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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, 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.

Institutional holdersQ1 2023: 444 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 heldQ1 2023: $8.45B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2022.

Institutions holding PCTY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kistler-Tiffany Companies, LLC44$8.75K0.00%−9−17.0%Reduced
Spire Wealth Management36$7.16K0.00%00.0%Unchanged
Front Row Advisors LLC36$7.00K0.00%−2−5.3%Reduced
Pinnacle Financial Partners Inc34$6.76K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.34$6.76K0.00%+14+70.0%Added
Lindbrook Capital, LLC33$6.56K0.00%−3−8.3%Reduced
Northwestern Mutual Wealth Management Co32$6.36K0.00%−2−5.9%Reduced
Cary Street Partner Investment Advisory LLC31$6.16K0.00%00.0%Unchanged
Bogart Wealth, LLC20$3.98K0.00%00.0%Unchanged
Global Retirement Partners, LLC21$3.93K0.00%+12+133.3%Added
Glassman Wealth Services18$3.58K0.00%−3−14.3%Reduced
Farmers & Merchants Investments Inc18$3.58K0.00%+2+12.5%Added
Leonteq Securities AG18$3.58K0.00%+15+500.0%Added
Gradient Investments LLC16$3.18K0.00%+3+23.1%Added
JFS Wealth Advisors, LLC15$2.98K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.15$2.98K0.00%+15New
Quent Capital, LLC14$2.78K0.00%00.0%Unchanged
Ellevest, Inc.13$2.58K0.00%+13New
Milestone Investment Advisors LLC12$2.39K0.00%+12New
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.12$2.00K0.00%+4+50.0%Added
Steward Financial Group LLC14$2.00K0.00%+4+40.0%Added
Berkshire Capital Holdings Inc10$1.99K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$1.59K0.00%−16−66.7%Reduced
NewSquare Capital LLC8$1.59K0.00%00.0%Unchanged
Private Trust Co NA7$1.39K0.00%+7New
EverSource Wealth Advisors, LLC6$1.19K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$1.19K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$9940.00%00.0%Unchanged
Clean Yield Group5$9940.00%00.0%Unchanged
Stonebridge Capital Advisors LLC5$9940.00%00.0%Unchanged
Headlands Technologies LLC5$9940.00%+5New
Schubert & Co4$7960.00%00.0%Unchanged
JNBA Financial Advisors4$7960.00%+4New
Disciplined Investments, LLC3$5960.00%00.0%Unchanged
25 LLC3$5210.00%+3New
Baystate Wealth Management LLC2$3980.00%00.0%Unchanged
Creative Planning1$1990.00%−1,042−99.9%Reduced
SJS Investment Consulting Inc.1$1990.00%−2−66.7%Reduced
True Wealth Design, LLC1$1990.00%00.0%Unchanged
TCI Wealth Advisors, Inc.1$1990.00%+1New
Ci Investments Inc.2$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Financial Management Professionals, Inc.2$00.00%+2New
1832 Asset Management L.P.0$00.00%−540,300−100.0%Sold out
Twinbeech Capital LP0$00.00%−25,846−100.0%Sold out
NWK Group, Inc.0$00.00%−12,986−100.0%Sold out
M&G Investment Management Ltd0$00.00%−11,498−100.0%Sold out
Capital Research Global Investors0$00.00%−8,999−100.0%Sold out
Duality Advisers, LP0$00.00%−6,688−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−5,500−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−5,479−100.0%Sold out
Park Avenue Securities LLC0$00.00%−4,354−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−3,267−100.0%Sold out
Caas Capital Management LP0$00.00%−3,000−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−2,786−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−2,200−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−1,812−100.0%Sold out
Castleark Management LLC0$00.00%−1,570−100.0%Sold out
Zacks Investment Management0$00.00%−1,352−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−1,165−100.0%Sold out
Intech Investment Management LLC0$00.00%−1,069−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−695−100.0%Sold out
DuPont Capital Management Corp0$00.00%−597−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−500−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−377−100.0%Sold out
Logan Capital Management Inc0$00.00%−321−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−227−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−227−100.0%Sold out
Comerica Securities,inc.0$00.00%−182−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−123−100.0%Sold out
State of Wyoming0$00.00%−109−100.0%Sold out
Romano Brothers and Company0$00.00%−100−100.0%Sold out
Group One Trading, L.P.0$00.00%−31−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−25−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−23−100.0%Sold out
IFP Advisors, Inc0$00.00%−37−100.0%Sold out
Truvestments Capital LLC0$00.00%−10−100.0%Sold out
Money Concepts Capital Corp0$00.00%−5−100.0%Sold out
CVA Family Office, LLC0$00.00%−5−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−5−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−4−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−1−100.0%Sold out
Comerica Bank––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Seeyond––––Not filed
Cornerstone Planning Group LLC––––Not filed