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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
SageView Advisory Group, LLC93$14.2K0.00%+93New
Roble, Belko & Company, Inc89$14.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC89$13.6K0.00%−271−75.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.93$13.6K0.00%00.0%Unchanged
Fortitude Family Office, LLC80$12.2K0.00%+69+627.3%Added
Estabrook Capital Management70$10.7K0.00%00.0%Unchanged
Activest Wealth Management67$10.2K0.00%+67New
Rockefeller Capital Management L.P.65$9.91K0.00%−342−84.0%Reduced
International Assets Investment Management, LLC62$9.46K0.00%+62New
ZRC Wealth Management, LLC59$9.00K0.00%+36+156.5%Added
Peterson Wealth Services58$8.85K0.00%−58−50.0%Reduced
Northwestern Mutual Wealth Management Co57$8.69K0.00%−188−76.7%Reduced
Geneos Wealth Management Inc.50$7.63K0.00%+34+212.5%Added
ORG Partners LLC49$7.47K0.00%+49New
CBIZ Investment Advisory Services, LLC48$7.32K0.00%+48New
CoreCap Advisors, LLC47$7.17K0.00%00.0%Unchanged
Colonial Trust Co47$7.17K0.00%00.0%Unchanged
Root Financial Partners, LLC43$6.56K0.00%−13−23.2%Reduced
Meramec Financial Planners, LLC54$6.36K0.00%+54New
Bogart Wealth, LLC39$5.95K0.00%+12+44.4%Added
Farmers & Merchants Investments Inc38$5.79K0.00%00.0%Unchanged
Private Trust Co NA37$5.64K0.00%+29+362.5%Added
Murphy & Mullick Capital Management Corp35$5.34K0.00%00.0%Unchanged
High Note Wealth, LLC35$5.34K0.00%+11+45.8%Added
South State Corp.34$5.19K0.00%+29+580.0%Added
Salomon & Ludwin, LLC33$4.96K0.00%+33New
Sachetta, LLC27$4.12K0.00%+15+125.0%Added
Pinnacle Wealth Planning Services, Inc.27$4.12K0.00%+27New
Birchwood Financial Partners, Inc.23$3.51K0.00%+23New
Elyxium Wealth, LLC20$3.05K0.00%+20New
Ancora Advisors, LLC19$2.90K0.00%+4+26.7%Added
UMA Financial Services, Inc.18$2.75K0.00%+18New
Cornerstone Planning Group LLC17$2.39K0.00%−1,047−98.4%Reduced
Bell Investment Advisors, Inc15$2.29K0.00%+4+36.4%Added
Brown Brothers Harriman & Co13$1.98K0.00%00.0%Unchanged
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
Sunbelt Securities, Inc.10$1.52K0.00%−2−16.7%Reduced
Rakuten Securities, Inc.10$1.52K0.00%+10New
Golden State Wealth Management, LLC9$1.37K0.00%+9New
Private Wealth Management Group, LLC8$1.22K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.8$1.22K0.00%+4+100.0%Added
Signature Equity Partners, LLC7$1.07K0.00%+7New
Avion Wealth12$1.00K0.00%+9+300.0%Added
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
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
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
Greykasell Wealth Strategies, Inc.2$3050.00%00.0%Unchanged
Dunhill Financial, LLC1$1540.00%+1New
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
Bay Harbor Wealth Management, LLC1$1520.00%−1−50.0%Reduced
Macquarie Group Ltd0$00.00%−429,855−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−203,900−100.0%Sold out
Formuepleje A/S0$00.00%−185,067−100.0%Sold out
Amiral Gestion0$00.00%−84,703−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−57,486−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−49,041−100.0%Sold out
Magnetar Financial LLC0$00.00%−47,286−100.0%Sold out
OP Asset Management Ltd0$00.00%−42,849−100.0%Sold out
Twinbeech Capital LP0$00.00%−33,134−100.0%Sold out
King Luther Capital Management Corp0$00.00%−30,998−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−29,233−100.0%Sold out
Empowered Funds, LLC0$00.00%−19,304−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−13,337−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−12,600−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−11,454−100.0%Sold out
Azzad Asset Management Inc0$00.00%−9,590−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−9,440−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−8,947−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−8,449−100.0%Sold out
Maytus Capital Management, LLC0$00.00%−8,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,900−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−6,266−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−6,192−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−6,133−100.0%Sold out
Aigen Investment Management, LP0$00.00%−5,887−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−5,814−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,759−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−5,428−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−5,400−100.0%Sold out
Brighton Jones LLC0$00.00%−4,873−100.0%Sold out
Axq Capital, LP0$00.00%−4,551−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−4,424−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−4,215−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−3,575−100.0%Sold out