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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 2,008 | $364.9K | 0.12% | +284+16.5% | Added |
| Intech Investment Management LLC | 2,003 | $363.9K | 0.01% | +734+57.8% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $363.4K | 0.11% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,985 | $360.7K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,971 | $358.1K | 0.19% | +1,971 | New |
| Group One Trading, L.P. | 1,956 | $355.4K | 0.01% | +1,956 | New |
| Shelton Capital Management | 1,910 | $347.0K | 0.01% | −124−6.1% | Reduced |
| Regions Financial Corp | 1,881 | $341.8K | 0.00% | +8+0.4% | Added |
| Roberts Glore & Co Inc | 1,835 | $333.4K | 0.11% | −325−15.0% | Reduced |
| Jump Financial, LLC | 1,815 | $329.8K | 0.01% | −30,061−94.3% | Reduced |
| E. Ohman J:or Asset Management AB | 1,800 | $327.1K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 1,756 | $319.1K | 0.07% | +1,756 | New |
| Pathstone Family Office, LLC | 1,748 | $317.6K | 0.00% | +267+18.0% | Added |
| Seven Eight Capital, LP | 1,658 | $301.3K | 0.04% | +78+4.9% | Added |
| Diversified Trust Co | 1,655 | $300.7K | 0.01% | +1,655 | New |
| Mercer Global Advisors Inc | 1,596 | $290.0K | 0.00% | +1,596 | New |
| Cresset Asset Management, LLC | 1,587 | $288.4K | 0.00% | +380+31.5% | Added |
| Voya Financial Advisors, Inc. | 1,548 | $279.6K | 0.03% | −25−1.6% | Reduced |
| Prelude Capital Management, LLC | 1,530 | $278.0K | 0.03% | −1,003−39.6% | Reduced |
| CIBC Asset Management Inc | 1,518 | $275.8K | 0.00% | +20+1.3% | Added |
| Macquarie Group Ltd | 1,504 | $273.3K | 0.00% | −363−19.4% | Reduced |
| Sciencast Management LP | 1,502 | $272.9K | 0.12% | +1,502 | New |
| Keebeck Alpha, LP | 1,501 | $272.7K | 0.27% | −820−35.3% | Reduced |
| AIA Group Ltd | 1,498 | $272.2K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,472 | $267.5K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,471 | $267.3K | 0.02% | +100+7.3% | Added |
| Cerity Partners LLC | 1,454 | $264.2K | 0.00% | −1,077−42.6% | Reduced |
| SkyOak Wealth, LLC | 1,447 | $262.9K | 0.08% | +1,447 | New |
| Gotham Asset Management, LLC | 1,391 | $252.7K | 0.01% | −1,446−51.0% | Reduced |
| Wealth Alliance | 1,357 | $246.6K | 0.04% | +161+13.5% | Added |
| Creative Planning | 1,352 | $245.7K | 0.00% | +1,352 | New |
| Aigen Investment Management, LP | 1,278 | $232.2K | 0.04% | −1,260−49.6% | Reduced |
| Achmea Investment Management B.V. | 1,264 | $230.0K | 0.01% | −2,417−65.7% | Reduced |
| Machina Capital S.A.S. | 1,260 | $228.9K | 0.13% | +1,260 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,250 | $227.1K | 0.12% | +1,250 | New |
| Toroso Investments, LLC | 1,245 | $226.2K | 0.01% | +71+6.0% | Added |
| Nisa Investment Advisors, LLC | 1,214 | $220.6K | 0.00% | −21−1.7% | Reduced |
| QRG Capital Management, Inc. | 1,194 | $216.9K | 0.00% | +1,194 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,188 | $216.0K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,188 | $215.9K | 0.04% | 00.0% | Unchanged |
| Duality Advisers, LP | 1,171 | $212.8K | 0.03% | −11,950−91.1% | Reduced |
| Jefferies Financial Group Inc. | 1,171 | $212.8K | 0.01% | −3,629−75.6% | Reduced |
| Profund Advisors LLC | 1,161 | $211.0K | 0.01% | −135−10.4% | Reduced |
| Headlands Technologies LLC | 1,155 | $209.9K | 0.10% | +583+101.9% | Added |
| Bridgefront Capital, LLC | 1,151 | $209.1K | 0.15% | +1,151 | New |
| Parkside Financial Bank & Trust | 1,150 | $209.0K | 0.05% | +91+8.6% | Added |
| Occudo Quantitative Strategies LP | 1,138 | $206.8K | 0.03% | +1,138 | New |
| Jennison Associates LLC | 1,125 | $204.4K | 0.00% | −495−30.6% | Reduced |
| Banque Cantonale Vaudoise | 1,111 | $201.0K | 0.01% | +1,111 | New |
| Cyndeo Wealth Partners, LLC | 1,103 | $200.4K | 0.02% | +1,103 | New |
| Walleye Trading LLC | 1,077 | $195.7K | 0.00% | −242−18.3% | Reduced |
| Ostrum Asset Management | 1,069 | $194.2K | 0.02% | −8−0.7% | Reduced |
| Y.D. More Investments Ltd | 1,054 | $191.5K | 0.04% | +1,054 | New |
| SG Americas Securities, LLC | 1,028 | $187.0K | 0.00% | −12,176−92.2% | Reduced |
| Storebrand Asset Management AS | 1,009 | $183.3K | 0.00% | −17−1.7% | Reduced |
| Vestcor Inc | 984 | $179.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 836 | $152.0K | 0.11% | +131+18.6% | Added |
| Picton Mahoney Asset Management | 755 | $138.0K | 0.01% | −25−3.2% | Reduced |
| Quadrant Capital Group LLC | 623 | $113.2K | 0.01% | +178+40.0% | Added |
| Arcadia Investment Management Corp | 566 | $102.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 502 | $91.2K | 0.00% | +269+115.5% | Added |
| Park Place Capital Corp | 452 | $82.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 412 | $75.0K | 0.00% | +63+18.1% | Added |
| Clearstead Advisors, LLC | 402 | $73.0K | 0.00% | −78−16.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 381 | $69.2K | 0.04% | +381 | New |
| National Bank of Canada | 360 | $66.6K | 0.00% | −11,295−96.9% | Reduced |
| Huntington National Bank | 366 | $66.5K | 0.00% | −11−2.9% | Reduced |
| Globeflex Capital L P | 349 | $63.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 329 | $59.8K | 0.00% | +2+0.6% | Added |
| AdvisorNet Financial, Inc | 307 | $55.8K | 0.01% | +2+0.7% | Added |
| Ossiam | 300 | $54.5K | 0.00% | −373−55.4% | Reduced |
| UniSuper Management Pty Ltd | 300 | $54.5K | 0.00% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 268 | $48.7K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 257 | $47.0K | 0.01% | +1+0.4% | Added |
| Proequities, Inc. | 256 | $46.5K | 0.00% | −19−6.9% | Reduced |
| V-Square Quantitative Management LLC | 252 | $45.8K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 227 | $44.1K | 0.02% | +227 | New |
| Advisors Asset Management, Inc. | 237 | $43.1K | 0.00% | +112+89.6% | Added |
| RiverPark Advisors, LLC | 235 | $42.7K | 0.04% | +235 | New |
| Desjardins Global Asset Management Inc. | 233 | $42.3K | 0.00% | +233 | New |
| GWM Advisors LLC | 163 | $29.7K | 0.00% | −170−51.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 163 | $29.0K | 0.00% | −23−12.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $27.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 135 | $24.5K | 0.00% | +135 | New |
| Harel Insurance Investments & Financial Services Ltd. | 115 | $21.0K | 0.00% | −12−9.4% | Reduced |
| Montag A & Associates Inc | 111 | $20.2K | 0.00% | +111 | New |
| Lee Financial Co | 103 | $18.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 93 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $16.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 87 | $15.8K | 0.00% | +21+31.8% | Added |
| Central Trust Co | 84 | $15.3K | 0.00% | −60−41.7% | Reduced |
| Estabrook Capital Management | 70 | $12.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 68 | $12.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 64 | $12.0K | 0.00% | +5+8.5% | Added |
| MCF Advisors LLC | 63 | $11.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $10.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 58 | $10.5K | 0.01% | +58 | New |