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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 2,322 | $250.9K | 0.03% | −11−0.5% | Reduced |
| Oxford Financial Group Ltd | 2,303 | $248.8K | 0.01% | −4,330−65.3% | Reduced |
| Caitlin John, LLC | 2,282 | $246.5K | 0.15% | −262−10.3% | Reduced |
| Camden Capital, LLC | 2,275 | $245.8K | 0.02% | −289−11.3% | Reduced |
| DnB Asset Management AS | 2,272 | $245.5K | 0.00% | +2,272 | New |
| Krilogy Financial LLC | 2,435 | $245.1K | 0.01% | −795−24.6% | Reduced |
| Nomura Holdings Inc | 2,256 | $243.7K | 0.00% | +2,256 | New |
| Sanctuary Advisors, LLC | 2,249 | $243.0K | 0.00% | +264+13.3% | Added |
| Sagespring Wealth Partners, LLC | 2,244 | $242.4K | 0.00% | +2,244 | New |
| Mirabella Financial Services LLP | 2,233 | $241.3K | 0.02% | −35−1.5% | Reduced |
| Park Avenue Securities LLC | 2,218 | $240.0K | 0.00% | −326−12.8% | Reduced |
| Knollwood Investment Advisory, LLC | 2,200 | $237.7K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,187 | $236.2K | 0.00% | −1,245−36.3% | 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 |
| Versant Capital Management, Inc | 2,154 | $232.7K | 0.02% | −391−15.4% | Reduced |
| New York Life Investment Management LLC | 2,146 | $231.9K | 0.00% | −48−2.2% | Reduced |
| Savant Capital, LLC | 2,130 | $230.1K | 0.00% | +2,130 | New |
| Lido Advisors, LLC | 2,130 | $230.1K | 0.00% | +78+3.8% | Added |
| Wealth Alliance | 2,048 | $221.3K | 0.02% | +329+19.1% | Added |
| Maryland State Retirement & Pension System | 2,028 | $219.1K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 2,013 | $217.5K | 0.03% | −22−1.1% | Reduced |
| Parkside Financial Bank & Trust | 2,007 | $216.8K | 0.02% | +602+42.8% | Added |
| Wedmont Private Capital | 2,102 | $215.3K | 0.01% | +529+33.6% | Added |
| Pallas Capital Advisors LLC | 1,972 | $213.1K | 0.01% | −2,738−58.1% | Reduced |
| GAMMA Investing LLC | 1,961 | $211.9K | 0.01% | +413+26.7% | Added |
| Commerce Bank | 1,949 | $210.6K | 0.00% | −897−31.5% | Reduced |
| ProShare Advisors LLC | 1,922 | $207.7K | 0.00% | −6−0.3% | Reduced |
| Simplex Trading, LLC | 1,891 | $204.3K | 0.01% | +1,580+508.0% | Added |
| Fideuram Asset Management (Ireland) dac | 1,793 | $201.6K | 0.03% | −313−14.9% | Reduced |
| Bessemer Group Inc | 1,812 | $196.0K | 0.00% | −71−3.8% | Reduced |
| Eurizon SLJ Capital Ltd | 1,793 | $194.8K | 0.09% | +1,793 | New |
| Pensionmark Financial Group, LLC | 1,789 | $193.3K | 0.00% | +1,789 | New |
| Allworth Financial LP | 1,761 | $190.3K | 0.00% | +857+94.8% | Added |
| Globeflex Capital L P | 1,624 | $175.5K | 0.03% | +1,275+365.3% | Added |
| Rothschild Investment LLC | 1,619 | $174.9K | 0.01% | +947+140.9% | Added |
| EverSource Wealth Advisors, LLC | 1,404 | $151.7K | 0.00% | +180+14.7% | Added |
| Kemnay Advisory Services Inc. | 1,365 | $147.5K | 0.02% | +614+81.8% | Added |
| Tower Research Capital LLC (TRC) | 1,304 | $140.9K | 0.00% | −364−21.8% | Reduced |
| Essential Partners LLC | 1,157 | $125.0K | 0.04% | −712−38.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,105 | $119.3K | 0.00% | −957−46.4% | Reduced |
| STRS Ohio | 1,049 | $113.3K | 0.00% | −1−0.1% | Reduced |
| Farther Finance Advisors, LLC | 1,014 | $106.7K | 0.00% | −100−9.0% | Reduced |
| Umb Bank N A | 939 | $101.5K | 0.00% | +176+23.1% | Added |
| Eurizon Capital SGR S.p.A. | 916 | $100.0K | 0.00% | +58+6.8% | Added |
| State of Wyoming | 861 | $93.0K | 0.01% | +119+16.0% | Added |
| Larson Financial Group LLC | 803 | $86.8K | 0.00% | +685+580.5% | Added |
| Geneos Wealth Management Inc. | 763 | $82.4K | 0.00% | +713+1,426.0% | Added |
| Quarry LP | 728 | $78.7K | 0.02% | +436+149.3% | Added |
| Walleye Trading LLC | 703 | $76.0K | 0.00% | +703 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $74.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 492 | $54.0K | 0.04% | −454−48.0% | Reduced |
| Massmutual Trust Co FSB | 456 | $49.3K | 0.00% | +266+140.0% | Added |
| Parallel Advisors, LLC | 451 | $48.7K | 0.00% | +167+58.8% | Added |
| Sterling Capital Management LLC | 410 | $44.3K | 0.00% | −93−18.5% | Reduced |
| Banque Cantonale Vaudoise | 371 | $40.0K | 0.00% | −89−19.3% | Reduced |
| AdvisorNet Financial, Inc | 369 | $39.9K | 0.00% | −3−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 347 | $37.5K | 0.00% | +282+433.8% | Added |
| Ronald Blue Trust, Inc. | 331 | $35.8K | 0.00% | +14+4.4% | Added |
| Smartleaf Asset Management LLC | 324 | $35.2K | 0.00% | −125−27.8% | Reduced |
| Park Place Capital Corp | 305 | $33.0K | 0.01% | −14−4.4% | Reduced |
| Clear Street Markets LLC | 300 | $32.4K | 0.02% | +300 | New |
| True Wealth Design, LLC | 298 | $32.2K | 0.01% | −112−27.3% | Reduced |
| Advisory Services Network, LLC | 286 | $30.9K | 0.00% | +286 | New |
| Los Angeles Capital Management LLC | 266 | $28.7K | 0.00% | +53+24.9% | Added |
| Mather Group, LLC. | 266 | $28.7K | 0.00% | +266 | New |
| Basecamp Wealth Advisors LLC | 261 | $28.2K | 0.01% | +255+4,250.0% | Added |
| Hughes Financial Services, LLC | 252 | $27.2K | 0.00% | +1+0.4% | Added |
| Optiver Holding B.V. | 241 | $26.0K | 0.00% | +237+5,925.0% | Added |
| SBI Securities Co., Ltd. | 235 | $25.4K | 0.00% | −6−2.5% | Reduced |
| Advisors Asset Management, Inc. | 225 | $24.3K | 0.00% | −1−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 213 | $23.0K | 0.00% | +120+129.0% | Added |
| IFP Advisors, Inc | 197 | $21.3K | 0.00% | −207−51.2% | Reduced |
| Golden State Equity Partners | 177 | $19.1K | 0.00% | +177 | New |
| Wellington-Altus USA Inc. | 170 | $17.8K | 0.01% | −21−11.0% | Reduced |
| Assetmark, Inc | 116 | $12.5K | 0.00% | −34−22.7% | Reduced |
| Bogart Wealth, LLC | 112 | $12.1K | 0.00% | +73+187.2% | Added |
| Huntington National Bank | 111 | $12.0K | 0.00% | −110−49.8% | Reduced |
| Meramec Financial Planners, LLC | 114 | $11.8K | 0.00% | +60+111.1% | Added |
| Employees Retirement System of Texas | 98 | $11.0K | 0.00% | −181−64.9% | Reduced |
| JPL Wealth Management, LLC | 99 | $10.7K | 0.00% | +99 | New |
| Bare Financial Services, Inc | 96 | $10.4K | 0.00% | +92+2,300.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 89 | $9.62K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 85 | $9.18K | 0.00% | +66+347.4% | Added |
| Owl Creek Wealth Partners LLC | 80 | $8.64K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 74 | $8.00K | 0.00% | +59+393.3% | Added |
| Highline Wealth Partners LLC | 73 | $7.89K | 0.00% | +73 | New |
| Estabrook Capital Management | 70 | $7.56K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 61 | $6.59K | 0.00% | +34+125.9% | Added |
| International Assets Investment Management, LLC | 62 | $6.52K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 57 | $6.16K | 0.00% | −2−3.4% | Reduced |
| Wealth Preservation Advisors, LLC | 48 | $5.19K | 0.00% | +48 | New |
| Colonial Trust Co | 47 | $5.11K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 47 | $5.08K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $4.54K | 0.00% | +42 | New |
| Hilltop National Bank | 39 | $4.21K | 0.00% | −558−93.5% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $4.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $4.00K | 0.00% | +39 | New |