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Paylocity Holding Corp

PCTY
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001591698

In the last 90 days, Paylocity Holding Corp insiders filed 0 open-market purchases and 20 sales; 471 institutions reported holding it in 13F filings for Q2 2026, worth $4.83B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Paylocity Holding Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
307
No complete 13F data for Q4 2020
Shares held
37.7M
No complete 13F data for Q4 2020
Total value
$6.78B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PCTY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 307 institutions
Q1 2021: 307 institutionsQ2 2021: 300 institutionsQ3 2021: 338 institutionsQ4 2021: 352 institutionsQ1 2022: 348 institutionsQ2 2022: 342 institutionsQ3 2022: 387 institutionsQ4 2022: 440 institutionsQ1 2023: 444 institutionsQ2 2023: 440 institutionsQ3 2023: 446 institutionsQ4 2023: 435 institutionsQ1 2024: 416 institutionsQ2 2024: 459 institutionsQ3 2024: 434 institutionsQ4 2024: 457 institutionsQ1 2025: 469 institutionsQ2 2025: 490 institutionsQ3 2025: 485 institutionsQ4 2025: 466 institutionsQ1 2026: 447 institutionsQ2 2026: 471 institutions
Value heldQ1 2021: $6.78B
Q1 2021: $6.78BQ2 2021: $7.26BQ3 2021: $10.8BQ4 2021: $9.02BQ1 2022: $8.03BQ2 2022: $7.01BQ3 2022: $9.90BQ4 2022: $8.01BQ1 2023: $8.45BQ2 2023: $7.75BQ3 2023: $7.71BQ4 2023: $7.24BQ1 2024: $7.79BQ2 2024: $5.75BQ3 2024: $6.98BQ4 2024: $8.54BQ1 2025: $8.10BQ2 2025: $8.02BQ3 2025: $6.68BQ4 2025: $6.61BQ1 2026: $4.82BQ2 2026: $4.83B
Institutions holding PCTY and their total value by quarter
QuarterHoldersValue
Q2 2026471$4.83B
Q1 2026447$4.82B
Q4 2025466$6.61B
Q3 2025485$6.68B
Q2 2025490$8.02B
Q1 2025469$8.10B
Q4 2024457$8.54B
Q3 2024434$6.98B
Q2 2024459$5.75B
Q1 2024416$7.79B
Q4 2023435$7.24B
Q3 2023446$7.71B
Q2 2023440$7.75B
Q1 2023444$8.45B
Q4 2022440$8.01B
Q3 2022387$9.90B
Q2 2022342$7.01B
Q1 2022348$8.03B
Q4 2021352$9.02B
Q3 2021338$10.8B
Q2 2021300$7.26B
Q1 2021307$6.78B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PCTY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC2$00.00%––
State of Wyoming1$00.00%––
Enterprise Financial Services Corp4$1.00K0.00%––
Stonebridge Capital Advisors LLC5$1.00K0.00%––
Berman Capital Advisors, LLC9$1.00K0.00%––
Arkadios Wealth Advisors9$1.00K0.00%––
Standard Family Office LLC6$1.00K0.00%––
Newbridge Financial Services Group, Inc.2$1.00K0.00%––
Berkshire Capital Holdings Inc10$2.00K0.00%––
Tarbox Family Office, Inc.9$2.00K0.00%––
Brewin Dolphin Ltd15$2.70K0.00%––
Lindbrook Capital, LLC19$3.00K0.00%––
Bellevue Asset Management, LLC17$3.00K0.00%––
Signaturefd, LLC21$4.00K0.00%––
NEXT Financial Group, Inc23$4.00K0.00%––
Front Row Advisors LLC26$5.00K0.00%––
Spire Wealth Management26$5.00K0.00%––
International Assets Investment Management, LLC31$6.00K0.00%––
Meeder Asset Management Inc37$7.00K0.00%––
Jacobi Capital Management LLC50$9.00K0.00%––
Kistler-Tiffany Companies, LLC53$10.0K0.00%––
Lee Financial Co70$13.0K0.00%––
Rockefeller Capital Management L.P.74$13.0K0.00%––
Exchange Traded Concepts, LLC80$14.0K0.00%––
Huntington National Bank83$15.0K0.00%––
Clearstead Advisors, LLC87$16.0K0.00%––
Roble, Belko & Company, Inc89$16.0K0.00%––
Wealthcare Advisory Partners LLC88$16.0K0.00%––
HC Financial Advisors Inc92$17.0K0.01%––
American Portfolios Advisors98$17.6K0.00%––
Global Retirement Partners, LLC100$18.0K0.00%––
Cullen/Frost Bankers, Inc.135$24.0K0.00%––
AdvisorNet Financial, Inc150$27.0K0.00%––
FORA Capital, LLC186$33.0K0.01%––
Allred Capital Management, LLC189$34.0K0.02%––
Eaton Vance Management199$36.0K0.00%––
Carroll Financial Associates, Inc.207$37.0K0.00%––
Proequities, Inc.215$39.0K0.00%––
Quadrant Capital Group LLC216$39.0K0.01%––
Brown Brothers Harriman & Co250$45.0K0.00%––
Private Capital Group, LLC258$46.0K0.01%––
Parallel Advisors, LLC271$49.0K0.00%––
FourThought Financial, LLC298$53.0K0.01%––
O'Shaughnessy Asset Management, LLC299$54.0K0.00%––
Steward Partners Investment Advisory, LLC325$58.4K0.00%––
Migdal Insurance & Financial Holdings Ltd.334$60.0K0.00%––
Assetmark, Inc338$61.0K0.00%––
Simplex Trading, LLC355$63.0K0.00%––
First Horizon Advisors, Inc.415$74.0K0.00%––
Sowell Financial Services LLC445$76.0K0.00%––
TD Private Client Wealth LLC437$78.6K0.00%––
Walleye Trading LLC473$85.0K0.00%––
Jackson, Grant Investment Advisers, Inc.475$85.0K0.04%––
Parkside Financial Bank & Trust494$88.0K0.03%––
FIL Ltd500$90.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC576$103.0K0.01%––
PEAK6 Investments LLC612$110.0K0.00%––
Captrust Financial Advisors687$124.0K0.00%––
Panagora Asset Management Inc725$130.0K0.00%––
Sageworth Trust Co743$134.0K0.01%––
Fifth Third Bancorp876$158.0K0.00%––
Catalyst Capital Advisors LLC990$178.0K0.01%––
Logan Capital Management Inc1,085$195.0K0.01%––
Schonfeld Strategic Advisors LLC1,123$202.0K0.00%––
Nisa Investment Advisors, LLC1,165$210.0K0.00%––
Wrapmanager Inc1,167$210.0K0.06%––
Schroder Investment Management Group1,200$216.0K0.00%––
Virtu Financial LLC1,209$217.0K0.02%––
Regions Financial Corp1,208$218.0K0.00%––
Y-Intercept (Hong Kong) Ltd1,291$220.0K0.06%––
IBM Retirement Fund1,273$229.0K0.02%––
Macquarie Group Ltd1,296$233.0K0.00%––
Cigna Investments Inc1,334$241.0K0.02%––
Healthcare of Ontario Pension Plan Trust Fund1,363$245.0K0.00%––
Independent Financial Group, LLC1,391$250.1K0.03%––
HSBC Holdings PLC1,417$255.0K0.00%––
Jag Capital Management, LLC1,427$257.0K0.02%––
Frontier Wealth Management LLC1,440$259.0K0.02%––
World Asset Management Inc1,388$268.0K0.02%––
Rafferty Asset Management, LLC1,514$272.0K0.00%––
Wiley Bros.-Aintree Capital, LLC1,635$294.0K0.21%––
Frontier Capital Management Co LLC1,658$298.0K0.00%––
Raymond James Financial Services Advisors, Inc.1,729$311.0K0.00%––
Aigen Investment Management, LP1,755$316.0K0.04%––
Hardy Reed LLC1,926$346.0K0.07%––
Hanlon Investment Management, Inc.2,000$360.0K0.08%––
CIBC Asset Management Inc2,015$362.0K0.00%––
Illinois Municipal Retirement Fund2,060$370.0K0.02%––
Ifrah Financial Services, Inc.2,071$372.0K0.11%––
Cobblestone Capital Advisors LLC2,085$375.0K0.03%––
Shelton Capital Management2,089$376.0K0.01%––
Spouting Rock Asset Management, LLC2,147$386.0K0.12%––
We Are One Seven, LLC2,234$401.0K0.07%––
Bamco Inc2,356$424.0K0.00%––
Profund Advisors LLC2,367$426.0K0.02%––
Tower Research Capital LLC (TRC)2,393$430.0K0.01%––
LS Investment Advisors, LLC2,403$432.0K0.02%––
Roberts Glore & Co Inc2,480$446.0K0.14%––
Chicago Capital, LLC2,500$450.0K0.02%––
Yorktown Management & Research Co Inc2,550$459.0K0.38%––