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, Q3 2023
Institutional positions in Paylocity Holding Corp as of Sep 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
- 446
- +9 vs. Q2 2023
- Shares held
- 42.3M
- +306.2K (+0.7%) vs. Q2 2023
- Total value
- $7.71B
- −$40.0M (−0.5%) vs. Q2 2023
- New holders
- 55
- 144 more added
- Sold out
- 46
- 177 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4 | $0 | 0.00% | −6,136−99.9% | Reduced |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | −805−99.8% | Reduced |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| True Wealth Design, LLC | 1 | $182 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $363 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $363 | 0.00% | −4−66.7% | Reduced |
| Manchester Capital Management LLC | 2 | $364 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $727 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $727 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $727 | 0.00% | +1+33.3% | Added |
| Baker Avenue Asset Management, LP | 5 | $909 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7 | $1.27K | 0.00% | +7 | New |
| Larson Financial Group LLC | 7 | $1.27K | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 8 | $1.44K | 0.00% | +8 | New |
| Harbour Investments, Inc. | 8 | $1.45K | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 8 | $1.45K | 0.00% | +8 | New |
| Leonteq Securities AG | 9 | $1.64K | 0.00% | −347−97.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 11 | $2.00K | 0.00% | −69−86.3% | Reduced |
| TD Private Client Wealth LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $2.00K | 0.00% | +10 | New |
| VitalStone Financial, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Quent Capital, LLC | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $2.54K | 0.00% | +8+133.3% | Added |
| Milestone Investment Advisors LLC | 15 | $2.73K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $3.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $3.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 19 | $3.45K | 0.00% | −1−5.0% | Reduced |
| Gradient Investments LLC | 20 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $3.63K | 0.00% | +7+53.8% | Added |
| Steward Financial Group LLC | 24 | $4.00K | 0.00% | +24 | New |
| Castleview Partners, LLC | 25 | $4.54K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 27 | $4.91K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $6.54K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 37 | $6.72K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 38 | $6.91K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 41 | $7.45K | 0.00% | −1−2.4% | Reduced |
| Lindbrook Capital, LLC | 42 | $7.63K | 0.00% | +18+75.0% | Added |
| Bell Investment Advisors, Inc | 46 | $8.36K | 0.00% | +2+4.5% | Added |
| Cornerstone Planning Group LLC | 51 | $9.27K | 0.00% | −21−29.2% | Reduced |
| Colonial Trust Co | 47 | $9.33K | 0.00% | +17+56.7% | Added |
| Massmutual Trust Co FSB | 58 | $10.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 58 | $10.5K | 0.01% | +58 | New |
| MCF Advisors LLC | 63 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 64 | $12.0K | 0.00% | +5+8.5% | Added |
| Venturi Wealth Management, LLC | 68 | $12.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 70 | $12.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 84 | $15.3K | 0.00% | −60−41.7% | Reduced |
| Parallel Advisors, LLC | 87 | $15.8K | 0.00% | +21+31.8% | Added |
| Roble, Belko & Company, Inc | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 93 | $16.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 103 | $18.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 111 | $20.2K | 0.00% | +111 | New |
| Harel Insurance Investments & Financial Services Ltd. | 115 | $21.0K | 0.00% | −12−9.4% | Reduced |
| J.Safra Asset Management Corp | 135 | $24.5K | 0.00% | +135 | New |
| Bartlett & Co. LLC | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $27.3K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 163 | $29.0K | 0.00% | −23−12.4% | Reduced |
| GWM Advisors LLC | 163 | $29.7K | 0.00% | −170−51.1% | Reduced |
| Desjardins Global Asset Management Inc. | 233 | $42.3K | 0.00% | +233 | New |
| RiverPark Advisors, LLC | 235 | $42.7K | 0.04% | +235 | New |
| Advisors Asset Management, Inc. | 237 | $43.1K | 0.00% | +112+89.6% | Added |
| Coppell Advisory Solutions LLC | 227 | $44.1K | 0.02% | +227 | New |
| V-Square Quantitative Management LLC | 252 | $45.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 256 | $46.5K | 0.00% | −19−6.9% | Reduced |
| Benjamin Edwards Inc | 257 | $47.0K | 0.01% | +1+0.4% | Added |
| Edentree Asset Management Ltd | 268 | $48.7K | 0.02% | 00.0% | Unchanged |
| Ossiam | 300 | $54.5K | 0.00% | −373−55.4% | Reduced |
| UniSuper Management Pty Ltd | 300 | $54.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 307 | $55.8K | 0.01% | +2+0.7% | Added |
| First Horizon Advisors, Inc. | 329 | $59.8K | 0.00% | +2+0.6% | Added |
| Globeflex Capital L P | 349 | $63.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 366 | $66.5K | 0.00% | −11−2.9% | Reduced |
| National Bank of Canada | 360 | $66.6K | 0.00% | −11,295−96.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 381 | $69.2K | 0.04% | +381 | New |
| Clearstead Advisors, LLC | 402 | $73.0K | 0.00% | −78−16.3% | Reduced |
| CWM, LLC | 412 | $75.0K | 0.00% | +63+18.1% | Added |
| Park Place Capital Corp | 452 | $82.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 502 | $91.2K | 0.00% | +269+115.5% | Added |
| Arcadia Investment Management Corp | 566 | $102.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 623 | $113.2K | 0.01% | +178+40.0% | Added |
| Picton Mahoney Asset Management | 755 | $138.0K | 0.01% | −25−3.2% | Reduced |
| Covestor Ltd | 836 | $152.0K | 0.11% | +131+18.6% | Added |
| Vestcor Inc | 984 | $179.0K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,009 | $183.3K | 0.00% | −17−1.7% | Reduced |
| SG Americas Securities, LLC | 1,028 | $187.0K | 0.00% | −12,176−92.2% | Reduced |
| Y.D. More Investments Ltd | 1,054 | $191.5K | 0.04% | +1,054 | New |
| Ostrum Asset Management | 1,069 | $194.2K | 0.02% | −8−0.7% | Reduced |
| Walleye Trading LLC | 1,077 | $195.7K | 0.00% | −242−18.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,103 | $200.4K | 0.02% | +1,103 | New |
| Banque Cantonale Vaudoise | 1,111 | $201.0K | 0.01% | +1,111 | New |
| Jennison Associates LLC | 1,125 | $204.4K | 0.00% | −495−30.6% | Reduced |
| Occudo Quantitative Strategies LP | 1,138 | $206.8K | 0.03% | +1,138 | New |