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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 121 | $25.0K | 0.00% | +61+101.7% | Added |
| HC Financial Advisors Inc | 92 | $19.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 73 | $15.0K | 0.00% | −8−9.9% | Reduced |
| Riverview Trust Co | 75 | $15.0K | 0.01% | +75 | New |
| CWM, LLC | 69 | $14.0K | 0.00% | +68+6,800.0% | Added |
| Huntington National Bank | 59 | $12.0K | 0.00% | −46−43.8% | Reduced |
| 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 |
| Bessemer Group Inc | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 50 | $10.0K | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 46 | $9.00K | 0.00% | +46 | New |
| Steward Partners Investment Advisory, LLC | 40 | $8.00K | 0.00% | −86−68.3% | Reduced |
| Vestcor Inc | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $7.00K | 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 |
| West Paces Advisors Inc. | 25 | $5.14K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 2 | $412 | 0.00% | −2−50.0% | Reduced |
| 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 |
| Capital World Investors | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −70,400−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −60,800−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −40,080−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −37,001−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −19,501−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −8,938−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −7,658−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −7,365−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,619−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,557−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |