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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, Q2 2025

Institutional positions in Paylocity Holding Corp as of Jun 30, 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
490
+24 vs. Q1 2025
Shares held
44.3M
+1.06M (+2.5%) vs. Q1 2025
Total value
$8.02B
−$72.1M (−0.9%) vs. Q1 2025
New holders
79
187 more added
Sold out
55
160 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 490 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 heldQ2 2025: $8.02B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q1 2025.

Institutions holding PCTY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.1$00.00%+1New
Private Wealth Asset Management, LLC1$1810.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$1810.00%00.0%Unchanged
Financial Management Professionals, Inc.1$1810.00%+1New
Mount Yale Investment Advisors, LLC1$1810.00%+1New
Manchester Capital Management LLC1$1820.00%00.0%Unchanged
MV Capital Management, Inc.1$1820.00%00.0%Unchanged
Legacy Wealth Managment, LLC1$1820.00%00.0%Unchanged
Legacy Investment Solutions, LLC1$1820.00%+1New
Tortoise Investment Management, LLC2$3620.00%+2New
HFM Investment Advisors, LLC2$3620.00%+2New
SJS Investment Consulting Inc.2$3630.00%−2−50.0%Reduced
Rialto Wealth Management, LLC2$3630.00%+2New
Bay Harbor Wealth Management, LLC3$5430.00%+2+200.0%Added
Sierra Ocean, LLC4$7250.00%00.0%Unchanged
Country Trust Bank4$7250.00%+4New
JFS Wealth Advisors, LLC5$9060.00%−16−76.2%Reduced
South State Corp.5$9060.00%−7−58.3%Reduced
Creative Financial Designs Inc5$9060.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.09K0.00%00.0%Unchanged
Asset Dedication, LLC6$1.09K0.00%+6New
WPG Advisers, LLC7$1.27K0.00%+3+75.0%Added
Private Wealth Management Group, LLC8$1.45K0.00%00.0%Unchanged
Whipplewood Advisors, LLC9$1.63K0.00%−33−78.6%Reduced
Twin Peaks Wealth Advisors, LLC11$1.88K0.00%+11New
Spire Wealth Management12$2.17K0.00%00.0%Unchanged
Central Trust Co12$2.17K0.00%−72−85.7%Reduced
Sachetta, LLC12$2.17K0.00%00.0%Unchanged
Brown Brothers Harriman & Co13$2.35K0.00%+13New
Fortitude Family Office, LLC13$2.35K0.00%+13New
Bell Investment Advisors, Inc13$2.36K0.00%+4+44.4%Added
Cornerstone Planning Group LLC13$2.36K0.00%−8−38.1%Reduced
Ancora Advisors, LLC15$2.72K0.00%+15New
Kilter Group LLC15$2.72K0.00%+15New
TD Capital Management LLC20$3.62K0.00%+20New
Private Trust Co NA23$4.17K0.00%−22−48.9%Reduced
Bryn Mawr Trust Co23$4.17K0.00%00.0%Unchanged
High Note Wealth, LLC23$4.17K0.00%00.0%Unchanged
Geneos Wealth Management Inc.27$4.89K0.00%−6−18.2%Reduced
Bogart Wealth, LLC27$4.89K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC27$4.89K0.00%00.0%Unchanged
Hemington Wealth Management32$5.00K0.00%+3+10.3%Added
Hantz Financial Services, Inc.27$5.00K0.00%+23+575.0%Added
Whittier Trust Co28$5.07K0.00%+28New
Grove Bank & Trust30$5.44K0.00%−1−3.2%Reduced
LRI Investments, LLC33$5.98K0.00%00.0%Unchanged
Truvestments Capital LLC34$6.16K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$6.34K0.00%+3+9.4%Added
Murphy & Mullick Capital Management Corp35$6.47K0.01%00.0%Unchanged
Massmutual Trust Co FSB44$7.97K0.00%−23−34.3%Reduced
Skopos Labs, Inc.45$8.15K0.00%−1−2.2%Reduced
CoreCap Advisors, LLC47$8.52K0.00%00.0%Unchanged
Colonial Trust Co47$8.52K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd54$9.78K0.01%−86−61.4%Reduced
MCF Advisors LLC55$9.97K0.00%+10+22.2%Added
Global Retirement Partners, LLC59$10.7K0.00%+59New
Estabrook Capital Management70$12.7K0.00%00.0%Unchanged
Parallel Advisors, LLC73$13.2K0.00%−17−18.9%Reduced
Creekmur Asset Management LLC79$14.3K0.00%00.0%Unchanged
Optiver Holding B.V.88$15.9K0.00%+39+79.6%Added
Roble, Belko & Company, Inc89$16.0K0.00%00.0%Unchanged
Larson Financial Group LLC91$16.5K0.00%+76+506.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.93$16.9K0.00%00.0%Unchanged
Rise Advisors, LLC95$17.2K0.01%00.0%Unchanged
Montag A & Associates Inc97$17.6K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC103$18.7K0.00%−27−20.8%Reduced
Banque Cantonale Vaudoise107$19.0K0.00%−16−13.0%Reduced
Storebrand Asset Management AS112$20.3K0.00%00.0%Unchanged
True Wealth Design, LLC112$20.3K0.01%−14−11.1%Reduced
Rakuten Securities, Inc.120$21.7K0.01%+120New
GWM Advisors LLC132$24.0K0.00%+22+20.0%Added
Mirae Asset Global Investments Co., Ltd.138$25.0K0.00%−1−0.7%Reduced
Assetmark, Inc148$26.8K0.00%+22+17.5%Added
Allworth Financial LP150$27.2K0.00%+2+1.4%Added
Whittier Trust Co of Nevada Inc152$27.5K0.00%−4−2.6%Reduced
Principal Securities, Inc.152$27.5K0.00%−35−18.7%Reduced
Bartlett & Co. Wealth Management LLC159$28.8K0.00%−5−3.0%Reduced
Advisors Asset Management, Inc.179$32.4K0.00%+35+24.3%Added
Ci Investments Inc.192$35.0K0.00%+51+36.2%Added
Clearstead Advisors, LLC232$42.0K0.00%+149+179.5%Added
Northwestern Mutual Wealth Management Co242$43.8K0.00%−2−0.8%Reduced
SBI Securities Co., Ltd.252$45.7K0.00%+81+47.4%Added
SRS Capital Advisors, Inc.260$47.1K0.00%−19−6.8%Reduced
Hughes Financial Services, LLC253$47.3K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC280$50.7K0.00%+8+2.9%Added
Employees Retirement System of Texas279$51.0K0.00%+279New
MAI Capital Management287$52.0K0.00%+54+23.2%Added
Rothschild Investment LLC300$54.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.306$55.4K0.00%+5+1.7%Added
Signaturefd, LLC310$56.2K0.00%00.0%Unchanged
Sterling Capital Management LLC311$56.4K0.00%+165+113.0%Added
Ronald Blue Trust, Inc.317$57.4K0.00%+1+0.3%Added
IFP Advisors, Inc338$61.2K0.00%+241+248.5%Added
Globeflex Capital L P349$63.2K0.01%00.0%Unchanged
AdvisorNet Financial, Inc365$66.1K0.00%00.0%Unchanged
Park Place Capital Corp403$73.5K0.02%00.0%Unchanged
Umb Bank N A422$76.5K0.00%−45−9.6%Reduced
Smartleaf Asset Management LLC428$76.9K0.01%+111+35.0%Added
NBC Securities, Inc.434$78.0K0.01%−2,936−87.1%Reduced