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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, Q3 2021

Institutional positions in Paylocity Holding Corp as of Sep 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
338
+40 vs. Q2 2021
Shares held
38.5M
+522.8K (+1.4%) vs. Q2 2021
Total value
$10.8B
+$3.55B (+48.8%) vs. Q2 2021
New holders
59
124 more added
Sold out
19
102 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 338 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 heldQ3 2021: $10.8B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q2 2021.

Institutions holding PCTY in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
NEXT Financial Group, Inc4$1.00K0.00%−8−66.7%Reduced
Stonebridge Capital Advisors LLC5$1.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC2$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc2$1.00K0.00%+1+100.0%Added
Massmutual Trust Co FSB5$1.00K0.00%+5New
Signaturefd, LLC5$1.00K0.00%+5New
Financial Management Professionals, Inc.3$1.00K0.00%+3New
SRS Capital Advisors, Inc.3$1.00K0.00%+3New
Arkadios Wealth Advisors9$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$2.00K0.00%00.0%Unchanged
American Portfolios Advisors8$2.24K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP11$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.9$3.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC14$3.00K0.00%+1+7.7%Added
Allworth Financial LP19$5.00K0.00%+19New
Eaton Vance Management151$6.00K0.00%−426−73.8%Reduced
Lindbrook Capital, LLC22$6.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC22$6.00K0.00%+22New
West Paces Advisors Inc.22$6.17K0.00%00.0%Unchanged
Front Row Advisors LLC30$8.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC27$8.00K0.00%+27New
Spire Wealth Management36$10.0K0.00%00.0%Unchanged
Macroview Investment Management LLC34$10.0K0.01%+10+41.7%Added
Jacobi Capital Management LLC50$14.0K0.00%00.0%Unchanged
Bessemer Group Inc55$15.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC53$15.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd55$15.4K0.00%+40+266.7%Added
Huntington National Bank81$23.0K0.00%00.0%Unchanged
Meeder Asset Management Inc83$23.0K0.00%+20+31.7%Added
Lee Financial Co85$24.0K0.00%+15+21.4%Added
Roble, Belko & Company, Inc89$25.0K0.01%00.0%Unchanged
HC Financial Advisors Inc92$26.0K0.02%00.0%Unchanged
Acadian Asset Management LLC99$27.0K0.00%+99New
Global Retirement Partners, LLC100$28.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC118$33.0K0.00%+118New
Steward Partners Investment Advisory, LLC126$35.0K0.00%−94−42.7%Reduced
Cullen/Frost Bankers, Inc.135$38.0K0.00%00.0%Unchanged
Bartlett & Co. LLC150$42.0K0.00%+150New
Bartlett & Co. Wealth Management LLC150$42.1K0.00%+150New
Rockefeller Capital Management L.P.175$49.0K0.00%+92+110.8%Added
Quadrant Capital Group LLC190$53.0K0.01%+4+2.2%Added
Simplex Trading, LLC293$56.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.230$64.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co250$70.0K0.00%00.0%Unchanged
State of Wyoming281$79.0K0.05%−66−19.0%Reduced
Leonteq Securities AG300$84.1K0.00%+300New
Parallel Advisors, LLC306$86.0K0.00%+12+4.1%Added
Assetmark, Inc321$90.0K0.00%−10−3.0%Reduced
Exchange Traded Concepts, LLC333$93.0K0.00%+333New
Carroll Financial Associates, Inc.368$103.0K0.01%−151−29.1%Reduced
First Horizon Advisors, Inc.370$103.0K0.00%−18−4.6%Reduced
O'Shaughnessy Asset Management, LLC413$116.0K0.00%+108+35.4%Added
Harvest Fund Management Co., Ltd418$117.0K0.03%+418New
Proequities, Inc.452$127.0K0.01%+9+2.0%Added
Jackson, Grant Investment Advisers, Inc.475$133.0K0.06%00.0%Unchanged
Private Capital Group, LLC510$143.0K0.03%+252+97.7%Added
AdvisorNet Financial, Inc600$168.0K0.01%+450+300.0%Added
Panagora Asset Management Inc721$202.0K0.00%−4−0.6%Reduced
Harel Insurance Investments & Financial Services Ltd.724$203.0K0.01%−14−1.9%Reduced
First National Trust Co737$207.0K0.01%+737New
Sageworth Trust Co743$208.0K0.02%00.0%Unchanged
Crescent Grove Advisors, LLC750$210.0K0.02%+750New
Los Angeles Capital Management LLC756$212.0K0.00%+756New
TD Private Client Wealth LLC759$212.8K0.01%00.0%Unchanged
Claret Asset Management Corp760$213.0K0.04%+760New
Cresset Asset Management, LLC765$215.0K0.00%+765New
Veriti Management LLC777$218.0K0.03%+777New
Teza Capital Management LLC793$222.0K0.11%+793New
Wealth Alliance848$238.0K0.05%+848New
Algert Global LLC852$239.0K0.03%+852New
Parkside Financial Bank & Trust865$242.0K0.07%+11+1.3%Added
Greenleaf Trust875$245.0K0.00%+875New
Janney Montgomery Scott LLC877$246.0K0.00%+877New
Marco Investment Management LLC900$252.0K0.03%+900New
Engineers Gate Manager LP946$265.0K0.02%−619−39.6%Reduced
M&T Bank Corp965$270.0K0.00%+965New
Foundry Partners, LLC1,018$285.0K0.01%+1,018New
Kestra Advisory Services, LLC1,015$285.0K0.00%+1,015New
Martingale Asset Management L P1,020$287.0K0.00%+1,020New
Rafferty Asset Management, LLC1,023$287.0K0.00%+1,023New
IBM Retirement Fund1,050$294.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)1,062$298.0K0.01%−3,304−75.7%Reduced
Logan Capital Management Inc1,085$304.0K0.01%00.0%Unchanged
Captrust Financial Advisors1,092$306.0K0.00%+302+38.2%Added
Macquarie Group Ltd1,104$310.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,165$327.0K0.00%00.0%Unchanged
Schroder Investment Management Group1,200$336.0K0.00%00.0%Unchanged
AlphaCrest Capital Management LLC1,213$340.0K0.02%−2,938−70.8%Reduced
Cigna Investments Inc1,221$342.0K0.03%00.0%Unchanged
Schonfeld Strategic Advisors LLC1,243$349.0K0.00%+1,243New
Frontier Capital Management Co LLC1,291$362.0K0.00%−318−19.8%Reduced
World Asset Management Inc1,301$365.0K0.04%−18−1.4%Reduced
Menard Financial Group LLC1,379$387.0K0.34%+147+11.9%Added
Landscape Capital Management, L.L.C.1,383$388.0K0.05%−40,870−96.7%Reduced
TriaGen Wealth Management LLC1,416$397.0K0.22%+1,416New
Two Sigma Securities, LLC1,426$400.0K0.08%+1,426New
Frontier Wealth Management LLC1,440$404.0K0.03%00.0%Unchanged
Quantbot Technologies LP1,501$420.0K0.03%+1,501New
Gotham Asset Management, LLC1,506$422.0K0.02%−15−1.0%Reduced
Paloma Partners Management Co1,560$438.0K0.02%+1,560New