 funds tracked by Wall St. Rank hold PCTY as of Q3 2026.

  • Krilogy Financial held 6,741 shares of Paylocity worth $1.05M as of Q3 2026.
  • Krilogy Financial bought 410 Paylocity shares in Q3 2026, an estimated $57.4K.
  • Paylocity made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #397 holding.
  • Krilogy Financial first reported a position in Paylocity in Q3 2025 and has held it in 5 quarters since.
  • 225 funds tracked by Wall St. Rank held Paylocity as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.