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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 2,044 | $311.7K | 0.00% | −1,467−41.8% | Reduced |
| Optas, LLC | 2,035 | $310.3K | 0.05% | +2,035 | New |
| 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 |
| Independent Financial Group, LLC | 2,025 | $308.8K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,011 | $306.7K | 0.08% | −8,570−81.0% | Reduced |
| RSM US Wealth Management LLC | 1,986 | $303.9K | 0.00% | −367−15.6% | Reduced |
| Sanctuary Advisors, LLC | 1,985 | $302.7K | 0.00% | −4−0.2% | Reduced |
| ProShare Advisors LLC | 1,928 | $294.0K | 0.00% | −75−3.7% | Reduced |
| TCG Advisory Services, LLC | 1,915 | $292.0K | 0.01% | +517+37.0% | Added |
| Integrated Wealth Concepts LLC | 1,906 | $290.7K | 0.00% | −512−21.2% | Reduced |
| Bessemer Group Inc | 1,883 | $288.0K | 0.00% | +55+3.0% | Added |
| Essential Partners LLC | 1,869 | $285.0K | 0.09% | +1,253+203.4% | Added |
| Keebeck Wealth Management, LLC | 1,840 | $280.6K | 0.03% | −306−14.3% | Reduced |
| Caerus Investment Advisors, LLC | 1,809 | $275.9K | 0.09% | +249+16.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,802 | $274.8K | 0.00% | −1,439−44.4% | Reduced |
| CIBC Asset Management Inc | 1,785 | $272.2K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,769 | $269.8K | 0.01% | +1,769 | New |
| Roberts Glore & Co Inc | 1,735 | $264.6K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 1,719 | $262.1K | 0.03% | +105+6.5% | Added |
| Tower Research Capital LLC (TRC) | 1,668 | $254.4K | 0.01% | −811−32.7% | Reduced |
| Venturi Wealth Management, LLC | 1,638 | $249.8K | 0.01% | +1,638 | New |
| Toroso Investments, LLC | 1,629 | $248.4K | 0.00% | −1,541−48.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,603 | $244.5K | 0.00% | −93−5.5% | Reduced |
| EP Wealth Advisors, LLC | 1,587 | $242.0K | 0.00% | +1,587 | New |
| HighPoint Advisor Group LLC | 1,583 | $241.4K | 0.01% | +10+0.6% | Added |
| Benjamin Edwards Inc | 1,583 | $241.4K | 0.00% | −36−2.2% | Reduced |
| Wedmont Private Capital | 1,573 | $241.0K | 0.01% | +1,573 | New |
| Regions Financial Corp | 1,574 | $240.0K | 0.00% | +165+11.7% | Added |
| North Dakota State Investment Board | 1,568 | $239.1K | 0.01% | +1,568 | New |
| M&T Bank Corp | 1,567 | $239.1K | 0.00% | +1,567 | New |
| GAMMA Investing LLC | 1,548 | $236.1K | 0.01% | +1,016+191.0% | Added |
| Shelton Capital Management | 1,546 | $235.8K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,537 | $234.4K | 0.01% | −46−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,531 | $233.5K | 0.00% | −259−14.5% | Reduced |
| Gallacher Capital Management LLC | 1,481 | $225.9K | 0.09% | −1,467−49.8% | Reduced |
| Crestwood Advisors Group LLC | 1,481 | $225.9K | 0.00% | +1,481 | New |
| SkyOak Wealth, LLC | 1,480 | $225.7K | 0.04% | −67−4.3% | Reduced |
| 111 Capital | 1,469 | $224.0K | 0.05% | −2,631−64.2% | Reduced |
| Kestra Advisory Services, LLC | 1,459 | $222.4K | 0.00% | −608−29.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,413 | $215.5K | 0.00% | −1,285−47.6% | Reduced |
| Parkside Financial Bank & Trust | 1,405 | $214.3K | 0.02% | −108−7.1% | Reduced |
| Modern Wealth Management, LLC | 1,386 | $211.4K | 0.00% | +1,386 | New |
| Washington Capital Management Inc | 1,385 | $211.2K | 0.17% | −20−1.4% | Reduced |
| Jones Financial Companies LLLP | 1,361 | $207.6K | 0.00% | +37+2.8% | Added |
| Cresset Asset Management, LLC | 1,349 | $205.7K | 0.00% | −340−20.1% | Reduced |
| Omers Administration Corp | 1,342 | $204.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,321 | $201.5K | 0.01% | −20−1.5% | Reduced |
| Ethic Inc. | 1,319 | $201.1K | 0.00% | +1,319 | New |
| EverSource Wealth Advisors, LLC | 1,224 | $186.7K | 0.01% | +578+89.5% | Added |
| Farther Finance Advisors, LLC | 1,114 | $169.9K | 0.00% | +602+117.6% | Added |
| STRS Ohio | 1,050 | $160.1K | 0.00% | −15−1.4% | Reduced |
| Hantz Financial Services, Inc. | 1,036 | $158.0K | 0.00% | +974+1,571.0% | Added |
| Covestor Ltd | 946 | $145.0K | 0.08% | +327+52.8% | Added |
| Allworth Financial LP | 904 | $137.9K | 0.00% | +622+220.6% | Added |
| Eurizon Capital SGR S.p.A. | 858 | $131.1K | 0.00% | +858 | New |
| Signaturefd, LLC | 818 | $124.7K | 0.00% | +506+162.2% | Added |
| Umb Bank N A | 763 | $116.4K | 0.00% | +562+279.6% | Added |
| Kemnay Advisory Services Inc. | 751 | $114.5K | 0.02% | +751 | New |
| State of Wyoming | 742 | $113.2K | 0.01% | +176+31.1% | Added |
| SRS Capital Advisors, Inc. | 733 | $111.8K | 0.00% | −8,533−92.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $105.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 672 | $102.5K | 0.01% | −1,087−61.8% | Reduced |
| Horizon Investments, LLC | 618 | $94.2K | 0.00% | +329+113.8% | Added |
| Exchange Traded Concepts, LLC | 618 | $94.2K | 0.00% | +618 | New |
| Global Retirement Partners, LLC | 601 | $91.7K | 0.00% | +582+3,063.2% | Added |
| Hilltop National Bank | 597 | $91.0K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 503 | $76.7K | 0.00% | +213+73.4% | Added |
| Tompkins Financial Corp | 500 | $76.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 460 | $70.0K | 0.00% | +353+329.9% | Added |
| Smartleaf Asset Management LLC | 449 | $68.7K | 0.00% | −108−19.4% | Reduced |
| True Wealth Design, LLC | 410 | $62.5K | 0.02% | +124+43.4% | Added |
| IFP Advisors, Inc | 404 | $61.6K | 0.00% | +197+95.2% | Added |
| Danske Bank A/S | 400 | $61.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 372 | $56.7K | 0.00% | +7+1.9% | Added |
| Globeflex Capital L P | 349 | $53.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 319 | $48.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 317 | $48.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 311 | $47.4K | 0.00% | +311 | New |
| Leonteq Securities AG | 294 | $44.8K | 0.00% | −196−40.0% | Reduced |
| Quarry LP | 292 | $44.5K | 0.01% | −1,033−78.0% | Reduced |
| Parallel Advisors, LLC | 284 | $43.3K | 0.00% | +232+446.2% | Added |
| Employees Retirement System of Texas | 279 | $43.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 251 | $38.3K | 0.01% | +1+0.4% | Added |
| SBI Securities Co., Ltd. | 241 | $36.8K | 0.00% | +2+0.8% | Added |
| Advisors Asset Management, Inc. | 226 | $34.5K | 0.00% | −4−1.7% | Reduced |
| Huntington National Bank | 221 | $33.7K | 0.00% | −47−17.5% | Reduced |
| MAI Capital Management | 217 | $33.1K | 0.00% | −55−20.2% | Reduced |
| Clearstead Advisors, LLC | 203 | $31.0K | 0.00% | +19+10.3% | Added |
| Los Angeles Capital Management LLC | 213 | $30.1K | 0.00% | +213 | New |
| Wellington-Altus USA Inc. | 191 | $29.1K | 0.02% | +191 | New |
| Massmutual Trust Co FSB | 190 | $29.0K | 0.00% | +149+363.4% | Added |
| Flagship Harbor Advisors, LLC | 175 | $26.7K | 0.00% | +175 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $22.9K | 0.00% | −9−5.7% | Reduced |
| Assetmark, Inc | 150 | $22.9K | 0.00% | +14+10.3% | Added |
| Quent Capital, LLC | 137 | $20.9K | 0.00% | +113+470.8% | Added |
| Larson Financial Group LLC | 118 | $18.0K | 0.00% | +71+151.1% | Added |
| Whittier Trust Co of Nevada Inc | 108 | $16.5K | 0.00% | −64−37.2% | Reduced |
| SJS Investment Consulting Inc. | 104 | $15.9K | 0.00% | −194−65.1% | Reduced |
| Nisa Investment Advisors, LLC | 93 | $14.2K | 0.00% | −7−7.0% | Reduced |