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, Q3 2024
Institutional positions in Paylocity Holding Corp as of Sep 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
- 434
- −20 vs. Q2 2024
- Shares held
- 42.5M
- +3.26M (+8.3%) vs. Q2 2024
- Total value
- $6.98B
- +$1.81B (+34.9%) vs. Q2 2024
- New holders
- 75
- 123 more added
- Sold out
- 95
- 181 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 1 | $161 | 0.00% | −142−99.3% | Reduced |
| Leonteq Securities AG | 1 | $165 | 0.00% | −11−91.7% | Reduced |
| True Wealth Design, LLC | 1 | $165 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $165 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $165 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $165 | 0.00% | +1 | New |
| Skopos Labs, Inc. | 1 | $165 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $165 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $330 | 0.00% | −2−50.0% | Reduced |
| Manchester Capital Management LLC | 2 | $330 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $660 | 0.00% | −2−33.3% | Reduced |
| JNBA Financial Advisors | 4 | $660 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $660 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5 | $825 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 5 | $825 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $825 | 0.00% | +3+150.0% | Added |
| Lazard Asset Management LLC | 8 | $1.00K | 0.00% | −449−98.2% | Reduced |
| Hemington Wealth Management | 10 | $1.00K | 0.00% | +10 | New |
| Provenance Wealth Advisors, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $1.16K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.98K | 0.00% | −21−63.6% | Reduced |
| Sachetta, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.98K | 0.00% | −1−7.7% | Reduced |
| Global Retirement Partners, LLC | 18 | $2.97K | 0.00% | −14−43.8% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $2.97K | 0.01% | +18 | New |
| Migdal Insurance & Financial Holdings Ltd. | 17 | $3.00K | 0.00% | −114−87.0% | Reduced |
| VitalStone Financial, LLC | 19 | $3.13K | 0.00% | −2−9.5% | Reduced |
| Cornerstone Planning Group LLC | 18 | $3.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $3.18K | 0.00% | +19 | New |
| Mather Group, LLC. | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 21 | $3.46K | 0.00% | +21 | New |
| Continuum Advisory, LLC | 17 | $3.49K | 0.00% | −31−64.6% | Reduced |
| Bryn Mawr Trust Co | 23 | $3.79K | 0.00% | +23 | New |
| Wolff Wiese Magana LLC | 23 | $3.79K | 0.00% | +23 | New |
| Legacy Investment Solutions, LLC | 18 | $3.81K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 18 | $3.81K | 0.00% | +18 | New |
| Cherry Tree Wealth Management, LLC | 27 | $4.46K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 31 | $5.11K | 0.00% | −6,100−99.5% | Reduced |
| Massmutual Trust Co FSB | 33 | $5.44K | 0.00% | +19+135.7% | Added |
| Clearstead Advisors, LLC | 34 | $5.61K | 0.00% | −333−90.7% | Reduced |
| Truvestments Capital LLC | 34 | $5.61K | 0.00% | +34 | New |
| LRI Investments, LLC | 31 | $6.37K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43 | $7.09K | 0.00% | −4−8.5% | Reduced |
| Colonial Trust Co | 47 | $7.58K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 46 | $7.59K | 0.00% | +33+253.8% | Added |
| IFP Advisors, Inc | 48 | $7.92K | 0.00% | +32+200.0% | Added |
| Private Trust Co NA | 49 | $8.08K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 49 | $8.08K | 0.00% | +46+1,533.3% | Added |
| Parallel Advisors, LLC | 56 | $9.24K | 0.00% | +27+93.1% | Added |
| Lindbrook Capital, LLC | 63 | $10.4K | 0.00% | +17+37.0% | Added |
| Estabrook Capital Management | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 75 | $12.4K | 0.00% | −3,640−98.0% | Reduced |
| Creekmur Asset Management LLC | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 84 | $13.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $14.9K | 0.00% | −135−60.0% | Reduced |
| Roble, Belko & Company, Inc | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $15.3K | 0.00% | −25,723−99.6% | Reduced |
| Montag A & Associates Inc | 97 | $16.0K | 0.00% | −14−12.6% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $16.5K | 0.00% | +93+1,328.6% | Added |
| Banque Cantonale Vaudoise | 123 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 123 | $20.3K | 0.00% | +80+186.0% | Added |
| Assetmark, Inc | 125 | $20.6K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 125 | $20.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 125 | $21.0K | 0.00% | +45+56.3% | Added |
| Allspring Global Investments Holdings, LLC | 130 | $21.4K | 0.00% | −66,655−99.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 145 | $23.9K | 0.00% | −2−1.4% | Reduced |
| Allworth Financial LP | 148 | $24.4K | 0.00% | −50−25.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $24.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 159 | $26.2K | 0.00% | +159 | New |
| Principal Securities, Inc. | 166 | $27.4K | 0.00% | −102−38.1% | Reduced |
| Umb Bank N A | 175 | $28.9K | 0.00% | +165+1,650.0% | Added |
| Asset Management One Co.,Ltd. | 200 | $33.0K | 0.00% | −16,293−98.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 211 | $34.8K | 0.00% | +204+2,914.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 218 | $35.2K | 0.00% | −1,094−83.4% | Reduced |
| Horizon Investments, LLC | 224 | $37.0K | 0.00% | +5+2.3% | Added |
| Reuter James Wealth Management, LLC | 239 | $39.4K | 0.01% | +239 | New |
| Northwestern Mutual Wealth Management Co | 254 | $41.9K | 0.00% | −1,266−83.3% | Reduced |
| GAMMA Investing LLC | 268 | $44.2K | 0.00% | +34+14.5% | Added |
| Smartleaf Asset Management LLC | 277 | $44.7K | 0.01% | +35+14.5% | Added |
| International Assets Investment Management, LLC | 7,754 | $47.0K | 0.00% | +7,707+16,397.9% | Added |
| First Horizon Advisors, Inc. | 288 | $47.5K | 0.00% | −6−2.0% | Reduced |
| Proequities, Inc. | 291 | $48.0K | 0.00% | −2−0.7% | Reduced |
| Danske Bank A/S | 300 | $49.5K | 0.00% | −19,986−98.5% | Reduced |
| Rothschild Investment LLC | 300 | $49.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 305 | $50.3K | 0.00% | +167+121.0% | Added |
| Quarry LP | 309 | $51.0K | 0.02% | +185+149.2% | Added |
| Huntington National Bank | 314 | $51.8K | 0.00% | −308−49.5% | Reduced |
| Advisors Asset Management, Inc. | 316 | $52.1K | 0.00% | −87−21.6% | Reduced |
| Quadrant Capital Group LLC | 321 | $53.0K | 0.00% | −66−17.1% | Reduced |
| Storebrand Asset Management AS | 329 | $54.3K | 0.00% | −2,484−88.3% | Reduced |
| Globeflex Capital L P | 349 | $57.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 382 | $63.0K | 0.00% | +17+4.7% | Added |
| Versant Capital Management, Inc | 399 | $65.8K | 0.02% | −100−20.0% | Reduced |
| Park Place Capital Corp | 406 | $67.0K | 0.02% | −10−2.4% | Reduced |