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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
1,409
shares
|
$208,602
0.0% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
1,405
shares
|
$208,010
0.17% of portfolio
|
Q2 2025
Reduced 64.74%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,400
shares
|
$207,270
0.0% of portfolio
|
Q4 2021
Reduced 2.78%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,398
shares
|
$206,973
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
1,359
shares
|
$201,199
0.04% of portfolio
|
Q3 2025
Reduced 76.17%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,342
shares
|
$198,683
0.0% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,325
shares
|
$196,166
0.05% of portfolio
|
Q3 2025
Added 77.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,324
shares
|
$196,018
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
1,321
shares
|
$195,574
0.01% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,300
shares
|
$192,465
0.0% of portfolio
|
Q3 2025
Reduced 96.36%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
1,278
shares
|
$189,207
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,272
shares
|
$188,319
0.0% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,269
shares
|
$187,875
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,231
shares
|
$182,249
0.1% of portfolio
|
Q1 2024
Reduced 34.21%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
1,229
shares
|
$181,953
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,114
shares
|
$164,927
0.0% of portfolio
|
Q4 2025
Added 117.58%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
1,065
shares
|
$157,673
0.0% of portfolio
|
Q3 2025
Reduced 86.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,064
shares
|
$157,525
0.01% of portfolio
|
Q3 2025
Added 8084.62%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,020
shares
|
$151,011
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
915
shares
|
$135,465
0.0% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
838
shares
|
$124,065
0.0% of portfolio
|
Q2 2025
Added 16660.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
818
shares
|
$121,104
0.0% of portfolio
|
Q4 2025
Added 162.18%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
690
shares
|
$102,154
0.0% of portfolio
|
Q3 2025
Reduced 97.52%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
673
shares
|
$99,637
0.01% of portfolio
|
Q3 2025
Reduced 25.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
646
shares
|
$95,640
0.0% of portfolio
|
Q3 2025
Added 38.92%
|
|