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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2New |
$319 - $381
|
2
$296
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.66K- 96.93% |
$583K - $696K
|
116
$17.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
45New |
$7.17K - $8.57K
|
45
$6.66K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.11K+ 14.45% |
$655K - $783K
|
32.6K
$4.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.05K+ 8084.62% |
$167K - $200K
|
1.06K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-44.5K- 9.07% |
$7.09M - $8.47M
|
446K
$66.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-396- 6.96% |
$63.1K - $75.4K
|
5.29K
$784K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35+ 129.63% |
$5.57K - $6.66K
|
62
$9.18K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.81K- 2.65% |
$607K - $726K
|
140K
$20.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
534+ 25.5% |
$85.1K - $102K
|
2.63K
$389K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.31K+ 79.76% |
$208K - $249K
|
2.95K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-13- 5.16% |
$2.07K - $2.47K
|
239
$35.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
260New |
$41.4K - $49.5K
|
260
$38.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-839- 3.76% |
$134K - $160K
|
21.5K
$3.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
78+ 1.64% |
$12.4K - $14.8K
|
4.85K
$718K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1+ 0.72% |
$159 - $190
|
139
$20.6K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.1K- 13.78% |
$812K - $971K
|
31.9K
$4.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-169- 3.79% |
$26.9K - $32.2K
|
4.29K
$635K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7New |
$1.11K - $1.33K
|
7
$1.04K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
33+ 0.25% |
$5.26K - $6.28K
|
13.1K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.1K+ 80.34% |
$1.76M - $2.1M
|
24.8K
$3.67M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 4.35% |
$159 - $190
|
24
$3.55K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 13.16% |
$3.19K - $3.81K
|
172
$25.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.44K+ 79.86% |
$229K - $274K
|
3.24K
$480K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.96K+ 154.7% |
$1.11M - $1.32M
|
11.5K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
57.5KNew |
$9.16M - $10.9M
|
57.5K
$8.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.37K+ 1.87% |
$218K - $261K
|
74.5K
$11M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.23K+ 5.29% |
$195K - $233K
|
24.4K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.03K+ 23.1% |
$163K - $195K
|
5.46K
$809K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-6.09K- 17.09% |
$970K - $1.16M
|
29.5K
$4.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-163- 20.84% |
$26K - $31K
|
619
$91.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-6.75K- 86.38% |
$1.08M - $1.29M
|
1.07K
$158K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31- 2.01% |
$4.94K - $5.9K
|
1.51K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
297+ 0.73% |
$47.3K - $56.5K
|
41.2K
$6.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-959- 34.89% |
$153K - $183K
|
1.79K
$265K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.47KNew |
$393K - $469K
|
2.47K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.5K- 11.2% |
$557K - $666K
|
27.7K
$4.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
920+ 4.33% |
$147K - $175K
|
22.2K
$3.28M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.91KNew |
$304K - $363K
|
1.91K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
185+ 3.37% |
$29.5K - $35.2K
|
5.68K
$841K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
235+ 19.5% |
$37.4K - $44.7K
|
1.44K
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 14.29% |
$159 - $190
|
8
$1.18K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
56New |
$8.92K - $10.7K
|
56
$8.29K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.86K+ 288.19% |
$773K - $924K
|
6.54K
$968K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
638+ 18.94% |
$102K - $121K
|
4.01K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 13.04% |
$478 - $571
|
26
$3.85K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.03K+ 8.37% |
$164K - $196K
|
13.3K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
754+ 47.78% |
$120K - $144K
|
2.33K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-366- 6.19% |
$58.3K - $69.7K
|
5.55K
$822K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
24New |
$3.82K - $4.57K
|
24
$3.55K
|
|