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 |
|---|---|---|---|---|---|
| State of Wyoming | 217 | $51.0K | 0.02% | −64−22.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 206 | $49.0K | 0.00% | −24−10.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 192 | $45.0K | 0.03% | +192 | New |
| Covestor Ltd | 176 | $42.0K | 0.06% | +176 | New |
| 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 |
| Sageworth Trust Co | 171 | $40.0K | 0.00% | −572−77.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 135 | $32.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 126 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 123 | $29.0K | 0.01% | +123 | New |
| Carroll Financial Associates, Inc. | 112 | $27.0K | 0.00% | −256−69.6% | Reduced |
| Huntington National Bank | 105 | $25.0K | 0.00% | +24+29.6% | Added |
| Aquatic Capital Management LLC | 100 | $24.0K | 0.05% | +100 | New |
| HC Financial Advisors Inc | 92 | $22.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 85 | $20.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 81 | $19.0K | 0.00% | +81 | New |
| Eaton Vance Management | 71 | $17.0K | 0.00% | −80−53.0% | Reduced |
| Parallel Advisors, LLC | 60 | $14.0K | 0.00% | −246−80.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 39 | $9.00K | 0.00% | +39 | New |
| Front Row Advisors LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 25 | $5.90K | 0.00% | +3+13.6% | Added |
| Lindbrook Capital, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| 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 |
| 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 |
| American Portfolios Advisors | 8 | $1.89K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 4 | $945 | 0.00% | +4 | New |
| 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 |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −691,170−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −282,034−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −97,323−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −45,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,376−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,076−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −6,726−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −5,249−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,491−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,907−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Marco Investment Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −9−100.0% | Sold out |