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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 512 | $81.5K | 0.00% | −253−33.1% | Reduced |
| GAMMA Investing LLC | 532 | $84.7K | 0.00% | −10−1.8% | Reduced |
| State of Wyoming | 566 | $90.1K | 0.01% | −62−9.9% | Reduced |
| Smartleaf Asset Management LLC | 557 | $90.6K | 0.01% | +129+30.1% | Added |
| Hilltop National Bank | 597 | $95.1K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 616 | $98.1K | 0.03% | +46+8.1% | Added |
| Covestor Ltd | 619 | $99.0K | 0.05% | −163−20.8% | Reduced |
| EverSource Wealth Advisors, LLC | 646 | $102.9K | 0.00% | +181+38.9% | Added |
| Icon Wealth Advisors, LLC | 673 | $107.2K | 0.01% | −232−25.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $109.9K | 0.00% | −27,142−97.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 838 | $133.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 915 | $153.5K | 0.00% | −100−9.9% | Reduced |
| STRS Ohio | 1,065 | $169.6K | 0.00% | −6,754−86.4% | Reduced |
| Waddell & Associates, LLC | 1,269 | $202.1K | 0.02% | +1,269 | New |
| Coldstream Capital Management Inc | 1,272 | $202.6K | 0.00% | +21+1.7% | Added |
| Claret Asset Management Corp | 1,278 | $203.0K | 0.02% | −18−1.4% | Reduced |
| Marshall Wace, LLP | 1,300 | $207.1K | 0.00% | −34,388−96.4% | Reduced |
| Quarry LP | 1,325 | $211.0K | 0.05% | +578+77.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,341 | $213.6K | 0.01% | −2−0.1% | Reduced |
| Omers Administration Corp | 1,342 | $213.7K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 1,359 | $216.4K | 0.04% | −4,345−76.2% | Reduced |
| Jones Financial Companies LLLP | 1,324 | $216.6K | 0.00% | +16+1.2% | Added |
| Verdence Capital Advisors LLC | 1,440 | $218.1K | 0.01% | +235+19.5% | Added |
| TCG Advisory Services, LLC | 1,398 | $222.7K | 0.01% | +1,398 | New |
| Washington Capital Management Inc | 1,405 | $223.8K | 0.16% | 00.0% | Unchanged |
| Regions Financial Corp | 1,409 | $224.4K | 0.00% | −119−7.8% | Reduced |
| Moore Capital Management, LP | 1,447 | $230.5K | 0.00% | +1,447 | New |
| DRW Securities, LLC | 1,450 | $230.7K | 0.01% | −1,765−54.9% | Reduced |
| Forum Financial Management, LP | 1,459 | $232.4K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,496 | $238.3K | 0.00% | −7−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,506 | $239.9K | 0.00% | −365−19.5% | Reduced |
| Parkside Financial Bank & Trust | 1,513 | $241.0K | 0.02% | −31−2.0% | Reduced |
| Diametric Capital, LP | 1,521 | $242.2K | 0.09% | +1,521 | New |
| Shelton Capital Management | 1,546 | $246.2K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,547 | $246.4K | 0.05% | +256+19.8% | Added |
| Caerus Investment Advisors, LLC | 1,560 | $248.5K | 0.10% | +1,560 | New |
| HighPoint Advisor Group LLC | 1,573 | $250.5K | 0.01% | −8−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,583 | $252.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,591 | $253.4K | 0.03% | +125+8.5% | Added |
| Corton Capital Inc. | 1,612 | $256.7K | 0.63% | +1,612 | New |
| Wealth Alliance | 1,614 | $257.0K | 0.03% | −154−8.7% | Reduced |
| Benjamin Edwards Inc | 1,619 | $257.8K | 0.00% | +1,619 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,696 | $267.1K | 0.00% | +34+2.0% | Added |
| Cresset Asset Management, LLC | 1,689 | $269.0K | 0.00% | +192+12.8% | Added |
| Roberts Glore & Co Inc | 1,735 | $276.3K | 0.08% | −100−5.4% | Reduced |
| Rothschild Investment LLC | 1,759 | $280.2K | 0.02% | +1,459+486.3% | Added |
| Interchange Capital Partners, LLC | 1,766 | $281.3K | 0.06% | +1,766 | New |
| Krilogy Financial LLC | 1,941 | $282.3K | 0.01% | +1,941 | New |
| Fieldview Capital Management, LLC | 1,775 | $282.7K | 0.05% | +1,775 | New |
| CIBC Asset Management Inc | 1,785 | $284.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,790 | $285.1K | 0.00% | −959−34.9% | Reduced |
| Bessemer Group Inc | 1,828 | $292.0K | 0.00% | −296−13.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,909 | $292.5K | 0.01% | +1,909 | New |
| Kera Capital Partners, Inc. | 1,867 | $297.4K | 0.04% | +266+16.6% | Added |
| Buckingham Strategic Partners | 1,993 | $297.5K | 0.00% | +580+41.0% | Added |
| Catalytic Wealth RIA, LLC | 1,897 | $302.1K | 0.01% | +1,897 | New |
| Vident Advisory, LLC | 1,967 | $313.3K | 0.00% | −143−6.8% | Reduced |
| Lido Advisors, LLC | 1,968 | $313.4K | 0.00% | −4,794−70.9% | Reduced |
| Cobblestone Capital Advisors LLC | 1,985 | $316.2K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,989 | $316.8K | 0.00% | −21,960−91.7% | Reduced |
| ProShare Advisors LLC | 2,003 | $319.0K | 0.00% | −52−2.5% | Reduced |
| We Are One Seven, LLC | 2,010 | $320.1K | 0.01% | +90+4.7% | Added |
| Independent Financial Group, LLC | 2,025 | $322.5K | 0.01% | −4−0.2% | Reduced |
| L2 Asset Management, LLC | 2,026 | $322.7K | 0.05% | −99−4.7% | Reduced |
| Maryland State Retirement & Pension System | 2,028 | $323.0K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,036 | $324.3K | 0.11% | +546+36.6% | Added |
| Swiss Life Asset Management Ltd | 2,063 | $328.6K | 0.00% | +908+78.6% | Added |
| Kestra Advisory Services, LLC | 2,067 | $329.1K | 0.00% | +2,067 | New |
| Yarbrough Capital, LLC | 2,100 | $334.5K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,108 | $335.7K | 0.00% | +2,108 | New |
| Keebeck Wealth Management, LLC | 2,146 | $341.8K | 0.04% | +2,146 | New |
| Knollwood Investment Advisory, LLC | 2,200 | $350.4K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,208 | $351.7K | 0.00% | −82−3.6% | Reduced |
| MQS Management LLC | 2,229 | $355.0K | 0.21% | +1,033+86.4% | Added |
| CI Private Wealth, LLC | 2,229 | $355.0K | 0.00% | +158+7.6% | Added |
| Aster Capital Management (DIFC) Ltd | 2,250 | $358.4K | 0.18% | +2,250 | New |
| Oxford Financial Group Ltd | 2,303 | $366.8K | 0.02% | 00.0% | Unchanged |
| DC Investments Management, LLC | 2,326 | $370.5K | 0.15% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,332 | $371.4K | 0.01% | +754+47.8% | Added |
| Crossmark Global Holdings, Inc. | 2,348 | $374.0K | 0.01% | −449−16.1% | Reduced |
| RSM US Wealth Management LLC | 2,353 | $374.8K | 0.00% | +628+36.4% | Added |
| Gilbert & Cook, Inc. | 2,375 | $378.3K | 0.05% | +13+0.6% | Added |
| Camden Capital, LLC | 2,385 | $379.9K | 0.03% | +1,156+94.1% | Added |
| Integrated Wealth Concepts LLC | 2,418 | $385.1K | 0.00% | +423+21.2% | Added |
| PharVision Advisers, LLC | 2,441 | $388.8K | 0.22% | +2,441 | New |
| Baker Avenue Asset Management, LP | 2,465 | $392.6K | 0.01% | +2,465 | New |
| William Blair Investment Management, LLC | 2,474 | $394.0K | 0.00% | −475,421−99.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,478 | $394.7K | 0.00% | +2,478 | New |
| Tower Research Capital LLC (TRC) | 2,479 | $394.8K | 0.01% | +1,252+102.0% | Added |
| FORA Capital, LLC | 2,566 | $408.7K | 0.07% | +2,566 | New |
| Machina Capital S.A.S. | 2,628 | $418.6K | 0.07% | +534+25.5% | Added |
| Scientech Research LLC | 2,664 | $424.3K | 0.15% | +2,664 | New |
| Two Sigma Securities, LLC | 2,683 | $427.3K | 0.06% | +700+35.3% | Added |
| Alps Advisors Inc | 2,690 | $428.4K | 0.00% | +2,690 | New |
| Commonwealth Equity Services, LLC | 2,698 | $430.0K | 0.00% | −168−5.9% | Reduced |
| Diversified Trust Co | 2,724 | $433.9K | 0.01% | −2−0.1% | Reduced |
| Quadrant Capital Group LLC | 2,730 | $434.8K | 0.01% | −235−7.9% | Reduced |
| Fifth Third Bancorp | 2,805 | $446.8K | 0.00% | −1,965−41.2% | Reduced |
| Qsemble Capital Management, LP | 2,848 | $453.6K | 0.04% | +2,848 | New |
| Lake Street Financial LLC | 2,851 | $454.1K | 0.06% | 00.0% | Unchanged |