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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, Q4 2023

Institutional positions in Paylocity Holding Corp as of Dec 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
435
−7 vs. Q3 2023
Shares held
43.9M
+1.60M (+3.8%) vs. Q3 2023
Total value
$7.24B
−$469.5M (−6.1%) vs. Q3 2023
New holders
66
154 more added
Sold out
73
160 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 435 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 heldQ4 2023: $7.24B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 2023.

Institutions holding PCTY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.2$00.00%00.0%Unchanged
Lazard Asset Management LLC4$00.00%00.0%Unchanged
IFP Advisors, Inc1$1650.00%−1−50.0%Reduced
True Wealth Design, LLC1$1650.00%00.0%Unchanged
Bell Investment Advisors, Inc2$3300.00%−44−95.7%Reduced
Manchester Capital Management LLC2$3300.00%00.0%Unchanged
Baystate Wealth Management LLC2$3300.00%00.0%Unchanged
SJS Investment Consulting Inc.3$4950.00%−1−25.0%Reduced
JNBA Financial Advisors4$6600.00%00.0%Unchanged
Chilton Capital Management LLC5$8250.00%+5New
DiNuzzo Private Wealth, Inc.5$8250.00%+5New
Wetzel Investment Advisors, Inc.7$1.00K0.00%+7New
Provenance Wealth Advisors, LLC7$1.15K0.00%−1−12.5%Reduced
Naples Money Management LLC7$1.15K0.00%+7New
REAP Financial Group, LLC7$1.15K0.00%+7New
Glassman Wealth Services11$1.81K0.00%−6−35.3%Reduced
TD Private Client Wealth LLC11$1.81K0.00%00.0%Unchanged
State of Wyoming11$1.81K0.00%+11New
Arlington Trust Co LLC11$1.81K0.00%+11New
EverSource Wealth Advisors, LLC12$1.98K0.00%−2−14.3%Reduced
Leonteq Securities AG12$1.98K0.00%+3+33.3%Added
Turtle Creek Wealth Advisors, LLC13$2.14K0.00%+13New
Quent Capital, LLC14$2.31K0.00%00.0%Unchanged
Farther Finance Advisors, LLC17$2.80K0.00%+17New
JFS Wealth Advisors, LLC17$2.80K0.00%−3−15.0%Reduced
Farmers & Merchants Investments Inc18$2.97K0.00%00.0%Unchanged
VitalStone Financial, LLC17$3.00K0.00%+3+21.4%Added
Washington Trust Advisors, Inc.18$3.00K0.00%+18New
Gradient Investments LLC20$3.30K0.00%00.0%Unchanged
Bogart Wealth, LLC20$3.30K0.00%00.0%Unchanged
Massmutual Trust Co FSB22$3.63K0.00%−36−62.1%Reduced
Castleview Partners, LLC25$4.12K0.00%00.0%Unchanged
West Tower Group, LLC26$4.29K0.01%+15+136.4%Added
Cherry Tree Wealth Management, LLC27$4.45K0.00%00.0%Unchanged
Global Retirement Partners, LLC31$4.76K0.00%+15+93.8%Added
Rakuten Investment Management, Inc.32$5.35K0.00%+32New
MCF Advisors LLC33$5.44K0.00%−30−47.6%Reduced
Spire Wealth Management36$5.49K0.00%00.0%Unchanged
Trust Co of Vermont37$6.10K0.00%00.0%Unchanged
Parallel Advisors, LLC42$6.92K0.00%−45−51.7%Reduced
Colonial Trust Co47$7.86K0.00%00.0%Unchanged
Private Trust Co NA49$8.08K0.00%+42+600.0%Added
Cornerstone Planning Group LLC51$8.41K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC53$8.74K0.00%+53New
Whittier Trust Co of Nevada Inc54$8.90K0.00%+35+184.2%Added
Ci Investments Inc.65$11.0K0.00%+1+1.6%Added
Venturi Wealth Management, LLC68$11.2K0.00%00.0%Unchanged
Estabrook Capital Management70$11.5K0.00%00.0%Unchanged
Lindbrook Capital, LLC70$11.5K0.00%+28+66.7%Added
Harel Insurance Investments & Financial Services Ltd.70$12.0K0.00%−45−39.1%Reduced
Plato Investment Management Ltd75$12.4K0.02%+75New
Creekmur Asset Management LLC79$13.0K0.00%+79New
Allworth Financial LP84$13.8K0.00%−6−6.7%Reduced
Central Trust Co84$13.8K0.00%00.0%Unchanged
Roble, Belko & Company, Inc89$15.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$16.5K0.00%00.0%Unchanged
Lee Financial Co103$17.0K0.00%00.0%Unchanged
Montag A & Associates Inc111$18.3K0.00%00.0%Unchanged
Signaturefd, LLC122$20.1K0.00%−380−75.7%Reduced
SYSTM Wealth Solutions LLC124$20.4K0.00%+124New
Arcadia Investment Management Corp128$21.1K0.00%−438−77.4%Reduced
Horizon Investments, LLC134$22.1K0.00%+134New
J.Safra Asset Management Corp135$22.3K0.00%00.0%Unchanged
Assetmark, Inc137$22.6K0.00%−2,134−94.0%Reduced
Bartlett & Co. LLC150$25.0K0.00%00.0%Unchanged
RiverPark Advisors, LLC152$25.1K0.02%−83−35.3%Reduced
Bartlett & Co. Wealth Management LLC150$25.1K0.00%00.0%Unchanged
National Bank of Canada171$27.8K0.00%−189−52.5%Reduced
Migdal Insurance & Financial Holdings Ltd.173$29.0K0.00%+10+6.1%Added
American National Bank191$31.5K0.00%+191New
GAMMA Investing LLC225$35.6K0.01%+225New
Smartleaf Asset Management LLC227$37.8K0.01%+227New
Desjardins Global Asset Management Inc.237$39.1K0.00%+4+1.7%Added
Proequities, Inc.239$39.4K0.00%−17−6.6%Reduced
Principal Securities, Inc.251$41.4K0.00%+251New
Benjamin Edwards Inc258$43.0K0.01%+1+0.4%Added
GWM Advisors LLC287$47.4K0.00%+124+76.1%Added
Advisors Asset Management, Inc.292$48.1K0.00%+55+23.2%Added
Ossiam300$49.5K0.00%00.0%Unchanged
UniSuper Management Pty Ltd300$49.5K0.00%00.0%Unchanged
Rothschild Investment LLC300$49.5K0.00%+300New
Torno Capital, LLC300$49.5K0.05%+300New
AdvisorNet Financial, Inc304$50.1K0.00%−3−1.0%Reduced
Globeflex Capital L P349$57.5K0.01%00.0%Unchanged
First Horizon Advisors, Inc.350$57.7K0.00%+21+6.4%Added
Park Place Capital Corp368$60.7K0.02%−84−18.6%Reduced
CWM, LLC369$61.0K0.00%−43−10.4%Reduced
Huntington National Bank390$64.3K0.00%+24+6.6%Added
Advisory Services Network, LLC436$71.9K0.00%+436New
Quadrant Capital Group LLC449$74.0K0.01%−174−27.9%Reduced
Clearstead Advisors, LLC453$74.7K0.00%+51+12.7%Added
V-Square Quantitative Management LLC466$76.8K0.02%+214+84.9%Added
PEAK6 Investments LLC526$86.7K0.00%+526New
Benjamin F. Edwards & Company, Inc.564$93.0K0.00%+564New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main652$107.5K0.00%+652New
Achmea Investment Management B.V.807$133.0K0.00%−457−36.2%Reduced
Covestor Ltd953$157.0K0.11%+117+14.0%Added
Annis Gardner Whiting Capital Advisors, LLC955$157.4K0.07%−295−23.6%Reduced
Vestcor Inc966$159.0K0.01%−18−1.8%Reduced
Quest Partners LLC990$163.2K0.03%+990New