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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
104
shares
|
$21,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
97
shares
|
$19,867
0.0% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
96
shares
|
$19,662
0.0% of portfolio
|
Q4 2024
Added 123.26%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
93
shares
|
$19,048
0.0% of portfolio
|
Q3 2024
Reduced 99.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
90
shares
|
$18,433
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
89
shares
|
$18,228
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
88
shares
|
$18,024
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
79
shares
|
$16,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
78
shares
|
$15,975
0.0% of portfolio
|
Q4 2024
Reduced 37.6%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
70
shares
|
$14,337
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
69
shares
|
$14,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
66
shares
|
$13,518
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
63
shares
|
$12,903
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
53
shares
|
$10,855
0.0% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
53
shares
|
$10,855
0.0% of portfolio
|
Q4 2024
Added 55.88%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
51
shares
|
$10,445
0.0% of portfolio
|
Q4 2024
Added 155.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
49
shares
|
$10,036
0.0% of portfolio
|
Q4 2023
Added 600.0%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
49
shares
|
$10,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49
shares
|
$10,036
0.0% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
47
shares
|
$9,626
0.0% of portfolio
|
Q3 2023
Added 56.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
44
shares
|
$9,012
0.0% of portfolio
|
Q1 2023
Reduced 16.98%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
44
shares
|
$9,012
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
41
shares
|
$8,397
0.0% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
35
shares
|
$7,168
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
34
shares
|
$6,963
0.0% of portfolio
|
Q3 2024
New holding
|