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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 601 | $91.7K | 0.00% | +582+3,063.2% | Added |
| Horizon Investments, LLC | 618 | $94.2K | 0.00% | +329+113.8% | Added |
| Exchange Traded Concepts, LLC | 618 | $94.2K | 0.00% | +618 | New |
| Rothschild Investment LLC | 672 | $102.5K | 0.01% | −1,087−61.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $105.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 733 | $111.8K | 0.00% | −8,533−92.1% | Reduced |
| State of Wyoming | 742 | $113.2K | 0.01% | +176+31.1% | Added |
| Kemnay Advisory Services Inc. | 751 | $114.5K | 0.02% | +751 | New |
| Umb Bank N A | 763 | $116.4K | 0.00% | +562+279.6% | Added |
| Signaturefd, LLC | 818 | $124.7K | 0.00% | +506+162.2% | Added |
| Eurizon Capital SGR S.p.A. | 858 | $131.1K | 0.00% | +858 | New |
| Allworth Financial LP | 904 | $137.9K | 0.00% | +622+220.6% | Added |
| Covestor Ltd | 946 | $145.0K | 0.08% | +327+52.8% | Added |
| Hantz Financial Services, Inc. | 1,036 | $158.0K | 0.00% | +974+1,571.0% | Added |
| STRS Ohio | 1,050 | $160.1K | 0.00% | −15−1.4% | Reduced |
| Farther Finance Advisors, LLC | 1,114 | $169.9K | 0.00% | +602+117.6% | Added |
| EverSource Wealth Advisors, LLC | 1,224 | $186.7K | 0.01% | +578+89.5% | Added |
| Ethic Inc. | 1,319 | $201.1K | 0.00% | +1,319 | New |
| Fifth Third Wealth Advisors LLC | 1,321 | $201.5K | 0.01% | −20−1.5% | Reduced |
| Omers Administration Corp | 1,342 | $204.7K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,349 | $205.7K | 0.00% | −340−20.1% | Reduced |
| Jones Financial Companies LLLP | 1,361 | $207.6K | 0.00% | +37+2.8% | Added |
| Washington Capital Management Inc | 1,385 | $211.2K | 0.17% | −20−1.4% | Reduced |
| Modern Wealth Management, LLC | 1,386 | $211.4K | 0.00% | +1,386 | New |
| Parkside Financial Bank & Trust | 1,405 | $214.3K | 0.02% | −108−7.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,413 | $215.5K | 0.00% | −1,285−47.6% | Reduced |
| Kestra Advisory Services, LLC | 1,459 | $222.4K | 0.00% | −608−29.4% | Reduced |
| 111 Capital | 1,469 | $224.0K | 0.05% | −2,631−64.2% | Reduced |
| SkyOak Wealth, LLC | 1,480 | $225.7K | 0.04% | −67−4.3% | Reduced |
| Crestwood Advisors Group LLC | 1,481 | $225.9K | 0.00% | +1,481 | New |
| Gallacher Capital Management LLC | 1,481 | $225.9K | 0.09% | −1,467−49.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,531 | $233.5K | 0.00% | −259−14.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,537 | $234.4K | 0.01% | −46−2.9% | Reduced |
| Shelton Capital Management | 1,546 | $235.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,548 | $236.1K | 0.01% | +1,016+191.0% | Added |
| M&T Bank Corp | 1,567 | $239.1K | 0.00% | +1,567 | New |
| North Dakota State Investment Board | 1,568 | $239.1K | 0.01% | +1,568 | New |
| Regions Financial Corp | 1,574 | $240.0K | 0.00% | +165+11.7% | Added |
| Wedmont Private Capital | 1,573 | $241.0K | 0.01% | +1,573 | New |
| Benjamin Edwards Inc | 1,583 | $241.4K | 0.00% | −36−2.2% | Reduced |
| HighPoint Advisor Group LLC | 1,583 | $241.4K | 0.01% | +10+0.6% | Added |
| EP Wealth Advisors, LLC | 1,587 | $242.0K | 0.00% | +1,587 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,603 | $244.5K | 0.00% | −93−5.5% | Reduced |
| Toroso Investments, LLC | 1,629 | $248.4K | 0.00% | −1,541−48.6% | Reduced |
| Venturi Wealth Management, LLC | 1,638 | $249.8K | 0.01% | +1,638 | New |
| Tower Research Capital LLC (TRC) | 1,668 | $254.4K | 0.01% | −811−32.7% | Reduced |
| Wealth Alliance | 1,719 | $262.1K | 0.03% | +105+6.5% | Added |
| Roberts Glore & Co Inc | 1,735 | $264.6K | 0.07% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,769 | $269.8K | 0.01% | +1,769 | New |
| CIBC Asset Management Inc | 1,785 | $272.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,802 | $274.8K | 0.00% | −1,439−44.4% | Reduced |
| Caerus Investment Advisors, LLC | 1,809 | $275.9K | 0.09% | +249+16.0% | Added |
| Keebeck Wealth Management, LLC | 1,840 | $280.6K | 0.03% | −306−14.3% | Reduced |
| Essential Partners LLC | 1,869 | $285.0K | 0.09% | +1,253+203.4% | Added |
| Bessemer Group Inc | 1,883 | $288.0K | 0.00% | +55+3.0% | Added |
| Integrated Wealth Concepts LLC | 1,906 | $290.7K | 0.00% | −512−21.2% | Reduced |
| TCG Advisory Services, LLC | 1,915 | $292.0K | 0.01% | +517+37.0% | Added |
| ProShare Advisors LLC | 1,928 | $294.0K | 0.00% | −75−3.7% | Reduced |
| Sanctuary Advisors, LLC | 1,985 | $302.7K | 0.00% | −4−0.2% | Reduced |
| RSM US Wealth Management LLC | 1,986 | $303.9K | 0.00% | −367−15.6% | Reduced |
| Bridgefront Capital, LLC | 2,011 | $306.7K | 0.08% | −8,570−81.0% | Reduced |
| Independent Financial Group, LLC | 2,025 | $308.8K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,028 | $309.3K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,028 | $309.3K | 0.01% | +2,028 | New |
| Optas, LLC | 2,035 | $310.3K | 0.05% | +2,035 | New |
| Guggenheim Capital LLC | 2,044 | $311.7K | 0.00% | −1,467−41.8% | Reduced |
| Lido Advisors, LLC | 2,052 | $313.5K | 0.00% | +84+4.3% | Added |
| Advisor Group Holdings, Inc. | 2,062 | $314.4K | 0.00% | +1,147+125.4% | Added |
| Interchange Capital Partners, LLC | 2,085 | $318.0K | 0.06% | +319+18.1% | Added |
| Yarbrough Capital, LLC | 2,100 | $320.3K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,102 | $320.6K | 0.10% | +66+3.2% | Added |
| VARCOV Co. | 2,118 | $323.0K | 0.13% | +2,118 | New |
| Legato Capital Management LLC | 2,169 | $330.8K | 0.03% | +2,169 | New |
| We Are One Seven, LLC | 2,182 | $332.8K | 0.01% | +172+8.6% | Added |
| New York Life Investment Management LLC | 2,194 | $334.6K | 0.00% | −2,221−50.3% | Reduced |
| Knollwood Investment Advisory, LLC | 2,200 | $335.5K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,236 | $341.0K | 0.15% | −14−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,262 | $345.0K | 0.00% | −86−3.7% | Reduced |
| Mirabella Financial Services LLP | 2,268 | $345.9K | 0.03% | +2,268 | New |
| Gilbert & Cook, Inc. | 2,333 | $355.8K | 0.04% | −42−1.8% | Reduced |
| Atria Investments LLC | 2,363 | $360.3K | 0.00% | −646−21.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,400 | $366.0K | 0.00% | +192+8.7% | Added |
| Sivia Capital Partners, LLC | 2,423 | $369.5K | 0.07% | +2,423 | New |
| Brevan Howard Capital Management LP | 2,458 | $374.8K | 0.01% | −7,137−74.4% | Reduced |
| Neuberger Berman Group LLC | 2,503 | $381.7K | 0.00% | −2,325−48.2% | Reduced |
| Skopos Labs, Inc. | 2,521 | $387.8K | 0.02% | +2,521 | New |
| Caitlin John, LLC | 2,544 | $388.0K | 0.25% | +2,544 | New |
| Park Avenue Securities LLC | 2,544 | $388.0K | 0.00% | −857−25.2% | Reduced |
| Versant Capital Management, Inc | 2,545 | $388.1K | 0.05% | +954+60.0% | Added |
| Camden Capital, LLC | 2,564 | $391.0K | 0.02% | +179+7.5% | Added |
| Machina Capital S.A.S. | 2,628 | $400.8K | 0.08% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 2,659 | $405.5K | 0.02% | +2,659 | New |
| Alps Advisors Inc | 2,710 | $413.3K | 0.00% | +20+0.7% | Added |
| Armistice Capital, LLC | 2,719 | $414.6K | 0.01% | −751−21.6% | Reduced |
| Diversified Trust Co | 2,735 | $417.1K | 0.01% | +11+0.4% | Added |
| MUFG Securities EMEA plc | 2,740 | $417.9K | 0.00% | +2,740 | New |
| Qsemble Capital Management, LP | 2,747 | $418.9K | 0.03% | −101−3.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 2,106 | $430.2K | 0.03% | +2,106 | New |
| Commerce Bank | 2,846 | $434.0K | 0.00% | −16,752−85.5% | Reduced |
| Lake Street Financial LLC | 2,851 | $434.8K | 0.05% | 00.0% | Unchanged |