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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 2,280 | $413.0K | 0.06% | −2,440−51.7% | Reduced |
| Bayforest Capital Ltd | 2,255 | $408.6K | 0.18% | +1,959+661.8% | Added |
| Pallas Capital Advisors LLC | 2,238 | $405.5K | 0.02% | +2,238 | New |
| Knollwood Investment Advisory, LLC | 2,200 | $398.6K | 0.04% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,135 | $386.8K | 0.00% | +2,135 | New |
| L2 Asset Management, LLC | 2,125 | $385.1K | 0.06% | +278+15.1% | Added |
| Bessemer Group Inc | 2,124 | $385.0K | 0.00% | −4,193−66.4% | Reduced |
| Vident Advisory, LLC | 2,110 | $382.3K | 0.00% | +56+2.7% | Added |
| Yarbrough Capital, LLC | 2,100 | $380.5K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,094 | $379.4K | 0.08% | +150+7.7% | Added |
| CI Private Wealth, LLC | 2,071 | $375.2K | 0.00% | +838+68.0% | Added |
| ProShare Advisors LLC | 2,055 | $372.3K | 0.00% | +65+3.3% | Added |
| Mach-1 Financial Group, Inc. | 2,047 | $370.9K | 0.11% | +2,047 | New |
| Independent Financial Group, LLC | 2,029 | $367.6K | 0.01% | +755+59.3% | Added |
| Maryland State Retirement & Pension System | 2,028 | $367.5K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,044 | $362.1K | 0.01% | −2,229−52.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,995 | $361.5K | 0.00% | +1,995 | New |
| Cobblestone Capital Advisors LLC | 1,985 | $359.7K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,983 | $359.3K | 0.04% | +354+21.7% | Added |
| Aaron Wealth Advisors | 1,967 | $356.4K | 0.04% | +5+0.3% | Added |
| We Are One Seven, LLC | 1,920 | $347.9K | 0.01% | +300+18.5% | Added |
| O'Shaughnessy Asset Management, LLC | 1,871 | $339.0K | 0.00% | −37−1.9% | Reduced |
| Pacer Advisors, Inc. | 1,848 | $334.8K | 0.00% | +1,848 | New |
| Roberts Glore & Co Inc | 1,835 | $332.5K | 0.10% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,820 | $329.8K | 0.03% | +427+30.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,802 | $326.5K | 0.00% | +1,802 | New |
| CIBC Asset Management Inc | 1,785 | $323.4K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 1,768 | $320.3K | 0.04% | +169+10.6% | Added |
| RSM US Wealth Management LLC | 1,725 | $312.6K | 0.00% | +125+7.8% | Added |
| Syon Capital LLC | 1,721 | $311.8K | 0.02% | +1,721 | New |
| Inscription Capital, LLC | 1,685 | $305.3K | 0.04% | +1,685 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,662 | $300.6K | 0.00% | +39+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,655 | $300.0K | 0.00% | +1,655 | New |
| Gallacher Capital Management LLC | 1,640 | $297.2K | 0.14% | +1,640 | New |
| Mackenzie Financial Corp | 1,629 | $295.2K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,601 | $290.1K | 0.06% | +208+14.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,583 | $286.8K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,581 | $286.5K | 0.02% | +11+0.7% | Added |
| Evergreen Capital Management LLC | 1,578 | $285.9K | 0.01% | −189−10.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,563 | $283.2K | 0.13% | +13+0.8% | Added |
| EntryPoint Capital, LLC | 1,561 | $282.8K | 0.14% | −1,134−42.1% | Reduced |
| Shelton Capital Management | 1,546 | $280.1K | 0.01% | −36−2.3% | Reduced |
| Parkside Financial Bank & Trust | 1,544 | $279.8K | 0.03% | −100−6.1% | Reduced |
| Regions Financial Corp | 1,528 | $276.9K | 0.00% | −92−5.7% | Reduced |
| Venturi Wealth Management, LLC | 1,523 | $276.0K | 0.01% | −163−9.7% | Reduced |
| Resources Investment Advisors, LLC. | 1,503 | $272.3K | 0.00% | +67+4.7% | Added |
| Teza Capital Management LLC | 1,498 | $271.4K | 0.20% | +1,498 | New |
| Cresset Asset Management, LLC | 1,497 | $271.2K | 0.00% | −1,116−42.7% | Reduced |
| Lifestyle Asset Management, Inc. | 1,490 | $270.0K | 0.13% | +1,490 | New |
| Boothbay Fund Management, LLC | 1,489 | $269.8K | 0.01% | +1,489 | New |
| Versant Capital Management, Inc | 1,466 | $265.6K | 0.04% | −591−28.7% | Reduced |
| Forum Financial Management, LP | 1,459 | $264.4K | 0.00% | +1,459 | New |
| Buckingham Strategic Partners | 1,413 | $255.9K | 0.00% | +1,413 | New |
| Washington Capital Management Inc | 1,405 | $254.6K | 0.19% | −2,580−64.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,343 | $243.3K | 0.01% | −9−0.7% | Reduced |
| Omers Administration Corp | 1,342 | $243.2K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,316 | $238.4K | 0.04% | +1,316 | New |
| Hardy Reed LLC | 1,315 | $238.3K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,296 | $235.0K | 0.03% | – | – |
| Jones Financial Companies LLLP | 1,308 | $234.9K | 0.00% | +48+3.8% | Added |
| SkyOak Wealth, LLC | 1,291 | $233.9K | 0.05% | +29+2.3% | Added |
| QRG Capital Management, Inc. | 1,268 | $229.7K | 0.00% | −60−4.5% | Reduced |
| Coldstream Capital Management Inc | 1,251 | $226.7K | 0.00% | −50−3.8% | Reduced |
| Camden Capital, LLC | 1,229 | $222.7K | 0.02% | −141−10.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,227 | $222.3K | 0.01% | −93−7.0% | Reduced |
| ISAM Funds (UK) Ltd | 1,217 | $220.5K | 0.05% | −3,720−75.3% | Reduced |
| Verdence Capital Advisors LLC | 1,205 | $218.3K | 0.01% | +65+5.7% | Added |
| CFC Planning Co LLC | 1,203 | $218.0K | 0.21% | +1,203 | New |
| MQS Management LLC | 1,196 | $216.7K | 0.12% | +1,196 | New |
| Everence Capital Management Inc | 1,160 | $210.0K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,155 | $209.3K | 0.00% | +1,155 | New |
| Bond & Devick Financial Network, Inc. | 1,150 | $208.4K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,036 | $188.0K | 0.01% | −212−17.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,015 | $184.1K | 0.00% | −29−2.8% | Reduced |
| Icon Wealth Advisors, LLC | 905 | $164.0K | 0.01% | −88−8.9% | Reduced |
| RiverPark Advisors, LLC | 856 | $155.1K | 0.10% | −13−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 838 | $151.8K | 0.00% | +833+16,660.0% | Added |
| Covestor Ltd | 782 | $142.0K | 0.08% | −205−20.8% | Reduced |
| Farther Finance Advisors, LLC | 765 | $138.6K | 0.00% | +688+893.5% | Added |
| Quarry LP | 747 | $135.3K | 0.03% | +737+7,370.0% | Added |
| State of Wyoming | 628 | $113.8K | 0.01% | −1,391−68.9% | Reduced |
| Lazard Asset Management LLC | 608 | $110.0K | 0.00% | +608 | New |
| Hilltop National Bank | 597 | $108.2K | 0.03% | +597 | New |
| Essential Partners LLC | 570 | $103.3K | 0.04% | +570 | New |
| Huntington National Bank | 546 | $98.9K | 0.00% | −13−2.3% | Reduced |
| GAMMA Investing LLC | 542 | $98.2K | 0.01% | −3−0.6% | Reduced |
| Tompkins Financial Corp | 500 | $90.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 465 | $84.3K | 0.00% | +392+537.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 444 | $80.0K | 0.00% | +444 | New |
| Danske Bank A/S | 440 | $79.7K | 0.00% | −10,577−96.0% | Reduced |
| NBC Securities, Inc. | 434 | $78.0K | 0.01% | −2,936−87.1% | Reduced |
| Smartleaf Asset Management LLC | 428 | $76.9K | 0.01% | +111+35.0% | Added |
| Umb Bank N A | 422 | $76.5K | 0.00% | −45−9.6% | Reduced |
| Park Place Capital Corp | 403 | $73.5K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $66.1K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 349 | $63.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 338 | $61.2K | 0.00% | +241+248.5% | Added |
| Ronald Blue Trust, Inc. | 317 | $57.4K | 0.00% | +1+0.3% | Added |
| Sterling Capital Management LLC | 311 | $56.4K | 0.00% | +165+113.0% | Added |
| Signaturefd, LLC | 310 | $56.2K | 0.00% | 00.0% | Unchanged |