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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 53 | $11.0K | 0.00% | +5+10.4% | Added |
| Clearstead Advisors, LLC | 53 | $10.6K | 0.00% | +19+55.9% | Added |
| Mather Group, LLC. | 51 | $10.2K | 0.00% | +31+155.0% | Added |
| Private Trust Co NA | 49 | $9.77K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 49 | $9.77K | 0.00% | +49 | New |
| Colonial Trust Co | 47 | $9.38K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $8.78K | 0.00% | +11+33.3% | Added |
| Cullen/Frost Bankers, Inc. | 41 | $8.18K | 0.00% | −8−16.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 35 | $6.98K | 0.01% | +35 | New |
| Truvestments Capital LLC | 34 | $6.78K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $6.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $6.18K | 0.00% | +31 | New |
| Kestra Investment Management, LLC | 30 | $5.98K | 0.00% | +30 | New |
| Continuum Advisory, LLC | 28 | $5.58K | 0.00% | +11+64.7% | Added |
| Cherry Tree Wealth Management, LLC | 27 | $5.39K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bryn Mawr Trust Co | 23 | $4.59K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $4.59K | 0.00% | +23 | New |
| Avalon Trust Co | 20 | $3.99K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 20 | $3.99K | 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 |
| Cornerstone Planning Group LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| 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 |
| Hemington Wealth Management | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| Spire Wealth Management | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9 | $1.80K | 0.00% | −14−60.9% | Reduced |
| Private Wealth Management Group, LLC | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $1.59K | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 7 | $1.40K | 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 |
| 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 |
| Bell Investment Advisors, Inc | 5 | $998 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $997 | 0.00% | −2−28.6% | Reduced |
| 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 |
| SJS Investment Consulting Inc. | 3 | $599 | 0.00% | +1+50.0% | Added |
| Mascoma Wealth Management LLC | 3 | $598 | 0.00% | +3 | New |
| NBC Securities, Inc. | 2 | $532 | 0.05% | −1,760−99.9% | Reduced |
| 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 |
| 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 |
| 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 |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −468,412−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −142,027−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −59,488−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −47,966−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −47,567−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −39,615−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −31,747−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −26,952−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −19,328−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,837−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,722−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,272−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,501−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −2,613−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −1,424−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |