Latest Institutional Transactions on Paylocity Holding Corp (PCTY)
This table provides information on the latest institutional transactions involving Paylocity Holding Corp (PCTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.61% |
$27.7K - $31.3K
|
12.2K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.16K- 1.55% |
$160K - $181K
|
73.4K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
454+ 2.87% |
$62.8K - $71K
|
16.3K
$2.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.49% |
$2.77K - $3.13K
|
1.32K
$196K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7- 7.0% |
$969 - $1.09K
|
93
$13.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
69+ 627.27% |
$9.55K - $10.8K
|
80
$11.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03KNew |
$281K - $317K
|
2.03K
$300K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 50.0% |
$415 - $469
|
3
$444
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.71KNew |
$652K - $737K
|
4.71K
$697K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
618New |
$85.5K - $96.7K
|
618
$91.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
49New |
$6.78K - $7.66K
|
49
$7.25K
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-82.3K- 14.29% |
$11.4M - $12.9M
|
493K
$73.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-34- 0.8% |
$4.71K - $5.32K
|
4.2K
$622K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 71.43% |
$692 - $782
|
12
$1.78K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$415 - $469
|
3
$444
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
11+ 0.4% |
$1.52K - $1.72K
|
2.74K
$405K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
327K+ 311.54% |
$45.3M - $51.2M
|
432K
$64M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.7KNew |
$2.59M - $2.93M
|
18.7K
$2.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 66.67% |
$277 - $313
|
1
$148
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.57KNew |
$218K - $246K
|
1.57K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.03K+ 53.95% |
$143K - $161K
|
2.94K
$435K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6K+ 204.75% |
$1.61M - $1.82M
|
17.3K
$2.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
954+ 59.96% |
$132K - $149K
|
2.55K
$377K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
124+ 43.36% |
$17.2K - $19.4K
|
410
$60.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
36+ 156.52% |
$4.98K - $5.63K
|
59
$8.73K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-42- 1.77% |
$5.81K - $6.57K
|
2.33K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
149+ 363.41% |
$20.6K - $23.3K
|
190
$28.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4K+ 112.37% |
$553K - $625K
|
7.55K
$1.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-90- 0.32% |
$12.5K - $14.1K
|
28.1K
$4.16M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-857- 25.2% |
$119K - $134K
|
2.54K
$377K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 190.98% |
$141K - $159K
|
1.55K
$229K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-21.4K- 91.51% |
$3.41M - $4.08M
|
1.99K
$294K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-131- 38.76% |
$20.9K - $24.9K
|
207
$30.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
132+ 88.0% |
$21K - $25.1K
|
282
$41.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 15.38% |
$319 - $381
|
11
$1.63K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-586- 20.97% |
$93.3K - $112K
|
2.21K
$327K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-119- 7.79% |
$19K - $22.7K
|
1.41K
$209K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 1.68% |
$3.34K - $4K
|
1.27K
$188K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.1K+ 25.69% |
$175K - $209K
|
5.36K
$794K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$1.91K - $2.28K
|
12
$1.78K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.56KNew |
$248K - $297K
|
1.56K
$231K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-37.8K- 20.13% |
$6.01M - $7.19M
|
150K
$22.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
240New |
$38.2K - $45.7K
|
240
$35.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.19KNew |
$986K - $1.18M
|
6.19K
$917K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
356+ 0.67% |
$56.7K - $67.8K
|
53.3K
$7.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.35K+ 19.53% |
$534K - $638K
|
20.5K
$3.04M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.6KNew |
$573K - $685K
|
3.6K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-11- 0.02% |
$1.75K - $2.09K
|
44.6K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
8.24K+ 676.75% |
$1.31M - $1.57M
|
9.45K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34+ 2.05% |
$5.42K - $6.47K
|
1.7K
$251K
|
|