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, Q3 2025
Institutional positions in Paylocity Holding Corp as of Sep 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
- 485
- 0 vs. Q2 2025
- Shares held
- 42.0M
- −2.12M (−4.8%) vs. Q2 2025
- Total value
- $6.68B
- −$1.30B (−16.3%) vs. Q2 2025
- New holders
- 67
- 176 more added
- Sold out
- 67
- 177 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $318 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $319 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 2 | $319 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $478 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 3 | $478 | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $637 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $796 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $796 | 0.00% | +5 | New |
| South State Corp. | 5 | $797 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.11K | 0.00% | +2+40.0% | Added |
| Private Trust Co NA | 8 | $1.27K | 0.00% | −15−65.2% | Reduced |
| WPG Advisers, LLC | 8 | $1.27K | 0.00% | +1+14.3% | Added |
| Private Wealth Management Group, LLC | 8 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.75K | 0.00% | −2−15.4% | Reduced |
| Fortitude Family Office, LLC | 11 | $1.75K | 0.00% | −2−15.4% | Reduced |
| Spire Wealth Management | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12 | $1.91K | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 12 | $1.91K | 0.00% | +12 | New |
| Sachetta, LLC | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $2.07K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $2.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $2.55K | 0.00% | −11−40.7% | Reduced |
| Proffitt & Goodson Inc | 16 | $2.55K | 0.00% | +16 | New |
| Hemington Wealth Management | 22 | $3.00K | 0.00% | −10−31.3% | Reduced |
| Global Retirement Partners, LLC | 19 | $3.03K | 0.00% | −40−67.8% | Reduced |
| TD Capital Management LLC | 20 | $3.19K | 0.00% | 00.0% | Unchanged |
| Natixis | 23 | $3.66K | 0.00% | −32,310−99.9% | Reduced |
| ZRC Wealth Management, LLC | 23 | $3.66K | 0.00% | +23 | New |
| High Note Wealth, LLC | 24 | $3.82K | 0.00% | +1+4.3% | Added |
| Quent Capital, LLC | 24 | $3.82K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 27 | $4.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 27 | $4.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 28 | $4.46K | 0.00% | +28 | New |
| LRI Investments, LLC | 33 | $5.26K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 35 | $5.57K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 35 | $5.57K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 38 | $6.05K | 0.00% | +3+8.6% | Added |
| Massmutual Trust Co FSB | 41 | $6.53K | 0.00% | −3−6.8% | Reduced |
| Atlantic Union Bankshares Corp | 45 | $7.17K | 0.00% | +45 | New |
| Larson Financial Group LLC | 47 | $7.49K | 0.00% | −44−48.4% | Reduced |
| CoreCap Advisors, LLC | 47 | $7.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $7.49K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $8.28K | 0.00% | −21−28.8% | Reduced |
| Root Financial Partners, LLC | 56 | $8.92K | 0.00% | +56 | New |
| Hantz Financial Services, Inc. | 62 | $10.0K | 0.00% | +35+129.6% | Added |
| Estabrook Capital Management | 70 | $11.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 76 | $12.1K | 0.00% | +76 | New |
| Roble, Belko & Company, Inc | 89 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $14.8K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 93 | $14.8K | 0.00% | +93 | New |
| Rise Advisors, LLC | 95 | $15.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $15.6K | 0.00% | +98 | New |
| Nisa Investment Advisors, LLC | 100 | $15.9K | 0.00% | −3−2.9% | Reduced |
| Optiver Holding B.V. | 100 | $15.9K | 0.00% | +12+13.6% | Added |
| Banque Cantonale Vaudoise | 107 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 136 | $21.7K | 0.00% | −12−8.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 139 | $22.1K | 0.00% | +1+0.7% | Added |
| Principal Securities, Inc. | 142 | $22.6K | 0.00% | −10−6.6% | Reduced |
| Ci Investments Inc. | 152 | $24.0K | 0.00% | −40−20.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 159 | $25.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 172 | $26.8K | 0.00% | +20+13.2% | Added |
| Clearstead Advisors, LLC | 184 | $29.3K | 0.00% | −48−20.7% | Reduced |
| Umb Bank N A | 201 | $32.0K | 0.00% | −221−52.4% | Reduced |
| IFP Advisors, Inc | 207 | $33.0K | 0.00% | −131−38.8% | Reduced |
| Hughes Financial Services, LLC | 250 | $35.6K | 0.01% | −3−1.2% | Reduced |
| Storebrand Asset Management AS | 224 | $35.7K | 0.00% | +112+100.0% | Added |
| Advisors Asset Management, Inc. | 230 | $36.6K | 0.00% | +51+28.5% | Added |
| SBI Securities Co., Ltd. | 239 | $38.1K | 0.00% | −13−5.2% | Reduced |
| Advisory Services Network, LLC | 240 | $38.2K | 0.00% | +240 | New |
| Northwestern Mutual Wealth Management Co | 245 | $39.0K | 0.00% | +3+1.2% | Added |
| Pilgrim Partners Asia Pte Ltd | 260 | $41.4K | 0.02% | +260 | New |
| Huntington National Bank | 268 | $42.7K | 0.00% | −278−50.9% | Reduced |
| MAI Capital Management | 272 | $43.3K | 0.00% | −15−5.2% | Reduced |
| Employees Retirement System of Texas | 279 | $44.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 282 | $44.9K | 0.00% | +132+88.0% | Added |
| True Wealth Design, LLC | 286 | $45.6K | 0.01% | +174+155.4% | Added |
| Horizon Investments, LLC | 289 | $46.0K | 0.00% | −22,530−98.7% | Reduced |
| Sterling Capital Management LLC | 290 | $46.2K | 0.00% | −21−6.8% | Reduced |
| SJS Investment Consulting Inc. | 298 | $47.5K | 0.01% | +296+14,800.0% | Added |
| Signaturefd, LLC | 312 | $49.7K | 0.00% | +2+0.6% | Added |
| Ronald Blue Trust, Inc. | 317 | $50.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 319 | $50.8K | 0.01% | −84−20.8% | Reduced |
| Globeflex Capital L P | 349 | $55.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 360 | $57.3K | 0.00% | +80+28.6% | Added |
| AdvisorNet Financial, Inc | 365 | $58.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 382 | $61.0K | 0.01% | −654−63.1% | Reduced |
| Danske Bank A/S | 400 | $63.7K | 0.00% | −40−9.1% | Reduced |
| Rockefeller Capital Management L.P. | 407 | $64.8K | 0.00% | +407 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 443 | $71.0K | 0.00% | −1−0.2% | Reduced |
| Cornerstone Planning Group LLC | 1,064 | $72.3K | 0.01% | +1,051+8,084.6% | Added |
| Leonteq Securities AG | 490 | $78.0K | 0.00% | +490 | New |
| Tompkins Financial Corp | 500 | $79.6K | 0.01% | 00.0% | Unchanged |