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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 3,160 | $330.3K | 0.02% | +3,160 | New |
| Aigen Investment Management, LP | 3,115 | $325.6K | 0.09% | +3,115 | New |
| West Family Investments, Inc. | 3,068 | $320.7K | 0.09% | +3,068 | New |
| Sequoia Financial Advisors, LLC | 3,055 | $319.3K | 0.00% | +3,055 | New |
| Citizens Financial Group Inc | 3,044 | $318.2K | 0.00% | +3,044 | New |
| Machina Capital S.A.S. | 2,978 | $311.3K | 0.05% | +550+22.7% | Added |
| R Squared Ltd | 2,934 | $306.7K | 0.16% | +501+20.6% | Added |
| RSM US Wealth Management LLC | 2,925 | $305.7K | 0.00% | +2,925 | New |
| 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 |
| Lake Street Financial LLC | 2,851 | $298.0K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 2,848 | $297.7K | 0.03% | −1,747−38.0% | Reduced |
| Zions Bancorporation, National Association | 2,726 | $284.9K | 0.02% | −3,907−58.9% | Reduced |
| RMB Capital Management, LLC | 2,715 | $283.8K | 0.00% | +2,715 | New |
| GAMMA Investing LLC | 2,678 | $279.9K | 0.01% | +717+36.6% | Added |
| Caxton Associates LLP | 2,666 | $278.7K | 0.01% | +2,666 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,545 | $266.0K | 0.00% | +2,545 | New |
| Callan Family Office, LLC | 2,540 | $265.5K | 0.01% | −164−6.1% | Reduced |
| Sentinus, LLC | 2,479 | $259.1K | 0.02% | +2,479 | New |
| Nykredit A/S | 2,452 | $256.3K | 0.00% | +2,452 | New |
| Linden Thomas Advisory Services, LLC | 2,443 | $255.4K | 0.02% | −23−0.9% | Reduced |
| Oxford Financial Group Ltd | 2,387 | $249.5K | 0.01% | +84+3.6% | Added |
| Vident Advisory, LLC | 2,365 | $247.2K | 0.00% | −154−6.1% | Reduced |
| Cresset Asset Management, LLC | 2,332 | $243.8K | 0.00% | −87−3.6% | Reduced |
| Venturi Wealth Management, LLC | 2,328 | $243.3K | 0.01% | +2,328 | New |
| Interchange Capital Partners, LLC | 2,327 | $243.2K | 0.05% | +2,327 | New |
| Lido Advisors, LLC | 2,324 | $243.0K | 0.00% | +194+9.1% | Added |
| CIBC Bancorp USA Inc. | 2,280 | $238.3K | 0.00% | −238−9.5% | Reduced |
| DnB Asset Management AS | 2,272 | $237.5K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 2,267 | $237.0K | 0.00% | −115−4.8% | Reduced |
| Pensionmark Financial Group, LLC | 2,189 | $236.4K | 0.00% | +400+22.4% | Added |
| MML Investors Services, LLC | 2,240 | $234.1K | 0.00% | +53+2.4% | Added |
| 111 Capital | 2,234 | $233.5K | 0.04% | +2,234 | New |
| Wedmont Private Capital | 1,970 | $233.4K | 0.01% | −132−6.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,223 | $232.4K | 0.00% | −170−7.1% | Reduced |
| Janney Montgomery Scott LLC | 2,200 | $230.0K | 0.00% | −296−11.9% | Reduced |
| AlphaGrep UK Ltd | 2,200 | $230.0K | 0.07% | −3,598−62.1% | Reduced |
| Cornerstone Wealth Group, LLC | 2,197 | $229.6K | 0.01% | +2,197 | New |
| Transcend Wealth Collective, LLC | 2,196 | $229.5K | 0.02% | +2,196 | New |
| M&T Bank Corp | 2,179 | $228.0K | 0.00% | −818−27.3% | Reduced |
| Delta Global Management LP | 2,175 | $227.4K | 0.02% | +2,175 | 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 |
| Claret Asset Management Corp | 2,133 | $223.0K | 0.02% | +2,133 | New |
| Sagespring Wealth Partners, LLC | 2,068 | $216.2K | 0.00% | −176−7.8% | Reduced |
| DRW Securities, LLC | 2,059 | $215.2K | 0.01% | −1,618−44.0% | Reduced |
| Park Avenue Securities LLC | 2,048 | $214.0K | 0.00% | −170−7.7% | Reduced |
| Meeder Advisory Services, Inc. | 2,040 | $213.2K | 0.01% | +2,040 | New |
| Maryland State Retirement & Pension System | 2,028 | $212.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,976 | $207.0K | 0.00% | +164+9.1% | Added |
| Everence Capital Management Inc | 1,955 | $204.0K | 0.01% | +1,955 | New |
| ProShare Advisors LLC | 1,929 | $201.6K | 0.00% | +7+0.4% | Added |
| State of Wyoming | 1,900 | $198.6K | 0.02% | +1,039+120.7% | Added |
| Parkside Financial Bank & Trust | 1,899 | $198.5K | 0.01% | −108−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,886 | $197.1K | 0.01% | +482+34.3% | Added |
| Fideuram Asset Management (Ireland) dac | 1,793 | $190.3K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,624 | $169.8K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 1,545 | $161.5K | 0.00% | +496+47.3% | Added |
| Essential Partners LLC | 1,506 | $157.4K | 0.07% | +349+30.2% | Added |
| Larson Financial Group LLC | 1,495 | $156.3K | 0.00% | +692+86.2% | Added |
| Kemnay Advisory Services Inc. | 1,431 | $149.6K | 0.02% | +66+4.8% | Added |
| Eurizon Capital SGR S.p.A. | 1,293 | $136.8K | 0.00% | +377+41.2% | Added |
| Sterling Capital Management LLC | 1,237 | $129.3K | 0.00% | +827+201.7% | Added |
| IFP Advisors, Inc | 1,181 | $123.5K | 0.00% | +984+499.5% | Added |
| Farther Finance Advisors, LLC | 1,144 | $119.7K | 0.00% | +130+12.8% | Added |
| Bayforest Capital Ltd | 1,026 | $107.2K | 0.10% | +1,026 | New |
| Nisa Investment Advisors, LLC | 1,017 | $106.3K | 0.00% | +804+377.5% | Added |
| True Wealth Design, LLC | 1,011 | $105.7K | 0.03% | +713+239.3% | Added |
| Geneos Wealth Management Inc. | 988 | $103.3K | 0.00% | +225+29.5% | Added |
| Simplex Trading, LLC | 984 | $102.9K | 0.00% | −907−48.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 877 | $91.7K | 0.00% | −2,274−72.2% | Reduced |
| Parallel Advisors, LLC | 831 | $86.9K | 0.00% | +380+84.3% | Added |
| Covestor Ltd | 634 | $66.0K | 0.04% | +142+28.9% | Added |
| Quarry LP | 563 | $58.9K | 0.01% | −165−22.7% | Reduced |
| Massmutual Trust Co FSB | 385 | $40.2K | 0.00% | −71−15.6% | Reduced |
| Banque Cantonale Vaudoise | 371 | $39.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 352 | $36.8K | 0.01% | +91+34.9% | Added |
| ZRC Wealth Management, LLC | 342 | $35.8K | 0.01% | +285+500.0% | Added |
| Smartleaf Asset Management LLC | 324 | $34.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 317 | $33.1K | 0.00% | −14−4.2% | Reduced |
| Park Place Capital Corp | 305 | $31.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 290 | $30.3K | 0.00% | +280+2,800.0% | Added |
| Hughes Financial Services, LLC | 256 | $26.8K | 0.00% | +4+1.6% | Added |
| Global Retirement Partners, LLC | 254 | $26.6K | 0.00% | +254 | New |
| SBI Securities Co., Ltd. | 237 | $24.8K | 0.00% | +2+0.9% | Added |
| Advisors Asset Management, Inc. | 209 | $21.8K | 0.00% | −16−7.1% | Reduced |
| Quent Capital, LLC | 204 | $21.3K | 0.00% | +180+750.0% | Added |
| Wellington-Altus USA Inc. | 170 | $18.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 172 | $18.0K | 0.00% | +136+377.8% | Added |
| Huntington National Bank | 160 | $16.7K | 0.00% | +49+44.1% | Added |
| JPL Wealth Management, LLC | 155 | $16.2K | 0.00% | +56+56.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 150 | $15.7K | 0.00% | +150 | New |
| Caitong International Asset Management Co., Ltd | 147 | $15.4K | 0.00% | +147 | New |
| Wealth Enhancement Trust Services, Inc. | 144 | $15.1K | 0.00% | +144 | New |
| Assetmark, Inc | 134 | $14.0K | 0.00% | +18+15.5% | Added |
| Activest Wealth Management | 127 | $13.3K | 0.00% | +126+12,600.0% | Added |
| Umb Bank N A | 117 | $12.2K | 0.00% | −822−87.5% | Reduced |
| Highline Wealth Partners LLC | 96 | $10.0K | 0.00% | +23+31.5% | Added |
| Employees Retirement System of Texas | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $9.72K | 0.00% | 00.0% | Unchanged |