LPL Financial
PCTY icon

LPL Financial’s Paylocity PCTY Stock Holding History

LPL 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 		$1.02M Sell
9,769
-4,799
-33% -$511K ﹤0.01% 4398
2026
Q1 		$1.57M Sell
14,568
-3,608
-20% -$443K ﹤0.01% 3732
2025
Q4 		$2.77M Sell
18,176
-4,807
-21% -$715K ﹤0.01% 3090
2025
Q3 		$3.66M Sell
22,983
-1,118
-5% -$198K ﹤0.01% 2753
2025
Q2 		$4.37M Buy
24,101
+961
+4% +$180K ﹤0.01% 2427
2025
Q1 		$4.17M Buy
23,140
+4,033
+21% +$806K ﹤0.01% 2305
2024
Q4 		$3.78M Buy
19,107
+3,515
+23% +$673K ﹤0.01% 2301
2024
Q3 		$2.57M Buy
15,592
+2,433
+18% +$370K ﹤0.01% 2491
2024
Q2 		$1.74M Buy
13,159
+332
+3% +$51.4K ﹤0.01% 2734
2024
Q1 		$2.2M Buy
12,827
+479
+4% +$79.1K ﹤0.01% 2462
2023
Q4 		$2.04M Buy
12,348
+2,224
+22% +$374K ﹤0.01% 2388
2023
Q3 		$1.86M Buy
10,124
+1,337
+15% +$269K ﹤0.01% 2354
2023
Q2 		$1.62M Sell
8,787
-292
-3% -$53.4K ﹤0.01% 2435
2023
Q1 		$1.8M Buy
9,079
+733
+9% +$144K ﹤0.01% 2223
2022
Q4 		$1.57M Buy
8,346
+54
+0.7% +$11.6K ﹤0.01% 2274
2022
Q3 		$2M Buy
8,292
+799
+11% +$184K ﹤0.01% 1983
2022
Q2 		$1.38M Buy
7,493
+4,446
+146% +$810K ﹤0.01% 2313
2022
Q1 		$627K Sell
3,047
-2,411
-44% -$488K ﹤0.01% 3023
2021
Q4 		$1.29M Sell
5,458
-1,148
-17% -$305K ﹤0.01% 2439
2021
Q3 		$1.85M Buy
6,606
+1,673
+34% +$402K ﹤0.01% 2113
2021
Q2 		$941K Buy
4,933
+419
+9% +$75.4K ﹤0.01% 2614
2021
Q1 		$812K Buy
4,514
+1,405
+45% +$268K ﹤0.01% 2586
2020
Q4 		$640K Sell
3,109
-106
-3% -$20.4K ﹤0.01% 2534
2020
Q3 		$519K Buy
3,215
+10
+0.3% +$1.41K ﹤0.01% 2431
2020
Q2 		$468K Buy
3,205
+229
+8% +$26.6K ﹤0.01% 2454
2020
Q1 		$263K Sell
2,976
-1,240
-29% -$156K ﹤0.01% 2599
2019
Q4 		$509K Buy
4,216
+492
+13% +$53.9K ﹤0.01% 2360
2019
Q3 		$363K Buy
3,724
+797
+27% +$81.6K ﹤0.01% 2527
2019
Q2 		$275K Buy
+2,927
New +$278K ﹤0.01% 2771

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

LPL Financial's PCTY Position: Q2 2026 in Review

LPL Financial reduced its Paylocity (PCTY) stake by 33% in Q2 2026, selling an estimated $511K and leaving 9,769 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4398.

LPL Financial first reported a position in PCTY in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.37M in Q2 2025. 469 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • LPL Financial held 9,769 shares of Paylocity worth $1.02M as of Q2 2026.
  • LPL Financial sold 4,799 Paylocity shares in Q2 2026, an estimated $511K.
  • Paylocity made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4398 holding.
  • LPL Financial first reported a position in Paylocity in Q2 2019 and has held it in 29 quarters since.
  • LPL Financial's Paylocity position peaked at $4.37M in Q2 2025.
  • 469 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.