TWD
PCTY icon

True Wealth Design’s Paylocity PCTY Stock Holding History

True Wealth Design’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 		$106K Buy
1,011
+713
+239% +$75.9K 0.03% 245
2026
Q1 		$32.2K Sell
298
-112
-27% -$13.7K 0.01% 537
2025
Q4 		$62.5K Buy
410
+124
+43% +$18.4K 0.02% 276
2025
Q3 		$45.6K Buy
286
+174
+155% +$30.8K 0.01% 343
2025
Q2 		$20.3K Sell
112
-14
-11% -$2.63K 0.01% 378
2025
Q1 		$23.6K Buy
126
+125
+12,500% +$25K 0.01% 317
2024
Q4 		$200 Hold
1
– – ﹤0.01% 1222
2024
Q3 		$165 Sell
1
-1
-50% -$152 ﹤0.01% 1210
2024
Q2 		$264 Hold
2
– – ﹤0.01% 724
2024
Q1 		$344 Buy
2
+1
+100% +$165 ﹤0.01% 692
2023
Q4 		$165 Hold
1
– – ﹤0.01% 701
2023
Q3 		$182 Hold
1
– – ﹤0.01% 658
2023
Q2 		$185 Hold
1
– – ﹤0.01% 663
2023
Q1 		$199 Hold
1
– – ﹤0.01% 733
2022
Q4 		$194 Buy
+1
New +$215 ﹤0.01% 669

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

True Wealth Design's PCTY Position: Q2 2026 in Review

True Wealth Design increased its Paylocity (PCTY) stake by 239% in Q2 2026, buying an estimated $75.9K and bringing the position to 1,011 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #245.

True Wealth Design first reported a position in PCTY in Q4 2022 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • True Wealth Design held 1,011 shares of Paylocity worth $106K as of Q2 2026.
  • True Wealth Design bought 713 Paylocity shares in Q2 2026, an estimated $75.9K.
  • Paylocity made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #245 holding.
  • True Wealth Design first reported a position in Paylocity in Q4 2022 and has held it in 15 quarters since.
  • 468 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.