SummitTX Capital’s Paylocity PCTY Stock Holding History

SummitTX Capital’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	$4.75M	Buy	45,480 +32,223	+243%	+$3.43M	0.12%	194
2026 Q1	$1.43M	Buy	+13,257	New	+$1.63M	0.04%	366

Other funds holding PCTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SummitTX Capital's PCTY Position: Q2 2026 in Review

SummitTX Capital increased its Paylocity (PCTY) stake by 243% in Q2 2026, buying an estimated $3.43M and bringing the position to 45,480 shares worth $4.75M. The position accounts for 0.12% of the portfolio, ranked #194.

SummitTX Capital first reported a position in PCTY in Q1 2026 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

SummitTX Capital held 45,480 shares of Paylocity worth $4.75M as of Q2 2026.
SummitTX Capital bought 32,223 Paylocity shares in Q2 2026, an estimated $3.43M.
Paylocity made up 0.12% of SummitTX Capital's portfolio in Q2 2026, its #194 holding.
SummitTX Capital first reported a position in Paylocity in Q1 2026 and has held it in 2 quarters since.
468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.