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, Q1 2022
Institutional positions in Paylocity Holding Corp as of Mar 31, 2022. 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
- 348
- −2 vs. Q4 2021
- Shares held
- 39.0M
- +813.0K (+2.1%) vs. Q4 2021
- Total value
- $8.03B
- −$990.4M (−11.0%) vs. Q4 2021
- New holders
- 48
- 128 more added
- Sold out
- 50
- 115 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 2 | $0 | 0.00% | −329−99.4% | Reduced |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 2 | $412 | 0.00% | −2−50.0% | Reduced |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Glassman Wealth Services | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Money Concepts Capital Corp | 5 | $1.00K | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | +4 | New |
| TCWP LLC | 6 | $1.00K | 0.00% | +6 | New |
| American Portfolios Advisors | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $2.00K | 0.00% | −313−97.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| IFP Advisors, Inc | 18 | $2.00K | 0.00% | +16+800.0% | Added |
| Cordant, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| FourThought Financial, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Blue Bell Private Wealth Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $3.00K | 0.00% | +8+133.3% | Added |
| Bellwether Advisors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 25 | $5.14K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 29 | $6.00K | 0.00% | +7+31.8% | Added |
| Spire Wealth Management | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 40 | $8.00K | 0.00% | −86−68.3% | Reduced |
| Vestcor Inc | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 46 | $9.00K | 0.00% | +46 | New |
| Bessemer Group Inc | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 50 | $10.0K | 0.00% | +50 | New |
| Kistler-Tiffany Companies, LLC | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $11.0K | 0.00% | +48+1,200.0% | Added |
| Walleye Trading LLC | 52 | $11.0K | 0.00% | +52 | New |
| Huntington National Bank | 59 | $12.0K | 0.00% | −46−43.8% | Reduced |
| CWM, LLC | 69 | $14.0K | 0.00% | +68+6,800.0% | Added |
| Umb Bank N A | 73 | $15.0K | 0.00% | −8−9.9% | Reduced |
| Riverview Trust Co | 75 | $15.0K | 0.01% | +75 | New |
| Lee Financial Co | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $18.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 92 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 123 | $25.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 121 | $25.0K | 0.00% | +61+101.7% | Added |
| National Bank of Canada | 124 | $26.0K | 0.00% | −20,300−99.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $30.9K | 0.00% | +150 | New |
| Bartlett & Co. LLC | 150 | $31.0K | 0.00% | +150 | New |
| Rockefeller Capital Management L.P. | 163 | $33.0K | 0.00% | −12−6.9% | Reduced |
| Sageworth Trust Co | 171 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 183 | $38.0K | 0.00% | +173+1,730.0% | Added |
| Proequities, Inc. | 200 | $41.0K | 0.00% | −206−50.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 199 | $41.0K | 0.00% | +199 | New |
| Meeder Asset Management Inc | 204 | $42.0K | 0.00% | −1,273−86.2% | Reduced |
| State of Wyoming | 212 | $43.0K | 0.02% | −5−2.3% | Reduced |
| Quadrant Capital Group LLC | 210 | $43.0K | 0.01% | +37+21.4% | Added |
| Brown Brothers Harriman & Co | 250 | $51.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 255 | $52.0K | 0.00% | +255 | New |
| Migdal Insurance & Financial Holdings Ltd. | 260 | $54.0K | 0.00% | +54+26.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 322 | $66.0K | 0.00% | −302−48.4% | Reduced |
| Assetmark, Inc | 320 | $66.0K | 0.00% | −1−0.3% | Reduced |
| Simplex Trading, LLC | 329 | $67.0K | 0.00% | −785−70.5% | Reduced |
| Covestor Ltd | 331 | $68.0K | 0.05% | +155+88.1% | Added |
| Aquatic Capital Management LLC | 400 | $82.0K | 0.12% | +300+300.0% | Added |
| Harvest Fund Management Co., Ltd | 418 | $86.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 443 | $91.0K | 0.04% | −32−6.7% | Reduced |
| AdvisorNet Financial, Inc | 450 | $93.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 501 | $103.0K | 0.02% | −5−1.0% | Reduced |
| High Net Worth Advisory Group LLC | 520 | $107.0K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 569 | $117.0K | 0.22% | 00.0% | Unchanged |
| Logan Capital Management Inc | 645 | $133.0K | 0.01% | −440−40.6% | Reduced |
| Canada Pension Plan Investment Board | 700 | $144.0K | 0.00% | +700 | New |
| Harbor Capital Advisors, Inc. | 802 | $165.0K | 0.08% | +802 | New |
| Parkside Financial Bank & Trust | 889 | $183.0K | 0.05% | +9+1.0% | Added |
| Greenleaf Trust | 992 | $204.0K | 0.00% | +121+13.9% | Added |
| YorkBridge Wealth Partners, LLC | 991 | $204.0K | 0.04% | +991 | New |
| ASB Consultores, LLC | 1,003 | $206.0K | 0.09% | +100+11.1% | Added |
| Foundry Partners, LLC | 1,018 | $209.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 1,034 | $212.8K | 0.06% | −119−10.3% | Reduced |
| M&T Bank Corp | 1,042 | $214.0K | 0.00% | +76+7.9% | Added |
| Captrust Financial Advisors | 1,059 | $218.0K | 0.00% | +169+19.0% | Added |
| Western Wealth Management, LLC | 1,074 | $220.0K | 0.01% | +1,074 | New |
| Cambridge Investment Research Advisors, Inc. | 1,151 | $237.0K | 0.00% | −407−26.1% | Reduced |
| Hardy Reed LLC | 1,161 | $239.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,160 | $239.0K | 0.03% | +1,160 | New |
| Raymond James Financial Services Advisors, Inc. | 1,167 | $240.0K | 0.00% | −1,747−60.0% | Reduced |
| Kestra Advisory Services, LLC | 1,183 | $243.0K | 0.00% | +117+11.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,200 | $247.0K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,427 | $257.0K | 0.03% | −647−31.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $270.0K | 0.15% | −255−16.3% | Reduced |
| Frontier Wealth Management LLC | 1,400 | $282.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,404 | $289.0K | 0.02% | +1,404 | New |
| Advisory Services Network, LLC | 1,501 | $308.0K | 0.01% | +14+0.9% | Added |
| Engineers Gate Manager LP | 1,588 | $327.0K | 0.01% | +1,588 | New |
| Nisa Investment Advisors, LLC | 1,665 | $343.0K | 0.00% | +300+22.0% | Added |
| Walleye Capital LLC | 1,677 | $345.0K | 0.01% | +1,677 | New |