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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, Q1 2026

Institutional positions in Paylocity Holding Corp as of Mar 31, 2026. 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
447
−12 vs. Q4 2025
Shares held
44.6M
+6.12M (+15.9%) vs. Q4 2025
Total value
$4.82B
−$1.05B (−17.8%) vs. Q4 2025
New holders
70
194 more added
Sold out
82
148 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 447 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 heldQ1 2026: $4.82B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2025.

Institutions holding PCTY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Activest Wealth Management1$1080.00%−66−98.5%Reduced
DiNuzzo Private Wealth, Inc.1$1090.00%−2−66.7%Reduced
Dunhill Financial, LLC1$1090.00%00.0%Unchanged
Manchester Capital Management LLC1$1090.00%00.0%Unchanged
3 Factor Indexing, LLC1$1090.00%+1New
Rakuten Securities, Inc.2$2160.00%−8−80.0%Reduced
Greykasell Wealth Strategies, Inc.2$2160.00%00.0%Unchanged
TD Private Client Wealth LLC2$2160.00%+2New
Rossby Financial, LCC3$3160.00%+3New
Cullen/Frost Bankers, Inc.3$3240.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.3$3240.00%+2+200.0%Added
UMA Financial Services, Inc.3$3250.00%−15−83.3%Reduced
American Capital Advisory, LLC3$3250.00%−1−25.0%Reduced
Leonteq Securities AG4$4320.00%−290−98.6%Reduced
Creative Financial Designs Inc5$5400.00%−1−16.7%Reduced
Cornerstone Financial Management LLC5$5400.00%+5New
Ameriflex Group, Inc.6$6480.00%00.0%Unchanged
Signature Equity Partners, LLC7$7560.00%00.0%Unchanged
Cromwell Holdings LLC7$7560.00%+4+133.3%Added
Twin Peaks Wealth Advisors, LLC7$7560.00%+7New
JFS Wealth Advisors, LLC7$7570.00%−5−41.7%Reduced
Northwestern Mutual Wealth Management Co8$8640.00%−49−86.0%Reduced
Sunbelt Securities, Inc.8$8640.00%−2−20.0%Reduced
Fortitude Family Office, LLC9$9720.00%−71−88.8%Reduced
Quaker Wealth Management, LLC9$9730.00%+3+50.0%Added
Clearstead Advisors, LLC10$1.08K0.00%−193−95.1%Reduced
Spire Wealth Management11$1.19K0.00%−1−8.3%Reduced
JNBA Financial Advisors11$1.19K0.00%+11New
Bayban12$1.30K0.00%+12New
SHP Wealth Management13$1.40K0.00%+13New
Cornerstone Planning Group LLC18$1.94K0.00%+1+5.9%Added
Principia Wealth Advisory, LLC18$1.95K0.00%+6+50.0%Added
Whittier Trust Co of Nevada Inc19$2.03K0.00%−89−82.4%Reduced
CVA Family Office, LLC19$2.05K0.00%+16+533.3%Added
Rialto Wealth Management, LLC20$2.16K0.00%+19+1,900.0%Added
Private Wealth Management Group, LLC21$2.27K0.00%+13+162.5%Added
Horizon Investments, LLC22$2.38K0.00%−596−96.4%Reduced
Birchwood Financial Partners, Inc.22$2.38K0.00%−1−4.3%Reduced
Kilter Group LLC23$2.48K0.00%+23New
Quent Capital, LLC24$2.59K0.00%−113−82.5%Reduced
MV Capital Management, Inc.24$2.59K0.00%+23+2,300.0%Added
Transamerica Financial Advisors, Inc.25$2.70K0.00%+17+212.5%Added
Root Financial Partners, LLC26$2.81K0.00%−17−39.5%Reduced
Avion Wealth36$3.00K0.00%+24+200.0%Added
South State Corp.32$3.46K0.00%−2−5.9%Reduced
Murphy & Mullick Capital Management Corp35$3.78K0.00%00.0%Unchanged
SJS Investment Consulting Inc.36$3.89K0.00%−68−65.4%Reduced
Capital Advisors, Ltd. LLC39$4.00K0.00%+39New
Farmers & Merchants Investments Inc38$4.11K0.00%00.0%Unchanged
Hilltop National Bank39$4.21K0.00%−558−93.5%Reduced
GHP Investment Advisors, Inc.42$4.54K0.00%+42New
CoreCap Advisors, LLC47$5.08K0.00%00.0%Unchanged
Colonial Trust Co47$5.11K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC48$5.19K0.00%+48New
ZRC Wealth Management, LLC57$6.16K0.00%−2−3.4%Reduced
International Assets Investment Management, LLC62$6.52K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.61$6.59K0.00%+34+125.9%Added
Estabrook Capital Management70$7.56K0.00%00.0%Unchanged
Highline Wealth Partners LLC73$7.89K0.00%+73New
Bell Investment Advisors, Inc74$8.00K0.00%+59+393.3%Added
Owl Creek Wealth Partners LLC80$8.64K0.00%+80New
Ancora Advisors, LLC85$9.18K0.00%+66+347.4%Added
Steward Partners Investment Advisory, LLC89$9.62K0.00%00.0%Unchanged
Roble, Belko & Company, Inc89$10.0K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.93$10.0K0.00%00.0%Unchanged
Bare Financial Services, Inc96$10.4K0.00%+92+2,300.0%Added
JPL Wealth Management, LLC99$10.7K0.00%+99New
Employees Retirement System of Texas98$11.0K0.00%−181−64.9%Reduced
Meramec Financial Planners, LLC114$11.8K0.00%+60+111.1%Added
Huntington National Bank111$12.0K0.00%−110−49.8%Reduced
Bogart Wealth, LLC112$12.1K0.00%+73+187.2%Added
Assetmark, Inc116$12.5K0.00%−34−22.7%Reduced
Wellington-Altus USA Inc.170$17.8K0.01%−21−11.0%Reduced
Golden State Equity Partners177$19.1K0.00%+177New
IFP Advisors, Inc197$21.3K0.00%−207−51.2%Reduced
Nisa Investment Advisors, LLC213$23.0K0.00%+120+129.0%Added
Advisors Asset Management, Inc.225$24.3K0.00%−1−0.4%Reduced
SBI Securities Co., Ltd.235$25.4K0.00%−6−2.5%Reduced
Optiver Holding B.V.241$26.0K0.00%+237+5,925.0%Added
Hughes Financial Services, LLC252$27.2K0.00%+1+0.4%Added
Basecamp Wealth Advisors LLC261$28.2K0.01%+255+4,250.0%Added
Los Angeles Capital Management LLC266$28.7K0.00%+53+24.9%Added
Mather Group, LLC.266$28.7K0.00%+266New
Advisory Services Network, LLC286$30.9K0.00%+286New
True Wealth Design, LLC298$32.2K0.01%−112−27.3%Reduced
Clear Street Markets LLC300$32.4K0.02%+300New
Park Place Capital Corp305$33.0K0.01%−14−4.4%Reduced
Smartleaf Asset Management LLC324$35.2K0.00%−125−27.8%Reduced
Ronald Blue Trust, Inc.331$35.8K0.00%+14+4.4%Added
Rockefeller Capital Management L.P.347$37.5K0.00%+282+433.8%Added
AdvisorNet Financial, Inc369$39.9K0.00%−3−0.8%Reduced
Banque Cantonale Vaudoise371$40.0K0.00%−89−19.3%Reduced
Sterling Capital Management LLC410$44.3K0.00%−93−18.5%Reduced
Parallel Advisors, LLC451$48.7K0.00%+167+58.8%Added
Massmutual Trust Co FSB456$49.3K0.00%+266+140.0%Added
Covestor Ltd492$54.0K0.04%−454−48.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main690$74.5K0.00%00.0%Unchanged
Walleye Trading LLC703$76.0K0.00%+703New
Quarry LP728$78.7K0.02%+436+149.3%Added
Geneos Wealth Management Inc.763$82.4K0.00%+713+1,426.0%Added