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Larson Financial Group’s Paylocity PCTY Stock Holding History

Larson 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
Q1 		$86.8K Buy
803
+685
+581% +$84.1K ﹤0.01% 1061
2025
Q4 		$18K Buy
118
+71
+151% +$10.6K ﹤0.01% 1776
2025
Q3 		$7.49K Sell
47
-44
-48% -$7.79K ﹤0.01% 2177
2025
Q2 		$16.5K Buy
91
+76
+507% +$14.3K ﹤0.01% 1574
2025
Q1 		$2.81K Buy
15
+14
+1,400% +$2.8K ﹤0.01% 2059
2024
Q4 		$199 Hold
1
– – ﹤0.01% 2445
2024
Q3 		$165 Buy
+1
New +$152 ﹤0.01% 2422
2023
Q4 		– Sell
-7
Closed -$1.27K – 1882
2023
Q3 		$1.27K Buy
+7
New +$1.41K ﹤0.01% 1450

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

Larson Financial Group's PCTY Position: Q1 2026 in Review

Larson Financial Group increased its Paylocity (PCTY) stake by 581% in Q1 2026, buying an estimated $84.1K and bringing the position to 803 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Larson Financial Group first reported a position in PCTY in Q3 2023 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Larson Financial Group held 803 shares of Paylocity worth $86.8K as of Q1 2026.
  • Larson Financial Group bought 685 Paylocity shares in Q1 2026, an estimated $84.1K.
  • Paylocity made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1061 holding.
  • Larson Financial Group first reported a position in Paylocity in Q3 2023 and has held it in 8 quarters since.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.