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, Q2 2023
Institutional positions in Paylocity Holding Corp as of Jun 30, 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
- 440
- −3 vs. Q1 2023
- Shares held
- 42.0M
- −366.7K (−0.9%) vs. Q1 2023
- Total value
- $7.75B
- −$703.7M (−8.3%) vs. Q1 2023
- New holders
- 51
- 173 more added
- Sold out
- 54
- 158 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $361 | 0.00% | +6 | New |
| Baystate Wealth Management LLC | 2 | $369 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $370 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $554 | 0.00% | +2+200.0% | Added |
| SRS Capital Advisors, Inc. | 4 | $739 | 0.00% | −30−88.2% | Reduced |
| JNBA Financial Advisors | 4 | $739 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $923 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 5 | $923 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $923 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| EverSource Wealth Advisors, LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $1.29K | 0.00% | +3+100.0% | Added |
| Private Trust Co NA | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $2.03K | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 13 | $2.40K | 0.00% | −2−13.3% | Reduced |
| Quent Capital, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 15 | $2.77K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $2.95K | 0.00% | −5−23.8% | Reduced |
| Glassman Wealth Services | 17 | $3.14K | 0.00% | −1−5.6% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $3.69K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 20 | $3.69K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $3.69K | 0.00% | +4+25.0% | Added |
| Fiduciary Alliance LLC | 23 | $4.24K | 0.00% | +23 | New |
| Lindbrook Capital, LLC | 24 | $4.43K | 0.00% | −9−27.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 27 | $4.98K | 0.00% | +27 | New |
| Colonial Trust Co | 30 | $5.35K | 0.00% | +30 | New |
| Pinnacle Financial Partners Inc | 34 | $6.27K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $6.64K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 37 | $6.83K | 0.00% | −63−63.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 38 | $7.01K | 0.00% | +7+22.6% | Added |
| Front Row Advisors LLC | 42 | $8.00K | 0.00% | +6+16.7% | Added |
| Kistler-Tiffany Companies, LLC | 44 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $8.12K | 0.00% | +38+633.3% | Added |
| Massmutual Trust Co FSB | 58 | $10.7K | 0.00% | −27−31.8% | Reduced |
| Ci Investments Inc. | 59 | $11.0K | 0.00% | +57+2,850.0% | Added |
| MCF Advisors LLC | 63 | $11.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 66 | $12.2K | 0.00% | −2−2.9% | Reduced |
| Venturi Wealth Management, LLC | 68 | $12.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 70 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $13.3K | 0.01% | +72 | New |
| West Tower Group, LLC | 80 | $14.8K | 0.01% | +80 | New |
| Roble, Belko & Company, Inc | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $16.6K | 0.00% | −4−4.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 93 | $17.2K | 0.00% | +93 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $18.5K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 103 | $19.0K | 0.01% | +103 | New |
| Lee Financial Co | 103 | $19.0K | 0.00% | +18+21.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 127 | $23.0K | 0.00% | −9−6.6% | Reduced |
| Assetmark, Inc | 125 | $23.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 125 | $23.1K | 0.00% | +78+166.0% | Added |
| Central Trust Co | 144 | $26.6K | 0.00% | −253−63.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $27.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $28.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 170 | $31.4K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 186 | $33.0K | 0.00% | −188−50.3% | Reduced |
| Signaturefd, LLC | 233 | $43.0K | 0.00% | −99−29.8% | Reduced |
| V-Square Quantitative Management LLC | 252 | $46.5K | 0.03% | +252 | New |
| Benjamin Edwards Inc | 256 | $47.0K | 0.01% | +256 | New |
| Edentree Asset Management Ltd | 268 | $49.5K | 0.02% | +268 | New |
| Proequities, Inc. | 275 | $50.7K | 0.00% | +11+4.2% | Added |
| UniSuper Management Pty Ltd | 300 | $55.4K | 0.00% | +300 | New |
| AdvisorNet Financial, Inc | 305 | $56.3K | 0.00% | +3+1.0% | Added |
| First Horizon Advisors, Inc. | 327 | $60.3K | 0.00% | +54+19.8% | Added |
| GWM Advisors LLC | 333 | $61.5K | 0.00% | −1,790−84.3% | Reduced |
| CWM, LLC | 349 | $64.0K | 0.00% | −102−22.6% | Reduced |
| Globeflex Capital L P | 349 | $64.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 356 | $65.7K | 0.01% | +338+1,877.8% | Added |
| Huntington National Bank | 377 | $69.6K | 0.00% | +201+114.2% | Added |
| Quadrant Capital Group LLC | 445 | $82.1K | 0.01% | +40+9.9% | Added |
| Park Place Capital Corp | 452 | $83.4K | 0.02% | +31+7.4% | Added |
| Clearstead Advisors, LLC | 480 | $88.6K | 0.01% | +198+70.2% | Added |
| AM Squared Ltd | 500 | $92.3K | 0.11% | −900−64.3% | Reduced |
| Arcadia Investment Management Corp | 566 | $104.4K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 572 | $105.6K | 0.03% | +567+11,340.0% | Added |
| Ossiam | 673 | $124.2K | 0.00% | +268+66.2% | Added |
| Covestor Ltd | 705 | $130.0K | 0.10% | +19+2.8% | Added |
| Stephenson National Bank & Trust | 714 | $131.8K | 0.07% | +35+5.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 720 | $132.9K | 0.00% | −430−37.4% | Reduced |
| Picton Mahoney Asset Management | 780 | $144.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 807 | $149.0K | 0.00% | +4+0.5% | Added |
| EMC Capital Management | 28,775 | $169.0K | 0.34% | +28,625+19,083.3% | Added |
| Vestcor Inc | 984 | $182.0K | 0.01% | −4,000−80.3% | Reduced |
| Storebrand Asset Management AS | 1,026 | $189.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,059 | $195.4K | 0.05% | +55+5.5% | Added |
| Ostrum Asset Management | 1,077 | $198.7K | 0.02% | +1+0.1% | Added |
| Two Sigma Securities, LLC | 1,100 | $203.0K | 0.02% | −693−38.7% | Reduced |
| Gsa Capital Partners LLP | 1,155 | $213.0K | 0.02% | +1,155 | New |
| Toroso Investments, LLC | 1,174 | $217.0K | 0.01% | +1,174 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,188 | $219.0K | 0.01% | +1,014+582.8% | Added |
| Hardy Reed LLC | 1,188 | $219.2K | 0.04% | +1,188 | New |
| Wealth Alliance | 1,196 | $220.7K | 0.03% | +97+8.8% | Added |
| Kestra Advisory Services, LLC | 1,200 | $221.4K | 0.00% | +181+17.8% | Added |
| Cresset Asset Management, LLC | 1,207 | $222.7K | 0.00% | +1,207 | New |
| Nisa Investment Advisors, LLC | 1,235 | $227.9K | 0.00% | −480−28.0% | Reduced |