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, Q2 2026
Institutional positions in Paylocity Holding Corp as of Jun 30, 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
- 471
- +28 vs. Q1 2026
- Shares held
- 46.2M
- +2.07M (+4.7%) vs. Q1 2026
- Total value
- $4.83B
- +$59.8M (+1.3%) vs. Q1 2026
- New holders
- 85
- 189 more added
- Sold out
- 57
- 157 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Paylocity Holding Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 877 | $91.7K | 0.00% | −2,274−72.2% | Reduced |
| Simplex Trading, LLC | 984 | $102.9K | 0.00% | −907−48.0% | Reduced |
| Geneos Wealth Management Inc. | 988 | $103.3K | 0.00% | +225+29.5% | Added |
| True Wealth Design, LLC | 1,011 | $105.7K | 0.03% | +713+239.3% | Added |
| Nisa Investment Advisors, LLC | 1,017 | $106.3K | 0.00% | +804+377.5% | Added |
| Bayforest Capital Ltd | 1,026 | $107.2K | 0.10% | +1,026 | New |
| Farther Finance Advisors, LLC | 1,144 | $119.7K | 0.00% | +130+12.8% | Added |
| IFP Advisors, Inc | 1,181 | $123.5K | 0.00% | +984+499.5% | Added |
| Sterling Capital Management LLC | 1,237 | $129.3K | 0.00% | +827+201.7% | Added |
| Eurizon Capital SGR S.p.A. | 1,293 | $136.8K | 0.00% | +377+41.2% | Added |
| Kemnay Advisory Services Inc. | 1,431 | $149.6K | 0.02% | +66+4.8% | Added |
| Larson Financial Group LLC | 1,495 | $156.3K | 0.00% | +692+86.2% | Added |
| Essential Partners LLC | 1,506 | $157.4K | 0.07% | +349+30.2% | Added |
| STRS Ohio | 1,545 | $161.5K | 0.00% | +496+47.3% | Added |
| Globeflex Capital L P | 1,624 | $169.8K | 0.02% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 1,793 | $190.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,886 | $197.1K | 0.01% | +482+34.3% | Added |
| Parkside Financial Bank & Trust | 1,899 | $198.5K | 0.01% | −108−5.4% | Reduced |
| State of Wyoming | 1,900 | $198.6K | 0.02% | +1,039+120.7% | Added |
| ProShare Advisors LLC | 1,929 | $201.6K | 0.00% | +7+0.4% | Added |
| Everence Capital Management Inc | 1,955 | $204.0K | 0.01% | +1,955 | New |
| Bessemer Group Inc | 1,976 | $207.0K | 0.00% | +164+9.1% | Added |
| Maryland State Retirement & Pension System | 2,028 | $212.0K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,040 | $213.2K | 0.01% | +2,040 | New |
| Park Avenue Securities LLC | 2,048 | $214.0K | 0.00% | −170−7.7% | Reduced |
| DRW Securities, LLC | 2,059 | $215.2K | 0.01% | −1,618−44.0% | Reduced |
| Sagespring Wealth Partners, LLC | 2,068 | $216.2K | 0.00% | −176−7.8% | Reduced |
| Claret Asset Management Corp | 2,133 | $223.0K | 0.02% | +2,133 | New |
| Legato Capital Management LLC | 2,169 | $226.7K | 0.02% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 2,169 | $226.7K | 0.04% | 00.0% | Unchanged |
| Delta Global Management LP | 2,175 | $227.4K | 0.02% | +2,175 | New |
| M&T Bank Corp | 2,179 | $228.0K | 0.00% | −818−27.3% | Reduced |
| Transcend Wealth Collective, LLC | 2,196 | $229.5K | 0.02% | +2,196 | New |
| Cornerstone Wealth Group, LLC | 2,197 | $229.6K | 0.01% | +2,197 | New |
| AlphaGrep UK Ltd | 2,200 | $230.0K | 0.07% | −3,598−62.1% | Reduced |
| Janney Montgomery Scott LLC | 2,200 | $230.0K | 0.00% | −296−11.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,223 | $232.4K | 0.00% | −170−7.1% | Reduced |
| Wedmont Private Capital | 1,970 | $233.4K | 0.01% | −132−6.3% | Reduced |
| 111 Capital | 2,234 | $233.5K | 0.04% | +2,234 | New |
| MML Investors Services, LLC | 2,240 | $234.1K | 0.00% | +53+2.4% | Added |
| Pensionmark Financial Group, LLC | 2,189 | $236.4K | 0.00% | +400+22.4% | Added |
| Utah Retirement Systems | 2,267 | $237.0K | 0.00% | −115−4.8% | Reduced |
| DnB Asset Management AS | 2,272 | $237.5K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 2,280 | $238.3K | 0.00% | −238−9.5% | Reduced |
| Lido Advisors, LLC | 2,324 | $243.0K | 0.00% | +194+9.1% | Added |
| Interchange Capital Partners, LLC | 2,327 | $243.2K | 0.05% | +2,327 | New |
| Venturi Wealth Management, LLC | 2,328 | $243.3K | 0.01% | +2,328 | New |
| Cresset Asset Management, LLC | 2,332 | $243.8K | 0.00% | −87−3.6% | Reduced |
| Vident Advisory, LLC | 2,365 | $247.2K | 0.00% | −154−6.1% | Reduced |
| Oxford Financial Group Ltd | 2,387 | $249.5K | 0.01% | +84+3.6% | Added |
| Linden Thomas Advisory Services, LLC | 2,443 | $255.4K | 0.02% | −23−0.9% | Reduced |
| Nykredit A/S | 2,452 | $256.3K | 0.00% | +2,452 | New |
| Sentinus, LLC | 2,479 | $259.1K | 0.02% | +2,479 | New |
| Callan Family Office, LLC | 2,540 | $265.5K | 0.01% | −164−6.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,545 | $266.0K | 0.00% | +2,545 | New |
| Caxton Associates LLP | 2,666 | $278.7K | 0.01% | +2,666 | New |
| GAMMA Investing LLC | 2,678 | $279.9K | 0.01% | +717+36.6% | Added |
| RMB Capital Management, LLC | 2,715 | $283.8K | 0.00% | +2,715 | New |
| Zions Bancorporation, National Association | 2,726 | $284.9K | 0.02% | −3,907−58.9% | Reduced |
| Trust Point Inc. | 2,848 | $297.7K | 0.03% | −1,747−38.0% | Reduced |
| Lake Street Financial LLC | 2,851 | $298.0K | 0.03% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,915 | $304.7K | 0.11% | −10−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,915 | $304.7K | 0.07% | +2,915 | New |
| RSM US Wealth Management LLC | 2,925 | $305.7K | 0.00% | +2,925 | New |
| R Squared Ltd | 2,934 | $306.7K | 0.16% | +501+20.6% | Added |
| Machina Capital S.A.S. | 2,978 | $311.3K | 0.05% | +550+22.7% | Added |
| Citizens Financial Group Inc | 3,044 | $318.2K | 0.00% | +3,044 | New |
| Sequoia Financial Advisors, LLC | 3,055 | $319.3K | 0.00% | +3,055 | New |
| West Family Investments, Inc. | 3,068 | $320.7K | 0.09% | +3,068 | New |
| Aigen Investment Management, LP | 3,115 | $325.6K | 0.09% | +3,115 | New |
| Parcion Private Wealth LLC | 3,160 | $330.3K | 0.02% | +3,160 | New |
| Waddell & Associates, LLC | 3,205 | $335.0K | 0.02% | +3,205 | New |
| Neuberger Berman Group LLC | 3,227 | $337.3K | 0.00% | −2,949−47.7% | Reduced |
| Allworth Financial LP | 3,235 | $338.1K | 0.00% | +1,474+83.7% | Added |
| Frec Markets, Inc. | 3,256 | $340.4K | 0.03% | +184+6.0% | Added |
| Signaturefd, LLC | 3,283 | $343.2K | 0.00% | −1,025−23.8% | Reduced |
| Proficio Capital Partners LLC | 3,330 | $348.1K | 0.01% | +3,330 | New |
| Jackson Thornton Asset Management, LLC | 3,406 | $356.0K | 0.03% | +3,406 | New |
| Lifestyle Asset Management, Inc. | 3,422 | $357.7K | 0.10% | +616+22.0% | Added |
| Bank of Nova Scotia | 3,424 | $357.9K | 0.00% | −4,376−56.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,436 | $359.2K | 0.01% | +2,132+163.5% | Added |
| Public Employees Retirement Association of Colorado | 3,505 | $366.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,562 | $372.3K | 0.00% | −1,478−29.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,590 | $375.3K | 0.00% | +1,037+40.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,600 | $376.0K | 0.00% | −47,876−93.0% | Reduced |
| Hantz Financial Services, Inc. | 3,679 | $385.0K | 0.01% | +729+24.7% | Added |
| Lecap Asset Management Ltd | 3,767 | $393.8K | 0.17% | +3,767 | New |
| Integrated Wealth Concepts LLC | 3,770 | $394.1K | 0.00% | −2,460−39.5% | Reduced |
| Securian Asset Management, Inc | 3,155 | $397.5K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,816 | $398.9K | 0.01% | −9,913−72.2% | Reduced |
| Sanctuary Advisors, LLC | 3,858 | $403.3K | 0.00% | +1,609+71.5% | Added |
| Vinva Investment Management Ltd | 2,655 | $408.0K | 0.00% | +2,655 | New |
| The PNC Financial Services Group, Inc. | 3,928 | $410.6K | 0.00% | −48−1.2% | Reduced |
| HB Wealth Management, LLC | 3,974 | $415.4K | 0.00% | +1,234+45.0% | Added |
| Great Lakes Advisors, LLC | 4,197 | $438.7K | 0.00% | −33−0.8% | Reduced |
| Aaron Wealth Advisors | 4,200 | $439.0K | 0.02% | −2,943−41.2% | Reduced |
| State of Alaska, Department of Revenue | 4,250 | $444.0K | 0.00% | +18+0.4% | Added |
| Guggenheim Capital LLC | 4,284 | $447.8K | 0.00% | −1,399−24.6% | Reduced |
| Royce & Associates LP | 4,288 | $448.2K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,294 | $448.9K | 0.00% | −3,830−47.1% | Reduced |