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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
31
shares
|
$6,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
31
shares
|
$6,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
30
shares
|
$6,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
28
shares
|
$5,734
0.0% of portfolio
|
Q4 2024
Added 64.71%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
27
shares
|
$5,530
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$4,915
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$4,710
0.0% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$4,710
0.0% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
23
shares
|
$4,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$4,096
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
20
shares
|
$4,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
19
shares
|
$3,891
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19
shares
|
$3,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19
shares
|
$3,891
0.0% of portfolio
|
Q4 2024
Added 58.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$3,686
0.0% of portfolio
|
Q3 2024
Reduced 43.75%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
18
shares
|
$3,686
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
18
shares
|
$3,686
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
18
shares
|
$3,686
0.0% of portfolio
|
Q1 2023
Added 12.5%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$3,481
0.0% of portfolio
|
Q4 2024
Added 70.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$3,072
0.0% of portfolio
|
Q2 2022
Reduced 70.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$2,867
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12
shares
|
$2,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12
shares
|
$2,457
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
11
shares
|
$2,253
0.0% of portfolio
|
Q2 2022
Reduced 98.94%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
9
shares
|
$1,843
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|