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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 1,563 | $257.8K | 0.00% | −12,100−88.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,524 | $251.4K | 0.14% | +1,524 | New |
| Wealth Alliance | 1,466 | $241.8K | 0.03% | +1,466 | New |
| State of Wyoming | 1,459 | $240.7K | 0.03% | +394+37.0% | Added |
| Coldstream Capital Management Inc | 1,443 | $239.4K | 0.01% | +1,443 | New |
| M&T Bank Corp | 1,437 | $237.1K | 0.00% | −105−6.8% | Reduced |
| Congress Wealth Management LLC | 1,437 | $237.1K | 0.00% | +1,437 | New |
| Donoghue Forlines LLC | 1,434 | $236.6K | 0.07% | +1,434 | New |
| Armistice Capital, LLC | 1,424 | $234.9K | 0.01% | +1,424 | New |
| Claret Asset Management Corp | 1,419 | $234.0K | 0.04% | +1,419 | New |
| RSM US Wealth Management LLC | 1,419 | $231.2K | 0.00% | +1,419 | New |
| Fifth Third Wealth Advisors LLC | 1,398 | $230.6K | 0.01% | −8−0.6% | Reduced |
| JT Stratford LLC | 1,378 | $227.3K | 0.04% | +1,378 | New |
| Covestor Ltd | 1,373 | $227.0K | 0.14% | +83+6.4% | Added |
| Applied Finance Capital Management, LLC | 1,349 | $222.5K | 0.01% | +1,349 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,331 | $219.6K | 0.00% | +1,331 | New |
| Associated Banc-Corp | 1,312 | $216.4K | 0.01% | +1,312 | New |
| Jones Financial Companies LLLP | 1,336 | $215.6K | 0.00% | +522+64.1% | Added |
| Resources Investment Advisors, LLC. | 1,289 | $212.6K | 0.00% | +1,289 | New |
| Voya Financial Advisors, Inc. | 1,306 | $210.8K | 0.02% | +1,306 | New |
| Rafferty Asset Management, LLC | 1,277 | $210.7K | 0.00% | +1,277 | New |
| Independent Financial Group, LLC | 1,271 | $209.7K | 0.01% | +1,271 | New |
| O'Shaughnessy Asset Management, LLC | 1,225 | $206.1K | 0.00% | +1,225 | New |
| Swiss Life Asset Management Ltd | 1,250 | $206.0K | 0.00% | −14,259−91.9% | Reduced |
| Profund Advisors LLC | 1,248 | $205.9K | 0.01% | +1,248 | New |
| Entropy Technologies, LP | 1,231 | $203.1K | 0.02% | −3,600−74.5% | Reduced |
| Insight Folios Inc | 1,229 | $202.7K | 0.07% | +1,229 | New |
| Tower Research Capital LLC (TRC) | 1,198 | $197.6K | 0.01% | −8,480−87.6% | Reduced |
| Advisor Group Holdings, Inc. | 914 | $150.7K | 0.00% | −107−10.5% | Reduced |
| Sterling Capital Management LLC | 797 | $131.5K | 0.00% | +797 | New |
| CWM, LLC | 574 | $95.0K | 0.00% | +17+3.1% | Added |
| Venturi Wealth Management, LLC | 544 | $89.7K | 0.00% | +169+45.1% | Added |
| Ronald Blue Trust, Inc. | 657 | $86.6K | 0.00% | +623+1,832.4% | Added |
| Tompkins Financial Corp | 500 | $82.5K | 0.01% | +500 | New |
| Park Place Capital Corp | 406 | $67.0K | 0.02% | −10−2.4% | Reduced |
| Versant Capital Management, Inc | 399 | $65.8K | 0.02% | −100−20.0% | Reduced |
| AdvisorNet Financial, Inc | 382 | $63.0K | 0.00% | +17+4.7% | Added |
| Globeflex Capital L P | 349 | $57.6K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 329 | $54.3K | 0.00% | −2,484−88.3% | Reduced |
| Quadrant Capital Group LLC | 321 | $53.0K | 0.00% | −66−17.1% | Reduced |
| Advisors Asset Management, Inc. | 316 | $52.1K | 0.00% | −87−21.6% | Reduced |
| Huntington National Bank | 314 | $51.8K | 0.00% | −308−49.5% | Reduced |
| Quarry LP | 309 | $51.0K | 0.02% | +185+149.2% | Added |
| Signaturefd, LLC | 305 | $50.3K | 0.00% | +167+121.0% | Added |
| 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 |
| Proequities, Inc. | 291 | $48.0K | 0.00% | −2−0.7% | Reduced |
| First Horizon Advisors, Inc. | 288 | $47.5K | 0.00% | −6−2.0% | Reduced |
| International Assets Investment Management, LLC | 7,754 | $47.0K | 0.00% | +7,707+16,397.9% | Added |
| Smartleaf Asset Management LLC | 277 | $44.7K | 0.01% | +35+14.5% | Added |
| GAMMA Investing LLC | 268 | $44.2K | 0.00% | +34+14.5% | Added |
| Northwestern Mutual Wealth Management Co | 254 | $41.9K | 0.00% | −1,266−83.3% | Reduced |
| Reuter James Wealth Management, LLC | 239 | $39.4K | 0.01% | +239 | New |
| Horizon Investments, LLC | 224 | $37.0K | 0.00% | +5+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 218 | $35.2K | 0.00% | −1,094−83.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 211 | $34.8K | 0.00% | +204+2,914.3% | Added |
| Asset Management One Co.,Ltd. | 200 | $33.0K | 0.00% | −16,293−98.8% | Reduced |
| Umb Bank N A | 175 | $28.9K | 0.00% | +165+1,650.0% | Added |
| Principal Securities, Inc. | 166 | $27.4K | 0.00% | −102−38.1% | Reduced |
| SRS Capital Advisors, Inc. | 159 | $26.2K | 0.00% | +159 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $24.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 148 | $24.4K | 0.00% | −50−25.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 145 | $23.9K | 0.00% | −2−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 130 | $21.4K | 0.00% | −66,655−99.8% | Reduced |
| Ci Investments Inc. | 125 | $21.0K | 0.00% | +45+56.3% | Added |
| Rise Advisors, LLC | 127 | $21.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 125 | $20.6K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 125 | $20.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 123 | $20.3K | 0.00% | +80+186.0% | Added |
| Banque Cantonale Vaudoise | 123 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $16.5K | 0.00% | +93+1,328.6% | Added |
| Montag A & Associates Inc | 97 | $16.0K | 0.00% | −14−12.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $15.3K | 0.00% | −25,723−99.6% | Reduced |
| Roble, Belko & Company, Inc | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $14.9K | 0.00% | −135−60.0% | Reduced |
| Central Trust Co | 84 | $13.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 75 | $12.4K | 0.00% | −3,640−98.0% | Reduced |
| Estabrook Capital Management | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $10.4K | 0.00% | +17+37.0% | Added |
| Parallel Advisors, LLC | 56 | $9.24K | 0.00% | +27+93.1% | 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 |
| IFP Advisors, Inc | 48 | $7.92K | 0.00% | +32+200.0% | Added |
| EverSource Wealth Advisors, LLC | 46 | $7.59K | 0.00% | +33+253.8% | Added |
| Colonial Trust Co | 47 | $7.58K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43 | $7.09K | 0.00% | −4−8.5% | Reduced |
| LRI Investments, LLC | 31 | $6.37K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34 | $5.61K | 0.00% | −333−90.7% | Reduced |
| Truvestments Capital LLC | 34 | $5.61K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 33 | $5.44K | 0.00% | +19+135.7% | Added |
| Credit Agricole S A | 31 | $5.11K | 0.00% | −6,100−99.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 27 | $4.46K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 18 | $3.81K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 18 | $3.81K | 0.00% | +18 | New |
| Wolff Wiese Magana LLC | 23 | $3.79K | 0.00% | +23 | New |
| Bryn Mawr Trust Co | 23 | $3.79K | 0.00% | +23 | New |
| Continuum Advisory, LLC | 17 | $3.49K | 0.00% | −31−64.6% | Reduced |
| Ashton Thomas Securities, LLC | 21 | $3.46K | 0.00% | +21 | New |
| Mather Group, LLC. | 20 | $3.30K | 0.00% | 00.0% | Unchanged |