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, Q2 2022
Institutional positions in Paylocity Holding Corp as of Jun 30, 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
- 342
- +1 vs. Q1 2022
- Shares held
- 40.2M
- +1.30M (+3.4%) vs. Q1 2022
- Total value
- $7.01B
- −$987.2M (−12.3%) vs. Q1 2022
- New holders
- 50
- 140 more added
- Sold out
- 49
- 102 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4 | $698 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 8 | $1.00K | 0.00% | −6−42.9% | Reduced |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Schubert & Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $1.00K | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sargent Bickham Lagudis LLC | 7 | $1.00K | 0.00% | +7 | New |
| Burleson & Company, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 8 | $1.00K | 0.00% | +8 | New |
| Urban Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| American Portfolios Advisors | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 11 | $1.92K | 0.00% | −1,023−98.9% | Reduced |
| Quent Capital, LLC | 14 | $2.00K | 0.00% | −38−73.1% | Reduced |
| Surevest, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $2.00K | 0.00% | −3−16.7% | Reduced |
| FourThought Financial, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $2.00K | 0.00% | +7+175.0% | Added |
| Whittier Trust Co | 14 | $2.00K | 0.00% | +14 | New |
| Ancora Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Steward Financial Group LLC | 14 | $2.00K | 0.00% | +14 | New |
| Fieldpoint Private Securities, LLC | 15 | $3.00K | 0.00% | −35−70.0% | Reduced |
| Bogart Wealth, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Crewe Advisors LLC | 16 | $3.00K | 0.00% | +16 | New |
| Steward Partners Investment Advisory, LLC | 23 | $4.00K | 0.00% | −17−42.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 22 | $4.00K | 0.00% | +7+46.7% | Added |
| West Paces Advisors Inc. | 25 | $4.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26 | $5.00K | 0.00% | +17+188.9% | Added |
| Private Trust Co NA | 26 | $5.00K | 0.00% | +26 | New |
| Spire Wealth Management | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 35 | $6.00K | 0.00% | +5+16.7% | Added |
| Lindbrook Capital, LLC | 33 | $6.00K | 0.00% | +4+13.8% | Added |
| Massmutual Trust Co FSB | 39 | $7.00K | 0.00% | +30+333.3% | Added |
| Kistler-Tiffany Companies, LLC | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 78 | $14.0K | 0.00% | +77+7,700.0% | Added |
| Lee Financial Co | 86 | $15.0K | 0.00% | +1+1.2% | Added |
| Roble, Belko & Company, Inc | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $17.0K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 102 | $18.0K | 0.00% | −19−15.7% | Reduced |
| National Bank of Canada | 140 | $24.0K | 0.00% | +16+12.9% | Added |
| Bartlett & Co. LLC | 163 | $28.0K | 0.00% | +13+8.7% | Added |
| Bartlett & Co. Wealth Management LLC | 163 | $28.4K | 0.00% | +13+8.7% | Added |
| Bessemer Group Inc | 169 | $29.0K | 0.00% | +123+267.4% | Added |
| Sageworth Trust Co | 171 | $30.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 183 | $32.0K | 0.02% | −29−13.7% | Reduced |
| Castle Wealth Management LLC | 212 | $37.0K | 0.02% | +212 | New |
| Harel Insurance Investments & Financial Services Ltd. | 220 | $38.0K | 0.00% | −102−31.7% | Reduced |
| Meeder Asset Management Inc | 226 | $39.0K | 0.00% | +22+10.8% | Added |
| Central Trust Co | 224 | $39.0K | 0.00% | +224 | New |
| Migdal Insurance & Financial Holdings Ltd. | 236 | $41.0K | 0.00% | −24−9.2% | Reduced |
| Rockefeller Capital Management L.P. | 245 | $42.0K | 0.00% | +82+50.3% | Added |
| Signaturefd, LLC | 247 | $43.0K | 0.00% | +64+35.0% | Added |
| Trustcore Financial Services, LLC | 255 | $44.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 250 | $44.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 277 | $48.0K | 0.00% | +78+39.2% | Added |
| Proequities, Inc. | 302 | $53.0K | 0.00% | +102+51.0% | Added |
| Covestor Ltd | 331 | $58.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 340 | $59.0K | 0.00% | +20+6.3% | Added |
| First Horizon Advisors, Inc. | 410 | $71.0K | 0.00% | +402+5,025.0% | Added |
| Harvest Fund Management Co., Ltd | 418 | $73.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 428 | $75.0K | 0.00% | +359+520.3% | Added |
| Quadrant Capital Group LLC | 440 | $77.0K | 0.01% | +230+109.5% | Added |
| AdvisorNet Financial, Inc | 450 | $78.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 455 | $79.0K | 0.00% | +396+671.2% | Added |
| Twin Tree Management, LP | 491 | $86.0K | 0.00% | +491 | New |
| Private Capital Group, LLC | 516 | $90.0K | 0.07% | +15+3.0% | Added |
| High Net Worth Advisory Group LLC | 520 | $91.0K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 569 | $99.0K | 0.20% | 00.0% | Unchanged |
| Logan Capital Management Inc | 645 | $113.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 790 | $138.0K | 0.01% | +790 | New |
| Harbor Capital Advisors, Inc. | 898 | $157.0K | 0.12% | +96+12.0% | Added |
| Parkside Financial Bank & Trust | 935 | $164.0K | 0.05% | +46+5.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 993 | $173.0K | 0.00% | +993 | New |
| Hardy Reed LLC | 1,147 | $200.0K | 0.04% | −14−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,154 | $201.0K | 0.00% | +3+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,166 | $203.0K | 0.00% | −1−0.1% | Reduced |
| Cerity Partners LLC | 1,215 | $212.0K | 0.00% | +1,215 | New |
| UBS Group AG | 1,226 | $214.0K | 0.00% | −805−39.6% | Reduced |
| Kestra Advisory Services, LLC | 1,236 | $216.0K | 0.00% | +53+4.5% | Added |
| Teza Capital Management LLC | 1,275 | $222.0K | 0.09% | +1,275 | New |
| Prelude Capital Management, LLC | 1,299 | $227.0K | 0.01% | +1,299 | New |
| Tudor Investment Corp Et Al | 1,305 | $228.0K | 0.01% | +1,305 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,323 | $231.0K | 0.13% | +9+0.7% | Added |
| Independent Financial Group, LLC | 1,374 | $239.7K | 0.03% | −343−20.0% | Reduced |
| M&T Bank Corp | 5,203 | $242.0K | 0.00% | +4,161+399.3% | Added |
| Frontier Wealth Management LLC | 1,400 | $244.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,466 | $256.0K | 0.03% | +1,466 | New |
| Resources Investment Advisors, LLC. | 1,488 | $260.0K | 0.01% | +1,488 | New |
| Profund Advisors LLC | 1,570 | $274.0K | 0.02% | −295−15.8% | Reduced |
| Advisory Services Network, LLC | 1,571 | $275.0K | 0.01% | +70+4.7% | Added |