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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 101 | $18.9K | 0.00% | −3−2.9% | Reduced |
| IFP Advisors, Inc | 97 | $18.5K | 0.00% | +44+83.0% | Added |
| Montag A & Associates Inc | 97 | $18.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 95 | $17.8K | 0.01% | −32−25.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $17.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 90 | $16.9K | 0.00% | +27+42.9% | Added |
| Central Trust Co | 84 | $15.7K | 0.00% | −4−4.5% | Reduced |
| Clearstead Advisors, LLC | 83 | $15.6K | 0.00% | +30+56.6% | Added |
| Creekmur Asset Management LLC | 79 | $14.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 77 | $14.6K | 0.00% | −41−34.7% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $13.7K | 0.00% | −198−73.1% | Reduced |
| Estabrook Capital Management | 70 | $13.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $12.6K | 0.00% | +23+52.3% | Added |
| Lindbrook Capital, LLC | 61 | $11.4K | 0.00% | −48−44.0% | Reduced |
| Mather Group, LLC. | 51 | $9.55K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 49 | $9.18K | 0.00% | +49 | New |
| CoreCap Advisors, LLC | 47 | $8.80K | 0.00% | −49−51.0% | Reduced |
| Colonial Trust Co | 47 | $8.80K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 46 | $8.62K | 0.00% | +42+1,050.0% | Added |
| MCF Advisors LLC | 45 | $8.43K | 0.00% | +14+45.2% | Added |
| Private Trust Co NA | 45 | $8.43K | 0.00% | −4−8.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 35 | $6.56K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 34 | $6.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $6.18K | 0.00% | +2+6.5% | Added |
| Geneos Wealth Management Inc. | 33 | $6.18K | 0.00% | +14+73.7% | Added |
| Farmers & Merchants Investments Inc | 32 | $6.00K | 0.00% | +14+77.8% | Added |
| Grove Bank & Trust | 31 | $5.81K | 0.00% | +29+1,450.0% | Added |
| Meeder Asset Management Inc | 30 | $5.62K | 0.00% | +30 | New |
| Cherry Tree Wealth Management, LLC | 27 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $5.06K | 0.00% | +7+35.0% | Added |
| Hemington Wealth Management | 29 | $5.00K | 0.00% | +12+70.6% | Added |
| Bryn Mawr Trust Co | 23 | $4.31K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $4.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $3.94K | 0.00% | +2+10.5% | Added |
| Cornerstone Planning Group LLC | 21 | $3.87K | 0.00% | +3+16.7% | Added |
| Highline Wealth Partners LLC | 20 | $3.75K | 0.00% | +20 | New |
| Larson Financial Group LLC | 15 | $2.81K | 0.00% | +14+1,400.0% | Added |
| Sachetta, LLC | 12 | $2.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $2.25K | 0.00% | +12 | New |
| Spire Wealth Management | 12 | $2.25K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 10 | $1.87K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.69K | 0.00% | +4+80.0% | Added |
| Private Wealth Management Group, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 42 | $1.50K | 0.00% | +34+425.0% | Added |
| Provenance Wealth Advisors, LLC | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 6 | $1.13K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| Cullen/Frost Bankers, Inc. | 5 | $937 | 0.00% | −36−87.8% | Reduced |
| Global Financial Private Client, LLC | 5 | $937 | 0.00% | +4+400.0% | Added |
| Creative Financial Designs Inc | 5 | $937 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $750 | 0.00% | +1+33.3% | Added |
| Quent Capital, LLC | 4 | $749 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $749 | 0.00% | +2+100.0% | Added |
| Activest Wealth Management | 4 | $749 | 0.00% | +4 | New |
| Sierra Ocean, LLC | 4 | $749 | 0.00% | +4 | New |
| Mascoma Wealth Management LLC | 3 | $562 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $562 | 0.00% | +3 | New |
| NewSquare Capital LLC | 2 | $375 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 1 | $188 | 0.00% | −22−95.7% | Reduced |
| Manchester Capital Management LLC | 1 | $188 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $188 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $188 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $187 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $187 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $187 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,164,066−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −95,780−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −91,700−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −59,007−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −57,501−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −28,953−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,215−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −22,155−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −17,190−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,101−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −15,962−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,502−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,864−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,572−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,484−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,770−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,705−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,590−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −4,984−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −4,154−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,102−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |