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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, Q4 2022

Institutional positions in Paylocity Holding Corp as of Dec 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
440
+58 vs. Q3 2022
Shares held
41.2M
+296.1K (+0.7%) vs. Q3 2022
Total value
$8.01B
−$1.88B (−19.0%) vs. Q3 2022
New holders
109
138 more added
Sold out
51
144 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 440 institutions
Q1 2021: 307 institutionsQ2 2021: 300 institutionsQ3 2021: 338 institutionsQ4 2021: 352 institutionsQ1 2022: 348 institutionsQ2 2022: 342 institutionsQ3 2022: 387 institutionsQ4 2022: 440 institutionsQ1 2023: 444 institutionsQ2 2023: 440 institutionsQ3 2023: 446 institutionsQ4 2023: 435 institutionsQ1 2024: 416 institutionsQ2 2024: 459 institutionsQ3 2024: 434 institutionsQ4 2024: 457 institutionsQ1 2025: 469 institutionsQ2 2025: 490 institutionsQ3 2025: 485 institutionsQ4 2025: 466 institutionsQ1 2026: 447 institutionsQ2 2026: 471 institutions
Value heldQ4 2022: $8.01B
Q1 2021: $6.78BQ2 2021: $7.26BQ3 2021: $10.8BQ4 2021: $9.02BQ1 2022: $8.03BQ2 2022: $7.01BQ3 2022: $9.90BQ4 2022: $8.01BQ1 2023: $8.45BQ2 2023: $7.75BQ3 2023: $7.71BQ4 2023: $7.24BQ1 2024: $7.79BQ2 2024: $5.75BQ3 2024: $6.98BQ4 2024: $8.54BQ1 2025: $8.10BQ2 2025: $8.02BQ3 2025: $6.68BQ4 2025: $6.61BQ1 2026: $4.82BQ2 2026: $4.83B
Institutions holding PCTY and their total value by quarter
QuarterHoldersValue
Q2 2026471$4.83B
Q1 2026447$4.82B
Q4 2025466$6.61B
Q3 2025485$6.68B
Q2 2025490$8.02B
Q1 2025469$8.10B
Q4 2024457$8.54B
Q3 2024434$6.98B
Q2 2024459$5.75B
Q1 2024416$7.79B
Q4 2023435$7.24B
Q3 2023446$7.71B
Q2 2023440$7.75B
Q1 2023444$8.45B
Q4 2022440$8.01B
Q3 2022387$9.90B
Q2 2022342$7.01B
Q1 2022348$8.03B
Q4 2021352$9.02B
Q3 2021338$10.8B
Q2 2021300$7.26B
Q1 2021307$6.78B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 2022.

Institutions holding PCTY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.2$00.00%00.0%Unchanged
Baystate Wealth Management LLC2$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$00.00%+1New
True Wealth Design, LLC1$1940.00%+1New
Farther Finance Advisors, LLC1$1940.00%+1New
Disciplined Investments, LLC3$5830.00%−2−40.0%Reduced
Leonteq Securities AG3$5830.00%00.0%Unchanged
SJS Investment Consulting Inc.3$5830.00%+2+200.0%Added
Schubert & Co4$7770.00%−2−33.3%Reduced
McElhenny Sheffield Capital Management, LLC4$7770.00%+4New
GWM Advisors LLC2,658$9050.00%+24+0.9%Added
Sutton Wealth Advisors Inc.5$9710.00%00.0%Unchanged
Money Concepts Capital Corp5$9710.00%00.0%Unchanged
Clean Yield Group5$9710.00%00.0%Unchanged
Stonebridge Capital Advisors LLC5$9710.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$9710.00%+5New
CVA Family Office, LLC5$9710.00%+5New
Steward Financial Group LLC10$1.00K0.00%+10New
EverSource Wealth Advisors, LLC6$1.17K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$1.17K0.00%00.0%Unchanged
NewSquare Capital LLC8$1.55K0.00%+8New
Global Retirement Partners, LLC9$1.75K0.00%+9New
Berkshire Capital Holdings Inc10$1.94K0.00%00.0%Unchanged
Truvestments Capital LLC10$1.94K0.00%+10New
Capital Advisors, Ltd. LLC8$2.00K0.00%−5−38.5%Reduced
Ronald Blue Trust, Inc.8$2.00K0.00%−1−11.1%Reduced
Gradient Investments LLC13$2.52K0.00%−108−89.3%Reduced
Quent Capital, LLC14$2.72K0.00%00.0%Unchanged
Cornerstone Planning Group LLC14$2.74K0.00%+14New
JFS Wealth Advisors, LLC15$2.91K0.00%−5−25.0%Reduced
IFP Advisors, Inc37$3.00K0.00%−214−85.3%Reduced
Farmers & Merchants Investments Inc16$3.11K0.00%00.0%Unchanged
Advisors Asset Management, Inc.18$3.50K0.00%+18New
SRS Capital Advisors, Inc.20$3.88K0.00%−7−25.9%Reduced
Bogart Wealth, LLC20$3.88K0.00%00.0%Unchanged
Glassman Wealth Services21$4.08K0.00%+1+5.0%Added
Fiduciary Alliance LLC23$4.47K0.00%+23New
Prestige Wealth Management Group LLC24$4.66K0.00%+16+200.0%Added
Beaird Harris Wealth Management, LLC25$4.86K0.00%+25New
Clearstead Advisors, LLC29$5.63K0.00%+29New
Group One Trading, L.P.31$6.02K0.00%+31New
Cary Street Partner Investment Advisory LLC31$6.02K0.00%+31New
Northwestern Mutual Wealth Management Co34$6.61K0.00%−76−69.1%Reduced
Pinnacle Financial Partners Inc34$6.61K0.00%00.0%Unchanged
Lindbrook Capital, LLC36$6.99K0.00%+6+20.0%Added
Front Row Advisors LLC38$7.00K0.00%+3+8.6%Added
Spire Wealth Management36$7.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC53$10.3K0.00%00.0%Unchanged
Macroview Investment Management LLC54$10.5K0.02%+54New
MCF Advisors LLC63$12.2K0.00%00.0%Unchanged
Massmutual Trust Co FSB67$13.0K0.00%−6−8.2%Reduced
Estabrook Capital Management70$13.6K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S74$14.0K0.00%+74New
Riverview Trust Co75$15.0K0.01%00.0%Unchanged
Allworth Financial LP87$16.9K0.00%−1−1.1%Reduced
Roble, Belko & Company, Inc89$17.0K0.00%00.0%Unchanged
Lee Financial Co93$18.1K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$19.4K0.00%+100New
Trust Co of Vermont100$19.4K0.00%00.0%Unchanged
Romano Brothers and Company100$19.4K0.00%+100New
Parallel Advisors, LLC105$20.4K0.00%00.0%Unchanged
State of Wyoming109$21.2K0.01%−69−38.8%Reduced
Accurate Wealth Management, LLC123$23.0K0.01%+123New
Assetmark, Inc125$24.3K0.00%−138−52.5%Reduced
Rockefeller Capital Management L.P.135$26.0K0.00%+51+60.7%Added
Bartlett & Co. LLC150$29.0K0.00%00.0%Unchanged
EMC Capital Management150$29.0K0.03%+150New
Bartlett & Co. Wealth Management LLC150$29.1K0.00%00.0%Unchanged
National Bank of Canada151$29.3K0.00%+11+7.9%Added
Belpointe Asset Management LLC168$32.6K0.00%+168New
Sageworth Trust Co171$33.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec170$33.0K0.00%+170New
Harel Insurance Investments & Financial Services Ltd.179$35.0K0.00%−31−14.8%Reduced
Comerica Securities,inc.182$35.4K0.00%+182New
Migdal Insurance & Financial Holdings Ltd.191$38.0K0.00%+191New
Coppell Advisory Solutions LLC227$44.1K0.02%+227New
Coppell Advisory Solutions Corp.227$44.1K0.02%+227New
Brown Brothers Harriman & Co250$48.6K0.00%00.0%Unchanged
Dark Forest Capital Management LP254$49.3K0.01%−16,906−98.5%Reduced
First Horizon Advisors, Inc.273$53.0K0.00%−109−28.5%Reduced
Huntington National Bank290$56.3K0.00%−105−26.6%Reduced
Proequities, Inc.296$57.5K0.00%−39−11.6%Reduced
Ossiam296$57.5K0.00%00.0%Unchanged
AdvisorNet Financial, Inc306$59.4K0.01%−144−32.0%Reduced
Logan Capital Management Inc321$62.4K0.00%00.0%Unchanged
Walleye Trading LLC327$63.5K0.00%+327New
Signaturefd, LLC345$67.0K0.00%−502−59.3%Reduced
Globeflex Capital L P349$67.8K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.377$73.2K0.07%+27+7.7%Added
Park Place Capital Corp421$82.0K0.02%+421New
Sageworth Trust Co of South Dakota465$90.0K0.20%00.0%Unchanged
CWM, LLC498$97.0K0.00%+1+0.2%Added
High Net Worth Advisory Group LLC500$97.1K0.04%−20−3.8%Reduced
Quadrant Capital Group LLC532$103.3K0.01%−20−3.6%Reduced
DuPont Capital Management Corp597$116.0K0.01%−64−9.7%Reduced
Covestor Ltd604$117.0K0.10%−116−16.1%Reduced
Central Trust Co624$121.2K0.00%−214−25.5%Reduced
Gyon Technologies Capital Management, LP695$135.0K0.05%+695New
Picton Mahoney Asset Management780$152.0K0.01%+70+9.9%Added
Arcadia Investment Management Corp795$154.4K0.04%+795New