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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 36 | $3.89K | 0.00% | −68−65.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 35 | $3.78K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 32 | $3.46K | 0.00% | −2−5.9% | Reduced |
| Avion Wealth | 36 | $3.00K | 0.00% | +24+200.0% | Added |
| Root Financial Partners, LLC | 26 | $2.81K | 0.00% | −17−39.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 25 | $2.70K | 0.00% | +17+212.5% | Added |
| Quent Capital, LLC | 24 | $2.59K | 0.00% | −113−82.5% | Reduced |
| MV Capital Management, Inc. | 24 | $2.59K | 0.00% | +23+2,300.0% | Added |
| Kilter Group LLC | 23 | $2.48K | 0.00% | +23 | New |
| Horizon Investments, LLC | 22 | $2.38K | 0.00% | −596−96.4% | Reduced |
| Birchwood Financial Partners, Inc. | 22 | $2.38K | 0.00% | −1−4.3% | Reduced |
| Private Wealth Management Group, LLC | 21 | $2.27K | 0.00% | +13+162.5% | Added |
| Rialto Wealth Management, LLC | 20 | $2.16K | 0.00% | +19+1,900.0% | Added |
| CVA Family Office, LLC | 19 | $2.05K | 0.00% | +16+533.3% | Added |
| Whittier Trust Co of Nevada Inc | 19 | $2.03K | 0.00% | −89−82.4% | Reduced |
| Principia Wealth Advisory, LLC | 18 | $1.95K | 0.00% | +6+50.0% | Added |
| Cornerstone Planning Group LLC | 18 | $1.94K | 0.00% | +1+5.9% | Added |
| SHP Wealth Management | 13 | $1.40K | 0.00% | +13 | New |
| Bayban | 12 | $1.30K | 0.00% | +12 | New |
| JNBA Financial Advisors | 11 | $1.19K | 0.00% | +11 | New |
| Spire Wealth Management | 11 | $1.19K | 0.00% | −1−8.3% | Reduced |
| Clearstead Advisors, LLC | 10 | $1.08K | 0.00% | −193−95.1% | Reduced |
| Quaker Wealth Management, LLC | 9 | $973 | 0.00% | +3+50.0% | Added |
| Fortitude Family Office, LLC | 9 | $972 | 0.00% | −71−88.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 8 | $864 | 0.00% | −49−86.0% | Reduced |
| Sunbelt Securities, Inc. | 8 | $864 | 0.00% | −2−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $757 | 0.00% | −5−41.7% | Reduced |
| Signature Equity Partners, LLC | 7 | $756 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $756 | 0.00% | +4+133.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 7 | $756 | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 6 | $648 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $540 | 0.00% | −1−16.7% | Reduced |
| Cornerstone Financial Management LLC | 5 | $540 | 0.00% | +5 | New |
| Leonteq Securities AG | 4 | $432 | 0.00% | −290−98.6% | Reduced |
| UMA Financial Services, Inc. | 3 | $325 | 0.00% | −15−83.3% | Reduced |
| American Capital Advisory, LLC | 3 | $325 | 0.00% | −1−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3 | $324 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3 | $324 | 0.00% | +2+200.0% | Added |
| Rossby Financial, LCC | 3 | $316 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $216 | 0.00% | −8−80.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2 | $216 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $216 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $109 | 0.00% | −2−66.7% | Reduced |
| Dunhill Financial, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $109 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $108 | 0.00% | −66−98.5% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −442,100−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −182,047−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −141,220−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −121,383−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −96,243−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −61,412−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −59,141−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −33,714−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −33,279−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −32,389−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −29,683−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −28,108−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −26,159−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,627−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −10,779−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,658−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −7,350−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −6,148−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −6,343−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,458−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |