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 |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors, Inc | 2,613 | $506.0K | 0.23% | −345−11.7% | Reduced |
| Bamco Inc | 2,561 | $489.0K | 0.00% | +205+8.7% | Added |
| Yorktown Management & Research Co Inc | 2,550 | $487.0K | 0.38% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,500 | $477.0K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,480 | $473.0K | 0.14% | 00.0% | Unchanged |
| JustInvest LLC | 2,468 | $471.0K | 0.05% | +2,468 | New |
| Spouting Rock Asset Management, LLC | 2,437 | $465.0K | 0.14% | +290+13.5% | Added |
| Hardy Reed LLC | 2,337 | $446.0K | 0.08% | +411+21.3% | Added |
| Pictet Asset Management Ltd | 2,293 | $438.0K | 0.00% | −607−20.9% | Reduced |
| Profund Advisors LLC | 2,283 | $435.0K | 0.01% | −84−3.5% | Reduced |
| Point72 Hong Kong Ltd | 2,137 | $408.0K | 0.03% | +2,137 | New |
| Shelton Capital Management | 2,089 | $399.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,085 | $398.0K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,015 | $384.0K | 0.00% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,000 | $382.0K | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,980 | $378.0K | 0.01% | −997−33.5% | Reduced |
| Ifrah Financial Services, Inc. | 1,969 | $376.0K | 0.11% | −102−4.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,961 | $374.0K | 0.00% | +232+13.4% | Added |
| Fifth Third Bancorp | 1,944 | $371.0K | 0.00% | +1,068+121.9% | Added |
| HSBC Holdings PLC | 1,752 | $337.0K | 0.00% | +335+23.6% | Added |
| Jag Capital Management, LLC | 1,757 | $335.0K | 0.03% | +330+23.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,715 | $327.0K | 0.00% | +352+25.8% | Added |
| 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 |
| Zeke Capital Advisors, LLC | 1,677 | $320.0K | 0.02% | +1,677 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,644 | $314.0K | 0.20% | +9+0.6% | Added |
| Frontier Capital Management Co LLC | 1,609 | $307.0K | 0.00% | −49−3.0% | Reduced |
| Engineers Gate Manager LP | 1,565 | $299.0K | 0.02% | −2,254−59.0% | Reduced |
| Gotham Asset Management, LLC | 1,521 | $290.0K | 0.01% | −3,221−67.9% | Reduced |
| Regions Financial Corp | 1,477 | $282.0K | 0.00% | +269+22.3% | Added |
| Frontier Wealth Management LLC | 1,440 | $275.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,391 | $265.4K | 0.03% | 00.0% | Unchanged |
| World Asset Management Inc | 1,319 | $252.0K | 0.02% | −69−5.0% | Reduced |
| Menard Financial Group LLC | 1,232 | $235.0K | 0.22% | +1,232 | New |
| Cigna Investments Inc | 1,221 | $233.0K | 0.02% | −113−8.5% | Reduced |
| Schroder Investment Management Group | 1,200 | $229.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,165 | $222.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,104 | $211.0K | 0.00% | −192−14.8% | Reduced |
| Logan Capital Management Inc | 1,085 | $207.0K | 0.01% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,050 | $200.0K | 0.02% | −223−17.5% | Reduced |
| Parkside Financial Bank & Trust | 854 | $163.0K | 0.05% | +360+72.9% | Added |
| Captrust Financial Advisors | 790 | $151.0K | 0.00% | +103+15.0% | Added |
| TD Private Client Wealth LLC | 759 | $144.8K | 0.01% | +322+73.7% | Added |
| Sageworth Trust Co | 743 | $142.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 738 | $141.0K | 0.00% | −1,290−63.6% | Reduced |
| Panagora Asset Management Inc | 725 | $138.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 577 | $110.0K | 0.00% | +378+189.9% | Added |
| Carroll Financial Associates, Inc. | 519 | $99.0K | 0.01% | +312+150.7% | Added |
| FIL Ltd | 500 | $95.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 475 | $91.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 443 | $85.0K | 0.01% | +228+106.0% | Added |
| Catalyst Capital Advisors LLC | 400 | $76.0K | 0.00% | −590−59.6% | Reduced |
| First Horizon Advisors, Inc. | 388 | $74.0K | 0.00% | −27−6.5% | Reduced |
| First Mercantile Trust Co | 354 | $68.0K | 0.01% | −3,874−91.6% | Reduced |
| State of Wyoming | 347 | $67.0K | 0.04% | +346+34,600.0% | Added |
| Assetmark, Inc | 331 | $63.0K | 0.00% | −7−2.1% | Reduced |
| Advisory Services Network, LLC | 310 | $59.0K | 0.00% | +310 | New |
| O'Shaughnessy Asset Management, LLC | 305 | $58.0K | 0.00% | +6+2.0% | Added |
| FourThought Financial, LLC | 297 | $56.0K | 0.01% | −1−0.3% | Reduced |
| Parallel Advisors, LLC | 294 | $56.0K | 0.00% | +23+8.5% | Added |
| Simplex Trading, LLC | 293 | $55.0K | 0.00% | −62−17.5% | Reduced |
| Private Capital Group, LLC | 258 | $49.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 250 | $48.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 230 | $44.0K | 0.00% | −104−31.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 220 | $42.0K | 0.00% | −105−32.3% | Reduced |
| Rational Advisors LLC | 195 | $37.0K | 0.00% | +195 | New |
| Quadrant Capital Group LLC | 186 | $35.0K | 0.01% | −30−13.9% | Reduced |
| AdvisorNet Financial, Inc | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 135 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 92 | $18.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $17.0K | 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 |
| Lee Financial Co | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 63 | $12.0K | 0.00% | +26+70.3% | 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 |
| 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 |
| Macroview Investment Management LLC | 24 | $5.00K | 0.01% | +24 | New |
| West Paces Advisors Inc. | 22 | $4.20K | 0.00% | +22 | New |
| Lindbrook Capital, LLC | 22 | $4.00K | 0.00% | +3+15.8% | Added |
| CVA Family Office, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Bellevue Asset Management, LLC | 15 | $3.00K | 0.00% | −2−11.8% | Reduced |
| Brewin Dolphin Ltd | 15 | $2.86K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 8 | $1.53K | 0.00% | −90−91.8% | Reduced |
| 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 |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $0 | 0.00% | +1 | New |