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 531 institutions that hold shares in the stock, with a total of 40.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
22
shares
|
$3,257
0.0% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
20
shares
|
$2,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
19
shares
|
$2,812
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19
shares
|
$2,812
0.0% of portfolio
|
Q3 2025
Reduced 67.8%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16
shares
|
$2,368
0.0% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
16
shares
|
$2,368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
15
shares
|
$2,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$2,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$2,220
0.0% of portfolio
|
Q2 2022
Reduced 70.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$2,072
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
13
shares
|
$1,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
12
shares
|
$1,776
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
12
shares
|
$1,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
12
shares
|
$1,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
11
shares
|
$1,628
0.0% of portfolio
|
Q2 2022
Reduced 98.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
11
shares
|
$1,628
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
11
shares
|
$1,628
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
8
shares
|
$1,184
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$1,184
0.0% of portfolio
|
Q1 2020
Added 1787.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8
shares
|
$1,184
0.0% of portfolio
|
Q3 2025
Reduced 65.22%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
8
shares
|
$1,184
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,036
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
7
shares
|
$1,036
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$888
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|