Skip to main content

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, Q4 2025

Institutional positions in Paylocity Holding Corp as of Dec 31, 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
466
−11 vs. Q3 2025
Shares held
43.3M
+1.62M (+3.9%) vs. Q3 2025
Total value
$6.61B
−$35.7M (−0.5%) vs. Q3 2025
New holders
72
172 more added
Sold out
83
178 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 466 institutions
Q1 2021: 307 institutionsQ2 2021: 300 institutionsQ3 2021: 338 institutionsQ4 2021: 352 institutionsQ1 2022: 348 institutionsQ2 2022: 342 institutionsQ3 2022: 387 institutionsQ4 2022: 440 institutionsQ1 2023: 444 institutionsQ2 2023: 440 institutionsQ3 2023: 446 institutionsQ4 2023: 435 institutionsQ1 2024: 416 institutionsQ2 2024: 459 institutionsQ3 2024: 434 institutionsQ4 2024: 457 institutionsQ1 2025: 469 institutionsQ2 2025: 490 institutionsQ3 2025: 485 institutionsQ4 2025: 466 institutionsQ1 2026: 447 institutionsQ2 2026: 471 institutions
Value heldQ4 2025: $6.61B
Q1 2021: $6.78BQ2 2021: $7.26BQ3 2021: $10.8BQ4 2021: $9.02BQ1 2022: $8.03BQ2 2022: $7.01BQ3 2022: $9.90BQ4 2022: $8.01BQ1 2023: $8.45BQ2 2023: $7.75BQ3 2023: $7.71BQ4 2023: $7.24BQ1 2024: $7.79BQ2 2024: $5.75BQ3 2024: $6.98BQ4 2024: $8.54BQ1 2025: $8.10BQ2 2025: $8.02BQ3 2025: $6.68BQ4 2025: $6.61BQ1 2026: $4.82BQ2 2026: $4.83B
Institutions holding PCTY and their total value by quarter
QuarterHoldersValue
Q2 2026471$4.83B
Q1 2026447$4.82B
Q4 2025466$6.61B
Q3 2025485$6.68B
Q2 2025490$8.02B
Q1 2025469$8.10B
Q4 2024457$8.54B
Q3 2024434$6.98B
Q2 2024459$5.75B
Q1 2024416$7.79B
Q4 2023435$7.24B
Q3 2023446$7.71B
Q2 2023440$7.75B
Q1 2023444$8.45B
Q4 2022440$8.01B
Q3 2022387$9.90B
Q2 2022342$7.01B
Q1 2022348$8.03B
Q4 2021352$9.02B
Q3 2021338$10.8B
Q2 2021300$7.26B
Q1 2021307$6.78B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 2025.

Institutions holding PCTY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bay Harbor Wealth Management, LLC1$1520.00%−1−50.0%Reduced
Rialto Wealth Management, LLC1$1530.00%−2−66.7%Reduced
Manchester Capital Management LLC1$1530.00%00.0%Unchanged
MV Capital Management, Inc.1$1530.00%00.0%Unchanged
Private Wealth Asset Management, LLC1$1530.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.1$1530.00%+1New
Dunhill Financial, LLC1$1540.00%+1New
Greykasell Wealth Strategies, Inc.2$3050.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.3$4580.00%−835−99.6%Reduced
DiNuzzo Private Wealth, Inc.3$4580.00%−3−50.0%Reduced
CVA Family Office, LLC3$4580.00%+3New
Cromwell Holdings LLC3$4580.00%+3New
Optima Capital LLC3$4580.00%+3New
Optiver Holding B.V.4$6100.00%−96−96.0%Reduced
Bare Financial Services, Inc4$6100.00%+4New
American Capital Advisory, LLC4$6100.00%+4New
Ameriflex Group, Inc.6$9150.00%−6−50.0%Reduced
Creative Financial Designs Inc6$9150.00%+1+20.0%Added
Harbour Investments, Inc.6$9150.00%+6New
Quaker Wealth Management, LLC6$9150.00%+6New
Basecamp Wealth Advisors LLC6$9150.00%+6New
Avion Wealth12$1.00K0.00%+9+300.0%Added
Signature Equity Partners, LLC7$1.07K0.00%+7New
Private Wealth Management Group, LLC8$1.22K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.8$1.22K0.00%+4+100.0%Added
Golden State Wealth Management, LLC9$1.37K0.00%+9New
Sunbelt Securities, Inc.10$1.52K0.00%−2−16.7%Reduced
Rakuten Securities, Inc.10$1.52K0.00%+10New
Spire Wealth Management12$1.83K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC12$1.83K0.00%+5+71.4%Added
Principia Wealth Advisory, LLC12$1.83K0.00%+12New
Brown Brothers Harriman & Co13$1.98K0.00%00.0%Unchanged
Bell Investment Advisors, Inc15$2.29K0.00%+4+36.4%Added
Cornerstone Planning Group LLC17$2.39K0.00%−1,047−98.4%Reduced
UMA Financial Services, Inc.18$2.75K0.00%+18New
Ancora Advisors, LLC19$2.90K0.00%+4+26.7%Added
Elyxium Wealth, LLC20$3.05K0.00%+20New
Birchwood Financial Partners, Inc.23$3.51K0.00%+23New
Sachetta, LLC27$4.12K0.00%+15+125.0%Added
Pinnacle Wealth Planning Services, Inc.27$4.12K0.00%+27New
Salomon & Ludwin, LLC33$4.96K0.00%+33New
South State Corp.34$5.19K0.00%+29+580.0%Added
Murphy & Mullick Capital Management Corp35$5.34K0.00%00.0%Unchanged
High Note Wealth, LLC35$5.34K0.00%+11+45.8%Added
Private Trust Co NA37$5.64K0.00%+29+362.5%Added
Farmers & Merchants Investments Inc38$5.79K0.00%00.0%Unchanged
Bogart Wealth, LLC39$5.95K0.00%+12+44.4%Added
Meramec Financial Planners, LLC54$6.36K0.00%+54New
Root Financial Partners, LLC43$6.56K0.00%−13−23.2%Reduced
CoreCap Advisors, LLC47$7.17K0.00%00.0%Unchanged
Colonial Trust Co47$7.17K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC48$7.32K0.00%+48New
ORG Partners LLC49$7.47K0.00%+49New
Geneos Wealth Management Inc.50$7.63K0.00%+34+212.5%Added
Northwestern Mutual Wealth Management Co57$8.69K0.00%−188−76.7%Reduced
Peterson Wealth Services58$8.85K0.00%−58−50.0%Reduced
ZRC Wealth Management, LLC59$9.00K0.00%+36+156.5%Added
International Assets Investment Management, LLC62$9.46K0.00%+62New
Rockefeller Capital Management L.P.65$9.91K0.00%−342−84.0%Reduced
Activest Wealth Management67$10.2K0.00%+67New
Estabrook Capital Management70$10.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC80$12.2K0.00%+69+627.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.93$13.6K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC89$13.6K0.00%−271−75.3%Reduced
Roble, Belko & Company, Inc89$14.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC93$14.2K0.00%−7−7.0%Reduced
SageView Advisory Group, LLC93$14.2K0.00%+93New
SJS Investment Consulting Inc.104$15.9K0.00%−194−65.1%Reduced
Whittier Trust Co of Nevada Inc108$16.5K0.00%−64−37.2%Reduced
Larson Financial Group LLC118$18.0K0.00%+71+151.1%Added
Quent Capital, LLC137$20.9K0.00%+113+470.8%Added
Bartlett & Co. Wealth Management LLC150$22.9K0.00%−9−5.7%Reduced
Assetmark, Inc150$22.9K0.00%+14+10.3%Added
Flagship Harbor Advisors, LLC175$26.7K0.00%+175New
Massmutual Trust Co FSB190$29.0K0.00%+149+363.4%Added
Wellington-Altus USA Inc.191$29.1K0.02%+191New
Los Angeles Capital Management LLC213$30.1K0.00%+213New
Clearstead Advisors, LLC203$31.0K0.00%+19+10.3%Added
MAI Capital Management217$33.1K0.00%−55−20.2%Reduced
Huntington National Bank221$33.7K0.00%−47−17.5%Reduced
Advisors Asset Management, Inc.226$34.5K0.00%−4−1.7%Reduced
SBI Securities Co., Ltd.241$36.8K0.00%+2+0.8%Added
Hughes Financial Services, LLC251$38.3K0.01%+1+0.4%Added
Employees Retirement System of Texas279$43.0K0.00%00.0%Unchanged
Parallel Advisors, LLC284$43.3K0.00%+232+446.2%Added
Quarry LP292$44.5K0.01%−1,033−78.0%Reduced
Leonteq Securities AG294$44.8K0.00%−196−40.0%Reduced
Simplex Trading, LLC311$47.4K0.00%+311New
Ronald Blue Trust, Inc.317$48.3K0.00%00.0%Unchanged
Park Place Capital Corp319$48.6K0.01%00.0%Unchanged
Globeflex Capital L P349$53.2K0.01%00.0%Unchanged
AdvisorNet Financial, Inc372$56.7K0.00%+7+1.9%Added
Danske Bank A/S400$61.0K0.00%00.0%Unchanged
IFP Advisors, Inc404$61.6K0.00%+197+95.2%Added
True Wealth Design, LLC410$62.5K0.02%+124+43.4%Added
Smartleaf Asset Management LLC449$68.7K0.00%−108−19.4%Reduced
Banque Cantonale Vaudoise460$70.0K0.00%+353+329.9%Added
Tompkins Financial Corp500$76.3K0.01%00.0%Unchanged
Sterling Capital Management LLC503$76.7K0.00%+213+73.4%Added
Hilltop National Bank597$91.0K0.02%00.0%Unchanged