LAM
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Lifestyle Asset Management’s Paylocity PCTY Stock Holding History

Lifestyle Asset Management’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 		$358K Buy
3,422
+616
+22% +$65.6K 0.1% 97
2026
Q1 		$303K Buy
2,806
+704
+33% +$86.4K 0.1% 116
2025
Q4 		$321K Buy
2,102
+66
+3% +$9.82K 0.1% 107
2025
Q3 		$324K Buy
2,036
+546
+37% +$96.7K 0.11% 108
2025
Q2 		$270K Buy
+1,490
New +$280K 0.13% 105

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 40.91% 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

Lifestyle Asset Management's PCTY Position: Q2 2026 in Review

Lifestyle Asset Management increased its Paylocity (PCTY) stake by 22% in Q2 2026, buying an estimated $65.6K and bringing the position to 3,422 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #97.

Lifestyle Asset Management first reported a position in PCTY in Q2 2025 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Lifestyle Asset Management held 3,422 shares of Paylocity worth $358K as of Q2 2026.
  • Lifestyle Asset Management bought 616 Paylocity shares in Q2 2026, an estimated $65.6K.
  • Paylocity made up 0.1% of Lifestyle Asset Management's portfolio in Q2 2026, its #97 holding.
  • Lifestyle Asset Management first reported a position in Paylocity in Q2 2025 and has held it in 5 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.