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 488 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $8.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
274
shares
|
$56,120
0.0% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
271
shares
|
$55,506
0.0% of portfolio
|
Q4 2024
Added 489.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
268
shares
|
$54,891
0.0% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
266
shares
|
$54,482
0.0% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
257
shares
|
$52,638
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
247
shares
|
$50,590
0.0% of portfolio
|
Q4 2024
Added 41.14%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
237
shares
|
$48,542
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
237
shares
|
$48,542
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
230
shares
|
$47,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
210
shares
|
$43,012
0.0% of portfolio
|
Q4 2024
Reduced 33.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
187
shares
|
$38,301
0.0% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
175
shares
|
$35,843
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
153
shares
|
$31,337
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$30,723
0.0% of portfolio
|
Q3 2022
Reduced 7.98%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
150
shares
|
$30,723
0.0% of portfolio
|
Q3 2022
Reduced 7.98%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
145
shares
|
$29,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
144
shares
|
$29,494
0.0% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
143
shares
|
$29,289
0.0% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
137
shares
|
$28,060
0.0% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
127
shares
|
$26,012
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
126
shares
|
$25,807
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
123
shares
|
$25,192
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
119
shares
|
$24,373
0.0% of portfolio
|
Q4 2024
Added 11800.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
118
shares
|
$24,168
0.0% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
109
shares
|
$22,325
0.0% of portfolio
|
Q4 2024
Added 73.02%
|