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Proficio Capital Partners’s Paylocity PCTY Stock Holding History

Proficio Capital Partners’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 		$348K Buy
+3,330
New +$355K 0.01% 446

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Proficio Capital Partners's PCTY Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Paylocity (PCTY) in Q2 2026: 3,330 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings.

468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Proficio Capital Partners held 3,330 shares of Paylocity worth $348K as of Q2 2026.
  • Paylocity was a new Proficio Capital Partners position in Q2 2026.
  • Paylocity made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #446 holding.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.