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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
93
shares
|
$13,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
89
shares
|
$13,176
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
80
shares
|
$11,844
0.0% of portfolio
|
Q4 2025
Added 627.27%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
76
shares
|
$11,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
70
shares
|
$10,363
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
62
shares
|
$9,179
0.0% of portfolio
|
Q3 2025
Added 129.63%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
61
shares
|
$9,031
0.0% of portfolio
|
Q1 2025
Reduced 44.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
59
shares
|
$8,734
0.0% of portfolio
|
Q4 2025
Added 156.52%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
56
shares
|
$8,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
52
shares
|
$7,698
0.0% of portfolio
|
Q3 2025
Reduced 28.77%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49
shares
|
$7,254
0.0% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
49
shares
|
$7,254
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
47
shares
|
$6,958
0.0% of portfolio
|
Q3 2023
Added 56.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
47
shares
|
$6,958
0.0% of portfolio
|
Q1 2025
Reduced 51.04%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
47
shares
|
$6,958
0.0% of portfolio
|
Q3 2025
Reduced 48.35%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
45
shares
|
$6,662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
44
shares
|
$6,514
0.0% of portfolio
|
Q1 2023
Reduced 16.98%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
38
shares
|
$5,625
0.0% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
35
shares
|
$5,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
33
shares
|
$4,885
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
28
shares
|
$4,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
27
shares
|
$3,997
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
27
shares
|
$3,997
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
24
shares
|
$3,553
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$3,553
0.0% of portfolio
|
Q3 2023
New holding
|
|