Institutional Ownership Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY). We have compiled data on the 534 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
1,785
shares
|
$264,269
0.0% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
1,775
shares
|
$262,788
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,766
shares
|
$261,456
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,759
shares
|
$260,419
0.02% of portfolio
|
Q3 2025
Added 486.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,748
shares
|
$258,791
0.0% of portfolio
|
Q2 2023
Reduced 15.27%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
1,735
shares
|
$256,866
0.08% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,696
shares
|
$251,092
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,619
shares
|
$239,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
1,614
shares
|
$238,952
0.03% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2025 Q3 2025 |
1,612
shares
|
$238,656
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
1,583
shares
|
$234,363
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
1,573
shares
|
$232,882
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
1,573
shares
|
$232,882
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,560
shares
|
$230,958
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,548
shares
|
$229,181
0.01% of portfolio
|
Q4 2025
Added 190.98%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,547
shares
|
$229,033
0.05% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,546
shares
|
$228,885
0.01% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,521
shares
|
$225,184
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,513
shares
|
$223,999
0.02% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,506
shares
|
$222,963
0.0% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,496
shares
|
$221,482
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,459
shares
|
$216,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,450
shares
|
$214,672
0.01% of portfolio
|
Q3 2025
Reduced 54.9%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,447
shares
|
$214,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,440
shares
|
$213,192
0.01% of portfolio
|
Q3 2025
Added 19.5%
|
|