Skip to main content

Coppell Advisory Solutions LLC

SEC CIK
0001848433
Latest filing
Aug 14, 2026

PCTY holding history

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

PCTY overviewAll 13F holders of PCTYFull Q2 2026 holdings

Shares (Q2 2026)
14,726
Value
$639.3K
% of portfolio
0.2%
Quarters held
6
Since Q4 2022
Holdings of PCTY by Coppell Advisory Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,726$639.3K0.2%+14,726NewHolders
Q1 20250$00.0%−119−100.0%Sold outHolders
Q4 2024119$23.8K<0.1%+118+11,800.0%AddedHolders
Q3 20241$161<0.1%−142−99.3%ReducedHolders
Q2 2024143$18.9K<0.1%–No prior filingHolders
Q4 20230$00.0%−227−100.0%Sold outHolders
Q3 2023227$44.1K<0.1%+227NewHolders
Q1 20230$00.0%−227−100.0%Sold outHolders
Q4 2022227$44.1K<0.1%–No prior filingHolders