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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 803 | $86.8K | 0.00% | +685+580.5% | Added |
| State of Wyoming | 861 | $93.0K | 0.01% | +119+16.0% | Added |
| Eurizon Capital SGR S.p.A. | 916 | $100.0K | 0.00% | +58+6.8% | Added |
| Umb Bank N A | 939 | $101.5K | 0.00% | +176+23.1% | Added |
| Farther Finance Advisors, LLC | 1,014 | $106.7K | 0.00% | −100−9.0% | Reduced |
| STRS Ohio | 1,049 | $113.3K | 0.00% | −1−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,105 | $119.3K | 0.00% | −957−46.4% | Reduced |
| Essential Partners LLC | 1,157 | $125.0K | 0.04% | −712−38.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,304 | $140.9K | 0.00% | −364−21.8% | Reduced |
| Kemnay Advisory Services Inc. | 1,365 | $147.5K | 0.02% | +614+81.8% | Added |
| EverSource Wealth Advisors, LLC | 1,404 | $151.7K | 0.00% | +180+14.7% | Added |
| Rothschild Investment LLC | 1,619 | $174.9K | 0.01% | +947+140.9% | Added |
| Globeflex Capital L P | 1,624 | $175.5K | 0.03% | +1,275+365.3% | Added |
| Allworth Financial LP | 1,761 | $190.3K | 0.00% | +857+94.8% | Added |
| Pensionmark Financial Group, LLC | 1,789 | $193.3K | 0.00% | +1,789 | New |
| Eurizon SLJ Capital Ltd | 1,793 | $194.8K | 0.09% | +1,793 | New |
| Bessemer Group Inc | 1,812 | $196.0K | 0.00% | −71−3.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,793 | $201.6K | 0.03% | −313−14.9% | Reduced |
| Simplex Trading, LLC | 1,891 | $204.3K | 0.01% | +1,580+508.0% | Added |
| ProShare Advisors LLC | 1,922 | $207.7K | 0.00% | −6−0.3% | Reduced |
| Commerce Bank | 1,949 | $210.6K | 0.00% | −897−31.5% | Reduced |
| GAMMA Investing LLC | 1,961 | $211.9K | 0.01% | +413+26.7% | Added |
| Pallas Capital Advisors LLC | 1,972 | $213.1K | 0.01% | −2,738−58.1% | Reduced |
| Wedmont Private Capital | 2,102 | $215.3K | 0.01% | +529+33.6% | Added |
| Parkside Financial Bank & Trust | 2,007 | $216.8K | 0.02% | +602+42.8% | Added |
| Optas, LLC | 2,013 | $217.5K | 0.03% | −22−1.1% | Reduced |
| Maryland State Retirement & Pension System | 2,028 | $219.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 2,048 | $221.3K | 0.02% | +329+19.1% | Added |
| Lido Advisors, LLC | 2,130 | $230.1K | 0.00% | +78+3.8% | Added |
| Savant Capital, LLC | 2,130 | $230.1K | 0.00% | +2,130 | New |
| New York Life Investment Management LLC | 2,146 | $231.9K | 0.00% | −48−2.2% | Reduced |
| Versant Capital Management, Inc | 2,154 | $232.7K | 0.02% | −391−15.4% | Reduced |
| Integrated Quantitative Investments LLC | 2,169 | $234.3K | 0.04% | −5,890−73.1% | Reduced |
| Legato Capital Management LLC | 2,169 | $234.3K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,187 | $236.2K | 0.00% | −1,245−36.3% | Reduced |
| Knollwood Investment Advisory, LLC | 2,200 | $237.7K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,218 | $240.0K | 0.00% | −326−12.8% | Reduced |
| Mirabella Financial Services LLP | 2,233 | $241.3K | 0.02% | −35−1.5% | Reduced |
| Sagespring Wealth Partners, LLC | 2,244 | $242.4K | 0.00% | +2,244 | New |
| Sanctuary Advisors, LLC | 2,249 | $243.0K | 0.00% | +264+13.3% | Added |
| Nomura Holdings Inc | 2,256 | $243.7K | 0.00% | +2,256 | New |
| Krilogy Financial LLC | 2,435 | $245.1K | 0.01% | −795−24.6% | Reduced |
| DnB Asset Management AS | 2,272 | $245.5K | 0.00% | +2,272 | New |
| Camden Capital, LLC | 2,275 | $245.8K | 0.02% | −289−11.3% | Reduced |
| Caitlin John, LLC | 2,282 | $246.5K | 0.15% | −262−10.3% | Reduced |
| Oxford Financial Group Ltd | 2,303 | $248.8K | 0.01% | −4,330−65.3% | Reduced |
| Gilbert & Cook, Inc. | 2,322 | $250.9K | 0.03% | −11−0.5% | Reduced |
| Utah Retirement Systems | 2,382 | $257.4K | 0.00% | −4,900−67.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,393 | $258.5K | 0.00% | +131+5.8% | Added |
| MAI Capital Management | 2,398 | $259.1K | 0.00% | +2,181+1,005.1% | Added |
| Cresset Asset Management, LLC | 2,419 | $261.3K | 0.00% | +1,070+79.3% | Added |
| Machina Capital S.A.S. | 2,428 | $262.3K | 0.05% | −200−7.6% | Reduced |
| R Squared Ltd | 2,433 | $262.9K | 0.14% | −1,806−42.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,466 | $266.4K | 0.03% | +2,466 | New |
| Janney Montgomery Scott LLC | 2,496 | $270.0K | 0.00% | −775−23.7% | Reduced |
| CIBC Bancorp USA Inc. | 2,518 | $272.0K | 0.00% | +2,518 | New |
| Vident Advisory, LLC | 2,519 | $272.2K | 0.00% | +2,519 | New |
| Graham Capital Management, L.P. | 2,519 | $272.2K | 0.01% | −1,631−39.3% | Reduced |
| Warren Averett Asset Management, LLC | 2,553 | $275.8K | 0.00% | +2,553 | New |
| Crestwood Advisors Group LLC | 2,606 | $281.6K | 0.00% | +1,125+76.0% | Added |
| Quadrant Capital Group LLC | 2,701 | $291.8K | 0.01% | −5,796−68.2% | Reduced |
| Callan Family Office, LLC | 2,704 | $292.1K | 0.01% | +935+52.9% | Added |
| HB Wealth Management, LLC | 2,740 | $296.1K | 0.00% | +2,740 | New |
| Diversified Trust Co | 2,756 | $297.8K | 0.01% | +21+0.8% | Added |
| SRS Capital Advisors, Inc. | 2,775 | $299.8K | 0.01% | +2,042+278.6% | Added |
| Yorktown Management & Research Co Inc | 2,800 | $302.5K | 0.25% | −500−15.2% | Reduced |
| Lifestyle Asset Management, Inc. | 2,806 | $303.2K | 0.10% | +704+33.5% | Added |
| Lake Street Financial LLC | 2,851 | $308.0K | 0.04% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,925 | $316.0K | 0.16% | +2,925 | New |
| TCG Advisory Services, LLC | 2,928 | $316.3K | 0.01% | +1,013+52.9% | Added |
| Capstone Investment Advisors, LLC | 2,933 | $316.9K | 0.00% | +2,933 | New |
| Hantz Financial Services, Inc. | 2,950 | $319.0K | 0.00% | +1,914+184.7% | Added |
| M&T Bank Corp | 2,997 | $323.8K | 0.00% | +1,430+91.3% | Added |
| Quantbot Technologies LP | 3,013 | $325.5K | 0.01% | −14,391−82.7% | Reduced |
| Empowered Funds, LLC | 3,015 | $325.7K | 0.00% | +3,015 | New |
| Frec Markets, Inc. | 3,072 | $331.9K | 0.06% | +3,072 | New |
| ISAM Funds (UK) Ltd | 3,098 | $334.7K | 0.17% | −465−13.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,151 | $340.4K | 0.00% | −234−6.9% | Reduced |
| Securian Asset Management, Inc | 3,155 | $340.9K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3,166 | $342.1K | 0.00% | +3,166 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,209 | $346.7K | 0.01% | +1,181+58.2% | Added |
| Peterson Wealth Services | 3,217 | $347.6K | 0.09% | +3,159+5,446.6% | Added |
| Bull Harbor Capital LLC | 3,244 | $350.5K | 0.09% | +3,244 | New |
| Public Employees Retirement Association of Colorado | 3,505 | $379.0K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,687 | $391.3K | 0.01% | +748+25.5% | Added |
| Ethic Inc. | 3,629 | $392.1K | 0.01% | +2,310+175.1% | Added |
| Boothbay Fund Management, LLC | 3,651 | $394.5K | 0.01% | +3,651 | New |
| DRW Securities, LLC | 3,677 | $397.3K | 0.02% | +3,677 | New |
| The PNC Financial Services Group, Inc. | 3,976 | $429.6K | 0.00% | +557+16.3% | Added |
| Qsemble Capital Management, LP | 3,988 | $430.9K | 0.03% | +1,241+45.2% | Added |
| Ensign Peak Advisors, Inc | 4,076 | $440.4K | 0.00% | −43,628−91.5% | Reduced |
| Freestone Grove Partners LP | 4,127 | $445.9K | 0.00% | +4,127 | New |
| Liontrust Investment Partners LLP | 4,137 | $447.0K | 0.01% | −605,609−99.3% | Reduced |
| Syon Capital LLC | 4,173 | $450.9K | 0.02% | −906−17.8% | Reduced |
| State of Alaska, Department of Revenue | 4,232 | $457.0K | 0.00% | −105−2.4% | Reduced |
| Great Lakes Advisors, LLC | 4,230 | $457.0K | 0.00% | −6−0.1% | Reduced |
| Royce & Associates LP | 4,288 | $463.3K | 0.00% | −12,503−74.5% | Reduced |
| Signaturefd, LLC | 4,308 | $465.4K | 0.01% | +3,490+426.7% | Added |
| Evergreen Capital Management LLC | 4,339 | $468.8K | 0.01% | +4,339 | New |
| Alps Advisors Inc | 4,530 | $489.4K | 0.00% | +1,820+67.2% | Added |