Paylocity Holding Corporation shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Paylocity Holding Corporation (PCTY) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Paylocity Holding Corporation
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Quarterly reported holdings in Paylocity Holding Corporation by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.8M | 27k | 104.53 |
| 2026-03-31 | $2.0M | 18k | 108.04 |
| 2025-12-31 | $2.1M | 14k | 152.50 |
| 2025-09-30 | $1.3M | 8.0k | 159.27 |
| 2025-06-30 | $953k | 5.3k | 181.19 |
| 2025-03-31 | $890k | 4.8k | 187.34 |
| 2024-12-31 | $400k | 2.0k | 199.47 |
| 2018-09-30 | $147k | 1.8k | 80.28 |
| 2018-06-30 | $95k | 1.6k | 58.68 |
| 2018-03-31 | $102k | 102k | 1.00 |
| 2017-12-31 | $71k | 1.4k | 49.03 |
Top funds holding Paylocity Holding Corporation
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