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 |
|---|---|---|---|---|---|
| PharVision Advisers, LLC | 2,441 | $388.8K | 0.22% | +2,441 | New |
| Integrated Wealth Concepts LLC | 2,418 | $385.1K | 0.00% | +423+21.2% | Added |
| Camden Capital, LLC | 2,385 | $379.9K | 0.03% | +1,156+94.1% | Added |
| Gilbert & Cook, Inc. | 2,375 | $378.3K | 0.05% | +13+0.6% | Added |
| RSM US Wealth Management LLC | 2,353 | $374.8K | 0.00% | +628+36.4% | Added |
| Crossmark Global Holdings, Inc. | 2,348 | $374.0K | 0.01% | −449−16.1% | Reduced |
| Evergreen Capital Management LLC | 2,332 | $371.4K | 0.01% | +754+47.8% | Added |
| DC Investments Management, LLC | 2,326 | $370.5K | 0.15% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,303 | $366.8K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,250 | $358.4K | 0.18% | +2,250 | New |
| CI Private Wealth, LLC | 2,229 | $355.0K | 0.00% | +158+7.6% | Added |
| MQS Management LLC | 2,229 | $355.0K | 0.21% | +1,033+86.4% | Added |
| CIBC Private Wealth Group, LLC | 2,208 | $351.7K | 0.00% | −82−3.6% | Reduced |
| Knollwood Investment Advisory, LLC | 2,200 | $350.4K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,146 | $341.8K | 0.04% | +2,146 | New |
| Capstone Investment Advisors, LLC | 2,108 | $335.7K | 0.00% | +2,108 | New |
| Yarbrough Capital, LLC | 2,100 | $334.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,067 | $329.1K | 0.00% | +2,067 | New |
| Swiss Life Asset Management Ltd | 2,063 | $328.6K | 0.00% | +908+78.6% | Added |
| Lifestyle Asset Management, Inc. | 2,036 | $324.3K | 0.11% | +546+36.6% | Added |
| Maryland State Retirement & Pension System | 2,028 | $323.0K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,026 | $322.7K | 0.05% | −99−4.7% | Reduced |
| Independent Financial Group, LLC | 2,025 | $322.5K | 0.01% | −4−0.2% | Reduced |
| We Are One Seven, LLC | 2,010 | $320.1K | 0.01% | +90+4.7% | Added |
| ProShare Advisors LLC | 2,003 | $319.0K | 0.00% | −52−2.5% | Reduced |
| Sanctuary Advisors, LLC | 1,989 | $316.8K | 0.00% | −21,960−91.7% | Reduced |
| Cobblestone Capital Advisors LLC | 1,985 | $316.2K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,968 | $313.4K | 0.00% | −4,794−70.9% | Reduced |
| Vident Advisory, LLC | 1,967 | $313.3K | 0.00% | −143−6.8% | Reduced |
| Catalytic Wealth RIA, LLC | 1,897 | $302.1K | 0.01% | +1,897 | New |
| Buckingham Strategic Partners | 1,993 | $297.5K | 0.00% | +580+41.0% | Added |
| Kera Capital Partners, Inc. | 1,867 | $297.4K | 0.04% | +266+16.6% | Added |
| NorthCrest Asset Manangement, LLC | 1,909 | $292.5K | 0.01% | +1,909 | New |
| Bessemer Group Inc | 1,828 | $292.0K | 0.00% | −296−13.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,790 | $285.1K | 0.00% | −959−34.9% | Reduced |
| CIBC Asset Management Inc | 1,785 | $284.3K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 1,775 | $282.7K | 0.05% | +1,775 | New |
| Krilogy Financial LLC | 1,941 | $282.3K | 0.01% | +1,941 | New |
| Interchange Capital Partners, LLC | 1,766 | $281.3K | 0.06% | +1,766 | New |
| Rothschild Investment LLC | 1,759 | $280.2K | 0.02% | +1,459+486.3% | Added |
| Roberts Glore & Co Inc | 1,735 | $276.3K | 0.08% | −100−5.4% | Reduced |
| Cresset Asset Management, LLC | 1,689 | $269.0K | 0.00% | +192+12.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,696 | $267.1K | 0.00% | +34+2.0% | Added |
| Benjamin Edwards Inc | 1,619 | $257.8K | 0.00% | +1,619 | New |
| Wealth Alliance | 1,614 | $257.0K | 0.03% | −154−8.7% | Reduced |
| Corton Capital Inc. | 1,612 | $256.7K | 0.63% | +1,612 | New |
| Versant Capital Management, Inc | 1,591 | $253.4K | 0.03% | +125+8.5% | Added |
| Dorsey & Whitney Trust CO LLC | 1,583 | $252.1K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,573 | $250.5K | 0.01% | −8−0.5% | Reduced |
| Caerus Investment Advisors, LLC | 1,560 | $248.5K | 0.10% | +1,560 | New |
| SkyOak Wealth, LLC | 1,547 | $246.4K | 0.05% | +256+19.8% | Added |
| Shelton Capital Management | 1,546 | $246.2K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,521 | $242.2K | 0.09% | +1,521 | New |
| Parkside Financial Bank & Trust | 1,513 | $241.0K | 0.02% | −31−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,506 | $239.9K | 0.00% | −365−19.5% | Reduced |
| Resources Investment Advisors, LLC. | 1,496 | $238.3K | 0.00% | −7−0.5% | Reduced |
| Forum Financial Management, LP | 1,459 | $232.4K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,450 | $230.7K | 0.01% | −1,765−54.9% | Reduced |
| Moore Capital Management, LP | 1,447 | $230.5K | 0.00% | +1,447 | New |
| Regions Financial Corp | 1,409 | $224.4K | 0.00% | −119−7.8% | Reduced |
| Washington Capital Management Inc | 1,405 | $223.8K | 0.16% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,398 | $222.7K | 0.01% | +1,398 | New |
| Verdence Capital Advisors LLC | 1,440 | $218.1K | 0.01% | +235+19.5% | Added |
| Jones Financial Companies LLLP | 1,324 | $216.6K | 0.00% | +16+1.2% | Added |
| Versor Investments LP | 1,359 | $216.4K | 0.04% | −4,345−76.2% | Reduced |
| Omers Administration Corp | 1,342 | $213.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,341 | $213.6K | 0.01% | −2−0.1% | Reduced |
| Quarry LP | 1,325 | $211.0K | 0.05% | +578+77.4% | Added |
| Marshall Wace, LLP | 1,300 | $207.1K | 0.00% | −34,388−96.4% | Reduced |
| Claret Asset Management Corp | 1,278 | $203.0K | 0.02% | −18−1.4% | Reduced |
| Coldstream Capital Management Inc | 1,272 | $202.6K | 0.00% | +21+1.7% | Added |
| Waddell & Associates, LLC | 1,269 | $202.1K | 0.02% | +1,269 | New |
| STRS Ohio | 1,065 | $169.6K | 0.00% | −6,754−86.4% | Reduced |
| Advisor Group Holdings, Inc. | 915 | $153.5K | 0.00% | −100−9.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 838 | $133.5K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $109.9K | 0.00% | −27,142−97.5% | Reduced |
| Icon Wealth Advisors, LLC | 673 | $107.2K | 0.01% | −232−25.6% | Reduced |
| EverSource Wealth Advisors, LLC | 646 | $102.9K | 0.00% | +181+38.9% | Added |
| Covestor Ltd | 619 | $99.0K | 0.05% | −163−20.8% | Reduced |
| Essential Partners LLC | 616 | $98.1K | 0.03% | +46+8.1% | Added |
| Hilltop National Bank | 597 | $95.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 557 | $90.6K | 0.01% | +129+30.1% | Added |
| State of Wyoming | 566 | $90.1K | 0.01% | −62−9.9% | Reduced |
| GAMMA Investing LLC | 532 | $84.7K | 0.00% | −10−1.8% | Reduced |
| Farther Finance Advisors, LLC | 512 | $81.5K | 0.00% | −253−33.1% | Reduced |
| Tompkins Financial Corp | 500 | $79.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 490 | $78.0K | 0.00% | +490 | New |
| Cornerstone Planning Group LLC | 1,064 | $72.3K | 0.01% | +1,051+8,084.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 443 | $71.0K | 0.00% | −1−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 407 | $64.8K | 0.00% | +407 | New |
| Danske Bank A/S | 400 | $63.7K | 0.00% | −40−9.1% | Reduced |
| Shell Asset Management Co | 382 | $61.0K | 0.01% | −654−63.1% | Reduced |
| AdvisorNet Financial, Inc | 365 | $58.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 360 | $57.3K | 0.00% | +80+28.6% | Added |
| Globeflex Capital L P | 349 | $55.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 319 | $50.8K | 0.01% | −84−20.8% | Reduced |
| Ronald Blue Trust, Inc. | 317 | $50.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 312 | $49.7K | 0.00% | +2+0.6% | Added |
| SJS Investment Consulting Inc. | 298 | $47.5K | 0.01% | +296+14,800.0% | Added |
| Sterling Capital Management LLC | 290 | $46.2K | 0.00% | −21−6.8% | Reduced |