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, Q2 2021
Institutional positions in Paylocity Holding Corp as of Jun 30, 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
- 300
- −7 vs. Q1 2021
- Shares held
- 38.0M
- +297.0K (+0.8%) vs. Q1 2021
- Total value
- $7.26B
- +$476.5M (+7.0%) vs. Q1 2021
- New holders
- 28
- 111 more added
- Sold out
- 35
- 111 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 471 | $4.83B |
| Q1 2026 | 447 | $4.82B |
| Q4 2025 | 466 | $6.61B |
| Q3 2025 | 485 | $6.68B |
| Q2 2025 | 490 | $8.02B |
| Q1 2025 | 469 | $8.10B |
| Q4 2024 | 457 | $8.54B |
| Q3 2024 | 434 | $6.98B |
| Q2 2024 | 459 | $5.75B |
| Q1 2024 | 416 | $7.79B |
| Q4 2023 | 435 | $7.24B |
| Q3 2023 | 446 | $7.71B |
| Q2 2023 | 440 | $7.75B |
| Q1 2023 | 444 | $8.45B |
| Q4 2022 | 440 | $8.01B |
| Q3 2022 | 387 | $9.90B |
| Q2 2022 | 342 | $7.01B |
| Q1 2022 | 348 | $8.03B |
| Q4 2021 | 352 | $9.02B |
| Q3 2021 | 338 | $10.8B |
| Q2 2021 | 300 | $7.26B |
| Q1 2021 | 307 | $6.78B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $0 | 0.00% | +1 | New |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| Trustcore Financial Services, LLC | 7 | $1.00K | 0.00% | +7 | New |
| American Portfolios Advisors | 8 | $1.53K | 0.00% | −90−91.8% | Reduced |
| NEXT Financial Group, Inc | 12 | $2.00K | 0.00% | −11−47.8% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11 | $2.00K | 0.00% | +11 | New |
| Brewin Dolphin Ltd | 15 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 15 | $3.00K | 0.00% | −2−11.8% | Reduced |
| Lindbrook Capital, LLC | 22 | $4.00K | 0.00% | +3+15.8% | Added |
| CVA Family Office, LLC | 23 | $4.00K | 0.00% | +23 | New |
| West Paces Advisors Inc. | 22 | $4.20K | 0.00% | +22 | New |
| Macroview Investment Management LLC | 24 | $5.00K | 0.01% | +24 | New |
| Front Row Advisors LLC | 30 | $7.00K | 0.00% | +4+15.4% | Added |
| Spire Wealth Management | 36 | $7.00K | 0.00% | +10+38.5% | Added |
| Kistler-Tiffany Companies, LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 55 | $10.0K | 0.00% | +55 | New |
| Meeder Asset Management Inc | 63 | $12.0K | 0.00% | +26+70.3% | Added |
| Lee Financial Co | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $15.0K | 0.00% | −2−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 83 | $15.0K | 0.00% | +9+12.2% | Added |
| Roble, Belko & Company, Inc | 89 | $17.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 92 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 135 | $26.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 186 | $35.0K | 0.01% | −30−13.9% | Reduced |
| Rational Advisors LLC | 195 | $37.0K | 0.00% | +195 | New |
| Steward Partners Investment Advisory, LLC | 220 | $42.0K | 0.00% | −105−32.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 230 | $44.0K | 0.00% | −104−31.1% | Reduced |
| Brown Brothers Harriman & Co | 250 | $48.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 258 | $49.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 293 | $55.0K | 0.00% | −62−17.5% | Reduced |
| FourThought Financial, LLC | 297 | $56.0K | 0.01% | −1−0.3% | Reduced |
| Parallel Advisors, LLC | 294 | $56.0K | 0.00% | +23+8.5% | Added |
| O'Shaughnessy Asset Management, LLC | 305 | $58.0K | 0.00% | +6+2.0% | Added |
| Advisory Services Network, LLC | 310 | $59.0K | 0.00% | +310 | New |
| Assetmark, Inc | 331 | $63.0K | 0.00% | −7−2.1% | Reduced |
| State of Wyoming | 347 | $67.0K | 0.04% | +346+34,600.0% | Added |
| First Mercantile Trust Co | 354 | $68.0K | 0.01% | −3,874−91.6% | Reduced |
| First Horizon Advisors, Inc. | 388 | $74.0K | 0.00% | −27−6.5% | Reduced |
| Catalyst Capital Advisors LLC | 400 | $76.0K | 0.00% | −590−59.6% | Reduced |
| Proequities, Inc. | 443 | $85.0K | 0.01% | +228+106.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 475 | $91.0K | 0.04% | 00.0% | Unchanged |
| FIL Ltd | 500 | $95.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 519 | $99.0K | 0.01% | +312+150.7% | Added |
| Eaton Vance Management | 577 | $110.0K | 0.00% | +378+189.9% | Added |
| Panagora Asset Management Inc | 725 | $138.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 738 | $141.0K | 0.00% | −1,290−63.6% | Reduced |
| Sageworth Trust Co | 743 | $142.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 759 | $144.8K | 0.01% | +322+73.7% | Added |
| Captrust Financial Advisors | 790 | $151.0K | 0.00% | +103+15.0% | Added |
| Parkside Financial Bank & Trust | 854 | $163.0K | 0.05% | +360+72.9% | Added |
| IBM Retirement Fund | 1,050 | $200.0K | 0.02% | −223−17.5% | Reduced |
| Logan Capital Management Inc | 1,085 | $207.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,104 | $211.0K | 0.00% | −192−14.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,165 | $222.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,200 | $229.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,221 | $233.0K | 0.02% | −113−8.5% | Reduced |
| Menard Financial Group LLC | 1,232 | $235.0K | 0.22% | +1,232 | New |
| World Asset Management Inc | 1,319 | $252.0K | 0.02% | −69−5.0% | Reduced |
| Independent Financial Group, LLC | 1,391 | $265.4K | 0.03% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,440 | $275.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 1,477 | $282.0K | 0.00% | +269+22.3% | Added |
| Gotham Asset Management, LLC | 1,521 | $290.0K | 0.01% | −3,221−67.9% | Reduced |
| Engineers Gate Manager LP | 1,565 | $299.0K | 0.02% | −2,254−59.0% | Reduced |
| Frontier Capital Management Co LLC | 1,609 | $307.0K | 0.00% | −49−3.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,644 | $314.0K | 0.20% | +9+0.6% | Added |
| Zeke Capital Advisors, LLC | 1,677 | $320.0K | 0.02% | +1,677 | New |
| MML Investors Services, LLC | 1,687 | $322.0K | 0.00% | −1,119−39.9% | Reduced |
| Advisory Resource Group | 1,689 | $322.0K | 0.13% | +1,689 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,715 | $327.0K | 0.00% | +352+25.8% | Added |
| Jag Capital Management, LLC | 1,757 | $335.0K | 0.03% | +330+23.1% | Added |
| HSBC Holdings PLC | 1,752 | $337.0K | 0.00% | +335+23.6% | Added |
| Fifth Third Bancorp | 1,944 | $371.0K | 0.00% | +1,068+121.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,961 | $374.0K | 0.00% | +232+13.4% | Added |
| Ifrah Financial Services, Inc. | 1,969 | $376.0K | 0.11% | −102−4.9% | Reduced |
| Park Avenue Securities LLC | 1,980 | $378.0K | 0.01% | −997−33.5% | Reduced |
| Hanlon Investment Management, Inc. | 2,000 | $382.0K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,015 | $384.0K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,085 | $398.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 2,089 | $399.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,137 | $408.0K | 0.03% | +2,137 | New |
| Profund Advisors LLC | 2,283 | $435.0K | 0.01% | −84−3.5% | Reduced |
| Pictet Asset Management Ltd | 2,293 | $438.0K | 0.00% | −607−20.9% | Reduced |
| Hardy Reed LLC | 2,337 | $446.0K | 0.08% | +411+21.3% | Added |
| Spouting Rock Asset Management, LLC | 2,437 | $465.0K | 0.14% | +290+13.5% | Added |
| JustInvest LLC | 2,468 | $471.0K | 0.05% | +2,468 | New |
| Roberts Glore & Co Inc | 2,480 | $473.0K | 0.14% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,500 | $477.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,550 | $487.0K | 0.38% | 00.0% | Unchanged |
| Bamco Inc | 2,561 | $489.0K | 0.00% | +205+8.7% | Added |
| Mountain Capital Investment Advisors, Inc | 2,613 | $506.0K | 0.23% | −345−11.7% | Reduced |