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, Q3 2022
Institutional positions in Paylocity Holding Corp as of Sep 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
- 387
- +51 vs. Q2 2022
- Shares held
- 41.0M
- +816.7K (+2.0%) vs. Q2 2022
- Total value
- $9.90B
- +$2.89B (+41.2%) vs. Q2 2022
- New holders
- 79
- 133 more added
- Sold out
- 28
- 131 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q2 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 |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Leonteq Securities AG | 3 | $725 | 0.00% | −1−25.0% | Reduced |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −9,748−100.0% | Reduced |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5 | $1.00K | 0.00% | +5 | New |
| MUFG Americas Holdings Corp | 4 | $1.00K | 0.00% | +4 | New |
| Exchange Traded Concepts, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Clean Yield Group | 5 | $1.00K | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 5 | $1.21K | 0.00% | +3+150.0% | Added |
| Absolute Capital Management, LLC | 7 | $1.73K | 0.00% | +7 | New |
| American Portfolios Advisors | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9 | $2.00K | 0.00% | −14−60.9% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $2.00K | 0.00% | +8+800.0% | Added |
| Surevest, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | +10+333.3% | Added |
| Private Trust Co NA | 16 | $4.00K | 0.00% | −10−38.5% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $4.00K | 0.00% | +16 | New |
| Raleigh Capital Management Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Blue Bell Private Wealth Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $5.00K | 0.00% | +9+81.8% | Added |
| JFS Wealth Advisors, LLC | 20 | $5.00K | 0.00% | +12+150.0% | Added |
| Crewe Advisors LLC | 23 | $6.00K | 0.00% | +7+43.8% | Added |
| Lindbrook Capital, LLC | 30 | $7.00K | 0.00% | −3−9.1% | Reduced |
| SRS Capital Advisors, Inc. | 27 | $7.00K | 0.00% | +1+3.8% | Added |
| Pinnacle Financial Partners Inc | 34 | $8.00K | 0.00% | +34 | New |
| Front Row Advisors LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 63 | $15.0K | 0.00% | +63 | New |
| Estabrook Capital Management | 70 | $16.9K | 0.00% | +70 | New |
| Riverview Trust Co | 75 | $18.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $18.0K | 0.00% | +34+87.2% | Added |
| Rockefeller Capital Management L.P. | 84 | $20.0K | 0.00% | −161−65.7% | Reduced |
| Allworth Financial LP | 88 | $21.0K | 0.00% | +10+12.8% | Added |
| Roble, Belko & Company, Inc | 89 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 93 | $22.0K | 0.00% | +7+8.1% | Added |
| Trust Co of Vermont | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 251 | $24.0K | 0.00% | +236+1,573.3% | Added |
| Parallel Advisors, LLC | 105 | $25.0K | 0.00% | +3+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 110 | $26.0K | 0.00% | −167−60.3% | Reduced |
| Gradient Investments LLC | 121 | $29.0K | 0.00% | −29,702−99.6% | Reduced |
| National Bank of Canada | 140 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $36.0K | 0.00% | −13−8.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $36.2K | 0.00% | −13−8.0% | Reduced |
| Sageworth Trust Co | 171 | $41.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 178 | $43.0K | 0.02% | −5−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 185 | $44.0K | 0.00% | +183+9,150.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 210 | $52.0K | 0.00% | −10−4.5% | Reduced |
| Brown Brothers Harriman & Co | 250 | $60.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 255 | $62.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 263 | $64.0K | 0.00% | −77−22.6% | Reduced |
| Meeder Asset Management Inc | 298 | $72.0K | 0.00% | +72+31.9% | Added |
| Ossiam | 296 | $72.0K | 0.00% | +296 | New |
| Bessemer Group Inc | 313 | $76.0K | 0.00% | +144+85.2% | Added |
| Logan Capital Management Inc | 321 | $78.0K | 0.00% | −324−50.2% | Reduced |
| Proequities, Inc. | 335 | $81.0K | 0.01% | +33+10.9% | Added |
| Globeflex Capital L P | 349 | $84.0K | 0.01% | +349 | New |
| Harbor Capital Advisors, Inc. | 350 | $85.0K | 0.08% | −548−61.0% | Reduced |
| First Horizon Advisors, Inc. | 382 | $91.0K | 0.00% | −28−6.8% | Reduced |
| Huntington National Bank | 395 | $95.0K | 0.00% | −60−13.2% | Reduced |
| AdvisorNet Financial, Inc | 450 | $109.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 465 | $112.0K | 0.28% | −104−18.3% | Reduced |
| CWM, LLC | 497 | $120.0K | 0.00% | +69+16.1% | Added |
| High Net Worth Advisory Group LLC | 520 | $126.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 552 | $133.0K | 0.02% | +112+25.5% | Added |
| DuPont Capital Management Corp | 661 | $160.0K | 0.01% | +661 | New |
| Picton Mahoney Asset Management | 710 | $171.0K | 0.01% | −80−10.1% | Reduced |
| Covestor Ltd | 720 | $174.0K | 0.15% | +389+117.5% | Added |
| Sawtooth Solutions, LLC | 834 | $201.0K | 0.03% | +834 | New |
| Central Trust Co | 838 | $202.0K | 0.01% | +614+274.1% | Added |
| Concentric Capital Strategies, LP | 840 | $203.0K | 0.08% | +840 | New |
| Signaturefd, LLC | 847 | $205.0K | 0.01% | +600+242.9% | Added |
| Verdence Capital Advisors LLC | 848 | $205.0K | 0.03% | +848 | New |
| Ieq Capital, LLC | 889 | $215.0K | 0.01% | +889 | New |
| Harvest Fund Management Co., Ltd | 916 | $221.0K | 0.06% | +498+119.1% | Added |
| Samson Rock Capital LLP | 924 | $223.0K | 0.17% | +924 | New |
| Veriti Management LLC | 968 | $234.0K | 0.03% | +968 | New |
| Arvest Trust Co N A | 987 | $238.0K | 0.02% | +987 | New |
| Parkside Financial Bank & Trust | 995 | $241.0K | 0.08% | +60+6.4% | Added |
| Crescent Grove Advisors, LLC | 1,000 | $242.0K | 0.03% | +1,000 | New |
| Mackenzie Financial Corp | 1,008 | $244.0K | 0.00% | +1,008 | New |
| Los Angeles Capital Management LLC | 1,074 | $259.0K | 0.00% | +1,074 | New |
| Greenleaf Trust | 1,086 | $262.0K | 0.00% | +1,086 | New |
| Pathstone Family Office, LLC | 1,085 | $262.6K | 0.01% | −740−40.5% | Reduced |
| ASB Consultores, LLC | 1,107 | $267.0K | 0.13% | +1,107 | New |
| Hardy Reed LLC | 1,147 | $277.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,152 | $278.0K | 0.00% | −2−0.2% | Reduced |