Position in PCTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$967,529
+$475,515 QoQ
Shares Held
9,256
+103.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#206
of 462 holders
Holding Since
Dec 2024
7 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, 2026Kera Capital Partners, Inc. holds $13,968,731 across 26 Software - Application names. PCTY ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
8,013 | $2,039,308 | |
| 2 | PCTY |
Paylocity Holding Corp
This page
|
9,256 | $967,529 | |
| 3 | DOCU |
Docusign, Inc.
|
21,200 | $941,704 | |
| 4 | ZM |
Zoom Communications, Inc.
|
10,842 | $935,773 | |
| 5 | RNG |
RingCentral, Inc.
|
20,376 | $794,256 | |
| 6 | DDOG |
Datadog, Inc.
|
2,896 | $754,002 | |
| 7 | DT |
Dynatrace, Inc.
|
16,980 | $745,591 | |
| 8 | TEAM |
Atlassian Corp
|
8,800 | $684,552 |
All Filings in PCTY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,529 | 9,256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $492,014 | 4,554 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $771,040 | 5,056 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $297,357 | 1,867 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $290,085 | 1,601 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $260,964 | 1,393 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $226,198 | 1,134 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||