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, Q4 2024
Institutional positions in Paylocity Holding Corp as of Dec 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
- 457
- +32 vs. Q3 2024
- Shares held
- 42.8M
- +392.3K (+0.9%) vs. Q3 2024
- Total value
- $8.54B
- +$1.57B (+22.5%) vs. Q3 2024
- New holders
- 76
- 164 more added
- Sold out
- 44
- 150 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 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% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $199 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $199 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $200 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $200 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $399 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2 | $399 | 0.00% | +2 | New |
| WPG Advisers, LLC | 2 | $399 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $532 | 0.05% | −1,760−99.9% | Reduced |
| Mascoma Wealth Management LLC | 3 | $598 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $599 | 0.00% | +1+50.0% | Added |
| JNBA Financial Advisors | 4 | $798 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $798 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4 | $798 | 0.00% | +3+300.0% | Added |
| Fortitude Family Office, LLC | 5 | $997 | 0.00% | −2−28.6% | Reduced |
| Bell Investment Advisors, Inc | 5 | $998 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3 | $1.00K | 0.00% | −14−82.4% | Reduced |
| Lazard Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.20K | 0.00% | +2+50.0% | Added |
| Hexagon Capital Partners LLC | 6 | $1.20K | 0.00% | +6 | New |
| Provenance Wealth Advisors, LLC | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $1.59K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9 | $1.80K | 0.00% | −14−60.9% | Reduced |
| Sachetta, LLC | 12 | $2.39K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| Farmers & Merchants Investments Inc | 18 | $3.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $3.59K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $3.59K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $3.79K | 0.00% | +7+58.3% | Added |
| Geneos Wealth Management Inc. | 19 | $3.79K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 20 | $3.99K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 20 | $3.99K | 0.00% | +20 | New |
| Bryn Mawr Trust Co | 23 | $4.59K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $4.59K | 0.00% | +23 | New |
| Legacy Investment Solutions, LLC | 23 | $4.74K | 0.00% | +5+27.8% | Added |
| Legacy Wealth Managment, LLC | 23 | $4.74K | 0.00% | +5+27.8% | Added |
| Cherry Tree Wealth Management, LLC | 27 | $5.39K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 28 | $5.58K | 0.00% | +11+64.7% | Added |
| Kestra Investment Management, LLC | 30 | $5.98K | 0.00% | +30 | New |
| LRI Investments, LLC | 31 | $6.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $6.18K | 0.00% | +31 | New |
| Truvestments Capital LLC | 34 | $6.78K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 35 | $6.98K | 0.01% | +35 | New |
| Cullen/Frost Bankers, Inc. | 41 | $8.18K | 0.00% | −8−16.3% | Reduced |
| Massmutual Trust Co FSB | 44 | $8.78K | 0.00% | +11+33.3% | Added |
| Colonial Trust Co | 47 | $9.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 49 | $9.77K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 49 | $9.77K | 0.00% | +49 | New |
| Mather Group, LLC. | 51 | $10.2K | 0.00% | +31+155.0% | Added |
| Clearstead Advisors, LLC | 53 | $10.6K | 0.00% | +19+55.9% | Added |
| IFP Advisors, Inc | 53 | $11.0K | 0.00% | +5+10.4% | Added |
| Parallel Advisors, LLC | 63 | $12.6K | 0.00% | +7+12.5% | Added |
| Plato Investment Management Ltd | 66 | $13.2K | 0.00% | −9−12.0% | Reduced |
| TCTC Holdings, LLC | 69 | $13.8K | 0.00% | +69 | New |
| Estabrook Capital Management | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 79 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 78 | $16.0K | 0.00% | −47−37.6% | Reduced |
| Central Trust Co | 88 | $17.6K | 0.00% | +4+4.8% | Added |
| Roble, Belko & Company, Inc | 89 | $18.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $18.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 96 | $19.1K | 0.00% | +53+123.3% | Added |
| Montag A & Associates Inc | 97 | $19.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 104 | $20.7K | 0.00% | +104 | New |
| Lindbrook Capital, LLC | 109 | $21.7K | 0.00% | +46+73.0% | Added |
| Farther Finance Advisors, LLC | 118 | $23.5K | 0.00% | −5−4.1% | Reduced |
| Coppell Advisory Solutions LLC | 119 | $23.8K | 0.00% | +118+11,800.0% | Added |
| Assetmark, Inc | 126 | $25.1K | 0.00% | +1+0.8% | Added |
| Rise Advisors, LLC | 127 | $25.3K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 137 | $27.4K | 0.00% | −81−37.2% | Reduced |
| Allworth Financial LP | 144 | $28.5K | 0.00% | −4−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 143 | $28.5K | 0.00% | −16−10.1% | Reduced |
| SBI Securities Co., Ltd. | 145 | $28.9K | 0.00% | +145 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $29.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 153 | $30.5K | 0.00% | +8+5.5% | Added |
| Bayforest Capital Ltd | 175 | $34.9K | 0.04% | +175 | New |
| Principal Securities, Inc. | 187 | $37.3K | 0.00% | +21+12.7% | Added |
| Advisors Asset Management, Inc. | 210 | $41.9K | 0.00% | −106−33.5% | Reduced |
| MAI Capital Management | 230 | $45.9K | 0.00% | +230 | New |
| Horizon Investments, LLC | 237 | $47.3K | 0.00% | +13+5.8% | Added |
| Umb Bank N A | 247 | $49.3K | 0.00% | +72+41.1% | Added |
| Northwestern Mutual Wealth Management Co | 257 | $51.3K | 0.00% | +3+1.2% | Added |
| Proequities, Inc. | 268 | $53.0K | 0.00% | −23−7.9% | Reduced |
| First Horizon Advisors, Inc. | 266 | $53.1K | 0.00% | −22−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 271 | $54.1K | 0.00% | +225+489.1% | Added |
| Steward Partners Investment Advisory, LLC | 274 | $54.7K | 0.00% | +63+29.9% | Added |
| Ronald Blue Trust, Inc. | 293 | $58.4K | 0.00% | −364−55.4% | Reduced |
| Rothschild Investment LLC | 300 | $59.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 306 | $61.0K | 0.00% | +1+0.3% | Added |
| Storebrand Asset Management AS | 329 | $65.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 343 | $68.4K | 0.00% | +22+6.9% | Added |
| Globeflex Capital L P | 349 | $69.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 350 | $71.9K | 0.00% | +350 | New |
| AdvisorNet Financial, Inc | 365 | $72.8K | 0.01% | −17−4.5% | Reduced |