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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $3.18K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 18 | $3.17K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 19 | $3.13K | 0.00% | −2−9.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 17 | $3.00K | 0.00% | −114−87.0% | 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 |
| 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 |
| Private Wealth Management Group, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $1.16K | 0.00% | +7 | New |
| Lazard Asset Management LLC | 8 | $1.00K | 0.00% | −449−98.2% | Reduced |
| Hemington Wealth Management | 10 | $1.00K | 0.00% | +10 | New |
| 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 |
| 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 |
| SJS Investment Consulting Inc. | 2 | $330 | 0.00% | −2−50.0% | Reduced |
| Manchester Capital Management LLC | 2 | $330 | 0.00% | 00.0% | Unchanged |
| 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 |
| Coppell Advisory Solutions LLC | 1 | $161 | 0.00% | −142−99.3% | Reduced |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −110,091−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −83,939−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −74,942−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −67,712−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −63,595−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −48,800−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −35,364−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −34,766−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −27,813−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −26,477−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −23,096−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −22,860−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −21,258−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −17,743−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −14,921−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,195−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −14,022−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,944−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,108−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,999−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,721−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −8,717−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −8,375−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −8,289−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,936−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,851−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −6,575−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,998−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,924−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,524−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,038−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |