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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 384 | $76.6K | 0.01% | +116+43.3% | Added |
| Park Place Capital Corp | 387 | $77.2K | 0.02% | −19−4.7% | Reduced |
| Versant Capital Management, Inc | 399 | $79.6K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 431 | $86.0K | 0.00% | +117+37.3% | Added |
| Caitong International Asset Management Co., Ltd | 486 | $96.9K | 0.09% | +486 | New |
| Tompkins Financial Corp | 500 | $99.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 618 | $123.0K | 0.00% | +44+7.7% | Added |
| Sterling Capital Management LLC | 709 | $141.4K | 0.00% | −88−11.0% | Reduced |
| Smartleaf Asset Management LLC | 980 | $196.0K | 0.02% | +703+253.8% | Added |
| Benjamin Edwards Inc | 1,007 | $200.8K | 0.00% | +1,007 | New |
| Dakota Wealth Management | 1,017 | $202.9K | 0.00% | +1,017 | New |
| Values First Advisors, Inc. | 1,019 | $203.3K | 0.11% | +1,019 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,066 | $212.6K | 0.01% | +1,066 | New |
| Profund Advisors LLC | 1,077 | $214.8K | 0.01% | −171−13.7% | Reduced |
| Colony Group, LLC | 1,096 | $218.6K | 0.00% | +1,096 | New |
| Two Sigma Securities, LLC | 1,132 | $225.8K | 0.04% | −3,263−74.2% | Reduced |
| Kera Capital Partners, Inc. | 1,134 | $226.2K | 0.07% | +1,134 | New |
| Associated Banc-Corp | 1,155 | $230.4K | 0.01% | −157−12.0% | Reduced |
| Covestor Ltd | 1,158 | $231.0K | 0.14% | −215−15.7% | Reduced |
| Everence Capital Management Inc | 1,160 | $231.0K | 0.02% | +1,160 | New |
| Camden Capital, LLC | 1,164 | $232.2K | 0.03% | +1,164 | New |
| Coldstream Capital Management Inc | 1,172 | $233.8K | 0.00% | −271−18.8% | Reduced |
| Hardy Reed LLC | 1,181 | $235.6K | 0.02% | +1,181 | New |
| Point72 Hong Kong Ltd | 1,210 | $241.4K | 0.02% | −3,490−74.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,211 | $241.4K | 0.00% | +297+32.5% | Added |
| Voya Financial Advisors, Inc. | 1,221 | $244.3K | 0.03% | −85−6.5% | Reduced |
| Private Advisor Group, LLC | 1,235 | $246.3K | 0.00% | +1,235 | New |
| Evergreen Capital Management LLC | 1,269 | $253.1K | 0.01% | +1,269 | New |
| Independent Financial Group, LLC | 1,271 | $253.5K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,274 | $254.1K | 0.00% | −8,448−86.9% | Reduced |
| Resources Investment Advisors, LLC. | 1,287 | $256.7K | 0.00% | −2−0.2% | Reduced |
| Jones Financial Companies LLLP | 1,335 | $266.3K | 0.00% | −1−0.1% | Reduced |
| Optimize Financial Inc | 1,343 | $267.9K | 0.20% | +1,343 | New |
| Fifth Third Wealth Advisors LLC | 1,348 | $268.9K | 0.01% | −50−3.6% | Reduced |
| Applied Finance Capital Management, LLC | 1,349 | $269.1K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,364 | $272.1K | 0.01% | +1,364 | New |
| RSM US Wealth Management LLC | 1,364 | $272.9K | 0.00% | −55−3.9% | Reduced |
| Martingale Asset Management L P | 1,392 | $277.7K | 0.01% | +1,392 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,394 | $277.9K | 0.00% | +63+4.7% | Added |
| QRG Capital Management, Inc. | 1,405 | $280.3K | 0.00% | +1,405 | New |
| Wealth Alliance | 1,413 | $281.8K | 0.03% | −53−3.6% | Reduced |
| Engineers Gate Manager LP | 1,413 | $281.9K | 0.00% | −11,606−89.1% | Reduced |
| Claret Asset Management Corp | 1,429 | $285.0K | 0.04% | +10+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,440 | $287.2K | 0.00% | +215+17.6% | Added |
| Venturi Wealth Management, LLC | 1,446 | $288.4K | 0.01% | +902+165.8% | Added |
| Inceptionr LLC | 1,451 | $289.4K | 0.06% | +1,451 | New |
| Rafferty Asset Management, LLC | 1,453 | $289.8K | 0.00% | +176+13.8% | Added |
| Parkside Financial Bank & Trust | 1,507 | $300.6K | 0.04% | −87−5.5% | Reduced |
| Centiva Capital, LP | 1,513 | $301.8K | 0.01% | −5,026−76.9% | Reduced |
| ISAM Funds (UK) Ltd | 1,530 | $305.2K | 0.23% | −413−21.3% | Reduced |
| Omers Administration Corp | 1,563 | $311.8K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 1,565 | $312.2K | 0.16% | +41+2.7% | Added |
| Mercer Global Advisors Inc | 1,567 | $312.6K | 0.00% | −134−7.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,592 | $317.6K | 0.02% | +17+1.1% | Added |
| Regions Financial Corp | 1,622 | $323.5K | 0.00% | −20−1.2% | Reduced |
| Shelton Capital Management | 1,633 | $325.7K | 0.01% | −72−4.2% | Reduced |
| HighPoint Advisor Group LLC | 1,559 | $326.0K | 0.02% | +75+5.1% | Added |
| Scientech Research LLC | 1,683 | $335.7K | 0.10% | +1,683 | New |
| Franklin Resources Inc | 1,710 | $341.1K | 0.00% | +175+11.4% | Added |
| SkyOak Wealth, LLC | 1,714 | $341.9K | 0.07% | −54−3.1% | Reduced |
| Aaron Wealth Advisors | 1,718 | $342.7K | 0.04% | +32+1.9% | Added |
| Creative Planning | 1,740 | $347.1K | 0.00% | +121+7.5% | Added |
| CIBC Asset Management Inc | 1,745 | $348.1K | 0.00% | +93+5.6% | Added |
| M&T Bank Corp | 1,765 | $352.2K | 0.00% | +328+22.8% | Added |
| State of Wyoming | 1,766 | $352.3K | 0.04% | +307+21.0% | Added |
| Icon Wealth Advisors, LLC | 1,807 | $360.4K | 0.03% | −58−3.1% | Reduced |
| Corton Capital Inc. | 1,821 | $363.2K | 0.21% | +143+8.5% | Added |
| Roberts Glore & Co Inc | 1,835 | $366.0K | 0.11% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,843 | $367.6K | 0.07% | +1,843 | New |
| Burney Co | 1,861 | $371.2K | 0.01% | −121−6.1% | Reduced |
| Avantax Advisory Services, Inc. | 1,940 | $387.0K | 0.00% | +98+5.3% | Added |
| Siemens Fonds Invest GmbH | 1,976 | $395.3K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,985 | $395.9K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,989 | $396.7K | 0.20% | +88+4.6% | Added |
| Hanlon Investment Management, Inc. | 2,000 | $398.9K | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,005 | $399.9K | 0.01% | +2,005 | New |
| Toroso Investments, LLC | 2,031 | $405.1K | 0.00% | −6,805−77.0% | Reduced |
| Alpha DNA Investment Management LLC | 2,094 | $417.7K | 0.23% | +2,094 | New |
| Yarbrough Capital, LLC | 2,100 | $418.9K | 0.02% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,109 | $420.7K | 0.24% | +2,109 | New |
| Jane Street Group, LLC | 2,121 | $423.1K | 0.00% | −74,310−97.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,192 | $426.3K | 0.01% | −90−3.9% | Reduced |
| Gsa Capital Partners LLP | 2,143 | $427.0K | 0.03% | −312−12.7% | Reduced |
| ProShare Advisors LLC | 2,171 | $433.1K | 0.00% | +128+6.3% | Added |
| Knollwood Investment Advisory, LLC | 2,200 | $438.8K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,272 | $453.2K | 0.00% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,308 | $460.4K | 0.06% | −14−0.6% | Reduced |
| Oxford Financial Group Ltd | 2,313 | $461.4K | 0.03% | −14−0.6% | Reduced |
| Brighton Jones LLC | 2,464 | $491.5K | 0.01% | −305−11.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,549 | $495.7K | 0.00% | −232−8.3% | Reduced |
| Maryland State Retirement & Pension System | 2,504 | $499.5K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,551 | $508.8K | 0.00% | −6,905−73.0% | Reduced |
| South Dakota Investment Council | 2,714 | $541.0K | 0.01% | −3,300−54.9% | Reduced |
| Petrus Trust Company, LTA | 2,714 | $541.4K | 0.05% | +58+2.2% | Added |
| Convergence Investment Partners, LLC | 2,773 | $553.1K | 0.12% | +2,773 | New |
| Captrust Financial Advisors | 2,802 | $558.9K | 0.00% | −3,293−54.0% | Reduced |
| Crossmark Global Holdings, Inc. | 2,832 | $564.0K | 0.01% | −535−15.9% | Reduced |
| Unique Wealth Strategies, LLC | 2,847 | $567.9K | 0.25% | +2,847 | New |
| Lake Street Financial LLC | 2,851 | $568.7K | 0.09% | −1,054−27.0% | Reduced |
| Quest Partners LLC | 2,854 | $569.3K | 0.08% | −2,168−43.2% | Reduced |