Lifestyle Asset Management, Inc.
Position in PCTY — Paylocity Holding Corp
CIK 1845675
Friendswood, TX
Position in PCTY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$357,701
+$54,541 QoQ
Shares Held
3,422
+22.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#288
of 462 holders
Holding Since
Jun 2025
5 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, 2026Lifestyle Asset Management, Inc. holds $5,775,610 across 5 Software - Application names. PCTY ranks #4 (6.2% of the industry book) .
All Filings in PCTY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,701 | 3,422 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $303,160 | 2,806 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $320,555 | 2,102 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $324,273 | 2,036 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $269,973 | 1,490 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||