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.
Q4 2023 vs. Q3 2023
How the institutions holding Paylocity Holding Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 446 | 4 | 435 | −7 |
| Shares | 42.3M | 7.40K | 43.9M | +1.60M (+3.8%) |
| Value | $7.71B | $1.34M | $7.24B | −$469.5M (−6.1%) |
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (66)
Institutions that held Paylocity Holding Corp at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (73)
Institutions that held Paylocity Holding Corp at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (4)
Institutions that held Paylocity Holding Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Icon Wealth Partners, LLC | 3,364 | $611.2K |
| First Republic Investment Management, Inc. | 2,260 | $410.6K |
| Pathstone Family Office, LLC | 1,748 | $317.6K |
| Steward Financial Group LLC | 24 | $4.00K |