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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 1,908 | $357.4K | 0.00% | +468+32.5% | Added |
| CWM, LLC | 1,906 | $357.0K | 0.00% | +1,288+208.4% | Added |
| Gsa Capital Partners LLP | 1,886 | $353.0K | 0.03% | −257−12.0% | Reduced |
| L2 Asset Management, LLC | 1,847 | $346.1K | 0.07% | +1,847 | New |
| Roberts Glore & Co Inc | 1,835 | $343.8K | 0.10% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,785 | $334.4K | 0.00% | +40+2.3% | Added |
| Evergreen Capital Management LLC | 1,767 | $331.0K | 0.01% | +498+39.2% | Added |
| Venturi Wealth Management, LLC | 1,686 | $315.9K | 0.02% | +240+16.6% | Added |
| Parkside Financial Bank & Trust | 1,644 | $308.0K | 0.04% | +137+9.1% | 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 |
| We Are One Seven, LLC | 1,620 | $303.5K | 0.01% | +256+18.8% | Added |
| Regions Financial Corp | 1,620 | $303.5K | 0.00% | −2−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,623 | $302.6K | 0.00% | +229+16.4% | Added |
| HighPoint Advisor Group LLC | 1,570 | $302.0K | 0.02% | +11+0.7% | Added |
| RSM US Wealth Management LLC | 1,600 | $299.8K | 0.00% | +236+17.3% | Added |
| Wealth Alliance | 1,599 | $299.5K | 0.04% | +186+13.2% | Added |
| Dorsey & Whitney Trust CO LLC | 1,583 | $296.6K | 0.02% | −9−0.6% | Reduced |
| Shelton Capital Management | 1,582 | $296.4K | 0.01% | −51−3.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,550 | $290.4K | 0.16% | −15−1.0% | Reduced |
| Burney Co | 1,527 | $286.1K | 0.01% | −334−17.9% | Reduced |
| Occudo Quantitative Strategies LP | 1,521 | $283.4K | 0.04% | +1,521 | New |
| Resources Investment Advisors, LLC. | 1,436 | $269.0K | 0.00% | +149+11.6% | Added |
| Claret Asset Management Corp | – | $268.0K | 0.04% | – | – |
| 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 |
| Simon Quick Advisors, LLC | 1,371 | $256.8K | 0.01% | +1,371 | New |
| Camden Capital, LLC | 1,370 | $256.7K | 0.03% | +206+17.7% | Added |
| Integrated Advisors Network LLC | 1,367 | $256.1K | 0.01% | +1,367 | New |
| Colony Group, LLC | 1,365 | $255.7K | 0.00% | +269+24.5% | Added |
| Applied Finance Capital Management, LLC | 1,360 | $254.8K | 0.02% | +11+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 1,352 | $253.3K | 0.01% | +4+0.3% | Added |
| Omers Administration Corp | 1,342 | $251.4K | 0.00% | −221−14.1% | Reduced |
| QRG Capital Management, Inc. | 1,328 | $248.8K | 0.00% | −77−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,320 | $247.3K | 0.01% | −1,594−54.7% | Reduced |
| Hardy Reed LLC | 1,315 | $246.4K | 0.02% | +134+11.3% | Added |
| Coldstream Capital Management Inc | 1,301 | $243.7K | 0.01% | +129+11.0% | Added |
| Independent Financial Group, LLC | 1,274 | $238.7K | 0.01% | +3+0.2% | Added |
| SkyOak Wealth, LLC | 1,262 | $236.4K | 0.05% | −452−26.4% | Reduced |
| Jones Financial Companies LLLP | 1,260 | $234.8K | 0.00% | −75−5.6% | Reduced |
| Shell Asset Management Co | 1,248 | $234.0K | 0.01% | +1,248 | New |
| Marshall Wace, LLP | 1,238 | $231.9K | 0.00% | +1,238 | New |
| Aster Capital Management (DIFC) Ltd | 1,134 | $231.7K | 0.04% | +1,134 | New |
| CI Private Wealth, LLC | 1,233 | $231.0K | 0.00% | +1,233 | New |
| M&T Bank Corp | 1,208 | $226.1K | 0.00% | −557−31.6% | Reduced |
| Associated Banc-Corp | 1,207 | $226.1K | 0.01% | +52+4.5% | Added |
| Everence Capital Management Inc | 1,160 | $217.0K | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,150 | $215.4K | 0.08% | +1,150 | New |
| Verdence Capital Advisors LLC | 1,140 | $213.6K | 0.02% | +1,140 | New |
| Scientech Research LLC | 1,107 | $207.4K | 0.05% | −576−34.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,110 | $206.8K | 0.02% | −111−9.1% | Reduced |
| Farringdon Capital, Ltd. | 1,097 | $205.5K | 0.10% | +1,097 | New |
| Rafferty Asset Management, LLC | 1,096 | $205.3K | 0.00% | −357−24.6% | Reduced |
| Optimize Financial Inc | 1,074 | $201.2K | 0.08% | −269−20.0% | Reduced |
| Axq Capital, LP | 1,069 | $200.3K | 0.08% | +1,069 | New |
| Advisor Group Holdings, Inc. | 1,044 | $195.6K | 0.00% | −167−13.8% | Reduced |
| Johnson Financial Group, Inc. | 1,005 | $188.3K | 0.01% | +655+187.1% | Added |
| Icon Wealth Advisors, LLC | 993 | $186.0K | 0.02% | −814−45.0% | Reduced |
| Covestor Ltd | 987 | $185.0K | 0.12% | −171−14.8% | Reduced |
| RiverPark Advisors, LLC | 869 | $162.8K | 0.13% | +869 | New |
| Huntington National Bank | 559 | $104.7K | 0.00% | +128+29.7% | Added |
| GAMMA Investing LLC | 545 | $102.1K | 0.01% | +161+41.9% | Added |
| Tompkins Financial Corp | 500 | $93.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 467 | $87.5K | 0.00% | +220+89.1% | Added |
| Park Place Capital Corp | 403 | $75.5K | 0.02% | +16+4.1% | Added |
| AdvisorNet Financial, Inc | 365 | $68.4K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 349 | $65.4K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 328 | $61.4K | 0.00% | +328 | New |
| Ronald Blue Trust, Inc. | 316 | $59.2K | 0.00% | +23+7.8% | Added |
| Smartleaf Asset Management LLC | 317 | $59.1K | 0.01% | −663−67.7% | Reduced |
| Signaturefd, LLC | 310 | $58.1K | 0.00% | +4+1.3% | Added |
| First Horizon Advisors, Inc. | 301 | $56.4K | 0.00% | +35+13.2% | Added |
| Rothschild Investment LLC | 300 | $56.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 296 | $55.5K | 0.02% | +121+69.1% | Added |
| SRS Capital Advisors, Inc. | 279 | $52.3K | 0.00% | +136+95.1% | Added |
| Steward Partners Investment Advisory, LLC | 272 | $51.0K | 0.00% | −2−0.7% | Reduced |
| Horizon Investments, LLC | 261 | $48.9K | 0.00% | +24+10.1% | Added |
| Hughes Financial Services, LLC | 253 | $48.0K | 0.01% | +253 | New |
| Northwestern Mutual Wealth Management Co | 244 | $45.7K | 0.00% | −13−5.1% | Reduced |
| MAI Capital Management | 233 | $43.7K | 0.00% | +3+1.3% | Added |
| Principal Securities, Inc. | 187 | $37.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 171 | $32.0K | 0.00% | +26+17.9% | Added |
| Bartlett & Co. Wealth Management LLC | 164 | $30.7K | 0.00% | +14+9.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 157 | $29.4K | 0.01% | −5,392−97.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 156 | $29.2K | 0.00% | +3+2.0% | Added |
| USA Financial Portformulas Corp | 155 | $29.0K | 0.00% | +155 | New |
| TCTC Holdings, LLC | 149 | $27.9K | 0.00% | +80+115.9% | Added |
| Allworth Financial LP | 148 | $27.9K | 0.00% | +4+2.8% | Added |
| Sterling Capital Management LLC | 146 | $27.4K | 0.00% | −563−79.4% | Reduced |
| Advisors Asset Management, Inc. | 144 | $27.0K | 0.00% | −66−31.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 140 | $26.2K | 0.02% | −346−71.2% | Reduced |
| Ci Investments Inc. | 141 | $26.0K | 0.00% | +63+80.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139 | $25.9K | 0.00% | +2+1.5% | Added |
| Nisa Investment Advisors, LLC | 130 | $24.4K | 0.00% | −5,712−97.8% | Reduced |
| Assetmark, Inc | 126 | $23.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 126 | $23.6K | 0.01% | +125+12,500.0% | Added |
| Banque Cantonale Vaudoise | 123 | $23.0K | 0.00% | +123 | New |
| Storebrand Asset Management AS | 112 | $21.0K | 0.00% | −217−66.0% | Reduced |
| Clear Street Markets LLC | 111 | $20.8K | 0.01% | +111 | New |
| GWM Advisors LLC | 110 | $20.7K | 0.00% | +20+22.2% | Added |