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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 1,074 | $184.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,186 | $203.8K | 0.00% | −4,286−78.3% | Reduced |
| Portfolio Strategies, Inc. | 1,193 | $205.0K | 0.01% | +1,193 | New |
| Hardy Reed LLC | 1,193 | $205.0K | 0.03% | +1,193 | New |
| Handelsinvest Investeringsforvaltning | 1,231 | $212.0K | 0.10% | −640−34.2% | Reduced |
| Covestor Ltd | 1,246 | $214.0K | 0.14% | +293+30.7% | Added |
| Simplex Trading, LLC | 1,247 | $214.0K | 0.01% | +1,247 | New |
| Donoghue Forlines LLC | 1,254 | $215.5K | 0.06% | +1,254 | New |
| Central Pacific Bank - Trust Division | 1,305 | $218.8K | 0.03% | +1,305 | New |
| Prudential PLC | 1,275 | $219.1K | 0.00% | −1,025−44.6% | Reduced |
| EntryPoint Capital, LLC | 1,283 | $220.5K | 0.20% | +1,283 | New |
| Coldstream Capital Management Inc | 1,287 | $221.2K | 0.01% | +1,287 | New |
| HighPoint Advisor Group LLC | 1,386 | $231.0K | 0.02% | +10+0.7% | Added |
| Atria Wealth Solutions, Inc. | 1,391 | $239.1K | 0.00% | −990−41.6% | Reduced |
| Wealth Alliance | 1,394 | $239.6K | 0.03% | +51+3.8% | Added |
| Parkside Financial Bank & Trust | 1,403 | $241.1K | 0.04% | +157+12.6% | Added |
| Bank of Nova Scotia | 1,404 | $241.3K | 0.00% | −123−8.1% | Reduced |
| CIBC Asset Management Inc | 1,422 | $244.4K | 0.00% | +3+0.2% | Added |
| Independent Financial Group, LLC | 1,471 | $252.8K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,478 | $256.1K | 0.03% | −70−4.5% | Reduced |
| Macquarie Group Ltd | 1,504 | $258.5K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,551 | $266.6K | 0.00% | −200−11.4% | Reduced |
| We Are One Seven, LLC | 1,560 | $268.1K | 0.01% | −274−14.9% | Reduced |
| Graham Capital Management, L.P. | 1,582 | $271.9K | 0.01% | −2,238−58.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,639 | $281.7K | 0.17% | +1,639 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,691 | $290.6K | 0.01% | +1,691 | New |
| Qtron Investments LLC | 1,695 | $291.3K | 0.04% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,715 | $294.7K | 0.07% | +236+16.0% | Added |
| Profund Advisors LLC | 1,717 | $295.1K | 0.01% | +312+22.2% | Added |
| Regions Financial Corp | 1,746 | $300.1K | 0.00% | −68−3.7% | Reduced |
| XTX Topco Ltd | 1,749 | $300.6K | 0.04% | −865−33.1% | Reduced |
| E. Ohman J:or Asset Management AB | 1,800 | $309.3K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,835 | $315.4K | 0.09% | 00.0% | Unchanged |
| CIBC World Markets Corp | 1,839 | $316.1K | 0.00% | +587+46.9% | Added |
| Shelton Capital Management | 1,865 | $320.5K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,881 | $323.3K | 0.02% | −2,986−61.4% | Reduced |
| M&T Bank Corp | 1,931 | $332.3K | 0.00% | −327−14.5% | Reduced |
| Allianz SE | 1,950 | $335.1K | 0.01% | +1,950 | New |
| Twin Tree Management, LP | 1,953 | $335.6K | 0.01% | −17,694−90.1% | Reduced |
| Guggenheim Capital LLC | 1,957 | $336.3K | 0.00% | +1,957 | New |
| Intech Investment Management LLC | 1,957 | $336.3K | 0.00% | −46−2.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,960 | $336.8K | 0.20% | 00.0% | Unchanged |
| Axq Capital, LP | 1,960 | $336.8K | 0.08% | +1,960 | New |
| Northwestern Mutual Wealth Management Co | 1,984 | $341.0K | 0.00% | +67+3.5% | Added |
| Cobblestone Capital Advisors LLC | 1,985 | $341.1K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,595 | $342.0K | 0.02% | +959+58.6% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $343.7K | 0.10% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,026 | $348.2K | 0.04% | +2,026 | New |
| Pathstone Holdings, LLC | 2,038 | $350.3K | 0.00% | +186+10.0% | Added |
| Chicago Partners Investment Group LLC | 2,208 | $350.8K | 0.01% | −43−1.9% | Reduced |
| Alps Advisors Inc | 2,060 | $354.0K | 0.00% | −6,341−75.5% | Reduced |
| Yarbrough Capital, LLC | 2,100 | $360.9K | 0.02% | +2,100 | New |
| Robeco Institutional Asset Management B.V. | 2,123 | $364.9K | 0.00% | −21,245−90.9% | Reduced |
| Two Sigma Investments, LP | 2,128 | $365.7K | 0.00% | +884+71.1% | Added |
| Siemens Fonds Invest GmbH | 2,152 | $369.8K | 0.03% | +2,152 | New |
| Metis Global Partners, LLC | 2,164 | $371.9K | 0.01% | −21−1.0% | Reduced |
| Bell Bank | 2,167 | $372.4K | 0.03% | −245−10.2% | Reduced |
| Occudo Quantitative Strategies LP | 2,269 | $389.9K | 0.07% | +2,269 | New |
| First Hawaiian Bank | 2,275 | $391.0K | 0.01% | −97−4.1% | Reduced |
| Commerce Bank | 2,287 | $393.0K | 0.00% | +111+5.1% | Added |
| Oxford Financial Group Ltd | 2,303 | $395.8K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,317 | $398.2K | 0.00% | −156−6.3% | Reduced |
| Petrus Trust Company, LTA | 2,323 | $399.2K | 0.04% | −3,008−56.4% | Reduced |
| Franklin Resources Inc | 2,400 | $412.5K | 0.00% | −118−4.7% | Reduced |
| Engineers Gate Manager LP | 2,535 | $435.7K | 0.01% | +2,535 | New |
| Yorktown Management & Research Co Inc | 2,550 | $438.2K | 0.42% | 00.0% | Unchanged |
| Nordea Investment Management AB | 2,580 | $451.6K | 0.00% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,632 | $452.3K | 0.06% | +33+1.3% | Added |
| Chicago Capital, LLC | 2,660 | $457.1K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 2,730 | $469.1K | 0.01% | +1,119+69.5% | Added |
| Cresset Asset Management, LLC | 2,748 | $472.3K | 0.00% | +2,748 | New |
| Worldquant Millennium Advisors LLC | 2,756 | $473.6K | 0.01% | +2,756 | New |
| Brighton Jones LLC | 2,757 | $473.8K | 0.02% | −4−0.1% | Reduced |
| Storebrand Asset Management AS | 2,813 | $483.4K | 0.00% | +928+49.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,840 | $488.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,882 | $495.3K | 0.00% | −41−1.4% | Reduced |
| Daiwa Securities Group Inc. | 2,900 | $498.0K | 0.00% | +100+3.6% | Added |
| Maryland State Retirement & Pension System | 3,176 | $502.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,964 | $509.4K | 0.00% | +177+6.4% | Added |
| Two Sigma Securities, LLC | 3,039 | $522.3K | 0.03% | +3,039 | New |
| WCM Investment Management, LLC | 3,053 | $524.7K | 0.00% | +69+2.3% | Added |
| Icon Wealth Advisors, LLC | 3,112 | $534.8K | 0.05% | −216−6.5% | Reduced |
| FDx Advisors, Inc. | 3,289 | $565.0K | 0.09% | −820−20.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,389 | $582.0K | 0.01% | +141+4.3% | Added |
| Washington Capital Management Inc | 3,400 | $584.3K | 0.47% | +500+17.2% | Added |
| Bullseye Asset Management LLC | 3,457 | $594.0K | 0.28% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,479 | $597.9K | 0.01% | −9,347−72.9% | Reduced |
| Neuberger Berman Group LLC | 3,521 | $605.1K | 0.00% | −97,740−96.5% | Reduced |
| Securian Asset Management, Inc | 3,555 | $611.0K | 0.02% | −100−2.7% | Reduced |
| Peterson Wealth Services | 3,621 | $622.3K | 0.23% | +3,621 | New |
| Burney Co | 3,688 | $633.8K | 0.02% | −40,542−91.7% | Reduced |
| Plato Investment Management Ltd | 3,715 | $638.5K | 0.07% | +3,640+4,853.3% | Added |
| Walleye Trading LLC | 3,806 | $654.1K | 0.01% | +88+2.4% | Added |
| Gulf International Bank (UK) Ltd | 3,822 | $656.0K | 0.02% | −147−3.7% | Reduced |
| Toroso Investments, LLC | 3,989 | $685.5K | 0.01% | +2,343+142.3% | Added |
| Bokf, NA | 4,142 | $694.6K | 0.01% | +29+0.7% | Added |
| Allianz Asset Management GmbH | 4,171 | $716.8K | 0.00% | −2,299−35.5% | Reduced |
| Prudential Financial Inc | 4,198 | $721.4K | 0.00% | −5,117−54.9% | Reduced |
| Lake Street Financial LLC | 4,205 | $722.7K | 0.10% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,287 | $736.8K | 0.00% | −1,557−26.6% | Reduced |