Skip to main content

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, Q1 2025

Institutional positions in Paylocity Holding Corp as of Mar 31, 2025. 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
469
+18 vs. Q4 2024
Shares held
43.2M
+705.5K (+1.7%) vs. Q4 2024
Total value
$8.10B
−$383.9M (−4.5%) vs. Q4 2024
New holders
77
202 more added
Sold out
59
136 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 469 institutions
Q1 2021: 307 institutionsQ2 2021: 300 institutionsQ3 2021: 338 institutionsQ4 2021: 352 institutionsQ1 2022: 348 institutionsQ2 2022: 342 institutionsQ3 2022: 387 institutionsQ4 2022: 440 institutionsQ1 2023: 444 institutionsQ2 2023: 440 institutionsQ3 2023: 446 institutionsQ4 2023: 435 institutionsQ1 2024: 416 institutionsQ2 2024: 459 institutionsQ3 2024: 434 institutionsQ4 2024: 457 institutionsQ1 2025: 469 institutionsQ2 2025: 490 institutionsQ3 2025: 485 institutionsQ4 2025: 466 institutionsQ1 2026: 447 institutionsQ2 2026: 471 institutions
Value heldQ1 2025: $8.10B
Q1 2021: $6.78BQ2 2021: $7.26BQ3 2021: $10.8BQ4 2021: $9.02BQ1 2022: $8.03BQ2 2022: $7.01BQ3 2022: $9.90BQ4 2022: $8.01BQ1 2023: $8.45BQ2 2023: $7.75BQ3 2023: $7.71BQ4 2023: $7.24BQ1 2024: $7.79BQ2 2024: $5.75BQ3 2024: $6.98BQ4 2024: $8.54BQ1 2025: $8.10BQ2 2025: $8.02BQ3 2025: $6.68BQ4 2025: $6.61BQ1 2026: $4.82BQ2 2026: $4.83B
Institutions holding PCTY and their total value by quarter
QuarterHoldersValue
Q2 2026471$4.83B
Q1 2026447$4.82B
Q4 2025466$6.61B
Q3 2025485$6.68B
Q2 2025490$8.02B
Q1 2025469$8.10B
Q4 2024457$8.54B
Q3 2024434$6.98B
Q2 2024459$5.75B
Q1 2024416$7.79B
Q4 2023435$7.24B
Q3 2023446$7.71B
Q2 2023440$7.75B
Q1 2023444$8.45B
Q4 2022440$8.01B
Q3 2022387$9.90B
Q2 2022342$7.01B
Q1 2022348$8.03B
Q4 2021352$9.02B
Q3 2021338$10.8B
Q2 2021300$7.26B
Q1 2021307$6.78B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2024.

Institutions holding PCTY in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$1870.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$1870.00%+1New
Private Wealth Asset Management, LLC1$1870.00%+1New
Legacy Wealth Managment, LLC1$1880.00%−22−95.7%Reduced
Manchester Capital Management LLC1$1880.00%−1−50.0%Reduced
MV Capital Management, Inc.1$1880.00%00.0%Unchanged
American Capital Advisory, LLC1$1880.00%+1New
NewSquare Capital LLC2$3750.00%+2New
Mascoma Wealth Management LLC3$5620.00%00.0%Unchanged
CVA Family Office, LLC3$5620.00%+3New
Quent Capital, LLC4$7490.00%00.0%Unchanged
WPG Advisers, LLC4$7490.00%+2+100.0%Added
Activest Wealth Management4$7490.00%+4New
Sierra Ocean, LLC4$7490.00%+4New
SJS Investment Consulting Inc.4$7500.00%+1+33.3%Added
Cullen/Frost Bankers, Inc.5$9370.00%−36−87.8%Reduced
Global Financial Private Client, LLC5$9370.00%+4+400.0%Added
Creative Financial Designs Inc5$9370.00%+5New
Hantz Financial Services, Inc.4$1.00K0.00%+3+300.0%Added
DiNuzzo Private Wealth, Inc.6$1.13K0.00%00.0%Unchanged
Anderson Financial Strategies, LLC6$1.13K0.00%+6New
Provenance Wealth Advisors, LLC7$1.31K0.00%00.0%Unchanged
Whipplewood Advisors, LLC42$1.50K0.00%+34+425.0%Added
Private Wealth Management Group, LLC8$1.50K0.00%00.0%Unchanged
Wolff Wiese Magana LLC9$1.69K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$1.69K0.00%+4+80.0%Added
Quarry LP10$1.87K0.00%+10New
Spire Wealth Management12$2.25K0.00%00.0%Unchanged
Sachetta, LLC12$2.25K0.00%00.0%Unchanged
South State Corp.12$2.25K0.00%+12New
Larson Financial Group LLC15$2.81K0.00%+14+1,400.0%Added
Highline Wealth Partners LLC20$3.75K0.00%+20New
Cornerstone Planning Group LLC21$3.87K0.00%+3+16.7%Added
JFS Wealth Advisors, LLC21$3.94K0.00%+2+10.5%Added
Bryn Mawr Trust Co23$4.31K0.00%00.0%Unchanged
High Note Wealth, LLC23$4.31K0.00%00.0%Unchanged
Hemington Wealth Management29$5.00K0.00%+12+70.6%Added
Bogart Wealth, LLC27$5.06K0.00%+7+35.0%Added
Cherry Tree Wealth Management, LLC27$5.06K0.00%00.0%Unchanged
Meeder Asset Management Inc30$5.62K0.00%+30New
Grove Bank & Trust31$5.81K0.00%+29+1,450.0%Added
Farmers & Merchants Investments Inc32$6.00K0.00%+14+77.8%Added
LRI Investments, LLC33$6.18K0.00%+2+6.5%Added
Geneos Wealth Management Inc.33$6.18K0.00%+14+73.7%Added
Truvestments Capital LLC34$6.37K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp35$6.56K0.01%00.0%Unchanged
Private Trust Co NA45$8.43K0.00%−4−8.2%Reduced
MCF Advisors LLC45$8.43K0.00%+14+45.2%Added
Skopos Labs, Inc.46$8.62K0.00%+42+1,050.0%Added
CoreCap Advisors, LLC47$8.80K0.00%−49−51.0%Reduced
Colonial Trust Co47$8.80K0.00%00.0%Unchanged
Optiver Holding B.V.49$9.18K0.00%+49New
Mather Group, LLC.51$9.55K0.00%00.0%Unchanged
Lindbrook Capital, LLC61$11.4K0.00%−48−44.0%Reduced
Massmutual Trust Co FSB67$12.6K0.00%+23+52.3%Added
Estabrook Capital Management70$13.1K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC73$13.7K0.00%−198−73.1%Reduced
Farther Finance Advisors, LLC77$14.6K0.00%−41−34.7%Reduced
Creekmur Asset Management LLC79$14.8K0.00%00.0%Unchanged
Clearstead Advisors, LLC83$15.6K0.00%+30+56.6%Added
Central Trust Co84$15.7K0.00%−4−4.5%Reduced
Parallel Advisors, LLC90$16.9K0.00%+27+42.9%Added
Roble, Belko & Company, Inc89$17.0K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.93$17.4K0.00%00.0%Unchanged
Rise Advisors, LLC95$17.8K0.01%−32−25.2%Reduced
Montag A & Associates Inc97$18.2K0.00%00.0%Unchanged
IFP Advisors, Inc97$18.5K0.00%+44+83.0%Added
GeoWealth Management, LLC101$18.9K0.00%−3−2.9%Reduced
GWM Advisors LLC110$20.7K0.00%+20+22.2%Added
Clear Street Markets LLC111$20.8K0.01%+111New
Storebrand Asset Management AS112$21.0K0.00%−217−66.0%Reduced
Banque Cantonale Vaudoise123$23.0K0.00%+123New
Assetmark, Inc126$23.6K0.00%00.0%Unchanged
True Wealth Design, LLC126$23.6K0.01%+125+12,500.0%Added
Nisa Investment Advisors, LLC130$24.4K0.00%−5,712−97.8%Reduced
Mirae Asset Global Investments Co., Ltd.139$25.9K0.00%+2+1.5%Added
Ci Investments Inc.141$26.0K0.00%+63+80.8%Added
Caitong International Asset Management Co., Ltd140$26.2K0.02%−346−71.2%Reduced
Advisors Asset Management, Inc.144$27.0K0.00%−66−31.4%Reduced
Sterling Capital Management LLC146$27.4K0.00%−563−79.4%Reduced
Allworth Financial LP148$27.9K0.00%+4+2.8%Added
TCTC Holdings, LLC149$27.9K0.00%+80+115.9%Added
USA Financial Portformulas Corp155$29.0K0.00%+155New
Whittier Trust Co of Nevada Inc156$29.2K0.00%+3+2.0%Added
Point72 Asia (Singapore) Pte. Ltd.157$29.4K0.01%−5,392−97.2%Reduced
Bartlett & Co. Wealth Management LLC164$30.7K0.00%+14+9.3%Added
SBI Securities Co., Ltd.171$32.0K0.00%+26+17.9%Added
Principal Securities, Inc.187$37.3K0.00%00.0%Unchanged
MAI Capital Management233$43.7K0.00%+3+1.3%Added
Northwestern Mutual Wealth Management Co244$45.7K0.00%−13−5.1%Reduced
Hughes Financial Services, LLC253$48.0K0.01%+253New
Horizon Investments, LLC261$48.9K0.00%+24+10.1%Added
Steward Partners Investment Advisory, LLC272$51.0K0.00%−2−0.7%Reduced
SRS Capital Advisors, Inc.279$52.3K0.00%+136+95.1%Added
Bayforest Capital Ltd296$55.5K0.02%+121+69.1%Added
Rothschild Investment LLC300$56.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.301$56.4K0.00%+35+13.2%Added
Signaturefd, LLC310$58.1K0.00%+4+1.3%Added
Smartleaf Asset Management LLC317$59.1K0.01%−663−67.7%Reduced