EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PCTY holding history

Paylocity Holding Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PCTY overview All 13F holders of PCTY Full Q2 2026 holdings

Shares (Q2 2026): 4,615
Value: $482.4K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of PCTY by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,615	$482.4K	<0.1%	+4,615	New	Holders
Q1 2026	0	$0	0.0%	−1,587−100.0%	Sold out	Holders
Q4 2025	1,587	$242.0K	<0.1%	–	No prior filing	Holders