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, Q4 2021
Institutional positions in Paylocity Holding Corp as of Dec 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
- 352
- +18 vs. Q3 2021
- Shares held
- 38.2M
- −304.8K (−0.8%) vs. Q3 2021
- Total value
- $9.02B
- −$1.78B (−16.5%) vs. Q3 2021
- New holders
- 67
- 124 more added
- Sold out
- 49
- 112 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | −2,295−99.9% | Reduced |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Glassman Wealth Services | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 4 | $945 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Schubert & Co | 4 | $1.00K | 0.00% | +4 | New |
| Snowden Capital Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Quent Capital, LLC | 4 | $1.00K | 0.00% | +4 | New |
| American Portfolios Advisors | 8 | $1.89K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −38,890−100.0% | Reduced |
| Tarbox Family Office, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| SRS Capital Advisors, Inc. | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Sierra Capital LLC | 13 | $3.00K | 0.00% | +13 | New |
| Blue Bell Private Wealth Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 25 | $5.90K | 0.00% | +3+13.6% | Added |
| Vigilant Capital Management, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 39 | $9.00K | 0.00% | +39 | New |
| Bessemer Group Inc | 46 | $10.0K | 0.00% | −9−16.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 44 | $10.0K | 0.00% | +38+633.3% | Added |
| Vestcor Inc | 41 | $10.0K | 0.00% | +41 | New |
| Kistler-Tiffany Companies, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 60 | $14.0K | 0.00% | −246−80.4% | Reduced |
| Eaton Vance Management | 71 | $17.0K | 0.00% | −80−53.0% | Reduced |
| Umb Bank N A | 81 | $19.0K | 0.00% | +81 | New |
| Lee Financial Co | 85 | $20.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $21.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 92 | $22.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $24.0K | 0.05% | +100 | New |
| Huntington National Bank | 105 | $25.0K | 0.00% | +24+29.6% | Added |
| Carroll Financial Associates, Inc. | 112 | $27.0K | 0.00% | −256−69.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 123 | $29.0K | 0.01% | +123 | New |
| Steward Partners Investment Advisory, LLC | 126 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 135 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 171 | $40.0K | 0.00% | −572−77.0% | Reduced |
| Quadrant Capital Group LLC | 173 | $41.0K | 0.00% | −17−8.9% | Reduced |
| Rockefeller Capital Management L.P. | 175 | $41.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $42.0K | 0.06% | +176 | New |
| Masso Torrence Wealth Management Inc. | 192 | $45.0K | 0.03% | +192 | New |
| Migdal Insurance & Financial Holdings Ltd. | 206 | $49.0K | 0.00% | −24−10.4% | Reduced |
| State of Wyoming | 217 | $51.0K | 0.02% | −64−22.8% | Reduced |
| Brown Brothers Harriman & Co | 250 | $59.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 321 | $75.0K | 0.00% | −49−13.2% | Reduced |
| Assetmark, Inc | 321 | $76.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 331 | $78.0K | 0.00% | +331 | New |
| Proequities, Inc. | 406 | $96.0K | 0.01% | −46−10.2% | Reduced |
| Harvest Fund Management Co., Ltd | 418 | $99.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 450 | $106.0K | 0.01% | −150−25.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 475 | $112.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Group, LLC | 506 | $120.0K | 0.03% | −4−0.8% | Reduced |
| High Net Worth Advisory Group LLC | 520 | $123.0K | 0.04% | +520 | New |
| Sageworth Trust Co of South Dakota | 569 | $134.0K | 0.21% | +569 | New |
| Harel Insurance Investments & Financial Services Ltd. | 624 | $149.0K | 0.00% | −100−13.8% | Reduced |
| Acadian Asset Management LLC | 692 | $163.0K | 0.00% | +593+599.0% | Added |
| TD Private Client Wealth LLC | 754 | $178.1K | 0.01% | −5−0.7% | Reduced |
| Cigna Investments Inc | 861 | $204.0K | 0.02% | −360−29.5% | Reduced |
| Greenleaf Trust | 871 | $206.0K | 0.00% | −4−0.5% | Reduced |
| Parkside Financial Bank & Trust | 880 | $208.0K | 0.05% | +15+1.7% | Added |
| Captrust Financial Advisors | 890 | $210.0K | 0.00% | −202−18.5% | Reduced |
| Teza Capital Management LLC | 893 | $211.0K | 0.06% | +100+12.6% | Added |
| ASB Consultores, LLC | 903 | $213.0K | 0.11% | +903 | New |
| Wolverine Trading, LLC | 917 | $218.0K | 0.00% | +917 | New |
| Seven Eight Capital, LP | 950 | $224.0K | 0.04% | +950 | New |
| Coldstream Capital Management Inc | 957 | $226.0K | 0.01% | +957 | New |
| M&T Bank Corp | 966 | $228.0K | 0.00% | +1+0.1% | Added |
| Blueshift Asset Management, LLC | 984 | $232.0K | 0.02% | +984 | New |
| Martingale Asset Management L P | 1,000 | $237.0K | 0.00% | −20−2.0% | Reduced |
| Foundry Partners, LLC | 1,018 | $240.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,016 | $240.0K | 0.05% | +1,016 | New |
| Rafferty Asset Management, LLC | 1,035 | $244.0K | 0.00% | +12+1.2% | Added |
| Cerity Partners LLC | 1,056 | $249.0K | 0.00% | +1,056 | New |
| Kestra Advisory Services, LLC | 1,066 | $252.0K | 0.00% | +51+5.0% | Added |
| Logan Capital Management Inc | 1,085 | $256.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,114 | $263.0K | 0.01% | +821+280.2% | Added |
| Mirabella Financial Services LLP | 1,113 | $263.0K | 0.03% | +1,113 | New |
| FORA Capital, LLC | 1,147 | $271.0K | 0.11% | −1,433−55.5% | Reduced |
| Exane Derivatives | 1,153 | $272.3K | 0.07% | +1,153 | New |
| Boothbay Fund Management, LLC | 1,154 | $273.0K | 0.01% | +1,154 | New |
| Hardy Reed LLC | 1,161 | $274.0K | 0.05% | −1,176−50.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,365 | $278.0K | 0.00% | +200+17.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,200 | $283.0K | 0.00% | +1,200 | New |
| Pendal Group Limited | 1,200 | $283.0K | 0.00% | +1,200 | New |
| Quantamental Technologies LLC | 1,299 | $307.0K | 0.16% | +1,299 | New |
| Independent Financial Group, LLC | 1,371 | $323.8K | 0.03% | −497−26.6% | Reduced |
| Zeke Capital Advisors, LLC | 1,371 | $324.0K | 0.02% | −276−16.8% | Reduced |
| Landscape Capital Management, L.L.C. | 1,383 | $327.0K | 0.05% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,400 | $331.0K | 0.02% | −40−2.8% | Reduced |
| Caxton Associates LP | 1,436 | $339.0K | 0.04% | +1,436 | New |
| Meeder Asset Management Inc | 1,477 | $349.0K | 0.04% | +1,394+1,679.5% | Added |