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, Q1 2023
Institutional positions in Paylocity Holding Corp as of Mar 31, 2023. 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
- 444
- +8 vs. Q4 2022
- Shares held
- 42.4M
- +1.22M (+3.0%) vs. Q4 2022
- Total value
- $8.45B
- +$458.2M (+5.7%) vs. Q4 2022
- New holders
- 47
- 173 more added
- Sold out
- 39
- 154 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| Creative Planning | 1 | $199 | 0.00% | −1,042−99.9% | Reduced |
| SJS Investment Consulting Inc. | 1 | $199 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $199 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 2 | $398 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $521 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 3 | $596 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $796 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $796 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 5 | $994 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 5 | $994 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $994 | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 5 | $994 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $1.39K | 0.00% | +7 | New |
| NewSquare Capital LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $1.59K | 0.00% | −16−66.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $2.00K | 0.00% | +4+50.0% | Added |
| Steward Financial Group LLC | 14 | $2.00K | 0.00% | +4+40.0% | Added |
| Milestone Investment Advisors LLC | 12 | $2.39K | 0.00% | +12 | New |
| Ellevest, Inc. | 13 | $2.58K | 0.00% | +13 | New |
| Quent Capital, LLC | 14 | $2.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $2.98K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 15 | $2.98K | 0.00% | +15 | New |
| Gradient Investments LLC | 16 | $3.18K | 0.00% | +3+23.1% | Added |
| Glassman Wealth Services | 18 | $3.58K | 0.00% | −3−14.3% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $3.58K | 0.00% | +2+12.5% | Added |
| Leonteq Securities AG | 18 | $3.58K | 0.00% | +15+500.0% | Added |
| Global Retirement Partners, LLC | 21 | $3.93K | 0.00% | +12+133.3% | Added |
| Bogart Wealth, LLC | 20 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 31 | $6.16K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 32 | $6.36K | 0.00% | −2−5.9% | Reduced |
| Lindbrook Capital, LLC | 33 | $6.56K | 0.00% | −3−8.3% | Reduced |
| Pinnacle Financial Partners Inc | 34 | $6.76K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $6.76K | 0.00% | +14+70.0% | Added |
| Front Row Advisors LLC | 36 | $7.00K | 0.00% | −2−5.3% | Reduced |
| Spire Wealth Management | 36 | $7.16K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 44 | $8.75K | 0.00% | −9−17.0% | Reduced |
| Advisors Asset Management, Inc. | 47 | $9.34K | 0.00% | +29+161.1% | Added |
| Macroview Investment Management LLC | 61 | $12.1K | 0.02% | +7+13.0% | Added |
| MCF Advisors LLC | 63 | $12.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 66 | $13.1K | 0.01% | +66 | New |
| Parallel Advisors, LLC | 68 | $13.5K | 0.00% | −37−35.2% | Reduced |
| Venturi Wealth Management, LLC | 68 | $13.5K | 0.00% | +68 | New |
| Estabrook Capital Management | 70 | $13.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $14.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85 | $16.9K | 0.00% | +18+26.9% | Added |
| Lee Financial Co | 85 | $16.9K | 0.00% | −8−8.6% | Reduced |
| Roble, Belko & Company, Inc | 89 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 94 | $18.7K | 0.00% | +7+8.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $19.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $19.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 125 | $24.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 136 | $27.0K | 0.00% | −43−24.0% | Reduced |
| EMC Capital Management | 150 | $29.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $29.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 164 | $33.0K | 0.01% | +164 | New |
| Federation des caisses Desjardins du Quebec | 170 | $33.8K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 171 | $34.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 176 | $35.0K | 0.00% | −114−39.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 174 | $35.0K | 0.00% | +100+135.1% | Added |
| Belpointe Asset Management LLC | 218 | $43.3K | 0.00% | +50+29.8% | Added |
| Brown Brothers Harriman & Co | 250 | $49.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 264 | $52.5K | 0.00% | −32−10.8% | Reduced |
| First Horizon Advisors, Inc. | 273 | $54.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 282 | $56.1K | 0.00% | +253+872.4% | Added |
| Walleye Trading LLC | 291 | $57.8K | 0.00% | −36−11.0% | Reduced |
| AdvisorNet Financial, Inc | 302 | $60.0K | 0.01% | −4−1.3% | Reduced |
| Simplex Trading, LLC | 310 | $61.0K | 0.00% | −7,899−96.2% | Reduced |
| Signaturefd, LLC | 332 | $66.0K | 0.00% | −13−3.8% | Reduced |
| Globeflex Capital L P | 349 | $69.4K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 374 | $73.0K | 0.00% | +183+95.8% | Added |
| Central Trust Co | 397 | $78.9K | 0.00% | −227−36.4% | Reduced |
| Quadrant Capital Group LLC | 405 | $80.5K | 0.01% | −127−23.9% | Reduced |
| Ossiam | 405 | $80.5K | 0.00% | +109+36.8% | Added |
| Park Place Capital Corp | 421 | $83.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 451 | $90.0K | 0.00% | −47−9.4% | Reduced |
| Sageworth Trust Co of South Dakota | 465 | $92.4K | 0.22% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 565 | $112.3K | 0.04% | +565 | New |
| Arcadia Investment Management Corp | 566 | $112.5K | 0.02% | −229−28.8% | Reduced |
| Advisory Services Network, LLC | 659 | $131.0K | 0.00% | −887−57.4% | Reduced |
| Stephenson National Bank & Trust | 679 | $135.0K | 0.08% | +679 | New |
| Covestor Ltd | 686 | $136.0K | 0.12% | +82+13.6% | Added |
| Employees Retirement System of Texas | 766 | $152.0K | 0.00% | +766 | New |
| Picton Mahoney Asset Management | 780 | $155.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 803 | $160.0K | 0.00% | +803 | New |
| Dark Forest Capital Management LP | 867 | $172.3K | 0.04% | +613+241.3% | Added |
| Pacer Advisors, Inc. | 960 | $190.8K | 0.00% | −6,934−87.8% | Reduced |
| Parkside Financial Bank & Trust | 1,004 | $199.6K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,019 | $202.6K | 0.00% | −568−35.8% | Reduced |
| Storebrand Asset Management AS | 1,026 | $203.9K | 0.00% | +91+9.7% | Added |
| Veriti Management LLC | 1,036 | $205.9K | 0.02% | −58−5.3% | Reduced |
| Sciencast Management LP | 1,266 | $206.5K | 0.27% | +1,266 | New |