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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 2,021 | $392.6K | 0.29% | −5−0.2% | Reduced |
| Hanlon Investment Management, Inc. | 2,000 | $388.5K | 0.13% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,985 | $385.6K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,963 | $381.3K | 0.01% | −1,765−47.3% | Reduced |
| Nordea Investment Management AB | 1,885 | $370.6K | 0.00% | +1,885 | New |
| Regions Financial Corp | 1,905 | $370.0K | 0.00% | +70+3.8% | Added |
| Level Four Advisory Services, LLC | 1,812 | $352.0K | 0.03% | −103−5.4% | Reduced |
| E. Ohman J:or Asset Management AB | 1,800 | $349.7K | 0.02% | +1,800 | New |
| CIBC Asset Management Inc | 1,781 | $346.0K | 0.00% | −577−24.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,760 | $342.0K | 0.00% | +34+2.0% | Added |
| Cetera Advisor Networks LLC | 1,744 | $338.8K | 0.00% | +1,744 | New |
| Profund Advisors LLC | 1,590 | $308.9K | 0.02% | −3−0.2% | Reduced |
| Kestra Advisory Services, LLC | 1,587 | $308.3K | 0.00% | +198+14.3% | Added |
| Castleark Management LLC | 1,570 | $305.0K | 0.02% | −580−27.0% | Reduced |
| FDx Advisors, Inc. | 1,566 | $304.0K | 0.01% | −351−18.3% | Reduced |
| Burney Co | 1,558 | $302.7K | 0.02% | −6,895−81.6% | Reduced |
| Advisory Services Network, LLC | 1,546 | $300.3K | 0.01% | −51−3.2% | Reduced |
| Cerity Partners LLC | 1,444 | $280.8K | 0.00% | +141+10.8% | Added |
| Voloridge Investment Management, LLC | 1,389 | $269.8K | 0.00% | +1,389 | New |
| Independent Financial Group, LLC | 1,371 | $266.3K | 0.02% | −319−18.9% | Reduced |
| Zacks Investment Management | 1,352 | $262.6K | 0.00% | −11,121−89.2% | Reduced |
| Assenagon Asset Management S.A. | 1,246 | $242.0K | 0.00% | +1,246 | New |
| Resources Investment Advisors, LLC. | 1,216 | $236.2K | 0.01% | −226−15.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,212 | $235.4K | 0.00% | +11+0.9% | Added |
| Pathstone Family Office, LLC | 1,470 | $227.3K | 0.00% | +385+35.5% | Added |
| Gsa Capital Partners LLP | 1,165 | $226.0K | 0.03% | −259−18.2% | Reduced |
| ASB Consultores, LLC | 1,107 | $215.0K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,104 | $214.5K | 0.00% | −12,799−92.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,097 | $213.1K | 0.03% | +1,097 | New |
| Veriti Management LLC | 1,094 | $212.5K | 0.03% | +126+13.0% | Added |
| Arvest Trust Co N A | 1,083 | $210.4K | 0.01% | +96+9.7% | Added |
| Intech Investment Management LLC | 1,069 | $207.7K | 0.00% | +1,069 | New |
| Greenleaf Trust | 1,051 | $204.0K | 0.00% | −35−3.2% | Reduced |
| Creative Planning | 1,043 | $202.6K | 0.00% | −270−20.6% | Reduced |
| Wealth Alliance | 1,037 | $201.4K | 0.04% | −121−10.4% | Reduced |
| Seeyond | 1,020 | $198.1K | 0.02% | +1,020 | New |
| Parkside Financial Bank & Trust | 1,004 | $195.0K | 0.06% | +9+0.9% | Added |
| Vestcor Inc | 984 | $191.0K | 0.01% | +984 | New |
| Steward Partners Investment Advisory, LLC | 977 | $189.8K | 0.00% | +968+10,755.6% | Added |
| Storebrand Asset Management AS | 935 | $181.6K | 0.00% | +935 | New |
| Arcadia Investment Management Corp | 795 | $154.4K | 0.04% | +795 | New |
| Picton Mahoney Asset Management | 780 | $152.0K | 0.01% | +70+9.9% | Added |
| Gyon Technologies Capital Management, LP | 695 | $135.0K | 0.05% | +695 | New |
| Central Trust Co | 624 | $121.2K | 0.00% | −214−25.5% | Reduced |
| Covestor Ltd | 604 | $117.0K | 0.10% | −116−16.1% | Reduced |
| DuPont Capital Management Corp | 597 | $116.0K | 0.01% | −64−9.7% | Reduced |
| Quadrant Capital Group LLC | 532 | $103.3K | 0.01% | −20−3.6% | Reduced |
| High Net Worth Advisory Group LLC | 500 | $97.1K | 0.04% | −20−3.8% | Reduced |
| CWM, LLC | 498 | $97.0K | 0.00% | +1+0.2% | Added |
| Sageworth Trust Co of South Dakota | 465 | $90.0K | 0.20% | 00.0% | Unchanged |
| Park Place Capital Corp | 421 | $82.0K | 0.02% | +421 | New |
| Harbor Capital Advisors, Inc. | 377 | $73.2K | 0.07% | +27+7.7% | Added |
| Globeflex Capital L P | 349 | $67.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 345 | $67.0K | 0.00% | −502−59.3% | Reduced |
| Walleye Trading LLC | 327 | $63.5K | 0.00% | +327 | New |
| Logan Capital Management Inc | 321 | $62.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 306 | $59.4K | 0.01% | −144−32.0% | Reduced |
| Ossiam | 296 | $57.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 296 | $57.5K | 0.00% | −39−11.6% | Reduced |
| Huntington National Bank | 290 | $56.3K | 0.00% | −105−26.6% | Reduced |
| First Horizon Advisors, Inc. | 273 | $53.0K | 0.00% | −109−28.5% | Reduced |
| Dark Forest Capital Management LP | 254 | $49.3K | 0.01% | −16,906−98.5% | Reduced |
| Brown Brothers Harriman & Co | 250 | $48.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 227 | $44.1K | 0.02% | +227 | New |
| Coppell Advisory Solutions Corp. | 227 | $44.1K | 0.02% | +227 | New |
| Migdal Insurance & Financial Holdings Ltd. | 191 | $38.0K | 0.00% | +191 | New |
| Comerica Securities,inc. | 182 | $35.4K | 0.00% | +182 | New |
| Harel Insurance Investments & Financial Services Ltd. | 179 | $35.0K | 0.00% | −31−14.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 170 | $33.0K | 0.00% | +170 | New |
| Sageworth Trust Co | 171 | $33.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 168 | $32.6K | 0.00% | +168 | New |
| National Bank of Canada | 151 | $29.3K | 0.00% | +11+7.9% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 150 | $29.0K | 0.03% | +150 | New |
| Rockefeller Capital Management L.P. | 135 | $26.0K | 0.00% | +51+60.7% | Added |
| Assetmark, Inc | 125 | $24.3K | 0.00% | −138−52.5% | Reduced |
| Accurate Wealth Management, LLC | 123 | $23.0K | 0.01% | +123 | New |
| State of Wyoming | 109 | $21.2K | 0.01% | −69−38.8% | Reduced |
| Parallel Advisors, LLC | 105 | $20.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 100 | $19.4K | 0.00% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $19.4K | 0.00% | +100 | New |
| Lee Financial Co | 93 | $18.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 87 | $16.9K | 0.00% | −1−1.1% | Reduced |
| Riverview Trust Co | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 74 | $14.0K | 0.00% | +74 | New |
| Estabrook Capital Management | 70 | $13.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $13.0K | 0.00% | −6−8.2% | Reduced |
| MCF Advisors LLC | 63 | $12.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 54 | $10.5K | 0.02% | +54 | New |
| Kistler-Tiffany Companies, LLC | 53 | $10.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 38 | $7.00K | 0.00% | +3+8.6% | Added |
| Spire Wealth Management | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $6.99K | 0.00% | +6+20.0% | Added |
| Northwestern Mutual Wealth Management Co | 34 | $6.61K | 0.00% | −76−69.1% | Reduced |
| Pinnacle Financial Partners Inc | 34 | $6.61K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 31 | $6.02K | 0.00% | +31 | New |
| Cary Street Partner Investment Advisory LLC | 31 | $6.02K | 0.00% | +31 | New |