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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 8,687 | $938.5K | 0.00% | +7,228+495.4% | Added |
| Alamar Capital Management, LLC | 8,553 | $924.1K | 0.56% | −15,905−65.0% | Reduced |
| Johnson Investment Counsel Inc | 8,504 | $918.8K | 0.01% | +2,835+50.0% | Added |
| Bullseye Asset Management LLC | 8,457 | $913.0K | 0.53% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,400 | $908.0K | 0.03% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 8,306 | $897.4K | 0.26% | +2,523+43.6% | Added |
| Cetera Investment Advisers | 8,302 | $897.0K | 0.00% | −1,788−17.7% | Reduced |
| Prudential Financial Inc | 8,124 | $877.7K | 0.00% | +450+5.9% | Added |
| Ameritas Investment Partners, Inc. | 8,073 | $872.2K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,888 | $852.2K | 0.05% | +7,888 | New |
| Bank of Nova Scotia | 7,800 | $842.7K | 0.00% | −48,427−86.1% | Reduced |
| Chicago Capital, LLC | 7,693 | $831.2K | 0.02% | −89,886−92.1% | Reduced |
| Brinker Capital Investments, LLC | 7,630 | $824.3K | 0.01% | +1,170+18.1% | Added |
| Fisher Asset Management, LLC | 7,606 | $821.8K | 0.00% | +224+3.0% | Added |
| Pictet Asset Management Holding SA | 7,458 | $805.8K | 0.00% | −190,692−96.2% | Reduced |
| Brighton Jones LLC | 7,397 | $799.2K | 0.02% | +7,397 | New |
| Keeler Thomas Management LLC | 7,352 | $794.3K | 0.34% | +7,352 | New |
| Y-Intercept (Hong Kong) Ltd | 7,238 | $782.0K | 0.01% | +7,238 | New |
| Aaron Wealth Advisors | 7,143 | $771.7K | 0.04% | +2,769+63.3% | Added |
| Smith Group Asset Management, LLC | 6,906 | $746.1K | 0.04% | +4,247+159.7% | Added |
| Buckland Partners Management Co LLC | 6,700 | $723.9K | 0.44% | +600+9.8% | Added |
| Zions Bancorporation, National Association | 6,633 | $716.6K | 0.05% | −4,113−38.3% | Reduced |
| Bank of Montreal | 6,395 | $690.9K | 0.00% | +938+17.2% | Added |
| US Bancorp | 6,373 | $688.5K | 0.00% | +319+5.3% | Added |
| Integrated Wealth Concepts LLC | 6,230 | $673.1K | 0.01% | +4,324+226.9% | Added |
| Neuberger Berman Group LLC | 6,176 | $667.3K | 0.00% | +3,673+146.7% | Added |
| EntryPoint Capital, LLC | 6,136 | $662.9K | 0.19% | +6,136 | New |
| Jefferies Financial Group Inc. | 6,105 | $659.6K | 0.01% | +6,105 | New |
| Inscription Capital, LLC | 6,019 | $650.3K | 0.07% | +2,889+92.3% | Added |
| Union Bancaire Privee, UBP SA | 6,110 | $643.9K | 0.01% | −1,442−19.1% | Reduced |
| Commonwealth Equity Services, LLC | 5,827 | $629.5K | 0.00% | +4,414+312.4% | Added |
| AlphaGrep UK Ltd | 5,798 | $626.4K | 0.18% | +2,819+94.6% | Added |
| Skopos Labs, Inc. | 5,793 | $625.9K | 0.02% | +3,272+129.8% | Added |
| Guggenheim Capital LLC | 5,683 | $614.0K | 0.00% | +3,639+178.0% | Added |
| GWM Advisors LLC | 5,669 | $612.5K | 0.00% | +849+17.6% | Added |
| Truist Financial Corp | 5,546 | $599.2K | 0.00% | +346+6.7% | Added |
| Bridgefront Capital, LLC | 5,370 | $580.2K | 0.14% | +3,359+167.0% | Added |
| Boyd Watterson Asset Management LLC | 5,150 | $556.4K | 0.17% | +5,150 | New |
| Atria Investments LLC | 5,040 | $544.5K | 0.01% | +2,677+113.3% | Added |
| CAPROCK Group, Inc. | 5,031 | $543.5K | 0.01% | −9,435−65.2% | Reduced |
| SG Americas Securities, LLC | 4,911 | $531.0K | 0.00% | −13,790−73.7% | Reduced |
| Farringdon Capital, Ltd. | 4,766 | $514.9K | 0.11% | +4,766 | New |
| Buckingham Strategic Partners | 4,738 | $511.9K | 0.01% | +1,465+44.8% | Added |
| Swiss Life Asset Management Ltd | 4,625 | $499.7K | 0.00% | +1,123+32.1% | Added |
| Baker Avenue Asset Management, LP | 4,600 | $497.0K | 0.01% | +876+23.5% | Added |
| Trust Point Inc. | 4,595 | $496.4K | 0.04% | +391+9.3% | Added |
| Kera Capital Partners, Inc. | 4,554 | $492.0K | 0.06% | −502−9.9% | Reduced |
| Alps Advisors Inc | 4,530 | $489.4K | 0.00% | +1,820+67.2% | Added |
| Evergreen Capital Management LLC | 4,339 | $468.8K | 0.01% | +4,339 | New |
| Signaturefd, LLC | 4,308 | $465.4K | 0.01% | +3,490+426.7% | Added |
| Royce & Associates LP | 4,288 | $463.3K | 0.00% | −12,503−74.5% | Reduced |
| Great Lakes Advisors, LLC | 4,230 | $457.0K | 0.00% | −6−0.1% | Reduced |
| State of Alaska, Department of Revenue | 4,232 | $457.0K | 0.00% | −105−2.4% | Reduced |
| Syon Capital LLC | 4,173 | $450.9K | 0.02% | −906−17.8% | Reduced |
| Liontrust Investment Partners LLP | 4,137 | $447.0K | 0.01% | −605,609−99.3% | Reduced |
| Freestone Grove Partners LP | 4,127 | $445.9K | 0.00% | +4,127 | New |
| Ensign Peak Advisors, Inc | 4,076 | $440.4K | 0.00% | −43,628−91.5% | Reduced |
| Qsemble Capital Management, LP | 3,988 | $430.9K | 0.03% | +1,241+45.2% | Added |
| The PNC Financial Services Group, Inc. | 3,976 | $429.6K | 0.00% | +557+16.3% | Added |
| DRW Securities, LLC | 3,677 | $397.3K | 0.02% | +3,677 | New |
| Boothbay Fund Management, LLC | 3,651 | $394.5K | 0.01% | +3,651 | New |
| Ethic Inc. | 3,629 | $392.1K | 0.01% | +2,310+175.1% | Added |
| NorthCrest Asset Manangement, LLC | 3,687 | $391.3K | 0.01% | +748+25.5% | Added |
| Public Employees Retirement Association of Colorado | 3,505 | $379.0K | 0.00% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,244 | $350.5K | 0.09% | +3,244 | New |
| Peterson Wealth Services | 3,217 | $347.6K | 0.09% | +3,159+5,446.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,209 | $346.7K | 0.01% | +1,181+58.2% | Added |
| Toronto Dominion Bank | 3,166 | $342.1K | 0.00% | +3,166 | New |
| Securian Asset Management, Inc | 3,155 | $340.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,151 | $340.4K | 0.00% | −234−6.9% | Reduced |
| ISAM Funds (UK) Ltd | 3,098 | $334.7K | 0.17% | −465−13.1% | Reduced |
| Frec Markets, Inc. | 3,072 | $331.9K | 0.06% | +3,072 | New |
| Empowered Funds, LLC | 3,015 | $325.7K | 0.00% | +3,015 | New |
| Quantbot Technologies LP | 3,013 | $325.5K | 0.01% | −14,391−82.7% | Reduced |
| M&T Bank Corp | 2,997 | $323.8K | 0.00% | +1,430+91.3% | Added |
| Hantz Financial Services, Inc. | 2,950 | $319.0K | 0.00% | +1,914+184.7% | Added |
| Capstone Investment Advisors, LLC | 2,933 | $316.9K | 0.00% | +2,933 | New |
| TCG Advisory Services, LLC | 2,928 | $316.3K | 0.01% | +1,013+52.9% | Added |
| Optimize Financial Inc | 2,925 | $316.0K | 0.16% | +2,925 | New |
| Lake Street Financial LLC | 2,851 | $308.0K | 0.04% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,806 | $303.2K | 0.10% | +704+33.5% | Added |
| Yorktown Management & Research Co Inc | 2,800 | $302.5K | 0.25% | −500−15.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,775 | $299.8K | 0.01% | +2,042+278.6% | Added |
| Diversified Trust Co | 2,756 | $297.8K | 0.01% | +21+0.8% | Added |
| HB Wealth Management, LLC | 2,740 | $296.1K | 0.00% | +2,740 | New |
| Callan Family Office, LLC | 2,704 | $292.1K | 0.01% | +935+52.9% | Added |
| Quadrant Capital Group LLC | 2,701 | $291.8K | 0.01% | −5,796−68.2% | Reduced |
| Crestwood Advisors Group LLC | 2,606 | $281.6K | 0.00% | +1,125+76.0% | Added |
| Warren Averett Asset Management, LLC | 2,553 | $275.8K | 0.00% | +2,553 | New |
| Graham Capital Management, L.P. | 2,519 | $272.2K | 0.01% | −1,631−39.3% | Reduced |
| Vident Advisory, LLC | 2,519 | $272.2K | 0.00% | +2,519 | New |
| CIBC Bancorp USA Inc. | 2,518 | $272.0K | 0.00% | +2,518 | New |
| Janney Montgomery Scott LLC | 2,496 | $270.0K | 0.00% | −775−23.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,466 | $266.4K | 0.03% | +2,466 | New |
| R Squared Ltd | 2,433 | $262.9K | 0.14% | −1,806−42.6% | Reduced |
| Machina Capital S.A.S. | 2,428 | $262.3K | 0.05% | −200−7.6% | Reduced |
| Cresset Asset Management, LLC | 2,419 | $261.3K | 0.00% | +1,070+79.3% | Added |
| MAI Capital Management | 2,398 | $259.1K | 0.00% | +2,181+1,005.1% | Added |
| Crossmark Global Holdings, Inc. | 2,393 | $258.5K | 0.00% | +131+5.8% | Added |
| Utah Retirement Systems | 2,382 | $257.4K | 0.00% | −4,900−67.3% | Reduced |