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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 316 | $59.2K | 0.00% | +23+7.8% | Added |
| Boston Private Wealth LLC | 328 | $61.4K | 0.00% | +328 | New |
| Globeflex Capital L P | 349 | $65.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $68.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 403 | $75.5K | 0.02% | +16+4.1% | Added |
| Umb Bank N A | 467 | $87.5K | 0.00% | +220+89.1% | Added |
| Tompkins Financial Corp | 500 | $93.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 545 | $102.1K | 0.01% | +161+41.9% | Added |
| Huntington National Bank | 559 | $104.7K | 0.00% | +128+29.7% | Added |
| RiverPark Advisors, LLC | 869 | $162.8K | 0.13% | +869 | New |
| Covestor Ltd | 987 | $185.0K | 0.12% | −171−14.8% | Reduced |
| Icon Wealth Advisors, LLC | 993 | $186.0K | 0.02% | −814−45.0% | Reduced |
| Johnson Financial Group, Inc. | 1,005 | $188.3K | 0.01% | +655+187.1% | Added |
| Advisor Group Holdings, Inc. | 1,044 | $195.6K | 0.00% | −167−13.8% | Reduced |
| Axq Capital, LP | 1,069 | $200.3K | 0.08% | +1,069 | New |
| Optimize Financial Inc | 1,074 | $201.2K | 0.08% | −269−20.0% | Reduced |
| Rafferty Asset Management, LLC | 1,096 | $205.3K | 0.00% | −357−24.6% | Reduced |
| Farringdon Capital, Ltd. | 1,097 | $205.5K | 0.10% | +1,097 | New |
| Voya Financial Advisors, Inc. | 1,110 | $206.8K | 0.02% | −111−9.1% | Reduced |
| Scientech Research LLC | 1,107 | $207.4K | 0.05% | −576−34.2% | Reduced |
| Verdence Capital Advisors LLC | 1,140 | $213.6K | 0.02% | +1,140 | New |
| Bond & Devick Financial Network, Inc. | 1,150 | $215.4K | 0.08% | +1,150 | New |
| Everence Capital Management Inc | 1,160 | $217.0K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,207 | $226.1K | 0.01% | +52+4.5% | Added |
| M&T Bank Corp | 1,208 | $226.1K | 0.00% | −557−31.6% | Reduced |
| CI Private Wealth, LLC | 1,233 | $231.0K | 0.00% | +1,233 | New |
| Aster Capital Management (DIFC) Ltd | 1,134 | $231.7K | 0.04% | +1,134 | New |
| Marshall Wace, LLP | 1,238 | $231.9K | 0.00% | +1,238 | New |
| Shell Asset Management Co | 1,248 | $234.0K | 0.01% | +1,248 | New |
| Jones Financial Companies LLLP | 1,260 | $234.8K | 0.00% | −75−5.6% | Reduced |
| SkyOak Wealth, LLC | 1,262 | $236.4K | 0.05% | −452−26.4% | Reduced |
| Independent Financial Group, LLC | 1,274 | $238.7K | 0.01% | +3+0.2% | Added |
| Coldstream Capital Management Inc | 1,301 | $243.7K | 0.01% | +129+11.0% | Added |
| Hardy Reed LLC | 1,315 | $246.4K | 0.02% | +134+11.3% | Added |
| Tower Research Capital LLC (TRC) | 1,320 | $247.3K | 0.01% | −1,594−54.7% | Reduced |
| QRG Capital Management, Inc. | 1,328 | $248.8K | 0.00% | −77−5.5% | Reduced |
| Omers Administration Corp | 1,342 | $251.4K | 0.00% | −221−14.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,352 | $253.3K | 0.01% | +4+0.3% | Added |
| Applied Finance Capital Management, LLC | 1,360 | $254.8K | 0.02% | +11+0.8% | Added |
| Colony Group, LLC | 1,365 | $255.7K | 0.00% | +269+24.5% | Added |
| Integrated Advisors Network LLC | 1,367 | $256.1K | 0.01% | +1,367 | New |
| Camden Capital, LLC | 1,370 | $256.7K | 0.03% | +206+17.7% | Added |
| Simon Quick Advisors, LLC | 1,371 | $256.8K | 0.01% | +1,371 | New |
| Petrus Trust Company, LTA | 1,393 | $261.0K | 0.02% | −1,321−48.7% | Reduced |
| Kera Capital Partners, Inc. | 1,393 | $261.0K | 0.08% | +259+22.8% | Added |
| Claret Asset Management Corp | – | $268.0K | 0.04% | – | – |
| Resources Investment Advisors, LLC. | 1,436 | $269.0K | 0.00% | +149+11.6% | Added |
| Occudo Quantitative Strategies LP | 1,521 | $283.4K | 0.04% | +1,521 | New |
| Burney Co | 1,527 | $286.1K | 0.01% | −334−17.9% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,550 | $290.4K | 0.16% | −15−1.0% | Reduced |
| Shelton Capital Management | 1,582 | $296.4K | 0.01% | −51−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,583 | $296.6K | 0.02% | −9−0.6% | Reduced |
| Wealth Alliance | 1,599 | $299.5K | 0.04% | +186+13.2% | Added |
| RSM US Wealth Management LLC | 1,600 | $299.8K | 0.00% | +236+17.3% | Added |
| HighPoint Advisor Group LLC | 1,570 | $302.0K | 0.02% | +11+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,623 | $302.6K | 0.00% | +229+16.4% | Added |
| Regions Financial Corp | 1,620 | $303.5K | 0.00% | −2−0.1% | Reduced |
| We Are One Seven, LLC | 1,620 | $303.5K | 0.01% | +256+18.8% | Added |
| Mackenzie Financial Corp | 1,629 | $305.2K | 0.00% | −1,945−54.4% | Reduced |
| Two Sigma Securities, LLC | 1,629 | $305.2K | 0.05% | +497+43.9% | Added |
| Parkside Financial Bank & Trust | 1,644 | $308.0K | 0.04% | +137+9.1% | Added |
| Venturi Wealth Management, LLC | 1,686 | $315.9K | 0.02% | +240+16.6% | Added |
| Evergreen Capital Management LLC | 1,767 | $331.0K | 0.01% | +498+39.2% | Added |
| CIBC Asset Management Inc | 1,785 | $334.4K | 0.00% | +40+2.3% | Added |
| Roberts Glore & Co Inc | 1,835 | $343.8K | 0.10% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,847 | $346.1K | 0.07% | +1,847 | New |
| Gsa Capital Partners LLP | 1,886 | $353.0K | 0.03% | −257−12.0% | Reduced |
| CWM, LLC | 1,906 | $357.0K | 0.00% | +1,288+208.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,908 | $357.4K | 0.00% | +468+32.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,918 | $359.3K | 0.00% | +1,918 | New |
| Machina Capital S.A.S. | 1,944 | $364.2K | 0.11% | +1,944 | New |
| Quadrant Capital Group LLC | 1,957 | $366.6K | 0.01% | +1,614+470.6% | Added |
| Aaron Wealth Advisors | 1,962 | $367.6K | 0.04% | +244+14.2% | Added |
| Centiva Capital, LP | 1,971 | $369.2K | 0.02% | +458+30.3% | Added |
| Cobblestone Capital Advisors LLC | 1,985 | $371.9K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,990 | $372.8K | 0.00% | −181−8.3% | Reduced |
| Virginia Retirement Systems Et Al | 2,000 | $374.7K | 0.00% | +2,000 | New |
| R Squared Ltd | 2,010 | $376.6K | 0.40% | +2,010 | New |
| State of Wyoming | 2,019 | $378.2K | 0.05% | +253+14.3% | Added |
| Maryland State Retirement & Pension System | 2,028 | $379.9K | 0.01% | −476−19.0% | Reduced |
| Vident Advisory, LLC | 2,054 | $384.8K | 0.01% | +780+61.2% | Added |
| Versant Capital Management, Inc | 2,057 | $385.4K | 0.06% | +1,658+415.5% | Added |
| J2 Capital Management Inc | 2,063 | $386.5K | 0.36% | +2,063 | New |
| Yarbrough Capital, LLC | 2,100 | $393.4K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,108 | $394.9K | 0.00% | +541+34.5% | Added |
| Knollwood Investment Advisory, LLC | 2,200 | $412.1K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,252 | $421.9K | 0.12% | +2,252 | New |
| Oxford Financial Group Ltd | 2,303 | $431.4K | 0.03% | −10−0.4% | Reduced |
| Gilbert & Cook, Inc. | 2,311 | $432.9K | 0.06% | +3+0.1% | Added |
| DC Investments Management, LLC | 2,326 | $435.8K | 0.22% | +2,326 | New |
| Avantax Advisory Services, Inc. | 2,343 | $438.9K | 0.00% | +403+20.8% | Added |
| Moore Capital Management, LP | 2,375 | $444.9K | 0.01% | +2,375 | New |
| Bank Hapoalim BM | 2,400 | $450.0K | 0.07% | −2,170−47.5% | Reduced |
| Vontobel Holding Ltd. | 2,441 | $457.3K | 0.00% | −690−22.0% | Reduced |
| Virtu Financial LLC | 2,454 | $460.0K | 0.03% | +2,454 | New |
| Brighton Jones LLC | 2,483 | $465.2K | 0.01% | +19+0.8% | Added |
| CIBC Private Wealth Group, LLC | 2,794 | $482.1K | 0.00% | +245+9.6% | Added |
| Cresset Asset Management, LLC | 2,613 | $489.5K | 0.00% | +62+2.4% | Added |
| Ieq Capital, LLC | 2,614 | $489.7K | 0.00% | +2,614 | New |
| Commonwealth Equity Services, LLC | 2,656 | $498.0K | 0.00% | +2,656 | New |