OXFORD FINANCIAL GROUP, LTD. LLC
Position in PCTY — Paylocity Holding Corp
CIK 1245862
INDIANAPOLIS, IN
Position in PCTY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$249,513
+$697 QoQ
Shares Held
2,387
+3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#318
of 462 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCTY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,884,917 across 6 Software - Application names. PCTY ranks #5 (13.2% of the industry book) .
All Filings in PCTY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,513 | 2,387 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $248,816 | 2,303 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,011,532 | 6,633 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $366,798 | 2,303 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $417,280 | 2,303 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $431,444 | 2,303 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $461,374 | 2,313 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $383,885 | 2,327 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $331,866 | 2,517 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $395,793 | 2,303 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $379,649 | 2,303 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $418,455 | 2,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $424,972 | 2,303 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $459,778 | 2,313 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $450,294 | 2,318 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $556,358 | 2,303 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||