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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 440 | $79.7K | 0.00% | −10,577−96.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 444 | $80.0K | 0.00% | +444 | New |
| EverSource Wealth Advisors, LLC | 465 | $84.3K | 0.00% | +392+537.0% | Added |
| Tompkins Financial Corp | 500 | $90.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 542 | $98.2K | 0.01% | −3−0.6% | Reduced |
| Huntington National Bank | 546 | $98.9K | 0.00% | −13−2.3% | Reduced |
| Essential Partners LLC | 570 | $103.3K | 0.04% | +570 | New |
| Hilltop National Bank | 597 | $108.2K | 0.03% | +597 | New |
| Lazard Asset Management LLC | 608 | $110.0K | 0.00% | +608 | New |
| State of Wyoming | 628 | $113.8K | 0.01% | −1,391−68.9% | Reduced |
| Quarry LP | 747 | $135.3K | 0.03% | +737+7,370.0% | Added |
| Farther Finance Advisors, LLC | 765 | $138.6K | 0.00% | +688+893.5% | Added |
| Covestor Ltd | 782 | $142.0K | 0.08% | −205−20.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 838 | $151.8K | 0.00% | +833+16,660.0% | Added |
| RiverPark Advisors, LLC | 856 | $155.1K | 0.10% | −13−1.5% | Reduced |
| Icon Wealth Advisors, LLC | 905 | $164.0K | 0.01% | −88−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,015 | $184.1K | 0.00% | −29−2.8% | Reduced |
| Shell Asset Management Co | 1,036 | $188.0K | 0.01% | −212−17.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,150 | $208.4K | 0.07% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,155 | $209.3K | 0.00% | +1,155 | New |
| Everence Capital Management Inc | 1,160 | $210.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 1,196 | $216.7K | 0.12% | +1,196 | New |
| CFC Planning Co LLC | 1,203 | $218.0K | 0.21% | +1,203 | New |
| Verdence Capital Advisors LLC | 1,205 | $218.3K | 0.01% | +65+5.7% | Added |
| ISAM Funds (UK) Ltd | 1,217 | $220.5K | 0.05% | −3,720−75.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,227 | $222.3K | 0.01% | −93−7.0% | Reduced |
| Camden Capital, LLC | 1,229 | $222.7K | 0.02% | −141−10.3% | Reduced |
| Coldstream Capital Management Inc | 1,251 | $226.7K | 0.00% | −50−3.8% | Reduced |
| QRG Capital Management, Inc. | 1,268 | $229.7K | 0.00% | −60−4.5% | Reduced |
| SkyOak Wealth, LLC | 1,291 | $233.9K | 0.05% | +29+2.3% | Added |
| Jones Financial Companies LLLP | 1,308 | $234.9K | 0.00% | +48+3.8% | Added |
| Claret Asset Management Corp | 1,296 | $235.0K | 0.03% | – | – |
| Hardy Reed LLC | 1,315 | $238.3K | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,316 | $238.4K | 0.04% | +1,316 | New |
| Omers Administration Corp | 1,342 | $243.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,343 | $243.3K | 0.01% | −9−0.7% | Reduced |
| Washington Capital Management Inc | 1,405 | $254.6K | 0.19% | −2,580−64.7% | Reduced |
| Buckingham Strategic Partners | 1,413 | $255.9K | 0.00% | +1,413 | New |
| Forum Financial Management, LP | 1,459 | $264.4K | 0.00% | +1,459 | New |
| Versant Capital Management, Inc | 1,466 | $265.6K | 0.04% | −591−28.7% | Reduced |
| Boothbay Fund Management, LLC | 1,489 | $269.8K | 0.01% | +1,489 | New |
| Lifestyle Asset Management, Inc. | 1,490 | $270.0K | 0.13% | +1,490 | New |
| Cresset Asset Management, LLC | 1,497 | $271.2K | 0.00% | −1,116−42.7% | Reduced |
| Teza Capital Management LLC | 1,498 | $271.4K | 0.20% | +1,498 | New |
| Resources Investment Advisors, LLC. | 1,503 | $272.3K | 0.00% | +67+4.7% | Added |
| Venturi Wealth Management, LLC | 1,523 | $276.0K | 0.01% | −163−9.7% | Reduced |
| Regions Financial Corp | 1,528 | $276.9K | 0.00% | −92−5.7% | Reduced |
| Parkside Financial Bank & Trust | 1,544 | $279.8K | 0.03% | −100−6.1% | Reduced |
| Shelton Capital Management | 1,546 | $280.1K | 0.01% | −36−2.3% | Reduced |
| EntryPoint Capital, LLC | 1,561 | $282.8K | 0.14% | −1,134−42.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,563 | $283.2K | 0.13% | +13+0.8% | Added |
| Evergreen Capital Management LLC | 1,578 | $285.9K | 0.01% | −189−10.7% | Reduced |
| HighPoint Advisor Group LLC | 1,581 | $286.5K | 0.02% | +11+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 1,583 | $286.8K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,601 | $290.1K | 0.06% | +208+14.9% | Added |
| Mackenzie Financial Corp | 1,629 | $295.2K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,640 | $297.2K | 0.14% | +1,640 | New |
| Cambridge Investment Research Advisors, Inc. | 1,655 | $300.0K | 0.00% | +1,655 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,662 | $300.6K | 0.00% | +39+2.4% | Added |
| Inscription Capital, LLC | 1,685 | $305.3K | 0.04% | +1,685 | New |
| Syon Capital LLC | 1,721 | $311.8K | 0.02% | +1,721 | New |
| RSM US Wealth Management LLC | 1,725 | $312.6K | 0.00% | +125+7.8% | Added |
| Wealth Alliance | 1,768 | $320.3K | 0.04% | +169+10.6% | Added |
| CIBC Asset Management Inc | 1,785 | $323.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,802 | $326.5K | 0.00% | +1,802 | New |
| Petrus Trust Company, LTA | 1,820 | $329.8K | 0.03% | +427+30.7% | Added |
| Roberts Glore & Co Inc | 1,835 | $332.5K | 0.10% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,848 | $334.8K | 0.00% | +1,848 | New |
| O'Shaughnessy Asset Management, LLC | 1,871 | $339.0K | 0.00% | −37−1.9% | Reduced |
| We Are One Seven, LLC | 1,920 | $347.9K | 0.01% | +300+18.5% | Added |
| Aaron Wealth Advisors | 1,967 | $356.4K | 0.04% | +5+0.3% | Added |
| Two Sigma Securities, LLC | 1,983 | $359.3K | 0.04% | +354+21.7% | Added |
| Cobblestone Capital Advisors LLC | 1,985 | $359.7K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,995 | $361.5K | 0.00% | +1,995 | New |
| Union Bancaire Privee, UBP SA | 2,044 | $362.1K | 0.01% | −2,229−52.2% | Reduced |
| Maryland State Retirement & Pension System | 2,028 | $367.5K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,029 | $367.6K | 0.01% | +755+59.3% | Added |
| Mach-1 Financial Group, Inc. | 2,047 | $370.9K | 0.11% | +2,047 | New |
| ProShare Advisors LLC | 2,055 | $372.3K | 0.00% | +65+3.3% | Added |
| CI Private Wealth, LLC | 2,071 | $375.2K | 0.00% | +838+68.0% | Added |
| Machina Capital S.A.S. | 2,094 | $379.4K | 0.08% | +150+7.7% | Added |
| Yarbrough Capital, LLC | 2,100 | $380.5K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,110 | $382.3K | 0.00% | +56+2.7% | Added |
| Bessemer Group Inc | 2,124 | $385.0K | 0.00% | −4,193−66.4% | Reduced |
| L2 Asset Management, LLC | 2,125 | $385.1K | 0.06% | +278+15.1% | Added |
| Freestone Grove Partners LP | 2,135 | $386.8K | 0.00% | +2,135 | New |
| Knollwood Investment Advisory, LLC | 2,200 | $398.6K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,238 | $405.5K | 0.02% | +2,238 | New |
| Bayforest Capital Ltd | 2,255 | $408.6K | 0.18% | +1,959+661.8% | Added |
| Dynamic Technology Lab Private Ltd | 2,280 | $413.0K | 0.06% | −2,440−51.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,290 | $414.9K | 0.00% | −504−18.0% | Reduced |
| Oxford Financial Group Ltd | 2,303 | $417.3K | 0.02% | 00.0% | Unchanged |
| DC Investments Management, LLC | 2,326 | $421.4K | 0.18% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,362 | $428.0K | 0.06% | +51+2.2% | Added |
| Avantax Advisory Services, Inc. | 2,371 | $429.6K | 0.00% | +28+1.2% | Added |
| Sherbrooke Park Advisers LLC | 2,374 | $430.1K | 0.19% | +2,374 | New |
| Creative Planning | 2,385 | $432.1K | 0.00% | −351−12.8% | Reduced |
| Voleon Capital Management LP | 2,389 | $432.9K | 0.02% | +2,389 | New |
| Bank Hapoalim BM | 2,400 | $435.0K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,578 | $467.0K | 0.00% | −2,288−47.0% | Reduced |