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Yousif Capital Management’s Paylocity PCTY Stock Holding History

Yousif Capital 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 		$1.27M Sell
12,144
-744
-6% -$79.2K 0.01% 920
2026
Q1 		$1.39M Sell
12,888
-835
-6% -$102K 0.02% 866
2025
Q4 		$1.89M Sell
13,723
-386
-3% -$57.4K 0.02% 735
2025
Q3 		$2.25M Sell
14,109
-603
-4% -$107K 0.02% 655
2025
Q2 		$2.67M Sell
14,712
-387
-3% -$72.6K 0.03% 581
2025
Q1 		$2.83M Sell
15,099
-305
-2% -$60.9K 0.03% 527
2024
Q4 		$3.07M Sell
15,404
-674
-4% -$129K 0.03% 505
2024
Q3 		$2.65M Sell
16,078
-2,297
-13% -$349K 0.03% 607
2024
Q2 		$2.42M Sell
18,375
-1,538
-8% -$238K 0.03% 661
2024
Q1 		$3.42M Sell
19,913
-389
-2% -$64.2K 0.04% 505
2023
Q4 		$3.35M Sell
20,302
-17
-0.1% -$2.86K 0.04% 515
2023
Q3 		$3.69M Sell
20,319
-285
-1% -$57.2K 0.05% 416
2023
Q2 		$3.8M Sell
20,604
-611
-3% -$112K 0.05% 423
2023
Q1 		$4.22M Sell
21,215
-105
-0.5% -$20.7K 0.05% 372
2022
Q4 		$4.14M Buy
21,320
+253
+1% +$54.3K 0.05% 376
2022
Q3 		$5.09M Sell
21,067
-1,322
-6% -$304K 0.07% 270
2022
Q2 		$3.9M Buy
22,389
+1,620
+8% +$295K 0.05% 396
2022
Q1 		$4.27M Sell
20,769
-202
-1% -$40.9K 0.05% 432
2021
Q4 		$4.95M Buy
+20,971
New +$5.56M 0.05% 391

Other funds holding PCTY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management's PCTY Position: Q2 2026 in Review

Yousif Capital Management reduced its Paylocity (PCTY) stake by 5.8% in Q2 2026, selling an estimated $79.2K and leaving 12,144 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #920.

Yousif Capital Management first reported a position in PCTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.09M in Q3 2022. 61 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • Yousif Capital Management held 12,144 shares of Paylocity worth $1.27M as of Q2 2026.
  • Yousif Capital Management sold 744 Paylocity shares in Q2 2026, an estimated $79.2K.
  • Paylocity made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #920 holding.
  • Yousif Capital Management first reported a position in Paylocity in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Paylocity position peaked at $5.09M in Q3 2022.
  • 61 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.