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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 1,559 | $326.0K | 0.02% | +75+5.1% | Added |
| Shelton Capital Management | 1,633 | $325.7K | 0.01% | −72−4.2% | Reduced |
| Regions Financial Corp | 1,622 | $323.5K | 0.00% | −20−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,592 | $317.6K | 0.02% | +17+1.1% | Added |
| Mercer Global Advisors Inc | 1,567 | $312.6K | 0.00% | −134−7.9% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,565 | $312.2K | 0.16% | +41+2.7% | Added |
| Omers Administration Corp | 1,563 | $311.8K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,530 | $305.2K | 0.23% | −413−21.3% | Reduced |
| Centiva Capital, LP | 1,513 | $301.8K | 0.01% | −5,026−76.9% | Reduced |
| Parkside Financial Bank & Trust | 1,507 | $300.6K | 0.04% | −87−5.5% | Reduced |
| Rafferty Asset Management, LLC | 1,453 | $289.8K | 0.00% | +176+13.8% | Added |
| Inceptionr LLC | 1,451 | $289.4K | 0.06% | +1,451 | New |
| Venturi Wealth Management, LLC | 1,446 | $288.4K | 0.01% | +902+165.8% | Added |
| O'Shaughnessy Asset Management, LLC | 1,440 | $287.2K | 0.00% | +215+17.6% | Added |
| Claret Asset Management Corp | 1,429 | $285.0K | 0.04% | +10+0.7% | Added |
| Engineers Gate Manager LP | 1,413 | $281.9K | 0.00% | −11,606−89.1% | Reduced |
| Wealth Alliance | 1,413 | $281.8K | 0.03% | −53−3.6% | Reduced |
| QRG Capital Management, Inc. | 1,405 | $280.3K | 0.00% | +1,405 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,394 | $277.9K | 0.00% | +63+4.7% | Added |
| Martingale Asset Management L P | 1,392 | $277.7K | 0.01% | +1,392 | New |
| RSM US Wealth Management LLC | 1,364 | $272.9K | 0.00% | −55−3.9% | Reduced |
| We Are One Seven, LLC | 1,364 | $272.1K | 0.01% | +1,364 | New |
| Applied Finance Capital Management, LLC | 1,349 | $269.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,348 | $268.9K | 0.01% | −50−3.6% | Reduced |
| Optimize Financial Inc | 1,343 | $267.9K | 0.20% | +1,343 | New |
| Jones Financial Companies LLLP | 1,335 | $266.3K | 0.00% | −1−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 1,287 | $256.7K | 0.00% | −2−0.2% | Reduced |
| Vident Advisory, LLC | 1,274 | $254.1K | 0.00% | −8,448−86.9% | Reduced |
| Independent Financial Group, LLC | 1,271 | $253.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,269 | $253.1K | 0.01% | +1,269 | New |
| Private Advisor Group, LLC | 1,235 | $246.3K | 0.00% | +1,235 | New |
| Voya Financial Advisors, Inc. | 1,221 | $244.3K | 0.03% | −85−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,211 | $241.4K | 0.00% | +297+32.5% | Added |
| Point72 Hong Kong Ltd | 1,210 | $241.4K | 0.02% | −3,490−74.3% | Reduced |
| Hardy Reed LLC | 1,181 | $235.6K | 0.02% | +1,181 | New |
| Coldstream Capital Management Inc | 1,172 | $233.8K | 0.00% | −271−18.8% | Reduced |
| Camden Capital, LLC | 1,164 | $232.2K | 0.03% | +1,164 | New |
| 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 |
| Associated Banc-Corp | 1,155 | $230.4K | 0.01% | −157−12.0% | Reduced |
| Kera Capital Partners, Inc. | 1,134 | $226.2K | 0.07% | +1,134 | New |
| Two Sigma Securities, LLC | 1,132 | $225.8K | 0.04% | −3,263−74.2% | Reduced |
| Colony Group, LLC | 1,096 | $218.6K | 0.00% | +1,096 | New |
| Profund Advisors LLC | 1,077 | $214.8K | 0.01% | −171−13.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,066 | $212.6K | 0.01% | +1,066 | New |
| Values First Advisors, Inc. | 1,019 | $203.3K | 0.11% | +1,019 | New |
| Dakota Wealth Management | 1,017 | $202.9K | 0.00% | +1,017 | New |
| Benjamin Edwards Inc | 1,007 | $200.8K | 0.00% | +1,007 | New |
| Smartleaf Asset Management LLC | 980 | $196.0K | 0.02% | +703+253.8% | Added |
| Sterling Capital Management LLC | 709 | $141.4K | 0.00% | −88−11.0% | Reduced |
| CWM, LLC | 618 | $123.0K | 0.00% | +44+7.7% | Added |
| Tompkins Financial Corp | 500 | $99.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 486 | $96.9K | 0.09% | +486 | New |
| Huntington National Bank | 431 | $86.0K | 0.00% | +117+37.3% | Added |
| Versant Capital Management, Inc | 399 | $79.6K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 387 | $77.2K | 0.02% | −19−4.7% | Reduced |
| GAMMA Investing LLC | 384 | $76.6K | 0.01% | +116+43.3% | Added |
| AdvisorNet Financial, Inc | 365 | $72.8K | 0.01% | −17−4.5% | Reduced |
| Johnson Financial Group, Inc. | 350 | $71.9K | 0.00% | +350 | New |
| Globeflex Capital L P | 349 | $69.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 343 | $68.4K | 0.00% | +22+6.9% | Added |
| Storebrand Asset Management AS | 329 | $65.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 306 | $61.0K | 0.00% | +1+0.3% | Added |
| Rothschild Investment LLC | 300 | $59.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 293 | $58.4K | 0.00% | −364−55.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 274 | $54.7K | 0.00% | +63+29.9% | Added |
| EverSource Wealth Advisors, LLC | 271 | $54.1K | 0.00% | +225+489.1% | Added |
| First Horizon Advisors, Inc. | 266 | $53.1K | 0.00% | −22−7.6% | Reduced |
| Proequities, Inc. | 268 | $53.0K | 0.00% | −23−7.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 257 | $51.3K | 0.00% | +3+1.2% | Added |
| Umb Bank N A | 247 | $49.3K | 0.00% | +72+41.1% | Added |
| Horizon Investments, LLC | 237 | $47.3K | 0.00% | +13+5.8% | Added |
| MAI Capital Management | 230 | $45.9K | 0.00% | +230 | New |
| Advisors Asset Management, Inc. | 210 | $41.9K | 0.00% | −106−33.5% | Reduced |
| Principal Securities, Inc. | 187 | $37.3K | 0.00% | +21+12.7% | Added |
| Bayforest Capital Ltd | 175 | $34.9K | 0.04% | +175 | New |
| Whittier Trust Co of Nevada Inc | 153 | $30.5K | 0.00% | +8+5.5% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $29.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 145 | $28.9K | 0.00% | +145 | New |
| SRS Capital Advisors, Inc. | 143 | $28.5K | 0.00% | −16−10.1% | Reduced |
| Allworth Financial LP | 144 | $28.5K | 0.00% | −4−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 137 | $27.4K | 0.00% | −81−37.2% | Reduced |
| Rise Advisors, LLC | 127 | $25.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 126 | $25.1K | 0.00% | +1+0.8% | Added |
| Coppell Advisory Solutions LLC | 119 | $23.8K | 0.00% | +118+11,800.0% | Added |
| Farther Finance Advisors, LLC | 118 | $23.5K | 0.00% | −5−4.1% | Reduced |
| Lindbrook Capital, LLC | 109 | $21.7K | 0.00% | +46+73.0% | Added |
| GeoWealth Management, LLC | 104 | $20.7K | 0.00% | +104 | New |
| Montag A & Associates Inc | 97 | $19.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 96 | $19.1K | 0.00% | +53+123.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $18.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 90 | $18.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 88 | $17.6K | 0.00% | +4+4.8% | Added |
| Ci Investments Inc. | 78 | $16.0K | 0.00% | −47−37.6% | Reduced |
| Creekmur Asset Management LLC | 79 | $15.8K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 69 | $13.8K | 0.00% | +69 | New |
| Plato Investment Management Ltd | 66 | $13.2K | 0.00% | −9−12.0% | Reduced |
| Parallel Advisors, LLC | 63 | $12.6K | 0.00% | +7+12.5% | Added |