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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1,403 | $241.1K | 0.04% | +157+12.6% | Added |
| Wealth Alliance | 1,394 | $239.6K | 0.03% | +51+3.8% | Added |
| Atria Wealth Solutions, Inc. | 1,391 | $239.1K | 0.00% | −990−41.6% | Reduced |
| HighPoint Advisor Group LLC | 1,386 | $231.0K | 0.02% | +10+0.7% | Added |
| Coldstream Capital Management Inc | 1,287 | $221.2K | 0.01% | +1,287 | New |
| EntryPoint Capital, LLC | 1,283 | $220.5K | 0.20% | +1,283 | New |
| Prudential PLC | 1,275 | $219.1K | 0.00% | −1,025−44.6% | Reduced |
| Central Pacific Bank - Trust Division | 1,305 | $218.8K | 0.03% | +1,305 | New |
| Donoghue Forlines LLC | 1,254 | $215.5K | 0.06% | +1,254 | New |
| Covestor Ltd | 1,246 | $214.0K | 0.14% | +293+30.7% | Added |
| Simplex Trading, LLC | 1,247 | $214.0K | 0.01% | +1,247 | New |
| Handelsinvest Investeringsforvaltning | 1,231 | $212.0K | 0.10% | −640−34.2% | 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 |
| Advisor Group Holdings, Inc. | 1,186 | $203.8K | 0.00% | −4,286−78.3% | Reduced |
| Ostrum Asset Management | 1,074 | $184.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 958 | $165.0K | 0.01% | −8−0.8% | Reduced |
| State of Wyoming | 934 | $160.5K | 0.03% | +923+8,390.9% | Added |
| Picton Mahoney Asset Management | 805 | $138.0K | 0.01% | −2,591−76.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 706 | $121.3K | 0.01% | −2,517−78.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 652 | $112.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $103.1K | 0.00% | +300+100.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 590 | $101.0K | 0.00% | +26+4.6% | Added |
| Nisa Investment Advisors, LLC | 496 | $85.2K | 0.00% | −4,380−89.8% | Reduced |
| Huntington National Bank | 479 | $82.3K | 0.00% | +89+22.8% | Added |
| V-Square Quantitative Management LLC | 466 | $80.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 428 | $73.6K | 0.00% | +136+46.6% | Added |
| Park Place Capital Corp | 427 | $73.4K | 0.03% | +59+16.0% | Added |
| Rakuten Investment Management, Inc. | 389 | $66.9K | 0.00% | +357+1,115.6% | Added |
| RiverPark Advisors, LLC | 383 | $65.8K | 0.05% | +231+152.0% | Added |
| Globeflex Capital L P | 349 | $60.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 345 | $59.3K | 0.00% | −10,731−96.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 329 | $56.5K | 0.00% | +329 | New |
| First Horizon Advisors, Inc. | 327 | $56.2K | 0.00% | −23−6.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 328 | $56.0K | 0.00% | −1,568−82.7% | Reduced |
| Clearstead Advisors, LLC | 333 | $55.6K | 0.00% | −120−26.5% | Reduced |
| GWM Advisors LLC | 306 | $52.6K | 0.00% | +19+6.6% | Added |
| AdvisorNet Financial, Inc | 305 | $52.4K | 0.01% | +1+0.3% | Added |
| GAMMA Investing LLC | 303 | $52.1K | 0.01% | +78+34.7% | Added |
| Rothschild Investment LLC | 300 | $51.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 282 | $48.5K | 0.00% | −167−37.2% | Reduced |
| Proequities, Inc. | 280 | $48.1K | 0.00% | +41+17.2% | Added |
| CWM, LLC | 274 | $47.0K | 0.00% | −95−25.7% | Reduced |
| Benjamin Edwards Inc | 268 | $46.0K | 0.01% | +10+3.9% | Added |
| J.Safra Asset Management Corp | 243 | $41.8K | 0.00% | +108+80.0% | Added |
| Smartleaf Asset Management LLC | 229 | $39.7K | 0.01% | +2+0.9% | Added |
| Principal Securities, Inc. | 207 | $35.6K | 0.00% | −44−17.5% | Reduced |
| American National Bank | 198 | $34.0K | 0.00% | +7+3.7% | Added |
| Horizon Investments, LLC | 188 | $32.3K | 0.00% | +54+40.3% | Added |
| Venturi Wealth Management, LLC | 166 | $28.5K | 0.00% | +98+144.1% | Added |
| National Bank of Canada | 174 | $28.5K | 0.00% | +3+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $25.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 134 | $23.0K | 0.00% | −3−2.2% | Reduced |
| Rise Advisors, LLC | 127 | $21.8K | 0.01% | +127 | New |
| Gilliland Jeter Wealth Management LLC | 125 | $21.5K | 0.01% | +125 | New |
| SYSTM Wealth Solutions LLC | 124 | $21.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 123 | $21.1K | 0.00% | +1+0.8% | Added |
| Banque Cantonale Vaudoise | 123 | $21.0K | 0.00% | +123 | New |
| Montag A & Associates Inc | 111 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 104 | $17.9K | 0.00% | +104 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $17.2K | 0.04% | +100 | New |
| Roble, Belko & Company, Inc | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 84 | $14.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 87 | $14.3K | 0.00% | +87 | New |
| Ci Investments Inc. | 83 | $14.0K | 0.00% | +18+27.7% | Added |
| Creekmur Asset Management LLC | 79 | $13.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 70 | $12.0K | 0.00% | −58−45.3% | Reduced |
| Estabrook Capital Management | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 64 | $11.0K | 0.00% | −6−8.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 59 | $10.0K | 0.00% | −11−15.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 56 | $9.62K | 0.00% | +2+3.7% | Added |
| Hantz Financial Services, Inc. | 51 | $9.00K | 0.00% | +49+2,450.0% | Added |
| 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 |
| Colonial Trust Co | 47 | $8.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $7.54K | 0.00% | −6−11.8% | Reduced |
| CoreCap Advisors, LLC | 43 | $7.39K | 0.00% | +43 | New |
| Spire Wealth Management | 36 | $6.19K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 33 | $5.67K | 0.00% | +2+6.5% | Added |
| Farther Finance Advisors, LLC | 33 | $5.53K | 0.00% | +16+94.1% | Added |
| Credit Agricole S A | 31 | $4.88K | 0.00% | +31 | New |
| Cherry Tree Wealth Management, LLC | 27 | $4.64K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 25 | $4.30K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22 | $3.78K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $3.30K | 0.00% | +20 | New |
| Washington Trust Advisors, Inc. | 18 | $3.13K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 18 | $3.09K | 0.00% | −15−45.5% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $3.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $2.58K | 0.00% | −2−11.8% | Reduced |
| Leonteq Securities AG | 12 | $2.06K | 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 |
| EverSource Wealth Advisors, LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $1.72K | 0.00% | +9+900.0% | Added |
| Anfield Capital Management, LLC | 10 | $1.72K | 0.00% | +10 | New |