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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 31 | $4.76K | 0.00% | +15+93.8% | Added |
| Cherry Tree Wealth Management, LLC | 27 | $4.45K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 26 | $4.29K | 0.01% | +15+136.4% | Added |
| Castleview Partners, LLC | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $3.63K | 0.00% | −36−62.1% | Reduced |
| Gradient Investments LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| VitalStone Financial, LLC | 17 | $3.00K | 0.00% | +3+21.4% | Added |
| Farmers & Merchants Investments Inc | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $2.80K | 0.00% | −3−15.0% | Reduced |
| Farther Finance Advisors, LLC | 17 | $2.80K | 0.00% | +17 | New |
| Quent Capital, LLC | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 13 | $2.14K | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 12 | $1.98K | 0.00% | −2−14.3% | Reduced |
| Leonteq Securities AG | 12 | $1.98K | 0.00% | +3+33.3% | Added |
| Glassman Wealth Services | 11 | $1.81K | 0.00% | −6−35.3% | Reduced |
| TD Private Client Wealth LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 11 | $1.81K | 0.00% | +11 | New |
| Arlington Trust Co LLC | 11 | $1.81K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 7 | $1.15K | 0.00% | −1−12.5% | Reduced |
| Naples Money Management LLC | 7 | $1.15K | 0.00% | +7 | New |
| REAP Financial Group, LLC | 7 | $1.15K | 0.00% | +7 | New |
| Wetzel Investment Advisors, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Chilton Capital Management LLC | 5 | $825 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $825 | 0.00% | +5 | New |
| JNBA Financial Advisors | 4 | $660 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $495 | 0.00% | −1−25.0% | Reduced |
| Bell Investment Advisors, Inc | 2 | $330 | 0.00% | −44−95.7% | Reduced |
| Manchester Capital Management LLC | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $330 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $165 | 0.00% | −1−50.0% | Reduced |
| True Wealth Design, LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,081,462−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −554,533−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −190,098−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −152,342−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −121,823−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −98,296−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −53,542−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −39,623−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −26,583−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,663−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −24,199−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,391−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,345−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −11,868−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −9,449−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,015−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,271−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,924−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,843−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,599−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,577−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,737−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Edentree Asset Management Ltd | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Berkshire Capital Holdings Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |