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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 889 | $215.0K | 0.01% | +889 | New |
| Signaturefd, LLC | 847 | $205.0K | 0.01% | +600+242.9% | Added |
| Verdence Capital Advisors LLC | 848 | $205.0K | 0.03% | +848 | New |
| Concentric Capital Strategies, LP | 840 | $203.0K | 0.08% | +840 | New |
| Central Trust Co | 838 | $202.0K | 0.01% | +614+274.1% | Added |
| Sawtooth Solutions, LLC | 834 | $201.0K | 0.03% | +834 | New |
| Covestor Ltd | 720 | $174.0K | 0.15% | +389+117.5% | Added |
| Picton Mahoney Asset Management | 710 | $171.0K | 0.01% | −80−10.1% | Reduced |
| DuPont Capital Management Corp | 661 | $160.0K | 0.01% | +661 | New |
| Quadrant Capital Group LLC | 552 | $133.0K | 0.02% | +112+25.5% | Added |
| High Net Worth Advisory Group LLC | 520 | $126.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 497 | $120.0K | 0.00% | +69+16.1% | Added |
| Sageworth Trust Co of South Dakota | 465 | $112.0K | 0.28% | −104−18.3% | Reduced |
| AdvisorNet Financial, Inc | 450 | $109.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 395 | $95.0K | 0.00% | −60−13.2% | Reduced |
| First Horizon Advisors, Inc. | 382 | $91.0K | 0.00% | −28−6.8% | Reduced |
| Harbor Capital Advisors, Inc. | 350 | $85.0K | 0.08% | −548−61.0% | Reduced |
| Globeflex Capital L P | 349 | $84.0K | 0.01% | +349 | New |
| Proequities, Inc. | 335 | $81.0K | 0.01% | +33+10.9% | Added |
| Logan Capital Management Inc | 321 | $78.0K | 0.00% | −324−50.2% | Reduced |
| Bessemer Group Inc | 313 | $76.0K | 0.00% | +144+85.2% | Added |
| Meeder Asset Management Inc | 298 | $72.0K | 0.00% | +72+31.9% | Added |
| Ossiam | 296 | $72.0K | 0.00% | +296 | New |
| Assetmark, Inc | 263 | $64.0K | 0.00% | −77−22.6% | Reduced |
| Trustcore Financial Services, LLC | 255 | $62.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 250 | $60.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 210 | $52.0K | 0.00% | −10−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 185 | $44.0K | 0.00% | +183+9,150.0% | Added |
| State of Wyoming | 178 | $43.0K | 0.02% | −5−2.7% | Reduced |
| Sageworth Trust Co | 171 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $36.2K | 0.00% | −13−8.0% | Reduced |
| Bartlett & Co. LLC | 150 | $36.0K | 0.00% | −13−8.0% | Reduced |
| National Bank of Canada | 140 | $34.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 121 | $29.0K | 0.00% | −29,702−99.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 110 | $26.0K | 0.00% | −167−60.3% | Reduced |
| Parallel Advisors, LLC | 105 | $25.0K | 0.00% | +3+2.9% | 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 |
| Roble, Belko & Company, Inc | 89 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 93 | $22.0K | 0.00% | +7+8.1% | Added |
| Allworth Financial LP | 88 | $21.0K | 0.00% | +10+12.8% | Added |
| Rockefeller Capital Management L.P. | 84 | $20.0K | 0.00% | −161−65.7% | Reduced |
| Riverview Trust Co | 75 | $18.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $18.0K | 0.00% | +34+87.2% | Added |
| Estabrook Capital Management | 70 | $16.9K | 0.00% | +70 | New |
| MCF Advisors LLC | 63 | $15.0K | 0.00% | +63 | New |
| Kistler-Tiffany Companies, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 34 | $8.00K | 0.00% | +34 | New |
| 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 |
| Crewe Advisors LLC | 23 | $6.00K | 0.00% | +7+43.8% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 7 | $1.73K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 5 | $1.21K | 0.00% | +3+150.0% | Added |
| 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 |
| Leonteq Securities AG | 3 | $725 | 0.00% | −1−25.0% | Reduced |
| 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 |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −25,562−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −24,589−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,786−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,685−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |