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, Q1 2024
Institutional positions in Paylocity Holding Corp as of Mar 31, 2024. 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
- 416
- −15 vs. Q4 2023
- Shares held
- 45.4M
- +1.54M (+3.5%) vs. Q4 2023
- Total value
- $7.79B
- +$571.0M (+7.9%) vs. Q4 2023
- New holders
- 52
- 156 more added
- Sold out
- 67
- 147 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $172 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $344 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $344 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $344 | 0.00% | +1+100.0% | Added |
| Gradient Investments LLC | 3 | $516 | 0.00% | −17−85.0% | Reduced |
| Quent Capital, LLC | 4 | $687 | 0.00% | −10−71.4% | Reduced |
| JNBA Financial Advisors | 4 | $688 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $688 | 0.00% | +1+33.3% | Added |
| Chilton Capital Management LLC | 5 | $860 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $860 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 6 | $1.03K | 0.00% | −1−14.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $1.38K | 0.00% | −982−99.2% | Reduced |
| Allworth Financial LP | 8 | $1.38K | 0.00% | −76−90.5% | Reduced |
| IFP Advisors, Inc | 10 | $1.72K | 0.00% | +9+900.0% | Added |
| Anfield Capital Management, LLC | 10 | $1.72K | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 11 | $1.89K | 0.00% | +11 | New |
| Umb Bank N A | 11 | $1.89K | 0.00% | +11 | New |
| Leonteq Securities AG | 12 | $2.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $2.58K | 0.00% | −2−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $3.09K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 18 | $3.09K | 0.00% | −15−45.5% | Reduced |
| Washington Trust Advisors, Inc. | 18 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $3.30K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22 | $3.78K | 0.00% | +22 | New |
| Castleview Partners, LLC | 25 | $4.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 27 | $4.64K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 31 | $4.88K | 0.00% | +31 | New |
| Farther Finance Advisors, LLC | 33 | $5.53K | 0.00% | +16+94.1% | Added |
| Global Retirement Partners, LLC | 33 | $5.67K | 0.00% | +2+6.5% | Added |
| Parallel Advisors, LLC | 35 | $6.01K | 0.00% | −7−16.7% | Reduced |
| Massmutual Trust Co FSB | 35 | $6.01K | 0.00% | +13+59.1% | Added |
| Spire Wealth Management | 36 | $6.19K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43 | $7.39K | 0.00% | +43 | New |
| Cornerstone Planning Group LLC | 45 | $7.54K | 0.00% | −6−11.8% | Reduced |
| Colonial Trust Co | 47 | $8.14K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 49 | $8.42K | 0.00% | −4−7.5% | Reduced |
| Private Trust Co NA | 49 | $8.42K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 49 | $8.42K | 0.00% | +49 | New |
| Hantz Financial Services, Inc. | 51 | $9.00K | 0.00% | +49+2,450.0% | Added |
| Whittier Trust Co of Nevada Inc | 56 | $9.62K | 0.00% | +2+3.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 59 | $10.0K | 0.00% | −11−15.7% | Reduced |
| Lindbrook Capital, LLC | 64 | $11.0K | 0.00% | −6−8.6% | Reduced |
| Estabrook Capital Management | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 70 | $12.0K | 0.00% | −58−45.3% | Reduced |
| Creekmur Asset Management LLC | 79 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 83 | $14.0K | 0.00% | +18+27.7% | Added |
| Continuum Advisory, LLC | 87 | $14.3K | 0.00% | +87 | New |
| Central Trust Co | 84 | $14.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $17.2K | 0.04% | +100 | New |
| Sunbelt Securities, Inc. | 104 | $17.9K | 0.00% | +104 | New |
| Montag A & Associates Inc | 111 | $19.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 123 | $21.0K | 0.00% | +123 | New |
| Signaturefd, LLC | 123 | $21.1K | 0.00% | +1+0.8% | Added |
| SYSTM Wealth Solutions LLC | 124 | $21.3K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 125 | $21.5K | 0.01% | +125 | New |
| Rise Advisors, LLC | 127 | $21.8K | 0.01% | +127 | New |
| Assetmark, Inc | 134 | $23.0K | 0.00% | −3−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $25.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 174 | $28.5K | 0.00% | +3+1.8% | Added |
| Venturi Wealth Management, LLC | 166 | $28.5K | 0.00% | +98+144.1% | Added |
| Horizon Investments, LLC | 188 | $32.3K | 0.00% | +54+40.3% | Added |
| American National Bank | 198 | $34.0K | 0.00% | +7+3.7% | Added |
| Principal Securities, Inc. | 207 | $35.6K | 0.00% | −44−17.5% | Reduced |
| Smartleaf Asset Management LLC | 229 | $39.7K | 0.01% | +2+0.9% | Added |
| J.Safra Asset Management Corp | 243 | $41.8K | 0.00% | +108+80.0% | Added |
| Benjamin Edwards Inc | 268 | $46.0K | 0.01% | +10+3.9% | Added |
| CWM, LLC | 274 | $47.0K | 0.00% | −95−25.7% | Reduced |
| Proequities, Inc. | 280 | $48.1K | 0.00% | +41+17.2% | Added |
| Quadrant Capital Group LLC | 282 | $48.5K | 0.00% | −167−37.2% | Reduced |
| Rothschild Investment LLC | 300 | $51.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 303 | $52.1K | 0.01% | +78+34.7% | Added |
| AdvisorNet Financial, Inc | 305 | $52.4K | 0.01% | +1+0.3% | Added |
| GWM Advisors LLC | 306 | $52.6K | 0.00% | +19+6.6% | Added |
| Clearstead Advisors, LLC | 333 | $55.6K | 0.00% | −120−26.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 328 | $56.0K | 0.00% | −1,568−82.7% | Reduced |
| First Horizon Advisors, Inc. | 327 | $56.2K | 0.00% | −23−6.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 329 | $56.5K | 0.00% | +329 | New |
| Walleye Capital LLC | 345 | $59.3K | 0.00% | −10,731−96.9% | Reduced |
| Globeflex Capital L P | 349 | $60.0K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 383 | $65.8K | 0.05% | +231+152.0% | Added |
| Rakuten Investment Management, Inc. | 389 | $66.9K | 0.00% | +357+1,115.6% | Added |
| Park Place Capital Corp | 427 | $73.4K | 0.03% | +59+16.0% | Added |
| Advisors Asset Management, Inc. | 428 | $73.6K | 0.00% | +136+46.6% | Added |
| V-Square Quantitative Management LLC | 466 | $80.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 479 | $82.3K | 0.00% | +89+22.8% | Added |
| Nisa Investment Advisors, LLC | 496 | $85.2K | 0.00% | −4,380−89.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 590 | $101.0K | 0.00% | +26+4.6% | Added |
| UniSuper Management Pty Ltd | 600 | $103.1K | 0.00% | +300+100.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 652 | $112.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 706 | $121.3K | 0.01% | −2,517−78.1% | Reduced |
| Picton Mahoney Asset Management | 805 | $138.0K | 0.01% | −2,591−76.3% | Reduced |
| State of Wyoming | 934 | $160.5K | 0.03% | +923+8,390.9% | Added |
| Vestcor Inc | 958 | $165.0K | 0.01% | −8−0.8% | Reduced |