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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, Q2 2024

Institutional positions in Paylocity Holding Corp as of Jun 30, 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
459
+48 vs. Q1 2024
Shares held
43.6M
−1.65M (−3.6%) vs. Q1 2024
Total value
$5.75B
−$2.03B (−26.1%) vs. Q1 2024
New holders
93
157 more added
Sold out
45
142 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 459 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 heldQ2 2024: $5.75B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q1 2024.

Institutions holding PCTY in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.1$00.00%−50−98.0%Reduced
Harbor Investment Advisory, LLC1$1320.00%+1New
MV Capital Management, Inc.1$1320.00%+1New
Manchester Capital Management LLC2$2640.00%00.0%Unchanged
Bell Investment Advisors, Inc2$2640.00%00.0%Unchanged
True Wealth Design, LLC2$2640.00%00.0%Unchanged
Gradient Investments LLC3$3960.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.3$3960.00%+3New
Quent Capital, LLC4$5270.00%00.0%Unchanged
JNBA Financial Advisors4$5280.00%00.0%Unchanged
SJS Investment Consulting Inc.4$5280.00%00.0%Unchanged
Naples Money Management LLC5$6600.00%−1−16.7%Reduced
Chilton Capital Management LLC5$6600.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC5$6600.00%+5New
DiNuzzo Private Wealth, Inc.6$7920.00%+1+20.0%Added
Nisa Investment Advisors, LLC7$9230.00%−489−98.6%Reduced
Steward Partners Investment Advisory, LLC7$9230.00%−15−68.2%Reduced
Provenance Wealth Advisors, LLC7$9230.00%00.0%Unchanged
Johnson Financial Group, Inc.7$9230.00%+7New
Valley National Advisers Inc15$1.00K0.00%+15New
Private Wealth Management Group, LLC8$1.05K0.00%+8New
Abich Financial Wealth Management LLC9$1.19K0.00%+9New
Wetzel Investment Advisors, Inc.7$1.20K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC10$1.32K0.00%−114−91.9%Reduced
Umb Bank N A10$1.32K0.00%−1−9.1%Reduced
Leonteq Securities AG12$1.58K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC13$1.72K0.00%−2−13.3%Reduced
Sachetta, LLC12$1.78K0.00%+12New
Massmutual Trust Co FSB14$1.85K0.00%−21−60.0%Reduced
Harbour Investments, Inc.14$1.85K0.00%+14New
EverSource Wealth Advisors, LLC13$1.95K0.00%+1+8.3%Added
IFP Advisors, Inc16$2.11K0.00%+6+60.0%Added
Farmers & Merchants Investments Inc18$2.37K0.00%00.0%Unchanged
MCF Advisors LLC18$2.37K0.00%00.0%Unchanged
Bogart Wealth, LLC20$2.64K0.00%00.0%Unchanged
Cornerstone Planning Group LLC18$2.75K0.00%−27−60.0%Reduced
VitalStone Financial, LLC21$2.77K0.00%+21New
Mather Group, LLC.20$3.44K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC27$3.56K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC27$3.56K0.00%+27New
Parallel Advisors, LLC29$3.82K0.00%−6−17.1%Reduced
LRI Investments, LLC31$4.09K0.00%+31New
Global Retirement Partners, LLC32$4.22K0.00%−1−3.0%Reduced
Spire Wealth Management33$4.35K0.00%−3−8.3%Reduced
Ashton Thomas Private Wealth, LLC38$5.01K0.00%+38New
Front Row Advisors LLC42$5.54K0.00%−7−14.3%Reduced
Farther Finance Advisors, LLC43$5.68K0.00%+10+30.3%Added
Ronald Blue Trust, Inc.34$5.84K0.00%+34New
Lindbrook Capital, LLC46$6.07K0.00%−18−28.1%Reduced
CoreCap Advisors, LLC47$6.20K0.00%+4+9.3%Added
International Assets Investment Management, LLC47$6.20K0.00%+47New
Colonial Trust Co47$6.21K0.00%00.0%Unchanged
Continuum Advisory, LLC48$6.33K0.00%−39−44.8%Reduced
Private Trust Co NA49$6.46K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC49$6.46K0.00%00.0%Unchanged
Macroview Investment Management LLC54$7.12K0.01%+54New
Arcadia Investment Management Corp70$9.23K0.00%00.0%Unchanged
Estabrook Capital Management70$9.23K0.00%00.0%Unchanged
Innealta Capital, LLC74$9.76K0.00%+74New
Creekmur Asset Management LLC79$10.4K0.00%00.0%Unchanged
Ci Investments Inc.80$11.0K0.00%−3−3.6%Reduced
Central Trust Co84$11.1K0.00%00.0%Unchanged
Roble, Belko & Company, Inc89$12.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$13.2K0.00%00.0%Unchanged
Sunbelt Securities, Inc.104$13.7K0.00%00.0%Unchanged
Montag A & Associates Inc111$14.6K0.00%00.0%Unchanged
Banque Cantonale Vaudoise123$16.0K0.00%00.0%Unchanged
Quarry LP124$16.3K0.01%+124New
Assetmark, Inc125$16.5K0.00%−9−6.7%Reduced
Gilliland Jeter Wealth Management LLC125$16.5K0.01%00.0%Unchanged
Rise Advisors, LLC127$16.7K0.01%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.131$17.0K0.00%+131New
Signaturefd, LLC138$18.2K0.00%+15+12.2%Added
Coppell Advisory Solutions LLC143$18.9K0.00%+143New
Whittier Trust Co of Nevada Inc147$19.4K0.00%+91+162.5%Added
Bartlett & Co. Wealth Management LLC150$19.8K0.00%00.0%Unchanged
Allworth Financial LP198$28.3K0.00%+190+2,375.0%Added
Horizon Investments, LLC219$28.9K0.00%+31+16.5%Added
GWM Advisors LLC225$29.7K0.00%−81−26.5%Reduced
American National Bank228$30.1K0.00%+30+15.2%Added
GAMMA Investing LLC234$30.9K0.00%−69−22.8%Reduced
Smartleaf Asset Management LLC242$32.0K0.01%+13+5.7%Added
Benjamin Edwards Inc248$33.0K0.01%−20−7.5%Reduced
Principal Securities, Inc.268$35.3K0.00%+61+29.5%Added
Proequities, Inc.293$38.6K0.00%+13+4.6%Added
First Horizon Advisors, Inc.294$38.8K0.00%−33−10.1%Reduced
Rothschild Investment LLC300$39.6K0.00%00.0%Unchanged
J.Safra Asset Management Corp303$40.0K0.00%+60+24.7%Added
Globeflex Capital L P349$46.0K0.00%00.0%Unchanged
Great Lakes Retirement, Inc.349$46.0K0.01%+349New
AdvisorNet Financial, Inc365$48.1K0.00%+60+19.7%Added
Clearstead Advisors, LLC367$48.4K0.00%+34+10.2%Added
Venturi Wealth Management, LLC375$49.4K0.00%+209+125.9%Added
Quadrant Capital Group LLC387$51.0K0.00%+105+37.2%Added
Advisors Asset Management, Inc.403$53.1K0.00%−25−5.8%Reduced
Park Place Capital Corp416$54.9K0.02%−11−2.6%Reduced
RiverPark Advisors, LLC420$55.4K0.05%+37+9.7%Added
Walleye Capital LLC438$57.8K0.00%+93+27.0%Added
Lazard Asset Management LLC457$60.0K0.00%+453+11,325.0%Added
Versant Capital Management, Inc499$65.8K0.02%+499New